Key Account Manager - Employee Benefit Insurance

Cermati.com; Daerah Khusus Ibukota Jakarta; On-site; IDR 60,000,000 - 120,000,000; Full time

Job summary

An innovative fintech startup is seeking a dedicated Employee Benefit Account Manager to enhance client relationships and deliver tailored insurance solutions. In this pivotal role, you will leverage your expertise to analyze client portfolios, assess risk exposure, and ensure seamless policy renewals. Your ability to educate clients on insurance products and identify cross-selling opportunities will be crucial in driving client satisfaction and loyalty. Join a dynamic team that values collaboration and excellence, and contribute to building a world-class financial technology company in Indonesia that prioritizes client needs and fosters long-lasting partnerships.

Qualifications

• 5+ years as an Employee Benefit Account Manager or equivalent experience.
• Proficient in MS Office and preparing presentations.

Responsibilities

• Build and maintain relationships with corporate clients for tailored insurance solutions.
• Educate clients on insurance products and manage their policy journey.

Skills

Interpersonal Relationship Skills

Client Servicing

Risk Assessment

Cross-Selling

Organizational Skills

Education

Insurance Education or Designation

5+ Years Experience in Employee Benefits

Tools

MS Office

Job description

Company Description

Cermati is a financial technology (fintech) startup based in Indonesia. Cermati simplifies the process of finding and applying for financial products by bringing everything online so people can shop around for financial products online and can apply online without having to physically visit a bank.

Our team hails from Silicon Valley tech companies such as Google, Microsoft, LinkedIn, and Sofi, as well as Indonesian startups such as Doku and Touchten. We have graduates from well-known universities such as Universitas Indonesia, ITB, Stanford, University of Washington, Cornell, and many others. We are building a company with the same culture of openness, transparency, drive, and meritocracy as Silicon Valley companies. Join us in our cause to build a world-class fintech company in Indonesia.

Job Description

• Build and maintain strong, long-lasting relationships with corporate clients by understanding their unique insurance needs for EB and offering tailored solutions.
• Analyze client insurance portfolios, assess risk exposure, and recommend adjustments or enhancements to coverage during clients' renewal process.
• Oversee EB insurance renewal process, ensuring seamless transitions and proactively addressing any changes or challenges.
• Act as the main point of contact for clients throughout clients' policy journey including claims process and endorsement process, then coordinate internally with the operation team to handle client requests.
• Facilitate efficient resolution towards any client inquiries and be the advocate for client interests.
• Educate clients on insurance products, coverage options, and risk management strategies to help them make informed decisions.
• Identify opportunities for cross-selling additional insurance products and services to existing clients.
• Provide value-adding relationships to clients, such as coordinating wellness programs.

Qualifications

• Must have a minimum of 5 years as an Employee Benefit Account Manager or have client servicing experience or equivalent in an Insurance Company or Brokers. Additional insurance education or designation preferred.
• Must have experience maintaining employee benefits for large companies.
• Must have deep knowledge of Employee Benefit products.
• Must be proficient in MS Office and preparing presentations.
• Must be highly organized and work well in a team environment. Must have excellent interpersonal relationship skills.
• Ability to assess and maintain multiple priorities while managing one or more books of business.