客户管理高级专员
招商信诺人寿保险有限公司
- 公司规模:10000人以上
- 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:2019-01-16
- 工作地点:上海-浦东新区
- 招聘人数:1人
- 工作经验:2年经验
- 学历要求:本科
- 职位月薪:10-15万/年
- 职位类别:客户关系经理/主管 保险客户服务/续期管理
职位描述
The Position:
To support Sales and Client Management in all aspects of account acquisition and maintenance to ensure maximum effectiveness of internal processes and communication and guarantee optimum service.
协助销售团队及客户管理团队对客户日常管理,确保内部流程顺利,沟通及时,提供最优的客户服务体验。
Main Duties / Responsibilities
? Act as key contact to brokers and clients for defined book of business
? Facilitate the renewal process for defined book of business
? Pro-actively manage and negotiate renewals for small book rated groups
? Update and Maintain SalesForce.com to account and pre-sale activity
? Deliver a high quality of customer service to internal customers, clients, brokers and prospects by answering queries and investigating, resolving services issues across an assigned section of our portfolio
? Gather and analyse claims data
? Develop and present non standard reporting as required by Client or Broker
? Lead employee communication meeting as required by brokers and clients
? 作为客户及保险经纪公司间的主要联系人,协助完成续保流程,完成内部系统信息更新;
? 实时关注客户动态,提供高价值医疗信息及最优的客户服务,解决客户日常查询,建议意见处理;
? 收集分析理赔数据,为客户及保险经纪公司提供所需的理赔报告,提高续保率及续保质量;
? 与投保员工及时沟通投保福利细节,服务标准流程等。
Education/Professional Qualifications Required
? English language competency ,especially written skill.
? PC literate - Solid knowledge of basic Microsoft applications to include Word, Excel, PowerPoint and Outlook.
? 流利的英语,尤其是书写;
? 电脑技巧,Word、Excel、PPT、Outlook。
Experience Required
? Experience in the related industry is preferred
? 2 years experience in a team environment.
? Used to meeting tight deadlines and managing priorities (working under pressure)
? 相关行业经验优先;
? 具备2年团队合作经验;
? 面对多重任务时,做出合理的优先排序,并在规定时间内完成任务,可负荷高强度工作压力
Skills
? Influencing and negotiating
? Capable of prioritising workloads in order to meet tight deadlines
? PC Skill (Excel, Word and Power Point)
? Interpersonal skills/telephone manner
? Self motivated
? Ability to take ownership
? 个人魅力及说服力;
? 具有良好的工作优先排序能力;
? 办公软件技巧(Excel, Word and Power Point)
? 良好的人际关系处理及电话沟通技巧;
? 自我约束力强;
? 客户管理意识强;
职能类别: 客户关系经理/主管 保险客户服务/续期管理
公司介绍
联系方式
- Email:497157065@qq.com
- 公司地址:车公庙皇冠科技园1栋B座2楼
- 电话:18582088861