Account Executive (General Insurance)

Proteksindo; Jakarta Pusat; On-site; IDR 180,000,000 - 300,000,000; Full time

Job summary

Proteksindo is seeking an Account Executive (General) to manage and expand a portfolio of corporate and commercial insurance accounts. You will be the primary contact for clients, delivering tailored risk and insurance solutions while driving portfolio growth.

The role requires hands-on experience in the complete commercial placement lifecycle, from market analysis and quotations to binding and slip preparation, with strong communication and negotiation skills.

Qualifications

• 1–2 years of professional experience in the insurance industry (broking, underwriting, or corporate risk management).
• Drafting commercial insurance quotations and preparing placing slips.
• Strong understanding of General Insurance classes (Property, Marine, Motor, Liability).

Responsibilities

• Maintain proactive relationships with corporate and commercial clients and address their evolving risk and insurance needs.
• Identify cross-selling and up-selling opportunities within existing accounts and assist in new business pitches.
• Prepare quotations, placing slips, cover notes, and submission documents for underwriters; negotiate terms and premiums.
• Coordinate with claims teams and carriers to support clients and keep records accurate.

Skills

Communication skills

Negotiation skills

Client facing

Education

Bachelor's degree in Risk Management

Tools

MS Office

Job description

We are seeking a driven and results-oriented Account Executive (General) to manage, maintain, and expand our portfolio of corporate and commercial insurance accounts. In this role, you will serve as a key point of contact for clients, delivering tailored risk and insurance solutions while driving portfolio growth.

The ideal candidate brings foundational experience in the insurance brokerage or underwriting sector and possesses direct, hands-on familiarity with the complete commercial placement lifecycle—from market analysis and quotation generation to binding and slip preparation.

Key Responsibilities

Account Management & Client Retention:

• Maintain strong, proactive relationships with existing corporate and commercial clients, understanding their evolving operational risks and insurance requirements.
• Handle day-to-day client inquiries, policy endorsements, renewals, and policy document delivery efficiently.

Business Development:

• Identify cross-selling and up-selling opportunities within existing accounts to expand the portfolio.
• Participate in prospecting activities and assist in pitching comprehensive insurance solutions to prospective commercial clients.

Technical Documentation & Placement Execution:

• Offer & Quotation Generation: Analyze client risk exposures, evaluate underwriting terms, and prepare competitive insurance quotations and commercial proposals.
• Placing Slip Preparation: Draft accurate and comprehensive placing slips, cover notes, and submission documentation for presentation to insurance underwriters.
• Negotiate favorable terms, conditions, and premium rates with insurance underwriters on behalf of clients.

Claims & Administrative Support:

• Coordinate with internal claims teams and insurance carriers to facilitate smooth claims handling and advocacy for clients.
• Maintain meticulous records of client portfolios, policy tracking, and billing schedules within internal CRM and database systems.

Qualifications & Requirements

• Experience: Minimum 1 to 2 years of professional experience within the insurance industry (preferably within an insurance brokerage, composite insurer, or corporate risk management environment).
• Technical Proficiency (Essential): Proven, hands-on experience in drafting commercial insurance quotations, preparing placing slips, and managing policy documentation.
• Knowledge Base: Strong foundational understanding of General Insurance classes (e.g., Property All Risks, Marine Cargo, Motor, Liability, and Miscellaneous Accident).
• Education & Professional Certifications: Bachelor’s degree in Risk Management, Insurance, Business Administration, Economics, or a related field.
• Added Value / Preferred Certifications: Holding professional designations such as APAI (Ahli Pialang Asuransi dan Reasuransi Indonesia) or LSPPI Level 5 certification will be considered a significant advantage.

Skills:

• Exceptional communication, negotiation, and client-facing interpersonal skills.
• Strong analytical rigor, meticulous attention to detail, and high accuracy in preparing technical insurance documentation.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and digital workspace tools.