团险部专员(保险内勤)
寰宇保险代理(上海)有限公司
- 公司规模:500-1000人
- 公司性质:外资(欧美)
- 公司行业:金融/投资/证券
职位信息
- 发布日期:2020-03-19
- 工作地点:上海-徐汇区
- 招聘人数:5人
- 工作经验:大专
- 学历要求:招5人
- 语言要求:不限
- 职位月薪:5.5-8.5千/月
- 职位类别:保险内勤
职位描述
岗位职责:
1、负责客户资料的系统录入, 文件管理,及保费核算;
2、负责通知保险公司客户人员变动, 确保系统信息时时更新正确;
3、及时收集续保材料,制作相关续保文件以及系统内续保工作;
4、和保险公司维持良好关系, 做好日常工作的跟进;
5、为公司决策及时提供数据支持及领导交办的其他事宜。
任职资格:
1、工作细致认真,责任心强;
2、良好的人际沟通能力和团队协作精神;
3、具有良好的服务意识与时间管理能力;
4、熟练使用各类办公软件;
5、具有运营管理或续期相关管理工作经验、具有保险公司相关经验者优先考虑;
6、英语听说读写良好。
Role and Responsibilities
1. Set up policy in YS system, manage client documents, calculate premium, organize client folders.
2. Inform insurance company the adjustment of member list, ensure up-to-date information in system.
3. Collect renewal notice in time, update relevant renewal documents, and do renewal admin work.
4. Keep good relationship with insurers, follow up in time for daily admin work.
5. Support on team work and other assignments that requested.
Essential Job Functions
1. Attention to detail, quality and accuracy.
2. Good interpersonal communication skills and teamwork spirit.
3. Good sense of customer service, responsibility, time management.
4. Capable to use Microsoft wire tools, particularly Excel.
5. Previous experience of operations management or the Insurance industry.
6. Good in English listening, speaking, reading and writing.
公司介绍
Pacific Prime China (寰宇保险代理)成立于2003年,为在中国屈指可数的保险中介行业外商独资企业,总部位于上海,并在北京、广东、深圳、江苏等地设有分支机构。Pacific Prime China作为集团公司全球发展的重要战略阵地,我们秉承企业文化: “决断” 、 “交际” 、 “影响” 、 “创造” 、 “果敢” 、 “激情” 、 “诚信” 、 “无私” ,势必将成为全球新兴保险市场的重要开拓者。
Pacific Prime Insurance Brokers was established in Hong Kong in 1999. We are one of the leading global insurance brokerage firms and one of the largest broker for individual private medical insurance with over 700 employees across 12 strategic offices globally including an exclusive partner network with WBN (worldwide broker network). We provide services ranging from risk management, risk consulting, insurance brokering, health management and policy administration services to over 700,000 individual clients and 5,000 corporate clients across 187 nations and regions in 28 different languages. Our globally managed premium is over USD $700 million annually.
Pacific Prime China was set up in 2003 as one of the very few WOFE insurance intermediaries operating in China and serves as an especially important strategic location for our global platform. Pacific Prime China is headquartered in Shanghai with additional branches in Beijing, Guangdong, Shenzhen, Jiangsu. Our organization’s culture of “Judgement”, “Communication”, “Impact”, “Innovation”, “Courage”, “Passion”, “Honesty” and “Selflessness” is fundamental in everything we do and key to our growth strategy as we aim at becoming a pioneer of the emerging insurance market in the world.
联系方式
- 公司地址:静安区威海路567号晶采世纪大厦21楼 (邮编:200031)