客户主管 Account Executive
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:2022-06-29
- 工作地点:北京
- 工作经验:2年经验
- 学历要求:本科
- 职位月薪:1-2万
- 职位类别:保险经纪人/保险代理
职位描述
工作职责:
? 开拓发展客户关系,包括全面了解客户业务模式,商业策略和业务目标;
? 识别并记录潜在或现有客户的保险需求和要求;
? 根据团队业务目标,自主建立业务机会储备,包括识别和确认业务机会;
? 准备招标文件,确保保险市场解决方案符合客户需求;
? 通过分析和筛选,与保险公司协商,提供量身定制的解决方案和高质量的服务标准;
? 制作和展示客户解决方案,包括市场调研、方案设计、产品设计、风险转移解决方案和定价;
? 在公司范围内建立与其它团队的良好互动关系,以促进推动和开发交叉销售机会;
? 协助团队领导完成团队财务预算;
? 完成领导交办的其他任务
能力要求:
? 会计、金融、保险、管理、银行、证券专业本科以上学历
? 至少2年银行或金融或保险行业工作经验,具有业务开发和服务企业客户的商业角色
? 了解信用保险或拥有丰富的业务网络或善于与企业客户/潜在客户沟通者优先
? 中英文可以运用于商务沟通和交流,同时也会日语或韩语者优先
Responsibilities:
? Develop client relationships including understanding of client business, strategy and objectives
? Identify and document client and prospect insurance needs and requirements
? Manage the business pipeline including identification and qualification of business opportunities according to company strategy
? Develop RFP (Request for Proposal) documentation to align market solutions with client requirements
? Identify, select and negotiation with insurance carriers to deliver tailor-made solutions and high-quality service standards
? Develop and present client solutions including market research, program design, product design, risk transfer solutions and pricing
? Develop strong internal relationships across the business to facilitate opportunity identification and cross-selling activities
? Assis team leader to achieve team’s financial budget
? Complete tasks assigned by team leader
Requirements:
? Bachelor Degree in accounting, finance, insurance, management, banking and securities
? 2 years working experience in banking or financing or insurance industry with commercial role to develop and serve corporate clients would be plus
? Knowing credit insurance or having rich business networks or being skillful in communication with corporate clients/prospects would be plus
? Language: Mandarin/English, Korean and Japanese would be plus
? 开拓发展客户关系,包括全面了解客户业务模式,商业策略和业务目标;
? 识别并记录潜在或现有客户的保险需求和要求;
? 根据团队业务目标,自主建立业务机会储备,包括识别和确认业务机会;
? 准备招标文件,确保保险市场解决方案符合客户需求;
? 通过分析和筛选,与保险公司协商,提供量身定制的解决方案和高质量的服务标准;
? 制作和展示客户解决方案,包括市场调研、方案设计、产品设计、风险转移解决方案和定价;
? 在公司范围内建立与其它团队的良好互动关系,以促进推动和开发交叉销售机会;
? 协助团队领导完成团队财务预算;
? 完成领导交办的其他任务
能力要求:
? 会计、金融、保险、管理、银行、证券专业本科以上学历
? 至少2年银行或金融或保险行业工作经验,具有业务开发和服务企业客户的商业角色
? 了解信用保险或拥有丰富的业务网络或善于与企业客户/潜在客户沟通者优先
? 中英文可以运用于商务沟通和交流,同时也会日语或韩语者优先
Responsibilities:
? Develop client relationships including understanding of client business, strategy and objectives
? Identify and document client and prospect insurance needs and requirements
? Manage the business pipeline including identification and qualification of business opportunities according to company strategy
? Develop RFP (Request for Proposal) documentation to align market solutions with client requirements
? Identify, select and negotiation with insurance carriers to deliver tailor-made solutions and high-quality service standards
? Develop and present client solutions including market research, program design, product design, risk transfer solutions and pricing
? Develop strong internal relationships across the business to facilitate opportunity identification and cross-selling activities
? Assis team leader to achieve team’s financial budget
? Complete tasks assigned by team leader
Requirements:
? Bachelor Degree in accounting, finance, insurance, management, banking and securities
? 2 years working experience in banking or financing or insurance industry with commercial role to develop and serve corporate clients would be plus
? Knowing credit insurance or having rich business networks or being skillful in communication with corporate clients/prospects would be plus
? Language: Mandarin/English, Korean and Japanese would be plus
职能类别:保险经纪人/保险代理
关键字:信用险
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