Bancassurance Advisor Executive - Bandung (Open for Customer Service Bank Professionals)

Join Sun Life as a Bancassurance Advisor Executive in Bandung and become a trusted financial partner for bank customers. This role offers a unique opportunity to leverage your customer service skills in the banking sector while helping clients secure their financial futures. As a Bancassurance Advisor Executive, you will be the bridge between Sun Life's financial solutions and the customers of our partner banks. Your mission is to provide expert advice and guidance, ensuring that clients make informed decisions about their insurance needs.

At Sun Life, we are committed to delivering exceptional customer service and building long-term relationships with our clients. In Bandung, our team is dedicated to providing personalized financial solutions tailored to the unique needs of our customers. You will work closely with our partner banks to understand their customers' financial goals and offer them the right insurance products to achieve those goals.

Every day, you will engage with customers, assess their needs, and recommend suitable insurance products. You will also handle policy issuance, claims processing, and customer service, ensuring a seamless experience for our clients. This role is perfect for professionals with a background in customer service, banking, or insurance who are passionate about helping others secure their financial future.

📋 Tanggung Jawab Pekerjaan

• Assess customers' insurance needs and recommend suitable products from Sun Life.
• Handle policy issuance, including underwriting, documentation, and premium collection.
• Process and manage insurance claims, ensuring timely and accurate resolution.
• Provide excellent customer service, addressing client queries and concerns promptly.
• Collaborate with partner banks to understand their customers' financial goals and offer tailored insurance solutions.
• Stay updated with industry trends and regulatory requirements related to insurance and banking.
• Conduct regular follow-ups with clients to ensure their insurance needs are met and to offer additional products if necessary.
• Participate in team meetings and training sessions to enhance your skills and knowledge.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, Banking, or a related field.
• Minimum of 3 years of experience in customer service, banking, or insurance.
• Proficiency in using Microsoft Office Suite (Excel, Word, PowerPoint) and other relevant financial software.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Knowledge of insurance products and banking services.
• Familiarity with Sun Life's products and services.
• Certification in insurance or banking (preferred but not required).

🛠️ Keahlian

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