Data & Operations Specialist (Banking & Helpdesk)

Sun Life; Jakarta Selatan; On-site; IDR 89,280,000 - 133,920,000; Full time

Job summary

Sun Life in Indonesia is seeking a data-driven candidate to support regional banking partners with accurate data entry, reporting, and analytics. You will coordinate operational requirements and follow up on new business cases, ensuring timely resolutions and informed decision-making.

The role also oversees a WhatsApp-based interactive helpdesk to provide digital support, analyze usage, and improve service effectiveness for advisors and stakeholders.

Qualifications

• Education: min bachelor’s degree.
• Experience: min 2 years’ experience on Insurance Institution, preferable on Distribution Channel in similar role.
• Expert in Data Entry report.
• Has high initiative & able to work independently by delivering new ideas & putting it into action, by maintaining continuous improvement to enhance efficiency and effectiveness in the department.
• Capable of multi-tasking and able to assist and mentor others.
• Have a good communication skill and interpersonal skill.
• Proactive & creative person, eager to learn & take on challenge.
• Able to work under minimum supervision, strong team worker & high service oriented.
• Strong in data Analytics and Microsoft Office.
• Initiative improving to support Project digitalize with AI

Responsibilities

• Ensure accurate and timely data entry and reporting for all regional banking partners to support reliable operational monitoring and informed decision-making.
• Coordinate and follow up on operational requirements and pending new business cases to facilitate timely resolution and efficient case processing.
• Prepare and analyze periodic new business reports across regional banking partners to identify trends, highlight issues, and provide actionable insights to stakeholders.
• Manage the WhatsApp-based interactive helpdesk to provide responsive digital support, resolve advisor inquiries, and improve service effectiveness through usage analysis.

Skills

Data analytics

MS Office

Communication

Independent work

Mentoring others

Multi-tasking

Team player

AI initiative

Education

Bachelor's degree

Tools

WhatsApp

Job description

Sun Life in Indonesia is seeking a data-driven candidate to support regional banking partners with accurate data entry, reporting, and analytics. You will coordinate operational requirements and follow up on new business cases, ensuring timely resolutions and informed decision-making.

The role also oversees a WhatsApp-based interactive helpdesk to provide digital support, analyze usage, and improve service effectiveness for advisors and stakeholders.