Customer Success & EB Placements

Job Title: Customer Success & EB Placements

Company Name: Circle Health

Job Category: Volume – Non Tech

Designation: Customer Success Executive / EB Placement Manager

Shift Timings: General Shift

Employment Type: Permanent (Full-Time)

Work Type: On-site

Job Location: Bangalore, Karnataka

Salary: Upto 4.5LPA (decent hike as per the previous salary)

No. of Openings: 1

Experience Required: 1 – 3 Years

Minimum Qualification: Graduation (Any stream)

Age Limit: 22 – 35 years

Languages Required: English, Hindi (any additional Indian language is a plus)

Interview Type: Virtual or In-person (as applicable)

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Job Description:

Circle Health is seeking a motivated and client-centric professional for the role of Customer Success & EB Placements. This role requires a dynamic individual with experience in handling Employee Benefits (EB) insurance placements, managing client expectations, and coordinating between internal teams and insurance providers to deliver optimal outcomes.

As part of a fast-scaling, IIM-founded startup focused on accountable healthcare, the selected candidate will serve as a key liaison between clients and insurers, ensuring accurate placement, timely execution, and continuous engagement.

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Key Responsibilities:

• Understand clients’ insurance requirements and translate them into actionable deliverables
• Negotiate premiums, policy terms, and product structures with insurance companies and brokers
• Coordinate with the internal sales team and clients to customize EB plans based on claims data and preferences
• Ensure timely issuance of policies with full accuracy and compliance
• Review and manage all documentation—policy contracts, applications, and endorsements
• Drive communication with clients, ensuring satisfaction, renewals, and ongoing support
• Build strong cross-functional relationships with insurance providers, brokers, and internal teams
• Work independently with accountability, agility, and a solution-first approach

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Candidate Requirements:

• 1–3 years of experience in Customer Success, Corporate Insurance, or EB Placement roles
• Prior experience handling Employee Benefits (Health Insurance) placement is preferred
• Strong understanding of claims data, policy structures, and insurance negotiations
• Exceptional verbal and written communication skills
• Highly organized, detail-oriented, and proactive in managing tasks and timelines
• Demonstrated ownership and ability to work in a high-growth, fast-paced environment
• Comfortable engaging over email, phone, and video calls with both corporate clients and insurer teams
• Ability to independently manage internal and external stakeholders

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Why Join Us:

• Join one of India’s first accountable healthcare models with massive growth opportunities
• Be part of an IIM-founded and VC-funded startup with a mission to build long-term wellness models
• Competitive salary with performance-based rewards
• High learning curve and ownership from Day 1
• Exposure to corporate insurance and cutting-edge healthcare delivery