
Business Insurance Specialist
1 day ago
About Our Organization
Plum is an employee insurance and health benefits platform focused on making health insurance simple, accessible, and inclusive for modern organizations.
Healthcare in India is seeing a phenomenal shift with inflation in healthcare costs three times that of general inflation. A majority of Indians are unable to afford health insurance on their own; and so as many as 600 million Indians will likely have to depend on employer-sponsored insurance.
We aim to provide the highest quality insurance and healthcare to ten million lives by FY2030, through companies that care. We are backed by leading investors.
Minimum Qualifications:
A chartered accountant or master's degree holder in finance with five years of experience ideally focused on the technology sector or start-ups.
Responsibilities:
- Create annual budgets and build financial models.
- Monitor targets and course corrections against plan versus actual.
- Publish regular management information systems (MIS) and dashboards for leadership, investors, and management.
- Analyze revenue deeply and gain insights.
- Carry out periodic data reconciliation (internal versus insurer data); follow up with insurers and internal sales teams to close revenue gaps.
- Analyze cost KPIs, monitor key metrics, bring insights, and control leakages.
- Manage multiple stakeholders and be responsible for supporting metric reporting for relevant processes.
- Participate in projects on system automation for operational efficiency.
- Work closely with the accounting team to ensure accurate financial reporting.
Preferred Skills:
- Strong data gathering and massaging skills.
- The ability to develop a strong partnership with business leaders; to influence and persuade.
- Strong business acumen, curiosity, agility, and problem-solving.
- Strong communication (written, verbal, and presentation) skills, with editorial expertise.
- Deep expertise in Excel, Google Spreadsheet, presentations, and models.
- Prior experience in business-facing roles will be an added advantage.
- Strong experience with Google Suite and Microsoft Suite.
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