About Plum

Plum is an employee insurance and health benefits platform focused on making health insurance simple, accessible and inclusive for modern organizations.

Healthcare in India is seeing a phenomenal shift with inflation in healthcare costs 3x that of general inflation. A majority of Indians are unable to afford health insurance on their own; and so as many as 600mn Indians will likely have to depend on employer-sponsored insurance.

Plum is on a mission to provide the highest quality insurance and healthcare to 10 million lives by FY2030, through companies that care. Plum is backed by Tiger Global and Peak XV Partners.

About the Role

We are seeking a talented and driven individual to join our team as an Account Management Agents. In this role, you will work closely with our enterprise account managers to provide them with data and reports that will help support them in their work.

Role Responsibilities

• Collaborate with account managers to understand their needs and gather data and information necessary to build customer profiles and develop account strategies.

• Create and maintain reports and dashboards that track account performance and identify trends, opportunities, and challenges.

• Analyse customer data and provide insights to help account managers make informed decisions.

• Assist account managers with customer meetings and presentations by providing data-driven insights and analysis.

• Coordinate with other departments, such as customer success, marketing and product development, to ensure account managers have the information and resources they need to succeed.

• You would help employees and employers use their health insurance and health benefits in the most seamless way possible.

• You would develop a deep level of understanding and knowledge of the entire product , systems and processes.

Role Requirement

• At least 2-3 years of experience in a customer facing role.

• Very strong written and verbal communication.

• High customer empathy.

• Strong problem solver, can hustle to unblock customers.

• Ability to work with cross functional teams to resolve issues.

• Comfortable using modern tools like Intercom, Slack, Google Suite.

• Strong adherence to SLAs and processes.

• Ability to communicate complex data and insights to non-technical stakeholders in a clear and concise manner.

• Strong attention to detail and the ability to ensure data accuracy and completeness.