Customer Success Executive

Job Summary

Key Responsibilities

• Act as the primary point of contact for policyholders, addressing queries related to policy coverage, claims, and benefits.
• Guide customers through the onboarding process and ensure they fully understand their insurance policies.
• Proactively engage with clients to enhance satisfaction, resolve issues, and retain business.
• Coordinate with internal teams (claims, underwriting, sales, and support) to resolve customer concerns efficiently.
• Monitor customer interactions, feedback, and escalations to improve service quality.
• Identify opportunities for upselling or cross-selling additional insurance products.
• Maintain accurate records of customer interactions in CRM systems.
• Stay updated on industry regulations, company policies, and product offerings to provide accurate information.
  

Required Skills & Qualifications

• Bachelor's degree in Business Administration, Insurance, or a related field.
• 1 year of experience in customer success, account management, or a similar role in the health insurance sector.
• Strong understanding of health insurance products, claims processing, and regulatory guidelines.
• Excellent communication and interpersonal skills to build strong customer relationships.
• Problem-solving skills with the ability to handle customer complaints and escalations effectively.
• Proficiency in CRM software and Microsoft Office Suite.
• Ability to multitask, prioritize, and work in a fast-paced environment.
• Languages Required English, Bengali and Hindi