Deskripsi Pekerjaan


Under Operations & Technology Department, Operations Specialist will provide support to Client Facing Brokers in all aspects of administration supports : insurance comparison, slips creation, certificate creation, insurance manual creation, billing request, policy check, document delivery, and filing of multiple practices, clients and policies through accurate, efficient, and timely production of most complex policies and related documentation, including sending closing documentation to appropriate parties. Role will demonstrate increased technical proficiency (with the ability to answer questions on transactional questions) and issue resolution.
Administration and Documentation
Ensure timely and accurate production/processing of:
• questionnaires to asses coverage needs
• quotation, placing slips, confirmation of insurance
• billing request
• first policy check
• document delivery
• filing, including scanning
• policy signing coordination
• all other documentations as required
Report Preparation
Ensure timely and accurate production/processing of:
• request register
• up to date computer system records
• current and outstanding documentation follow ups
• all other reports as required

Workflow Administration
  • Contribute to the achievement of Operations team Service Level Agreements (SLA) , Key Performance Indicators (KPI) and business objectives
  • Manage and prioritize own workload to meet individual SLA, KPI and Quality targets.
  • Work with Team Coordinator and Operations Services Team Leader to identify continuous improvement opportunities within operational processes
Customer Awareness
  • Build and maintain strong working relationships with internal and external stakeholders.
  • General servicing skills and etiquette
  • Adhere strictly to the Company's Quality practices and other systems and procedures
  • Comply fully with the Company's Errors and Omissions avoidance policy

  • Bachelor degree from any fields.
  • 3-5 years previous work experience, with 2-3 years previous insurance or financial services experience
  • Insurance knowledge (preferable)
  • Detail oriented with strong numerical skills
  • Excellent organization and interpersonal skills
  • Comfortable and experience working  with technology (solutions)
  • Strong problem solving capabilities
  • Proficient in Microsoft Office tools (or equivalent) – Outlook, Word and Excel
  • Clear and concise oral and written communication skills in Bahasa Indonesia and English

Tentang Perusahaan


Ged Sentral Senayan Jl Asia Afrika 8 Ged Sentral Senayan Lt 15 Gelora, Tanah Abang Jakarta Pusat 10270 DKI Jakarta

No. Telepon

(021) 57900110


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