电销数据管理高级专员(MIS)
中美联泰大都会人寿保险有限公司重庆分公司
- 公司规模:150-500人
- 公司性质:合资(欧美)
- 公司行业:金融/投资/证券
职位信息
- 发布日期:2017-07-18
- 工作地点:重庆-江北区
- 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:6-8千/月
- 职位类别:保险内勤
职位描述
职位描述:
1. 业务报表制作
1)统计并上报总公司电销每日、周、月销售情况、销售人员活动量考核情况,免险赠送情况,确保数据及时、准确地提供给相关部门及业务一线,全方位了解分公司电销每日经营动态.
2)根据总公司要求统计分公司电销月度销售情况,制作并按时提交分公司电销月结报表.
3)协助总公司相关人员提供所需分公司及各合作项目的业务数据.
4)根据各合作项目现场负责人的要求可以独立制作现场业绩追踪报表,以便销售主管和销售人员有效追踪保单,从而及时拉小实际和计划的差距,不断提醒最终销售团队完成目标.
5)根据各项目及SH东区或总公司的XW/CEO杯等竞赛方案制作业绩追踪表,阶段性作达成情况的追踪和统计,为团队激励活动提供决策支持.
2. 数据及专案管理
1)关注数据使用问题并上报和处理.
2)及时复核数据修改申请表,并执行数据修改操作.3. 成本及预算追踪Cost & budget tracking
根据总公司渠道的要求制作电销各类渠道财务报表,如成本报表,费用预提报表等,必要时期需作好预算申请,追踪并落实总、分公司费用、预算的执行情况.
4. 由主管交待的其他事宜。
岗位要求:
1. 本科以上学历;
2. 熟悉呼叫中心行业,3年以上工作经验;
3. 熟悉报表制作及数据分析,2年以上工作经验;
4. 具有统计经验;
5. 具有IT工作经验,熟悉数据库操作。
举报
分享
1. 业务报表制作
1)统计并上报总公司电销每日、周、月销售情况、销售人员活动量考核情况,免险赠送情况,确保数据及时、准确地提供给相关部门及业务一线,全方位了解分公司电销每日经营动态.
2)根据总公司要求统计分公司电销月度销售情况,制作并按时提交分公司电销月结报表.
3)协助总公司相关人员提供所需分公司及各合作项目的业务数据.
4)根据各合作项目现场负责人的要求可以独立制作现场业绩追踪报表,以便销售主管和销售人员有效追踪保单,从而及时拉小实际和计划的差距,不断提醒最终销售团队完成目标.
5)根据各项目及SH东区或总公司的XW/CEO杯等竞赛方案制作业绩追踪表,阶段性作达成情况的追踪和统计,为团队激励活动提供决策支持.
2. 数据及专案管理
1)关注数据使用问题并上报和处理.
2)及时复核数据修改申请表,并执行数据修改操作.3. 成本及预算追踪Cost & budget tracking
根据总公司渠道的要求制作电销各类渠道财务报表,如成本报表,费用预提报表等,必要时期需作好预算申请,追踪并落实总、分公司费用、预算的执行情况.
