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Plum

Assistant Manager, Customer Success (Support)

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  • Posted 3 days ago
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Job Description

About the Role

The Assistant Manager - Customer Success plays a pivotal role in managing a high-performing customer experience team that handles voice, email, and chat support across health insurance, claims, and policy servicing.

This role acts as a bridge between frontline execution and CX leadership by ensuring SLA adherence, service excellence, team development, and process improvement.

The Assistant Manager will drive day-to-day delivery, coach and mentor advisors, address escalations, and partner with internal and external stakeholders to elevate customer experience at scale.

Role Responsibilities

1. Team Management & Performance

  • Lead, mentor, and manage a team of 1020 customer service advisors across calls, emails, and chat.
  • Drive daily productivity, quality, and compliance against KPIs.
  • Conduct regular 1:1s, performance reviews, coaching, and corrective action plans.
  • Develop bench strength and succession planning for future leadership roles

2. Service Delivery & SLA Ownership

  • Ensure consistent achievement of SLAs including
  • Answer Rate / Response Time
  • Resolution TAT
  • Quality Scores
  • CSAT / NPS
  • Act as the first level of escalation for complex customer situations
  • Monitor queue health, volumes, and backlog trends in real time

3. Quality, Compliance & Customer Experience

Partner with Quality, Training, and Product teams for:

  • Root Cause Analysis (RCA)
  • Error reductions
  • Process adherence
  • Ensure compliance with IRDAI regulations, data privacy, and partner SLAs.
  • Foster a customer-first, ownership-driven culture within the team.

4. Stakeholder & Partner Management

Coordinate with internal and external stakeholders including:

  • Insurers & TPAs
  • Product & Operations teams
  • Brokers and HR/Admin stakeholders
  • Resolve customer-impacting delays and act as a representative of customer voice in internal discussions

5. Reporting & Business Insights

Prepare and present:

  • Daily/Weekly performance dashboards
  • SLA adherence reports
  • Aging & backlog analysis
  • Escalation and complaint trends
  • Use data insights for predictive staffing, workload balancing, and process improvements

6. Process Excellence & Continuous Improvement

  • Identify gaps in SOPs and support enhancements
  • Lead workflow improvements, automation initiatives, and documentation updates
  • Support UATs, migrations, tool adoption, and new launches

Role Requirements

  • Graduate/Postgraduate in any discipline
  • 47 years of total experience in customer operations/contact center
  • Minimum 13 years of experience in a Team Lead / Assistant Manager role
  • Experience in health insurance/insurtech/BFSI or high-volume customer operations preferred
  • Hands-on experience with Excel, data analysis, and CRM tools (Zendesk/Freshdesk/Salesforce)
  • Strong communication skills (verbal and written).
  • Strong people leadership, stakeholder management, and crisis handling.
  • High ownership, data-driven decision making, and ability to operate in a fast-paced environment.

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About Company

Job ID: 138812143

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