Clients Relationship

5 days ago

Jakarta, Jakarta, Indonesia Private Advertiser Full time 8,000,000 - 12,000,000 per year
  • Melakukan kunjungan (online/offline) ke klien korporasi atau individu untuk menjalin hubungan dan memahami kebutuhan mereka.
  • Melakukan review rutin terhadap portofolio klien, mengevaluasi apakah cakupan asuransi masih sesuai dengan kebutuhan atau perlu diperbaharui/ditambah.
  • Menyiapkan dan menjalin negosiasi untuk perpanjangan polis, perubahan (endorsements) atau cross-sell/upsell produk asuransi tambahan.
  • Mengelola administrasi klien: memasukkan data ke dalam sistem CRM, memperbarui informasi polis, melakukan koordinasi dengan underwriting dan klaim untuk memastikan layanan klien berjalan lancar.
  • Memberikan edukasi dan konsultasi kepada klien mengenai produk asuransi, manfaat, risiko, serta regulasi yang relevan agar klien merasa yakin dan terlindungi.
  • Berkolaborasi dengan tim internal (penjualan, underwriting, klaim, pemasaran) untuk memastikan integrasi layanan yang optimal bagi klien.
  • Memantau tren industri asuransi, regulasi dan persaingan untuk memberikan masukan strategis kepada perusahaan dan klien.
  • Melaporkan KPI utama: tingkat retensi klien, tingkat perpanjangan polis, kepuasan klien, dan pendapatan dari klien.

Kualifikasi & Kompetensi
  • Pendidikan minimal Sarjana (S1) di bidang Bisnis, Manajemen, Asuransi, Keuangan atau bidang terkait.
  • Pengalaman kerja dalam bidang asuransi (penjualan, account management, layanan klien) menjadi nilai tambah. Contoh posisi "Relationship Officer – Health Insurance" mensyaratkan pengalaman sebagai Corporate Relation atau bidang terkait.
  • Kemampuan komunikasi lisan dan tulisan yang sangat baik, serta mampu membangun relasi yang kuat dengan klien dan pemangku kepentingan internal.
  • Orientasi layanan pelanggan tinggi, proaktif dalam menyelesaikan masalah klien dan menjaga kepercayaan.
  • Kemampuan analitis untuk memahami kebutuhan klien, risiko mereka serta memberikan solusi yang tepat.
  • Keterampilan negosiasi untuk memperpanjang atau menambah polis serta menjalin kerja sama dengan klien korporasi.
  • Keterampilan administrasi dan organisasi: mengelola banyak klien atau tugas secara simultan, menggunakan perangkat CRM atau software terkait.
  • Pengetahuan produk asuransi dan regulasi relevant (termasuk risiko profesional, D&O, atau asuransi korporasi) menjadi keunggulan.

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