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

Role Description

The Insurance Advisor role at Zurich Indonesia | Proteksi Lengkap untuk Hidup Anda is a full-time, on-site position based in Batam. The Insurance Advisor will support clients by assessing their protection and financial needs, explaining suitable insurance solutions, and providing clear, accurate information on products, benefits, and policy terms. Daily responsibilities include meeting with prospective and existing clients, preparing proposals, handling applications and policy servicing requests, and following up on inquiries to ensure a positive customer experience. The role also involves maintaining up-to-date knowledge of insurance products and regulations, collaborating with internal teams to resolve client issues, and meeting individual and team sales and service targets in a professional, ethical manner.

Qualifications

• Strong knowledge of Insurance products and concepts, with the ability to recommend appropriate coverage based on client needs.
• Basic understanding of Finance principles relevant to personal protection and long-term financial planning.
• Consulting skills to conduct needs analysis, provide tailored advice, and build long-term client relationships.
• Customer Service experience, with a focus on responsiveness, problem-solving, and client satisfaction.
• Effective Communication skills, including clear verbal and written communication, active listening, and the ability to explain complex information simply.
• Proven ability to work on-site in a team-oriented environment, with strong interpersonal skills and professional conduct.
• Goal-oriented mindset, with experience working toward sales or service targets and managing a client portfolio.
• Relevant education in business, finance, insurance, or a related field; professional certifications in insurance or financial advisory are an advantage.
• Comfort with using digital tools and CRM systems for client management and reporting.
• High integrity, attention to detail, and commitment to complying with regulatory and company guidelines.