Customer Retention Specialist

3 days ago


Jakarta, Jakarta, Indonesia AIA Indonesia Full time

FIND YOUR 'BETTER' AT AIA

We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we'd love to hear from you.

Primary Focus & Responsibilities:

Customer Engagement:

  • Build trust and awareness through calls, virtual support, and establish credibility with empathy and trust-based conversations.
  • Understand customer needs and recommend suitable protection solutions based on customer behavior and preferences.

Advisory & Product Knowledge

  • Provide advice on protection products, coverage gaps, and goals aligned to customer needs.
  • Explain product features, benefits, and terms clearly to customers.

Sales & Conversion

  • Drive sales through direct engagement, virtual interactions, and telesales.
  • Achieve assigned sales targets and KPIs.

Compliance & Process Adherence

  • Ensure compliance with company policies and regulatory requirements during sales and advisory processes

Requirements:

  • Min. 3 years of working experience in customer service, telesales, insurance servicing, or financial advisory roles
  • Experience in direct customer engagement via phone, messaging or digital channels
  • Exposure to needs-based conversations or simple financial needs analysis preferred
  • Familiarity with insurance is an advantage (training can be provided)


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