As a Customer Success Manager at Loop, you will play a key role in driving customer goals, revenue expansion and product utilisation by ensuring the activation, engagement, success, retention, and growth of Loops key, enterprise or mid-market clients.

This role is focused on high-impact, high-value activities in all aspects of business development and retention.

What You Would Do?

- Develop a deep relationship with the customer and an understanding of their employee health to suggest specific Loop Health product features, interventions, and value propositions - map and build relationships with key stakeholders for your accounts to ensure they are engaged with us throughout the year

- Be a strategic partner and advisor to the client, discovering new opportunities to work together for mutual benefits

- Increase renewal rates, drive adoption and consumption, improve customer satisfaction, and work with our customers to generate new business (upsell and cross-sell)

- Learn about Health Insurance and Loop Health benefits so that you can articulate the value to existing and new customers - educate our clients about health benefits management and onboard them to our own dashboards and roster management tools

- Help execute and iterate the Loop Health onboarding experience to maximise client enrolment in our app and understanding of our benefits

- Be the customers voice within Loop Health providing feedback to our Product team to develop/identify new features

- Serve as the internal voice of the customer and advocate for our client's needs (services, support, product management, executive alignment)

- Be extremely process-driven and document notes, MoMs, RCAs and managing escalations with clients and driving them internally across different teams

- Manage and track ongoing roster management such as addition/deletion of employees on an ongoing basis and share active employee lists and premium consumed statements with clients on a recurring basis

- Define and measure leading indicators and calculate risk forecasts based on product adoption; close renewal, upsell, and cross-sell opportunities within assigned client accounts, in partnership with the sales team

- Identify opportunities for customer references, testimonials and case studies

- You may be required to travel on-demand to a customer site for short visits

What We Are Looking For

- Minimum 5 years of experience in customer success serving enterprise customers with more than 1000 employees

- Experience working in an Insurance Broking Industry or Insurance preferred.

- Has prior sales experience or feels comfortable selling

- Process-oriented and analytical

- Previous experience using CRM tools, ticketing software and other tech enablement preferred

- Advanced knowledge of Microsoft Excel and Word

- Passion for solving client challenges and commitment to client delight

- Proven ability to coach, mentor, and develop individual contributors

- Naturally curious, with excellent critical-thinking skills

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Posted By

Noopur Pathak

Talent Scout at INVOQ LOOP INSURANCE BROKERS PRIVATE LIMITED

Last Active: 18 November 2025

Job Views:
188

Applications: 91

Recruiter Actions: 0

Posted in

Sales & Marketing