Insurance Advisor - HSBC (Jkt 1)

AXA; Daerah Khusus Ibukota Jakarta; On-site; IDR 30.000 - 60.000; Full time

Job summary

An established industry player seeks a motivated professional to enhance Bancassurance performance through strong relationships with bank managers. This role emphasizes customer-centricity, ensuring compliance with policies, and preparing detailed production reports. With a focus on teamwork and leadership, the ideal candidate will possess excellent communication skills and a commitment to customer service excellence. Join a dynamic environment where your contributions will drive growth and innovation in the insurance sector.

Qualifications

• 2+ years of experience in an insurance company.
• Ability to write and deliver training courses and materials.

Responsibilities

• Coordinate relationships with bank managers for Bancassurance growth.
• Prepare production reports regularly.
• Ensure compliance with policies and procedures.

Skills

Communication Skills

Analytical Skills

Problem-Solving

Team Leadership

Time Management

Customer Service Excellence

Proficiency in Marketing Media

English Proficiency

Education

Diploma III or Bachelor's Degree

Job description

Job Responsibilities

1. Coordinate and maintain good relationships with the Branch Manager or Relation Manager of the banks allocated to support performance and Bancassurance growth.
2. Prepare production reports on a daily, weekly, and monthly basis.
3. Coordinate with the Claims Team for claims settlements.
4. Perform Customer Centricity by being attentive, reliable, and available to customers, in line with the current AXA pillars.
5. Ensure compliance with regulatory requirements, policies, and procedures.

Minimum Qualifications

1. Completion of a minimum of Diploma III or a Bachelor’s degree in any discipline.
2. Minimum of 2+ years’ experience in the current position within an insurance company.
3. Excellent communication and group facilitation skills, with the ability to write and deliver training courses and materials.
4. Good analytical and problem-solving skills, with creativity, innovation, and a commitment to Customer Service Excellence.
5. Strong team leadership and time management skills.
6. Good knowledge of general insurance products (retail and commercial business).
7. High level of integrity and dependability, with a strong sense of urgency and results-oriented approach.
8. Proficiency in marketing media and technologies.
9. Good command of English.