Credit Life Performance Management

FWD Group Management Holdings Limited; Jakarta Pusat; On-site; IDR 150,000,000 - 210,000,000; Full time

Job summary

FWD Group Indonesia seeks a data & performance specialist to manage Credit Life data processing, validation, reconciliation, reporting and analysis within the Credit Life portfolio.

You will collaborate with cross-functional partners to drive data quality, governance, and actionable insights, supporting portfolio performance and strategic initiatives. A Bachelor’s degree and strong Excel/BI skills are required, with experience in finance or insurance data preferred.

Qualifications

• Bachelor’s degree in a quantitative or business discipline.
• Advanced proficiency in Microsoft Excel and reporting tools.
• Knowledge of BI and data visualization platforms (Power BI, Tableau, SQL).

Responsibilities

• Manage Credit Life data processing, validation, and reporting.
• Enhance data governance, controls, and reporting frameworks.
• Generate insights to support portfolio performance and strategic initiatives.
• Serve as primary contact for Credit Life data and process matters.
• Support new business initiatives with data and performance management.

Skills

Advanced Excel

Data visualization

SQL basics

Education

Bachelor’s degree in a quantitative or business field

Tools

Power BI

Tableau

SQL

Job description

About FWD Group FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD's customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

PT FWD Insurance Indonesia ("FWD Insurance"), a joint-venture insurance company and a part of FWD Group, previously known as PT Commonwealth Life, has successfully merged with PT FWD Life Indonesia ("FWD Life") as of 1 December 2020 and will be known as FWD Insurance. The merger of FWD Life and FWD Insurance has led to a more comprehensive range of products, including unit-linked insurance, individual & group term life insurance, individual & group personal accident insurance, and group medical insurance through technology driven-distributions such as agency, bancassurance, e-commerce, and corporate. FWD Insurance is registered and supervised under Otoritas Jasa Keuangan ("OJK"). FWD Insurance is a member of Indonesia Financial Services Alternative Dispute Resolution Center. The Credit Life Business & Performance Management is responsible for managing Credit Life business data, performance reporting, and operational processes to ensure accurate, timely, and reliable business information that supports effective decision-making, operational governance, and business growth. The role serves as the primary point of contact for data and process matters within the Credit Life business, working closely with partners and cross-functional stakeholders to maintain data integrity, reporting reliability, and process effectiveness. The role is responsible for the end-to-end management of business data, including data processing, validation, reconciliation, reporting, analysis, and process execution. The role also supports business initiatives that contribute to portfolio performance and the achievement of Credit Life business objectives.

Key Responsibilities

• Manage Credit Life business data through data processing, validation, reconciliation, reporting, and analysis to ensure data accuracy, integrity, and timely delivery of business information.
• Manage and continuously enhance business processes, controls, and reporting frameworks to improve operational efficiency, data quality, and governance across the Credit Life portfolio.
• Generate business insights through performance monitoring and analysis, translating findings into actionable recommendations that support portfolio performance, business objectives, and strategic initiatives.
• Serve as the primary point of contact for Credit Life data and process matters, coordinating with partners and cross-functional stakeholders to ensure effective execution, issue resolution, and process alignment.
• Support the implementation of business initiatives, process enhancements, and new operating models by providing data, process, and performance management expertise.

Key Qualifications

Education & Skills

• Bachelor’s Degree in Mathematics, Statistics, Data Analytics, Finance, Economics, Business Administration, Information Systems, or a related discipline.
• Advanced proficiency in Microsoft Excel and reporting tools.
• Knowledge of business inteligence and data visualization platforms is an advantage (e.g.: Power BI, Tableau, SQL, or similar tools).

Experience

• Minimum 3 years of experience in business management, business operations, performance management, reporting, MIS, business analysis, data management, insurance, banking, or financial services.
• Proven experience in managing, validating, reconciling, and analyzing large datasets with a high degree of accuracy, integrity, and attention to detail.
• Experience in developing, maintaining, and quality-checking reports, dashboards, and performance monitoring frameworks, with advanced proficiency in Microsoft Excel,
• Experience in analyzing and interpreting business data, identifying trends and discrepancies, generating actionable insights, and effectively communicating findings and recommendations to internal and external stakeholders.
• Experience in managing business processes, driving process improvements, supporting business initiatives, and coordinating cross-functional stakeholders.
• Experience in Credit Life, Bancassurance is a plus.

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD's customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

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