Client Relationship Manager - Premium Financial Services

Join IFG Life Insurance as a Client Relationship Manager in the vibrant heart of Bali and take your career in financial services to the next level. In this dynamic role, you will serve as the trusted advisor to high-net-worth clients, delivering tailored insurance solutions that meet their unique needs and aspirations. Based in Badung, you'll have the opportunity to work in a beautiful setting while building long-term relationships with clients in the premium financial services sector.

As a Client Relationship Manager, you'll be responsible for managing and growing your client portfolio, ensuring their financial well-being through comprehensive insurance products. You'll work closely with underwriting teams to assess client needs, and leverage IFG Life Insurance's suite of financial tools, including their proprietary risk assessment software and CRM system, to provide exceptional service. This role offers significant growth potential, with opportunities to develop your leadership skills and expand your client base in Bali's thriving financial community.

📋 Tanggung Jawab Pekerjaan

• Build and maintain strong relationships with high-net-worth clients, acting as their primary point of contact for insurance needs.
• Assess client needs and recommend tailored insurance solutions using IFG Life Insurance's proprietary risk assessment software.
• Manage the entire client lifecycle, from initial consultation to policy renewal, ensuring client satisfaction and retention.
• Collaborate with underwriting teams to ensure accurate and timely policy processing.
• Leverage CRM system to track client interactions, policy status, and renewal dates.
• Stay up-to-date with industry trends and regulations to provide informed advice to clients.
• Identify and pursue new business opportunities to grow your client portfolio.
• Provide exceptional customer service, addressing client concerns and resolving issues promptly.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum 3 years of experience in client relationship management or financial services, preferably in the insurance sector.
• Strong understanding of insurance products and risk assessment.
• Excellent communication and interpersonal skills, with the ability to build rapport with high-net-worth clients.
• Proficient in using Microsoft Office Suite and IFG Life Insurance's proprietary software.
• Certification in financial services or insurance would be a plus.
• Ability to work independently and as part of a team in a fast-paced environment.
• Fluency in English and Bahasa Indonesia.

🛠️ Keahlian

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