Jakarta International Customer Service Institute (JICSI)

Insurance Broker

Job Summary

Inventing effective marketing strategies to sell insurance plans to new clients or up-sell to current clients. Using methods such as networking, cold calling etc to spot opportunities and cultivate trust with potential customers. Gauging the condition of business or individual customers and discovering plans according to their requirements. You will be responsible for finding new customers, promoting and selling our insurance plans. The goal is to steadily forge long-term relationships to secure the company’s revenues and growth.

Responsibilities:

  • Invent effective marketing strategies to sell insurance plans to new clients or up-sell to current clients.
  • Use methods such as networking, cold calling etc to spot opportunities and cultivate trust with potential customers.
  • Gauge the condition of business or individual customers and discover plans according to their requirements.
  • Collaborate with clients to introduce them with befitting risk management strategies.
  • Submit regular reviews of progress to interested parties.
  • Retain and renew bookkeeping systems, database and records.
  • Oversee insurance claims to ensure fair dealing and satisfaction.
  • Accomplish predetermined development goals by obtaining new clients.
  • Follow the market trends and continuously refurbish knowledge on products and services.
  • Fulfil all policy requirements.

Requirements:

  • Proven experience as an insurance broker.
  • Knowledgeable in all types of insurance plans (automobile, fire, life, property, medical etc).
  • Basic understanding of computers and statistics.
  • Results-driven.
  • Demonstrated ability to present, persuade and eventually sell.
  • Experience in delivering client-focused solutions and in creating long-lasting relationships.
  • Valid licence to practice profession.
  • High school or BSc degree.

Admin Finance & Accounting

Admin Finance & Accounting merupakan karir yang diminati oleh banyak lulusan sekolah menengah atas jurusan akuntansi maupun universitas. Jenis pekerjaan ini dibutuhkan hampir di seluruh perusahaan. 

Pelatihan ini akan membahas teori dan praktek langsung terkait pekerjaan admin finance & accounting dan praktek secara langsung menggunakan aplikasi microsoft excel. Peserta dapat dengan mudah mengikuti pelatihan dengan disediakannya modul dan platform belajar secara langsung.

MATERI :

  1. Business Overview & Income Statement
  2. Balance sheet
  3. Petty Cash
  4. Account Receivable
  5. Account Payable
  6. Graphic Presentation