Client-Focused Insurance Advisor

Zurich Indonesia | Proteksi Lengkap untuk Hidup Anda; Batam; On-site; IDR 120,000,000 - 180,000,000; Full time

Job summary

Zurich Indonesia | Proteksi Lengkap untuk Hidup Anda is seeking an Insurance Advisor for a full-time, on-site role based in Batam. You will assess protection needs, present suitable solutions, and explain policy terms clearly to clients.

Daily duties include client meetings, proposals, applications, and policy servicing, ensuring high customer satisfaction. You will stay updated on product offerings and regulations, collaborate with internal teams, and work toward individual and team targets in

Qualifications

• Strong knowledge of Insurance products and concepts; able to tailor coverage to client needs.
• Basic understanding of Finance principles for personal protection and long-term planning.
• Consulting skills to conduct needs analysis and build long-term client relationships.
• Customer Service experience focused on responsiveness and satisfaction.
• Clear communication, active listening, and explaining complex information simply.
• Ability to work on-site in a team-oriented environment.
• Goal-oriented with experience meeting sales or service targets and managing a client portfolio.
• Education in business, finance, insurance, or related field; professional certifications are an advantage.
• Comfort with digital tools and CRM systems for client management and reporting.
• High integrity and adherence to regulatory and company guidelines.

Responsibilities

• Meet with prospective and existing clients to assess protection and financial needs.
• Prepare proposals, handle applications and policy servicing requests.
• Follow up on inquiries to ensure a positive customer experience.
• Maintain up-to-date knowledge of insurance products and regulations.
• Collaborate with internal teams to resolve client issues.
• Meet individual and team sales and service targets in a professional manner.

Skills

Insurance products knowledge

Needs analysis

Client relationships

Customer service

Communication skills

Team collaboration

Sales/targets experience

Education

Business/Finance/Insurance degree

Insurance/Financial advisory certifications (advantage)

Tools

CRM systems

Job description

Zurich Indonesia | Proteksi Lengkap untuk Hidup Anda is seeking an Insurance Advisor for a full-time, on-site role based in Batam. You will assess protection needs, present suitable solutions, and explain policy terms clearly to clients.

Daily duties include client meetings, proposals, applications, and policy servicing, ensuring high customer satisfaction. You will stay updated on product offerings and regulations, collaborate with internal teams, and work toward individual and team targets in