After Sales and Claim Officer - General Insurance

Location: Jakarta

Job Description
Job Description and Responsibilities

- Marine Premium Calculation & Documentation: Prepare premium simulations/calculations and draft special certificates for clients using marine insurance.
- Invoicing Management: Prepare transaction invoices, review incoming billing-related emails, and record invoice numbers in the NetSuite system.
- Financial Coordination: Process invoice bookings with the Finance team and ensure data updates in the closing tracker are accurate.
- Validation & Control of Insurance Policies: Review and validate policies received from the insurance company and ensure premium payments from policyholders are properly matched.
- Distribution of Documents: Send premium invoices and insurance policies to the insured parties (clients).
- Logistics Management: Arrange delivery of important documents (such as Letters of Indemnity/LODs or physical policies) through express courier services (JNE), including inputting data into the e-cargo system and recording receipt dates.
- Initial Claims Reporting: Serve as the first point of contact for receiving initial claim reports from policyholders through various communication channels (WhatsApp, email, etc.).
- Initial Validation & Analysis: Perform manual registration, review supporting documents, validate policy validity, and conduct initial analysis of the claim submission.
- Notification to Insurance Companies: Officially notify insurance companies and submit initial claim reports through email or the insurers’ online portals.
- Correspondence & Mediation: Maintain active, responsive, and professional communication with both policyholders and insurance companies to monitor claim progress.
- Reporting & Data Updates: Regularly update claim statuses in internal claim reports and ensure that data in insurance portals remains synchronized and up-to-date.

Qualifications
Qualifications

- Minimum education of S1 (Bachelor’s degree) in any field, preferably Insurance, Management, or Accounting.
- Work experience in the General Insurance industry or an Insurance Broker, particularly in the Administration/Claims department.
- Familiarity with NetSuite or similar ERP software is an added advantage.
- Basic understanding of Marine, Property, Engineering Insurance, and other types of losses.
- Good communication skills, attention to detail, and responsiveness in meeting client needs.

Responsibilities

Marine Premium Calculation & Documentation: Prepare premium simulations/calculations and draft special certificates for clients using marine insurance.; Invoicing Management: Prepare transaction invoices, review incoming billing-related emails, and record invoice numbers in the NetSuite system.; Financial Coordination: Process invoice bookings with the Finance team and ensure data updates in the closing tracker are accurate.; Validation & Control of Insurance Policies: Review and validate policies received from the insurance company and ensure premium payments from policyholders are properly matched.; Distribution of Documents: Send premium invoices and insurance policies to the insured parties (clients).; Logistics Management: Arrange delivery of important documents (such as Letters of Indemnity/LODs or physical policies) through express courier services (JNE), including inputting data into the e-cargo system and recording receipt dates.; Initial Claims Reporting: Serve as the first point of contact for receiving initial claim reports from policyholders through various communication channels (WhatsApp, email, etc.).; Initial Validation & Analysis: Perform manual registration, review supporting documents, validate policy validity, and conduct initial analysis of the claim submission.; Notification to Insurance Companies: Officially notify insurance companies and submit initial claim reports through email or the insurers’ online portals.; Correspondence & Mediation: Maintain active, responsive, and professional communication with both policyholders and insurance companies to monitor claim progress.; Reporting & Data Updates: Regularly update claim statuses in internal claim reports and ensure that data in insurance portals remains synchronized and up-to-date.

Requirements

Minimum education of S1 (Bachelor’s degree) in any field, preferably Insurance, Management, or Accounting.; Work experience in the General Insurance industry or an Insurance Broker, particularly in the Administration/Claims department.; Familiarity with NetSuite or similar ERP software is an added advantage.; Basic understanding of Marine, Property, Engineering Insurance, and other types of losses.; Good communication skills, attention to detail, and responsiveness in meeting client needs.