Employee Benefits - Customer Success Junior Associate

EB Customer Success Junior Associate manages client accounts of corporate health, life, or personal accident insurance and triages requests to the appropriate teams in order to deliver best-in-class service to our clients and their insurance participants. They are the single point-of-contact which ensures seamless communication.

Responsibilities:

• Deliver best-in-class operations and service to client/ mitra.
• Own entire relationship with the assigned clients, including onboarding, implementation, socialization, and satisfaction.
• Triage client requests to admin, finops, and claims team.
• Ensure satisfaction and completeness of client requests.
• Handle 1st-line inquiries from participants/ clients.
• Ensure all the requests and process is getting done as SLA/ standard.
• Work with related team (sales, insurance placement, finance-operations, claim, admin, and another related team).
• Communicate effectively with both internal and external to get a better understanding of process and solve issues.
• Prepare documentation of client reports along with an active insurance policy.

• Minimum 1 year experience in communication, customer success/ relations, account management.
• Strong skills in verbal and written communications.
• Ability to work effectively across multiple departments in a deadline driven environment.
• Active team player, self-starter, multitasker who can quickly adjust priorities.
• Bachelor's degree or equivalent.
• Knowledge of microsoft excel / google sheet, powerpoint, and project dashboard tools.
• Will be a plus point if familiar with insurance or finance industry.
• Fast learner and willing to learn insurance industry in detail.