High-Net-Worth (HNW) Insurance Case Manager - New Business & Policy Services

Join Search Personnel as a High-Net-Worth (HNW) Insurance Case Manager in the vibrant heart of Bali, where you’ll play a pivotal role in delivering exceptional client service for affluent individuals seeking tailored insurance solutions. This is your chance to work with some of the most discerning clients in Bali, helping them navigate the complex world of insurance with ease and confidence. In this role, you’ll be the primary point of contact for HNW clients, ensuring their needs are met with the highest level of professionalism and care.

At Search Personnel, we pride ourselves on our commitment to excellence and client satisfaction. As an HNW Insurance Case Manager, you’ll have the opportunity to work closely with our team of experts to develop and implement insurance strategies that align with our clients' unique goals and risk profiles. You’ll use your deep understanding of the insurance market to recommend solutions that provide maximum protection and peace of mind.

If you’re a seasoned professional with a passion for client service and a desire to make a real difference in people’s lives, we invite you to apply for this exciting opportunity. Join us in Badung, Bali, and be part of a team that values your expertise and is committed to delivering outstanding results.

📋 Tanggung Jawab Pekerjaan

• Manage the entire insurance process for High-Net-Worth clients, from initial consultation to policy issuance and renewal.
• Build and maintain strong relationships with clients, providing personalized service and advice.
• Conduct thorough risk assessments and develop tailored insurance solutions to meet clients' specific needs.
• Collaborate with underwriting and claims teams to ensure smooth and efficient processing of insurance policies.
• Stay up-to-date with industry trends, regulations, and best practices in the insurance sector.
• Monitor policy performance and provide regular reports to clients and management.
• Participate in training and development programs to enhance your skills and knowledge.
• Represent the company at industry events and networking opportunities to build professional relationships.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Insurance, Business, Finance, or a related field.
• Minimum of 5 years of experience in insurance, preferably in a client-facing or management role.
• Proven track record of success in managing High-Net-Worth clients and delivering exceptional service.
• Strong understanding of insurance products, underwriting, and claims processes.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Proficiency in English and Bahasa Indonesia.
• Knowledge of insurance software and tools, such as PolicyAdmin, Guidewire, or similar platforms.
• Valid insurance license or certification, preferably from a reputable institution.

🛠️ Keahlian

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