About Plum Plum is a modern employee insurance and health benefits platform focused on making health insurance simple, accessible and inclusive. 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 insure 10mn lives by 2025. Backed by leading global investors including Tiger Global, Sequoia Capital, Tanglin Ventures and Incubate Fund, we help companies care better for their employees by providing: - Comprehensive health benefits - A fully-digital platform experience for HR teams & admins - Superior support & claims experience. About the role The Sales Team at Plum relies on a variety of data points to deliver a delightful user experience. This role is the gatekeeper of all numbers that enable delivering promised SLAs contributing to delivering a world class user experience for users. Responsibilities: Mid Market: 1) Assist AMs in collecting reports like claims MIS / Analysis / CD statements / endorsement copies / Invoices from insurers / internal teams as per the customer requests or for the review of AMs to build monthly quarterly reports & presentations. 2)Work on Monthly ad hoc reports for those customers whom we have agreed to share. 3)Assist on gathering info during an escalation resolution SMB : 1)To manage SMB accounts database (Excel & SFDC) 2)Periodic updation of critical data points 3)Assist the retention team with operational processes 4)Assist the retention team with data requests Skills 1-3 years of experience in in a data related role in an internet, SaaS or service company Proficiency in Microsoft Excel is a must-have skill Ability to collect and analyze data, identify patterns and trends, solve complex problems, and make data-driven decisions Ability to use mathematical/statistical models to stitch transparent representation of trend Proven organisation and project management in an ambiguous environment Excellent communication and presentation skills 4 - 7 a year Office Address - Brigade Metropolis, Whitefield, Bangalore
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