Cermati.com

After Sales and Claim Officer - General Insurance

Cermati.com  •  Jakarta, ID (Onsite)  •  8 hours ago
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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.
Cermati.com

About Cermati.com

Cermati Fintech Group (CFG) is a fast growing financial technology company group established in April 2015. We're on a mission to build a more inclusive financial future by making financial products more accessible to people across Indonesia.

Our businesses span a wide range of services including financial product aggregation, financing, cash loans, insurance brokerage, as well as mutual fund and bond investments.

We launched our first product, Cermati, a financial services aggregator, in 2015. Since then, we've expanded rapidly with the introduction of Indodana (cash loan platform) in 2017, Cermati Protect (insurance brokerage) and Cermati Invest (investment platform) in 2019.

In 2024, we introduced a new financing service through Indodana Finance, and rebranded our cash loan platform to Indodana Fintech further strengthening our ecosystem of digital financial solutions.

🔗 Learn more about us at https://cermati.group/

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Jakarta Pusat, ID
Year Founded
2015
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