Prepare reports, monitor, and ensure that specific B2B insurance partnerships (bancassurance, embedded insurance, or other distribution partnerships) run smoothly from onboarding to go-live.
Coordinate with relevant divisions (Actuarial, Operations, Compliance, IT) and external parties (B2B partners, financial industry stakeholders) to compile partnership reports and ensure technical/system integration runs as planned.
Compile, manage, and analyze policy, claims, and program performance data required for specific insurance programs from start to finish.
Ensure insurance operational processes especially policyholder-facing Customer Service (CS) run according to SOP and regulatory requirements, including identifying bottlenecks and recommending improvements.
Conduct analysis and implement promotional and branding activities for insurance products/programs based on business needs.
Provide regular reports to management as a basis for evaluation and decision-making on partnership and operational performance.
Support the direct supervisor in monitoring B2B insurance programs and CS operations to ensure they run according to the established timeline and comply with applicable insurance regulations.
Minimum Qualifications
Minimum 2 years of relevant work experience, ideally in the insurance, sharia financial services, or broader financial industry (project management, partnership/business development, or operations experience is a strong plus).
Comfortable managing data and preparing reports (proficiency in Excel/spreadsheets required; familiarity with data analysis tools is a plus).
Basic understanding of insurance business processes (policy administration, claims, underwriting, or bancassurance/partnership distribution) is highly valued.
Strong coordination and communication skills, able to work effectively with multiple divisions (Actuarial, Compliance, Operations) and external partners.
Detail-oriented, experienced in monitoring project/program progress from start to finish, comfortable working with regulatory and compliance requirements.
Proactive in identifying issues and proposing solutions.
A plus: familiarity with Sharia insurance principles, OJK regulations, or prior experience working with insurance partners/aggregators.
