银行保险渠道业务发展(绍兴)(职位编号:2862)
中美联泰大都会人寿保险有限公司浙江分公司
- 公司规模:50-150人
- 公司性质:外资(欧美)
- 公司行业:保险
职位信息
- 发布日期:2013-01-17
- 工作地点:绍兴
- 招聘人数:1
- 工作经验:二年以上
- 学历要求:本科
- 职位类别:保险
职位描述
协助三级机构银行保险负责人完成业务开拓工作,负责渠道维护和业务推动相关工作,完成渠道业务目标。
Be in charge of developing bank insurance and maintaining channel in third-level agency bank insurance, lead the sales group to reach the goal
1. 兼业代理资格管理:负责银行保险各合作银行网点的兼业代理资格的申报、维护等管理工作;
Acting qualification management: be in charge of the acting qualification application of bank insurance for cooperative bank network, and maintenance.
2. 协助渠道经理维护并推进当地中资合作渠道的业务合作关系;
Assist the channel director to promote cooperative relation with local enterprises.
3. 渠道业务推动:协助渠道经理进行渠道业务推动,负责当地银行渠道的相关会议策划、组织和活动的支持工作
Channel business promotion: assist the channel director in promotion, plan and organize local bank channel conference.
4. 负责完成渠道的各项合作协议的审核流程;协议管理、手续费支付
Approve and manage those channel agreement, service charge payment.
5. 负责当地银行渠道的合作报告草拟和相关的外部报表支持
Draw up local bank channel cooperation report and other report form.
6. 银行销售人员信息维护:对银行提供的销售人员信息进行系统的管理与维护。
Sales personnel information management: manage and maintain the sales personnel information given by the bank.
7. 银行销售网点信息维护:对系统中销售网点进行维护管理,包括新增、变更等。
Sales network management and system maintenance: maintain, manage and upgrade the network.
8. 保险合同快递流程的追踪与管理:对整个递送流程进行跟踪管控,保证整个流程的顺畅;
Tracing and managing the insurance contract delivery, ensure smooth delivery.
9. 部门预算管理:预算执行和跟踪
Manage and trace department budget.
本科以上学历
Bachelor’s degree or above
了解当地市场银行保险市场的基本信息
Familiar with local bank insurance market.
- 有同业联络网,及时收集行业相关信息
Set up liaison network in the same trade and collect relevant information.
- 具有2年以上工作经验,1年以上银保工作经验;有银保销售工作经验者优先
2 years' experience or above, 1 year's bank insurance experience, someone with bank insurance experience will get precedence.
Abilities 技能
对业务数据具备一定的敏锐度;具备基本的数据分析能力
Have keen perception on business data and data analytic ability
Knowledge 知识
能熟练运用 Word,Excel,PowerPoint等Office软件制作文件、报表和分析报告
Well use office automation softwares to make documents, report forms and analytic report.
具备较强的组织协调能力;有团队合作精神
Organizing and coordinating ability, collaboration.
Be in charge of developing bank insurance and maintaining channel in third-level agency bank insurance, lead the sales group to reach the goal
1. 兼业代理资格管理:负责银行保险各合作银行网点的兼业代理资格的申报、维护等管理工作;
Acting qualification management: be in charge of the acting qualification application of bank insurance for cooperative bank network, and maintenance.
2. 协助渠道经理维护并推进当地中资合作渠道的业务合作关系;
Assist the channel director to promote cooperative relation with local enterprises.
3. 渠道业务推动:协助渠道经理进行渠道业务推动,负责当地银行渠道的相关会议策划、组织和活动的支持工作
Channel business promotion: assist the channel director in promotion, plan and organize local bank channel conference.
4. 负责完成渠道的各项合作协议的审核流程;协议管理、手续费支付
Approve and manage those channel agreement, service charge payment.
5. 负责当地银行渠道的合作报告草拟和相关的外部报表支持
Draw up local bank channel cooperation report and other report form.
6. 银行销售人员信息维护:对银行提供的销售人员信息进行系统的管理与维护。
Sales personnel information management: manage and maintain the sales personnel information given by the bank.
7. 银行销售网点信息维护:对系统中销售网点进行维护管理,包括新增、变更等。
Sales network management and system maintenance: maintain, manage and upgrade the network.
8. 保险合同快递流程的追踪与管理:对整个递送流程进行跟踪管控,保证整个流程的顺畅;
Tracing and managing the insurance contract delivery, ensure smooth delivery.
9. 部门预算管理:预算执行和跟踪
Manage and trace department budget.
本科以上学历
Bachelor’s degree or above
了解当地市场银行保险市场的基本信息
Familiar with local bank insurance market.
- 有同业联络网,及时收集行业相关信息
Set up liaison network in the same trade and collect relevant information.
- 具有2年以上工作经验,1年以上银保工作经验;有银保销售工作经验者优先
2 years' experience or above, 1 year's bank insurance experience, someone with bank insurance experience will get precedence.
Abilities 技能
对业务数据具备一定的敏锐度;具备基本的数据分析能力
Have keen perception on business data and data analytic ability
Knowledge 知识
能熟练运用 Word,Excel,PowerPoint等Office软件制作文件、报表和分析报告
Well use office automation softwares to make documents, report forms and analytic report.
具备较强的组织协调能力;有团队合作精神
Organizing and coordinating ability, collaboration.
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:地址:span杭州市西湖区万塘路18号黄龙时代广场A座9层