93 Insurance Broker jobs in Indonesia

• Identify and develop relationships with prospective commercial insurance clients.
• Assess clients' business operations and risk exposures to determine insurance needs.
• Source and present competitive insurance proposals from various carriers.
• Negotiate policy terms, conditions, and premiums with insurers and clients.
• Manage a portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Provide expert advice on risk management and loss prevention strategies.
• Facilitate the policy issuance process and assist clients with claims inquiries.
• Stay informed about market trends, regulatory changes, and new insurance products.
• Achieve sales targets and contribute to the agency's growth objectives.
• Build and maintain strong, long-lasting client relationships.

• Bachelor's degree in Business, Finance, Marketing, or a related field.
• Proven experience (3-5 years) in commercial insurance sales, brokerage, or account management.
• In-depth knowledge of various commercial insurance lines (e.g., property, casualty, liability).
• Excellent communication, negotiation, and interpersonal skills.
• Strong sales and client relationship management abilities.
• Relevant insurance licenses and certifications are required.
• Proficiency in insurance CRM software and MS Office Suite.
• Ability to work independently and manage time effectively.
• Client-centric approach with a commitment to service excellence.

• Develop and maintain a portfolio of commercial insurance clients by proactively seeking new business opportunities.
• Conduct thorough needs analyses to understand clients' unique risks and insurance requirements.
• Source and present competitive insurance proposals from a variety of reputable insurance carriers.
• Negotiate terms, conditions, and pricing with insurers to secure the best possible coverage for clients.
• Service existing accounts, including policy renewals, endorsements, and addressing client inquiries promptly.
• Build and foster strong, long-term relationships with clients and insurance market contacts.
• Stay informed about market trends, new products, and regulatory changes affecting commercial insurance.
• Collaborate with underwriting teams to facilitate the placement of complex risks.
• Ensure all client interactions and transactions are accurately documented in the agency management system.
• Achieve and exceed sales targets and revenue goals.

• Develop and maintain a pipeline of prospective commercial insurance clients.
• Conduct thorough risk assessments and analyze client business operations to identify insurance needs.
• Present and recommend suitable insurance products and coverage options from various carriers.
• Negotiate terms, conditions, and premiums with insurance underwriters and carriers.
• Place new commercial insurance policies and manage renewals.
• Build and nurture long-term relationships with clients through excellent service.
• Provide ongoing support and advice to clients regarding their insurance programs.
• Assist clients with claims processing and resolution.
• Stay informed about market developments, new products, and regulatory changes.
• Achieve sales targets and contribute to the company's growth objectives.
• Utilize CRM and other systems to manage client information and sales activities effectively.
• Collaborate virtually with internal teams (e.g., underwriting support, claims specialists).
• Ensure compliance with all licensing requirements and ethical standards.

• Valid Indonesian insurance broker license (or ability to obtain one).
• Minimum of 3 years of experience in commercial insurance sales or brokerage.
• Comprehensive knowledge of Property, Casualty, Liability, and other commercial insurance lines.
• Proven track record in prospecting, sales, and client relationship management.
• Excellent negotiation, communication, and presentation skills.
• Strong understanding of risk management principles.
• Self-motivated with the ability to work independently and manage time effectively in a remote setting.
• Proficiency in CRM software and standard office applications.
• High ethical standards and a client-centric approach.
• Ability to analyze business needs and recommend appropriate solutions.
• Strong problem-solving skills.

