Business Insurance Specialist

1 day ago


Allahabad, Uttar Pradesh, India beBeeFinance Full time ₹ 70,00,000 - ₹ 1,50,00,000

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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