保险经纪人-客户主管/客户经理
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:2017-01-01
- 工作地点:深圳-福田区
- 招聘人数:8人
- 工作经验:2年经验
- 学历要求:本科
- 语言要求:英语
- 职位月薪:10000-14999/月
- 职位类别:保险业务经理/主管
职位描述
职位描述:
Duties & Responsibilities :
? Shadow Client Executive(s) on client/prospect appointments
? Help analyze client/prospect research and industry issues and identify opportunities for delivering solutions
? Assist with preparing and presenting client presentations such as Risk Identification reviews, Stew- ardship Reports, Strategy Meetings, compensation negotiations etc.
? Assist in the development and finalization of Client Service Agreements
? Assist in preparing POS worksheets and annual budget documents
? Assist CE with the monitoring of revenue, profitability, and timely billing and collection (working capital) on each client
? Respond to day-to day requests directed at the CE
? Assist the CE in implementing action plans, monitoring progress, assuring service meets or exceeds client expectations, and protecting the firm from Errors & Omissions
? Communicate regularly with clients and service team members. Monitors feedback through sur-
veys and ongoing dialogue
? Act as project manager for specific service team’s work and renewals, as directed by the CE.
? Understand and comply with Marsh Professional Standards and Marsh Excellence.
Requirements:
? Minimum of 2 years of professional experience
? Develop a Major/Minor in Industry
? Understand business environment and know how to read/interpret financial statements
? Questioning & Listening – Know how dialogue with prospects and clients
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Duties & Responsibilities :
? Shadow Client Executive(s) on client/prospect appointments
? Help analyze client/prospect research and industry issues and identify opportunities for delivering solutions
? Assist with preparing and presenting client presentations such as Risk Identification reviews, Stew- ardship Reports, Strategy Meetings, compensation negotiations etc.
? Assist in the development and finalization of Client Service Agreements
? Assist in preparing POS worksheets and annual budget documents
? Assist CE with the monitoring of revenue, profitability, and timely billing and collection (working capital) on each client
? Respond to day-to day requests directed at the CE
? Assist the CE in implementing action plans, monitoring progress, assuring service meets or exceeds client expectations, and protecting the firm from Errors & Omissions
? Communicate regularly with clients and service team members. Monitors feedback through sur-
veys and ongoing dialogue
? Act as project manager for specific service team’s work and renewals, as directed by the CE.
? Understand and comply with Marsh Professional Standards and Marsh Excellence.
Requirements:
? Minimum of 2 years of professional experience
? Develop a Major/Minor in Industry
? Understand business environment and know how to read/interpret financial statements
? Questioning & Listening – Know how dialogue with prospects and clients
职能类别: 保险业务经理/主管
公司介绍
达信,世界领先的风险管理与保险咨询公司,年营业收入达 50 亿美元,全球拥有 24,000 名员工。达信为全球 100 多个国家的企业、公共实体、协会以及专业服务组织提供全球风险管理、风险咨询、保险经纪、融资及保险方案管理服务。
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 ****************
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