工商企业部华东区高级客户主管
达信(中国)保险经纪有限公司
- 公司规模:150-500人
- 公司性质:外资(欧美)
- 公司行业:保险
职位信息
- 发布日期:2019-06-21
- 工作地点:上海-浦东新区
- 招聘人数:1人
- 工作经验:3-4年经验
- 学历要求:本科
- 职位月薪:1.5-2万/月
- 职位类别:保险经纪人/保险代理 保险业务经理/主管
职位描述
Job Description:
· Handles routine inquires and transactions concerning clients.
· With supervision, assists client advisor, client executives and sales
professionals in developing underwriting specifications, preparing proposals,
insurance summaries, reports and correspondence.
· Prepares and maintains summary client insurance summaries under
supervision of the client advisor or executive.
· Reviews policies and initiates draft recommendations for coverage.
· Coordinates and reviews billing and invoice materials, prepares invoices and
certifications.
· Prepares spreadsheets and other documents to support analysis of accounts.
· May obtain rates from rating bureaus.
· May assist in preparing proposals for client presentation and participate in
group presentations.
· Understands and complies with published Marsh Professional Standards and
guidelines.
· Ensure quality of deliverables and enforce critical deadlines
· Assist Practice Leader to achieve team’s financial budget
· Complete other tasks assigned by Practice leader
Requirements:
· Understand business environment and know how to read/interpret financial
statements
· Questioning & Listening – Know how dialogue with prospects and clients
Managing projects
· Communications - Influencing, negotiating, presenting effectively, etc
Relationship Management – Customer focus, building rapport, dealing with
conflict, etc
· Strategic & Financial reasoning
· 3+ years related work experiences
职能类别: 保险经纪人/保险代理 保险业务经理/主管
公司介绍
达信在中国
达信(北京)保险经纪有限公司是中国***家外商独资的保险经纪公司,其总部在北京,并在上海、广州、深圳、成都、石家庄和大连设有分公司。达信目前正在扩张在中国的经营网络,并将他在全球范围内的管理经验与资源带到中国的市场。
达信中国得益于母公司的全球性网络,集其领先的风险咨询与保险理念于一身,并将之运用于中国市场从而建立一个高标准的专业团队。达信为客户提供各种优质服务,其专业服务覆盖风险管理,风险咨询,保险安排,以及索赔服务等多个领域。
更多信息请访问达信网站************* 或 ****************
联系方式
- Email:HR.China@marsh.com
- 公司地址:北京市朝阳区光华路1号嘉里中心15层