Deskripsi Pekerjaan

• Memenangkan dan mengembangkan hubungan dengan prospek client dan
  
  pipeline untuk New Business
• Menjaga dan mengembangkan hubungan dengan Existing Client
• Mengupayakan pencapaian target setiap bulan dengan melaksanakan rencana kerja pemenuhan target yang realistis,

• Menjalankan tugas sebagai konsultan dan pialang asuransi, termasuk
  
  diantaranya:

• Memberikan informasi terkini (updated), termasuk penjelasan syarat dan kondisi asuransi kepada client pada saat proses penutupan

• Memberikan perbandingan syarat dan kondisi penawaran dengan polis
  
  existing client (jika ada)
• Melakukan pengawasan (Follow up) dan memberikan reminder client untuk jatuh tempo pembayaran polis dan cicilan/installment premi
• Melakukan koordinasi dan diskusi secara rutin dengan team marketing
  
  maupun team layanan lainnya,
• Melakukan dokumentasi dan administrasi penunjang kegiatan pemasaran

Kualifikasi:

• Pendidikan minimal S1
• Berpengalaman minimal 2 (dua) tahun di dunia asuransi sebagai pialang
  
  asuransi,
• Diutamakan memiliki kepribadian yang terbuka, energik, kompetitif, mampu
  
  bekerja di bawah tekanan target dan deadline,
• Independen, Komunikatif namun tetap bisa bekerjasama dalam tim,
• Mempunyai gelar profesi asuransi akan menjadi nilai tambah

Company Description

PT
Daidan Utama Pialang Asuransi
is opening an opportunity for passionate professionals in the fields of
insurance, employee benefits, and business development
to join our team.

If you have experience in marketing
health insurance, life insurance, and pension programs (DPLK)
, enjoy building strong relationships with corporate clients, and are driven by solutions and achieving targets—this is the right time to grow with us.

At PT Daidan Utama Pialang Asuransi, you will not only be involved in
strategic marketing and client engagement
, but also play an important role in creating the best protection solutions for companies and their employees.

Role Description

This is a
full-time, on-site
role for a
Marketing Employee Benefit Broker Insurance
, located in
Central Jakarta
.

Key Responsibilities:

• Conduct marketing activities for Employee Benefit (EB) products such as health insurance, life insurance, and pension programs (DPLK), including:
• a. Identifying client needs and providing appropriate insurance solutions.
• b. Preparing proposals, conducting presentations, and negotiating with clients.
• c. Building and developing relationships with corporate clients, including HR/GA and related management.
• d. Monitoring policy renewals, following up on claims, and ensuring client satisfaction.
• Coordinate with the Placement and Underwriting teams in designing programs and calculating premiums.
• Prepare regular reports to management on marketing activities, pipeline management, and target achievement.
• Actively participate in promotional activities, events, and socialization related to EB products.

Qualifications

• Minimum
  Bachelor's degree
  in any major, preferably in Business Management, Marketing, or Insurance.
• At least
  2 years of experience
  in the insurance industry, preferably in an insurance brokerage specializing in employee benefits (strong knowledge of health and life insurance products will be an advantage).
• Open-minded personality with strong communication, presentation, and negotiation skills.
• Target-oriented with strong business relationship-building skills.
• Able to work both independently and in a team with high mobility.
• Integrity, proactiveness, and a strong willingness to learn.
• Proficient in
  Microsoft Office (Word, Excel, PowerPoint)
  and experienced in preparing reports.

Job Description

Melakukan kegiatan pemasaran produk Employee Benefit (EB) seperti: asuransi kesehatan, asuransi jiwa, dan program pensiun (DPLK), termasuk:

a.    Mengidentifikasi kebutuhan klien serta memberikan solusi produk asuransi yang sesuai.

b.    Menyusun proposal penawaran, melakukan presentasi, dan negosiasi dengan klien.

c.    Menjalin dan mengembangkan hubungan dengan perusahaan klien, termasuk HR/GA dan manajemen terkait.

d.    Melakukan monitoring terhadap renewal polis, follow-up klaim, serta menjaga tingkat kepuasan klien.

Berkoordinasi dengan tim Placement dan Underwriting untuk penyusunan program serta perhitungan premi.

Menyusun laporan berkala kepada atasan untuk  aktivitas pemasaran, pengelolaan pipeline dan pencapaian target

Berpartisipasi aktif dalam kegiatan promosi, event, maupun sosialisasi terkait produk EB.

Job Qualification

Pendidikan minimal S1 semua jurusan, diutamakan Manajemen Bisnis, Marketing, atau Asuransi.