4. 由主管交待的其他事宜。
岗位要求:
1. 本科以上学历;
2. 熟悉呼叫中心行业,3年以上工作经验;
3. 熟悉报表制作及数据分析,2年以上工作经验;
4. 具有统计经验;
5. 具有IT工作经验,熟悉数据库操作。
职能类别: 保险内勤
公司介绍
中美联泰大都会人寿保险有限公司(以下简称“大都会人寿”)是由美国大都会集团下属公司和上海联和投资有限公司合资组建而成。凭借美国大都会集团在保险业的丰富经验以及上海联和投资有限公司对中国市场的深刻认识,大都会人寿致力于为中国消费者提供值得信赖和专业的保险方案。大都会人寿通过顾问行销、银行保险、直效行销及数字营销等多元渠道,为全国各地近三十个城市的消费者提供人寿、健康、意外伤害及年金保险产品等保险服务。如需了解更多大都会人寿的信息,请登录公司官方网站 www.metlife.com.cn。
中方股东
上海联和投资有限公司作为上海市国资委下属的国有独资投资公司,始终围绕“战略新兴产业投融资平台”、“科创成果转化孵化功能平台”两大定位,重点聚焦信息技术、能源和智能制造、生命健康、现代服务等领域,在推动战略性新兴产业发展,加快前沿科技成果转化等方面充分发挥了引领作用,成为国资国企参与上海科创中心建设的重要平台。
美方股东
美国大都会集团(NYSE: MET)是全球化的金融服务公司,旗下拥有众多分公司和联营公司,提供保险、年金、员工福利和资产管理,以帮助个人和机构客户应对瞬息万变的世界。美国大都会集团成立于 1868 年,目前在全球超过 40 个市场开展业务,在美国、日本、拉丁美洲、亚洲、欧洲及中东占据着市场重要地位。如需了解更多信息,请访问 www.metlife.com。
Sino-US United MetLife Insurance Company Limited (MetLife) was incorporated as a joint venture company by a subsidiary of MetLife, Inc. and Shanghai Alliance Investment Ltd. (SAIL). Relying on the MetLife companies' abundant experience in the insurance industry and SAIL's profound expertise in the Chinese market, MetLife is committed to providing credible and professional insurance solutions for consumers in China. In nearly thirty Chinese cities, MetLife offers life,health,accidental and annuities insurance products to individuals through its multidimensional channels, including career agency, bank partners, and direct & digital marketing. For more information about MetLife China, please visit the official website at www.metlife.com.cn.
About SAIL
Shanghai Alliance Investment Ltd. (SAIL) is a state-owned investment company affiliated to Shanghai National Capital Bureau, devoted to become the platform of “investing and financing strategic emerging industries”, and “transforming and incubating scientific and technological achievements”. Focusing on fields of information technology, energy resources, intelligent manufacturing, life health, modern services, etc., SAIL plays a leading role in promoting the development of strategic emerging industries and accelerating the transformation of cutting-edge science and technology achievements, and has become an important platform for state-owned capital and enterprises to participate in the construction of Shanghai Science and Technology Innovation Center.
About MetLife
MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com.
中方股东
上海联和投资有限公司作为上海市国资委下属的国有独资投资公司,始终围绕“战略新兴产业投融资平台”、“科创成果转化孵化功能平台”两大定位,重点聚焦信息技术、能源和智能制造、生命健康、现代服务等领域,在推动战略性新兴产业发展,加快前沿科技成果转化等方面充分发挥了引领作用,成为国资国企参与上海科创中心建设的重要平台。
美方股东
美国大都会集团(NYSE: MET)是全球化的金融服务公司,旗下拥有众多分公司和联营公司,提供保险、年金、员工福利和资产管理,以帮助个人和机构客户应对瞬息万变的世界。美国大都会集团成立于 1868 年,目前在全球超过 40 个市场开展业务,在美国、日本、拉丁美洲、亚洲、欧洲及中东占据着市场重要地位。如需了解更多信息,请访问 www.metlife.com。
Sino-US United MetLife Insurance Company Limited (MetLife) was incorporated as a joint venture company by a subsidiary of MetLife, Inc. and Shanghai Alliance Investment Ltd. (SAIL). Relying on the MetLife companies' abundant experience in the insurance industry and SAIL's profound expertise in the Chinese market, MetLife is committed to providing credible and professional insurance solutions for consumers in China. In nearly thirty Chinese cities, MetLife offers life,health,accidental and annuities insurance products to individuals through its multidimensional channels, including career agency, bank partners, and direct & digital marketing. For more information about MetLife China, please visit the official website at www.metlife.com.cn.
About SAIL
Shanghai Alliance Investment Ltd. (SAIL) is a state-owned investment company affiliated to Shanghai National Capital Bureau, devoted to become the platform of “investing and financing strategic emerging industries”, and “transforming and incubating scientific and technological achievements”. Focusing on fields of information technology, energy resources, intelligent manufacturing, life health, modern services, etc., SAIL plays a leading role in promoting the development of strategic emerging industries and accelerating the transformation of cutting-edge science and technology achievements, and has become an important platform for state-owned capital and enterprises to participate in the construction of Shanghai Science and Technology Innovation Center.
About MetLife
MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. For more information, visit www.metlife.com.
联系方式
- 公司地址:重庆渝中区青年路77号JW万豪酒店国贸中心七层(从一楼兴业银行上电梯到七楼)
- 电话:13799950563