Account Executive (General Insurance)

PT Proteksindo Broker Asuransi; Jakarta Utara; On-site; IDR 167,400,000 - 312,480,000; Full time

Benefits offered by this job

MS Office proficiency

Online meeting tools

Job summary

PT Proteksindo Broker Asuransi is seeking a driven Account Executive to expand the General Insurance portfolio and develop new business opportunities while maintaining long-term client relationships.

The ideal candidate has experience in insurance sales, understands the broking process, and can provide effective risk solutions based on client needs. This role emphasizes cross-selling, upselling, and delivering exceptional service.

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum 3 years of sales or business development experience, preferably in General Insurance, Insurance Brokerage, or Financial Services.
• Strong understanding of General Insurance products.
• Familiar with end-to-end workflow of an insurance broker.
• Strong communication, negotiation, presentation, and relationship-building skills.
• Target-oriented with networking and business development abilities.
• Well-organized and able to manage multiple clients.
• Proficient in Microsoft Office and online meeting platforms.

Responsibilities

• Build, maintain, and manage strong relationships with prospective and existing clients.
• Prepare quotations, proposals, and negotiate terms with clients and insurance companies.
• Manage the end-to-end insurance broking process, including quotation, policy issuance, endorsement, renewal, and claims coordination.
• Monitor policy renewals and proactively identify cross-selling and up-selling opportunities.
• Maintain accurate sales records, client databases, and activity reports.
• Stay updated on General Insurance products, market trends, and industry regulations.
• Ensure excellent customer service and timely responses to client inquiries.

Skills

Sales experience

Relationship building

Negotiation

Presentation skills

Communication

Networking

Organizational skills

Time management

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Online meeting platforms

Job description

We are looking for a driven, results-oriented, and customer-focused Account Executive to expand our General Insurance portfolio, develop new business opportunities, and maintain long-term relationships with clients. The ideal candidate has experience in insurance sales, understands the insurance broking process, and is able to provide effective risk solutions based on clients' needs.

Key Responsibilities

Build, maintain, and manage strong relationships with prospective and existing clients.

Prepare quotations, proposals, and negotiate terms with clients and insurance companies.

Manage the end-to-end insurance broking process, including quotation, policy issuance, endorsement, renewal, and claims coordination.

Monitor policy renewals and proactively identify cross-selling and up-selling opportunities.

Maintain accurate sales records, client databases, and activity reports.

Stay updated on General Insurance products, market trends, and industry regulations.

Ensure excellent customer service and timely responses to client inquiries.

Qualifications

Bachelor's degree or equivalent experience.

Minimum 3 years of sales or business development experience, preferably in General Insurance, Insurance Brokerage, or Financial Services.

Strong understanding of General Insurance products (Property, Motor, Marine, Engineering, Liability, etc.).

Familiar with the end-to-end workflow of an insurance broker, including quotation, policy placement, endorsement, renewal, and claims coordination.

Strong communication, negotiation, presentation, and relationship-building skills.

Target-oriented with excellent networking and business development abilities.

Well-organized, proactive, and able to manage multiple clients simultaneously.

Proficient in Microsoft Office (Word, Excel, PowerPoint) and online meeting platforms.