北京招聘

职位描述：
General Summary
Responsible for growing satisfied client relationships, a profitable book of business and acquiring new clients and opportunities.

Essential Functions
Sales and Relationship Development
?Retain and expand existing client relationships and acquire new ones
?Identify key decision makers, clients or prospects risks needs and determines the services, products, and combinations that will best serve and address the client/prospect’s issues and objectives
?Develop custom solutions to address the client/prospect needs
?Ensure that the full scope of services are priced appropriately
?Effectively present the solutions to the client/prospect and negotiate compensation
?Document the scope of service and compensation in a Client Service Agreement (CSA)

Financial Management
?Manage the financial performance of his/her book of business
?Develop a business plan for portfolio of clients and prospect to meet specific retention and sales goals
?Create a budget for each client in conjunction with client advisors and consulting colleagues
?Manage revenue, profitability, and timely billing and collection (working capital) for each client
?Expand new business and opportunities

Service Management
?Assure service meets or exceeds client expectations, and protecting the firm from Errors & Omissions (E&O)
?Ensure quality of deliverables and enforce critical deadlines
?Seek feedback on Marsh’s execution of projects and renewal through client survey and ongoing client dialogue

Others
?Provide advice in regard to insurance product, insurance market, account management and servicing skills to other team member
?Assist Practice Leader to work with other team member to develop, retain and expand business
?Assist Practice Leader to achieve team’s financial budget
?Complete other tasks assigned by Practice leader

Scope
The distinction among the three grade levels for full-time client executives is based on years of experience, performance and Trusted Business Advisor status with clients
Performance criteria include:
Financials: growth, retention and profitability
Client Satisfaction: client retention, client loyalty, level and quality of relationships
Efficient Business Process: Service Excellence and Professional Standards, as well as use of Marsh Best Practices and Tools
Colleague Development: Leadership both externally and internally, coaching, industry specialization, learning
At least five years of professional experience
Under limited supervision, services least complex accounts
Possess developed insurance brokerage, account management and servicing skills and performs client executive duties within the local market place
May assist higher-level client executives on larger accounts

Miscellaneous
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
Leading Teams
Managing projects
Communications - Influencing, negotiating, presenting effectively, etc.
Relationship Management – Customer focus, building rapport, dealing with conflict, etc.
Strategic & Financial reasoning 举报 分享

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。

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