【保险经纪人_高级客户经理_中小市场招聘】

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人力资源经理 · 韦莱韬悦

聊一聊

职位介绍: The Role Client Focus: 1. Serve existing clients of both global referral client and local indigenous client, maintain high service level according to company standard and procedure to renew the insurance contract. 2. Ensure the reduction of compliant from client by providing timely and professional service, annual valid compliant not exceed 1 case. 3. Maintain and strength client relationship, develop new&expanded business opportunities, prompt crossing-selling within CRB and by cooperating with other BUs, generate crossing selling opportunities annually Financial KPI’s: 1. Assist the team to maintain existing customers and develop new customers/insurance products in ultimate purpose of profitability of the company. 2. Keep cost-saving sense in mind, control expenses. Comply with the company rule. 3. Proactively monitor and chase up age of account receivables in a timely and traceable manner to minimize bad debit risks. Operational Excellence and Innovation: 1. Ensure all businesses are in complying with laws, regulations and rules set by external regulators, and internal compliance requirements. 2. Ensure the accuracy of business forecast, monthly actual revenue should be consistent to the data from CRM at 5th of every month (in case of holiday, automatically postponed to the first work day following the holiday), the variance should be less than +/- 5%. 3.Ensure to update CRM information (including client contact, email, meeting, and other sales events) timely and accurately. 4. Complete each kinds of report and system update on time 5. Follow the end-to-end broking process to adequately meet internal policies and procedures. 6. Complete other tasks assigned by line manager. The Requirements 1. College degree or above, preferably majoring in Insurance, Law, Finance, International Trade, Economics or Risk Management. 2. Proven years of insurance relevant working experience and familiar with the insurance terms of Property&Casualty and Liability in English. 3. Good verbal and written communication skills in Mandarin, English. 4. Good communication skill and open minded 5. Details oriented and highly sensitive to data, the solid EXCEL / POWER POINT skill is a must. 6. Capabilities to deliver independently with reliable performance. Equal Opportunity Employer

其他信息: 语言要求：英语、普通话

公司简介

韦莱韬悦(NASDAQ：WTW)在人才、风险和资产领域提供数据驱动、洞察主导的解决方案。我们的团队运用全球视野和本土专业经验，帮助您优化战略、增强组织弹性、激励您的员工并最大限度地提升绩效。我们与您并肩前行，解锁可持续成功的机遇，并提供激发前驱的视角。 At WTW, we provide data-driven, insight-led solutions in the areas of people, risk and capital that make your organization more resilient, motivate your workforce, and maximize performance. We work shoulder to shoulder with you, bringing diverse points of view and a deep commitment to your success. This is perspective that moves you. https://careers.wtwco.com/

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