Headline

Account Management – Customer Success Manager in Health insurance | Corporate Onboarding & Retention

About

Account Management and Customer Success professional with 2+ years of experience in Group Health Insurance and Employee Benefits, managing end-to-end corporate client relationships. I’ve worked closely with HR teams, insurers, TPAs, and internal operations to support employee onboarding, claims management, renewals, and QBR presentations. My strengths lie in client retention, escalation handling, cross-functional coordination, and member engagement, especially in fast-paced environments like InsurTech startups. Key areas: Account Management | Customer Success | Employee Benefits | Corporate Health Insurance | QBRs | Renewals | Claims Operation

Location

Bengaluru

Work experience

Customer Relations Manager at SARV Systems & Communications Pvt Ltd, Feb 2025 - Present · 1 yr 6 mos, Managed client communication and account follow‑ups ensuring timely resolution of service requests. Coordinated with internal teams and vendors to track issue resolution and maintain service quality. Maintained client records and ensured smooth handling of AMC-related communication and account support.

Senior Relationship Manager at Aditya Birla Sun Life Insurance, Dec 2024 - Jan 2025 · 2 mos, Promoted insurance solutions through bancassurance partnerships. Built relationships with bank stakeholders and supported customers in selecting suitable insurance products.

Assistant Manager – Corporate Relationship Management at Future Generali India Insurance Company Limited, Dec 2022 - Dec 2023 · 1 yr 1 mo, Pune District, • Managed a portfolio of 22 corporate accounts with combined annual premiums exceeding INR 50 Cr across multiple industries. • Served as the primary point of contact for HR teams and employees on all group health insurance matters including claims, coverage, and policy servicing. • Conducted employee onboarding sessions covering policy benefits, claims processes, and digital portal usage, improving plan utilization. • Delivered quarterly business reviews (QBRs) with claims analysis and utilization data to corporate stakeholders, enabling data-driven benefit decisions. • Resolved escalated claims and coverage issues, maintaining high client retention and satisfaction scores. • Organized pre-employment and annual health checkups as part of employee insurance plans, coordinating with healthcare providers. • Designed and executed fortnightly corporate wellness campaigns as a preventive healthcare and employee engagement strategy.

Management Intern at Future Generali India Insurance Company Limited, Mar 2022 - Dec 2022 · 10 mos, Developed expertise in end‑to‑end claims processing including cashless and reimbursement claims. Collaborated with operations, IT, customer service, and provider network teams to ensure efficient claim resolution. Promoted to Corporate Relationship Management role based on performance and stakeholder management ability.

Intern at InMed.ai, May 2021 - Jul 2021 · 3 mos, Pune, Maharashtra, India, B2B Engagement: Established connections with diagnostic centres, pitching Neuroshield for early neurodegenerative disorder detection and exploring Neuroshield integration opportunities. B2C Promotion: Conducted webinars on mindfulness to enhance brand visibility and promote In-Med Prognostics' services and contributed to creating a wellness scale on the company's website to attract individuals interested in brain health and mental well-being. Campaign Creation: Crafted a campaign targeting middle-aged adults (45-60 years) to position Neuroshield as a preventive brain health check-up for dementia, including creative slogan and video ideas.

Education

Master of Business Administration, Health/Health Care Administration/Management, Symbiosis Institute of Health Sciences

Bachelor of Arts - BA, Psychology, Sociology & Economics, Christ University, Bangalore