Total 4 job vacancies by Cermati.com

• Responsible for partner sales targets in accordance with the regional area
• Ensuring the program in its area runs well and the program's sales targets can be met
• Coordinate with partner operational teams to obtain information regarding sales, competitors and field issues
• Monitoring the daily activities of DSM team
• Conduct Target & performance reviews with clients

• Responsible for partner sales targets in accordance with the area
• Make POS visits every day
• Ensuring the program in its area runs well and sales targets can be met
• Coordinate with partner operational teams to obtain information regarding sales, competitors and field issues
• Monitoring the daily activities of field teams at partners
• Conducting field team training and refreshment training with partners (offline/online)

Job Description:

• Responsible for Accounts Receivable (AR) and Collections

• Manage the invoice and premium note lifecycle, including issuance, validation, and distribution accurately and on time.

• Prepare vouchers for every incoming transaction and maintain the premium note tracker with high accuracy.

• Update and maintain insurance policy details and manage the AR netting process, particularly for premium notes at Cermati Pialang Asuransi.

• Maintain a well-organized, secure, and structured financial documentation and filing system.

• Ensure timely completion of weekly and monthly closing reports.

• Prepare daily, weekly, and monthly business reports for internal and management needs.
• Perform transactional data analysis to generate insights that support business requirements.
• Coordinate with internal teams regarding operations and business activities for investment products.
• Ensure the operations of investment products (mutual funds and emas digital) run smoothly by performing daily checks on transactions and registrations, as well as ensuring processes comply with internal policies and applicable regulations.