Memiliki pengalaman minimal 2 (dua) tahun di bidang asuransi, khususnya  di broker asuransi di bidang employee benefit (memiliki pemahaman yang baik untuk produk asuransi kesehatan dan jiwa) akan diutamakan,

Berkepribadian terbuka, memiliki kemampuan komunikasi, presentasi, dan negosiasi yang baik.

Berorientasi pada target dan memiliki keterampilan membangun relasi bisnis.

Mampu bekerja secara tim maupun mandiri dengan mobilitas tinggi.

Memiliki integritas, proaktif, serta semangat belajar yang kuat

Menguasai Microsoft Office (Word, Excel, PowerPoint) dan terbiasa membuat laporan.

Job Kualifikasi :

Min. D3/S1 semua jurusan (diutamakan Administrasi/Manajemen/Asuransi)

Pengalaman min. 1 tahun di bidang administrasi/marketing support

Mahir Microsoft Office

Teliti, rapi, komunikatif, dan proaktif

Job Description :

Menyiapkan dan memproses dokumen penawaran, placement slip, polis, endorsement, dan renewal asuransi.

Membantu pengajuan quotation dan permohonan persetujuan underwriting ke perusahaan asuransi rekanan.

Melakukan follow up kepada klien terkait dokumen administrasi, konfirmasi penutupan, dan pembayaran premi.

Mengelola database klien dan memastikan data administrasi selalu terupdate dan terdokumentasi dengan rapi.

Membantu penyusunan proposal pemasaran, materi presentasi, dan laporan rutin kepada manajemen.

Menjadwalkan pertemuan dan koordinasi antara tim marketing, klien, dan perusahaan asuransi.

Membantu pengurusan administrasi klaim bila diperlukan.

Menangani surat menyurat, email, dan korespondensi administrasi lainnya.

Financial Consultant – Allianz Life Indonesia

Apakah Anda mencari karier yang fleksibel, penuh peluang, dan memiliki jenjang pertumbuhan jelas? Allianz Life Indonesia membuka kesempatan untuk bergabung sebagai Financial Consultant.

Di tahun pertama, Anda akan fokus memberikan edukasi dan solusi finansial kepada klien, sekaligus mengasah pengalaman praktis di industri keuangan. Setiap pencapaian yang diraih akan menjadi bekal untuk tahapan karier selanjutnya, yaitu membangun tim dan berperan sebagai Business Partner / Leader.

Tanggung Jawab

~ Memberikan edukasi dan konsultasi keuangan sesuai kebutuhan klien.

~ Menyusun rekomendasi solusi proteksi dan perencanaan keuangan.

~ Menjalin serta menjaga hubungan baik dengan klien jangka panjang.

~ Beradaptasi dengan tren pasar dan bekerja sama dengan tim.

Kualifikasi

~ Pendidikan minimal D3/S1, semua jurusan.

~ Tertarik pada bidang finansial, sales, atau pengembangan bisnis.

~ Komunikatif, percaya diri, dan berorientasi pada hasil.

~ Fresh graduate dipersilakan melamar.

~ Pengalaman di bidang sales/marketing menjadi nilai tambah.

Keuntungan Bergabung

~ Penghasilan berbasis kinerja, sepenuhnya ditentukan oleh hasil kerja Anda.

~ Waktu kerja fleksibel, bisa dijalankan berdampingan dengan aktivitas utama.

~ Akses ke pelatihan, mentoring, dan sertifikasi resmi dari Allianz.

Career path :

~ Tahun pertama: fokus mengembangkan pengalaman & klien (Business Executive).

~ Tahap selanjutnya: membangun tim dan menjadi Business Partner.

~ Level lanjut: berkesempatan memimpin sebagai Leader/Agency Builder.

• Lingkungan kerja suportif dengan komunitas profesional yang saling membangun.

• Bonus, penghargaan, dan kesempatan perjalanan insentif bagi yang berprestasi.