The Role
Maintain closing files, update participant data from clients and insurance partners, verify cards and invoices against agreements, coordinate communications, arrange insurance guidebook distribution, and organize documentation. The role requires Excel proficiency, insurance-related data management experience, strong administration and problem-solving skills, communication abilities, and comfort working independently or collaboratively in a fast-paced environment.
Summary Generated by Built In
Job Description
- Keeping the closing file related to the other provisions agreed upon at the start
- Update participant data received from clients and insurance
- Check the card according to the data submitted
- Checking invoice in accordance with the initial agreement
- Make arrangements for the guidebook of insurance to be sent to clients
- Coordinating with clients and insurance partner regularly
- Filling documents in correct order
- Bachelor's degree in any field which requires logical and creative thinking
- Strong administration and problem solving skills
- Proficient with Ms. Excel (VLookup, HLookup, Pivot, etc)
- Minimum 1 year data management experience or equivalents in insurance company or insurance brokerage
- Good communication skills for business purposes
- Work well either in team or individually
- Able to work underpressure and fast paced environment
Skills Required
- Bachelor's degree in any field requiring logical and creative thinking
- Strong administration and problem-solving skills
- Proficiency with Microsoft Excel, including VLOOKUP, HLOOKUP, and PivotTables
- At least 1 year of data management experience or equivalent experience in an insurance company or insurance brokerage
- Good business communication skills
- Ability to work effectively in a team and independently
- Ability to work under pressure in a fast-paced environment
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The Company
What We Do
We are a technology startup that engages in the Indonesian financial technology area. We are based in Jakarta and we're founded by ex-silicon valley engineers. Our vision is to use technology to make financial information more available and more useful to everyone. Our mission is to enable people to take control of their financial situation and save a lot of money by doing so. Our products allow people to easily make the best financial decision for their situation. Come join our adventure in transforming Indonesian financial landscape through technology.
