Sofia Liberta, ANZIIF, AAAIK

Sofia liberta, anziif, aaaik

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location of Sofia Liberta, ANZIIF, AAAIKJakarta, Jakarta, Indonesia
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  • Timeline

  • About me

    Senior Manager at PT IBS Insurance Broking Service

  • Education

    • Singapore college of insurance

      2006 - 2007
      General insurance professional course

      Certificate in Health Insurance Examination – 31 October 2006Certificate in Commercial General Insurance Examination – 3 April 2007

    • University bina nusantara

      1997 - 2001
      Bachelor's degree business/managerial economics

      Activities and Societies: English/ Management Club Jakarta Toastmaster Club

  • Experience

    • American express bank

      Jan 1999 - Feb 2000
      Telemarketer
    • Citibank n,a. indonesia

      Apr 2000 - Apr 2001
      Direct sales executive
    • Pt asuransi grasia unisarana

      May 2001 - Oct 2004
      Marketing & facultative reinsurance

      Nature of Work: May 2001: Management Trainee & Facultative Staff in Reinsurance Dept.- Rotated to the various divisions in re-insurance operations, i.e. treaty & facultative plus underwriting risk management and so much more. January 2002 – Dec 2002: Corporate Marketing Dept. - Marketing Officer - Together with the senior manager planning and create marketing initiatives to help achieve department goals and objectives - Accountable together with the team for revenue and profit of business units as well as achieving customer satisfaction and retention- Handle corporate client issues & variety product inquiries initiated by existing, potential clients January 2003 – Oct 2004: Consumer Marketing Dept. - Accounts Officer  January 2003 – Oct 2004: Corporate Underwriter (Non-Life) - Join corporate underwriters with underwriting (u/w) authority in Property, Marine Cargo and Vehicle line of business - Responsible for implementing good risk judgment and acceptance of business risks - Ensuring risk assessment and placement according corporate underwriting guidelines and control- Together w/ Reinsurance Div. In planning & drafting yearly treaty agreement with Reinsurer(s)- Responsible for corporate underwriting profitability as a team Additional Role:- September 2002: Committee in Corporate New Logo Launching- October 2002: Internal Quality Audit Member (1 Year) : ISO9000 process & procedures- January 2003: Secretary Mentor 2003 - 2004 Appointed as secretary mentor to the CEO- June 2003: Secretary Operational Marketing Show less

    • Credit management consultancy (asia) pte ltd

      Nov 2004 - Mar 2006
      Business services manager

      · Provide Professional Client servicing and Respond to Client’s enquiries across company’s solutions & services· Responsible for exploring new business opportunities pertaining to Credit Management Consultancy, Account Receivables Collection & Debt Recovery services, HR Placement Staffing, And Public Seminar / In-hse Trainings.· To achieve sales growth for company’s group revenue performance & profits· Administer contract, proposal drafting, and contract negotiation with the customer, whilst building the relationship between the customer and the company· Conduct Client visit and presentation to communicate and promote our business solutions· Together with the Senior VP Business Development to formulate and implement sales strategies· Successfully generate new business accounts, i.e. NTUC, OTIS Elevator, SHELL Eastern Petroleum, HDB and SMRT amongst others · Collated monthly sales and market reports for management review Show less

    • Rsa

      Jun 2006 - Jun 2010
      Business development account manager

      Developing new business activities through broking channels as well as key account management of existing strategic relationships. Working within a dynamic sales environment, responsible for developing new revenue streams through new and existing client relationships with brokers in the Singapore market. The fun part was to arrange get-together activities with the Brokers and get to know them as a friend instead of just a customer!.Nature of Work:· Establish and maintain business relationships with the assigned intermediaries/ Brokers · Build rapport and close relationship with key intermediaries· Deliver the agreed contribution to the profit & growth plans as individually and as a Team· Identify & explore new business opportunities within the target market & group risk appetite· Effectiveness of underwriting and technical policy and control framework· Ensure full compliance with R&SA Group guidelines. Incl.monitoring of documentation completeness and follow-up actionsAttributes:· A strong understanding of the insurance markets and International broking environment· Good exposure to multiple lines including Property, Casualty and Construction & Eng. Insurance· The capability to develop business for risks up to S$100m · Excellent networking and client development ability · Strong client facing and relationship management skills Show less

    • Pt ibs insurance broking service

      Aug 2014 - now
      Head real estate div. & senior business manager

      Am in charge for managing, maintaining as well as developing Real Estate div. on middle-market segment. Real Estate industry refers to high-rise building, hotel, apartment, resort, shopping mall, etc.This including from Construction phase all the way into operational risk.Day-to-day;Advising clients on risk management, and helping to devise new ways to mitigate risks.Renewing and/or assessing existing policies and foreseeing clients’ needs.Building and maintaining ongoing relationships as well as understanding the nature of clients’ businesses.Negotiating with underwriters to find the most suitable insurance for clients at the best price.Business development rolePlanning & Managing Annual & monthly budget based on renewal, incremental & new business pipelinesManaging/ Distributing tasks & goal within the teamSupervising staff in dealing with paperwork, correspondence, keeping detailed records.Active Monitoring and assisting Client’s claim processMonitor Client’s time table for premium paymentKeeping up with changes in the insurance market and in the clients’ industries.Other Responsibility:Managing staff members incl. technical and personal developmentSupporting other Divisions within the Group in pursuit of the Company’s goal Show less

  • Licenses & Certifications

    • Anziif (assoc. cip)

      Anziif
      Feb 2015
    • Ciib

      The association of indonesian qualified insurance and reinsurance brokers (apari)
      Nov 2023
    • Insurance broker level 7

      Badan nasional sertifikasi profesi (bnsp)
      Dec 2023
  • Volunteer Experience

    • ACRES Officer

      Issued by ACRES Singapore (Animal Concerns Research & Education Society)
      ACRES Singapore (Animal Concerns Research & Education Society)Associated with Sofia Liberta, ANZIIF, AAAIK