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.
