团险销售支持(职位编号:3613)
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:2013-08-05
- 工作地点:杭州
- 招聘人数:1
- 工作经验:五年以上
- 学历要求:本科
- 职位类别:保险
职位描述
1. 对团险销售、业务经营各项KPI指标进行统计并定期提交统计报告;
2. 提供团险费用预算管理服务,相关费用报销工作,对各种销售费用进行分析;
3. 对销售人员的业务提奖进行统计和工资核算,帮助销售部门开展业务;
4. 制作业务竞赛、活动管理的各种展板,协助销售人员准备展业材料;
5. 根据团险销售部的业务需要,策划、组织各种团险会议;
6. 负责销售部门各种售前需求的追踪,保证销售部门和公司其他部门沟通顺畅;
7. 负责salesforce系统的管理和维护工作,对于销售部经理要求的相关数据进行统计、分析工作,同时对于销售人员进行及时录入客户信息进行有效提示及检查工作;
8. 帮助销售人员做好业务售前相关工作,包括计划书的制作、辅助业务询价,支票传递、现金转存、售前单证管理、保全传递及续保业务提示等售前相关工作;
9.负责团险销售人员的各项售后服务工作,包括保险单证的转交,理赔单证的转交、加减保单证的转交、客户理赔上门服务等工作;
10.员工考勤管理工作,团险相关资料、办公用品、纪念品的保管工作。
1.本科以上学历;
2.五年以上团险销售支持工作经历,具备良好的团队合作精神;
3.了解团险市场,熟悉金融保险法规;熟练使用各种常用电脑办公软件,具备较强的汉语言文学功底;
4. 熟悉各种办公工具,具备英语交流能力者优先;
5. 明确业务发展方向,注重细节,有良好的跟踪管理能力;
6. 能够有效的沟通,有优秀的组织、执行力 ,能够配合领导工作;
7. 能有效地管理绩效,计划并安排时间及优先顺序;
8. 能够产出结果;
9. 能够与团队成员协同工作,具有良好的组织、协调能力。
2. 提供团险费用预算管理服务,相关费用报销工作,对各种销售费用进行分析;
3. 对销售人员的业务提奖进行统计和工资核算,帮助销售部门开展业务;
4. 制作业务竞赛、活动管理的各种展板,协助销售人员准备展业材料;
5. 根据团险销售部的业务需要,策划、组织各种团险会议;
6. 负责销售部门各种售前需求的追踪,保证销售部门和公司其他部门沟通顺畅;
7. 负责salesforce系统的管理和维护工作,对于销售部经理要求的相关数据进行统计、分析工作,同时对于销售人员进行及时录入客户信息进行有效提示及检查工作;
8. 帮助销售人员做好业务售前相关工作,包括计划书的制作、辅助业务询价,支票传递、现金转存、售前单证管理、保全传递及续保业务提示等售前相关工作;
9.负责团险销售人员的各项售后服务工作,包括保险单证的转交,理赔单证的转交、加减保单证的转交、客户理赔上门服务等工作;
10.员工考勤管理工作,团险相关资料、办公用品、纪念品的保管工作。
1.本科以上学历;
2.五年以上团险销售支持工作经历,具备良好的团队合作精神;
3.了解团险市场,熟悉金融保险法规;熟练使用各种常用电脑办公软件,具备较强的汉语言文学功底;
4. 熟悉各种办公工具,具备英语交流能力者优先;
5. 明确业务发展方向,注重细节,有良好的跟踪管理能力;
6. 能够有效的沟通,有优秀的组织、执行力 ,能够配合领导工作;
7. 能有效地管理绩效,计划并安排时间及优先顺序;
8. 能够产出结果;
9. 能够与团队成员协同工作,具有良好的组织、协调能力。
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