Life Insurance Relations Officer - Bali (Remote)

Join Taspen Abadi Sentosa as a Life Insurance Relations Officer and play a pivotal role in expanding our presence in Bali’s thriving market. This is a unique opportunity to build meaningful relationships with clients while promoting financial security through our comprehensive insurance solutions. Based in the beautiful island of Bali, you’ll have the chance to work remotely from Canggu, Ubud, Denpasar, Jimbaran, Nusa Dua, Kuta, or Badung, allowing you to enjoy the island’s vibrant culture while making a significant impact on the local community.

As a Life Insurance Relations Officer, you’ll be at the forefront of our client engagement strategy, leveraging your extensive knowledge of the insurance industry to develop and maintain strong relationships with both existing and potential clients. You’ll use tools like Salesforce and CRM systems to manage client interactions, ensuring that our clients receive personalized and timely support. This role is perfect for someone who thrives in a dynamic, fast-paced environment and is passionate about helping others secure their financial future.

📋 Tanggung Jawab Pekerjaan

• Develop and maintain strong relationships with clients, ensuring their needs are met and their financial security is prioritized.
• Use Salesforce and CRM systems to manage client interactions, track progress, and provide timely support.
• Promote our insurance products and services through various channels, including face-to-face meetings, phone calls, and digital platforms.
• Conduct market research to identify trends and opportunities, helping to shape our client engagement strategy.
• Provide exceptional customer service, addressing client inquiries and concerns promptly and professionally.
• Collaborate with the sales and marketing teams to achieve targets and drive business growth.
• Stay up-to-date with industry regulations and best practices, ensuring compliance and continuous improvement.
• Participate in team meetings and training sessions to share insights and learn from colleagues.

🎓 Kualifikasi & Syarat

• Bachelor’s degree in Business Administration, Insurance, or a related field.
• Minimum of 3 years of experience in the insurance industry, preferably in a client-facing or sales role.
• Proven track record of building and maintaining strong client relationships.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Proficiency in using Salesforce and other CRM systems.
• Strong understanding of insurance products and services, including life insurance, health insurance, and retirement plans.
• Familiarity with the Bali market and local regulations.
• Ability to work independently and manage multiple tasks in a fast-paced environment.

🛠️ Keahlian

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