job description
Join Yinsoh Advisory as an Operations & Client Services Executive and take on a pivotal role in supporting high-net-worth clients while ensuring seamless insurance servicing and administrative excellence. Based in the vibrant heart of Bali, this position offers a unique opportunity to work closely with the Agency Manager, providing executive assistance while managing client relationships with professionalism and discretion.
In this dynamic role, you will serve as the backbone of our operations, coordinating client interactions, processing insurance policies, and maintaining meticulous records to ensure compliance and efficiency. Your organizational skills and attention to detail will directly contribute to the agency’s success, while your ability to anticipate needs and solve problems will set you apart as a trusted partner to both clients and leadership.
Ideal for a proactive, detail-oriented professional with a passion for service excellence, this role combines administrative expertise with client-facing responsibilities in a fast-paced, rewarding environment. If you thrive in a role that blends strategy with execution, this is your chance to make a meaningful impact in a growing advisory firm.
Responsibility
- Provide comprehensive executive support to the Agency Manager, including calendar management, correspondence, and meeting coordination.
- Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring timely follow-ups.
- Manage end-to-end insurance servicing, including policy applications, renewals, claims processing, and documentation.
- Maintain accurate client records and databases, ensuring confidentiality and compliance with regulatory standards.
- Coordinate operational workflows, including vendor relations, office administration, and resource allocation.
- Prepare reports, presentations, and financial summaries for internal and external stakeholders.
- Liaise with underwriters, brokers, and other stakeholders to facilitate smooth client onboarding and service delivery.
- Proactively identify opportunities to enhance client satisfaction and operational efficiency.
Qualifications
- Bachelor’s degree in Business Administration, Finance, or a related field; relevant certifications (e.g., insurance, PA) are a plus.
- Minimum 3 years of experience in executive assistance, client services, or operations within the insurance/financial advisory sector.
- Exceptional organizational and multitasking abilities, with a proven track record of managing complex schedules and priorities.
- Strong interpersonal and communication skills, with fluency in English (written and verbal); proficiency in additional languages is advantageous.
- Proficiency in Microsoft Office Suite, CRM software, and insurance management systems.
- High level of discretion, integrity, and professionalism in handling sensitive client and business information.
- Problem-solving mindset with the ability to work independently and collaboratively in a fast-paced environment.
- Familiarity with Indonesian insurance regulations and market practices is preferred.