Senior Manager - Customer Success - Insurance & Broking Firm

About Us:

We are a reputed Insurance & Broking Firm that is redefining employee health insurance by making it simple, humane, and proactive. Beyond just financial aid for sickness, we focus on employee well-being and happiness, aiming to prevent illness. By transforming Group Health Insurance into an Employee Happiness Program for even 2% of MSMEs, we can impact 3 million families and create a ripple effect of happiness. Our goal is not just to be an insurance broker but a movement for a healthier, happier India.

Job Summary:

As the Senior Manager you will play a pivotal role in driving innovation in employee benefits, creating impactful well-being solutions, and expanding Ethikas footprint among MSMEs and enterprises. You will lead strategic partnerships, business growth, and product innovation while ensuring our offerings align with our vision of a happiness-driven insurance model.

Key Responsibilities:

- Develop and implement customer retention strategies to minimize churn and increase renewals.

- Monitor client health metrics and deploy proactive solutions for long-term engagement.

- Leverage customer insights to optimize service delivery and mitigate risks.

- Drive product adoption through onboarding, training, and engagement initiatives.

- Execute data-driven marketing campaigns to enhance brand awareness and client satisfaction.

- Work closely with sales to identify upsell and cross-sell opportunities.

- Organize webinars and customer success events to strengthen relationships.

Qualifications & Skills:

- 6+ years in Client Retention, Customer Success, or Account Management, preferably in insurance or related industries.

- Bachelors degree in Business, Marketing, (or related field MBA preferred).

- Proficiency in CRM tools (Salesforce, Fresh desk) and marketing automation.

- Strong analytical, communication, and leadership skills.

Contact: Maria, [phone removed]