Customer Success Manager

Company Description Mitra by Healthysure is India’s leading claim-focused insurance platform, dedicated to making complex insurance policies simple and stress-free. The platform provides personalized guidance across health, life, home, and cyber insurance, helping individuals and organizations choose the coverage that fits their needs. Mitra offers end-to-end claim support through dedicated claim experts who manage paperwork from initial filing through final settlement. By combining expert advice with hands-on claim assistance, Mitra aims to deliver peace of mind and a seamless insurance experience for its customers.
Role Description The Customer Success Manager is a full-time remote role responsible for building strong, long-term relationships with customers and ensuring they gain maximum value from Mitra’s insurance and claims platform. In this role, the individual will proactively engage with customers, understand their insurance and claims needs, and guide them through platform features, services, and best practices. Daily tasks include monitoring customer health and satisfaction metrics, resolving inquiries, coordinating with claim experts and internal teams, and identifying opportunities to improve customer retention and engagement. The Customer Success Manager will regularly conduct check-ins, collect feedback, and suggest product or process improvements based on customer insights. This role also involves documenting interactions, preparing customer reports, and supporting onboarding and training for new customers.
Qualifications
Strong customer-facing skills with a focus on Customer Satisfaction and Customer Service.
Ability to use data and insights to drive decisions, supported by solid Analytical Skills.
Proven experience in Customer Retention and Relationship Building in a service-oriented environment.
Excellent written and verbal communication skills, with the ability to explain complex concepts clearly.
Experience in customer success, account management, or client services, preferably in insurance, fintech, or other regulated industries.
Comfort working remotely, with strong time management, organization, and self-motivation.
Collaborative mindset, able to work closely with product, operations, and claims teams to solve customer issues.
Bachelor’s degree in Business, Finance, Communications, or a related field, or equivalent practical experience.

Work arrangement
Yes