Key Account Manager - Employee Benefit Insurance

Company Description

Cermati is a financial technology (fintech) startup based in Indonesia. Cermati simplifies the process of finding and applying for financial product 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 hailed from Silicon Valley Tech companies such as Google, Microsoft, LinkedIn and Sofi as well as Indonesian startups such as Doku, 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 operation team to handle client requests.
• Facilitate efficient resolution towards any clients inquiries and be the advocate for client interest
• 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 relationship to clients and such as coordinating wellness program

Qualifications

• Must have minimum 5 years as Employee Benefit Account Manager or have client servicing experience or equivalent in Insurance Company or Brokers. Additional insurance education or designation preferred
• Must have experience for maintaining employee benefit on large company
• Must Have deep knowledge of Employee Benefit product
• Must be proficient in Ms Office and preparing presentation
• Must be highly organised and work well in team environment. Must have excellent interpersonal relationship skills
• Ability to assess and maintain multiple priorities while managing one or more books of business