Key Account Coordinator
寰宇保险代理(上海)有限公司
- 公司规模:500-1000人
- 公司性质:外资(欧美)
- 公司行业:金融/投资/证券
职位信息
- 发布日期:2024-06-05
- 工作地点:上海·静安区
- 工作经验:1年及以上
- 学历要求:大专
- 职位月薪:8千-1.6万·13薪
- 职位类别:保险客户服务/续期管理
职位描述
工作内容:
1、及时了解客户的保险计划设计、保单条款和行业关键信息;
2、保持与客户HR的良好沟通,提供保险产品范围、直付流程、预授权、索赔提交及其他相关信息;
3、准备并帮助客户完成材料申请,按需提供协助;
4、对接付款事宜,确保在截止日前收取保费;
5、负责解决其他客服部门未能处理的事宜;
6、维护客户关系,并在各客户多个合作机构之间提供协助以顺利解决客户的需求;
7、为公司决策及时提供数据支持及领导交办的其他事宜;协助公司其他地区团队提供本地支持;
8、提供各类会议报告。
岗位要求:
1、较强的人际沟通能力,协调和解决问题的能力;
2、工作细致认真,责任心强,良好的团队协作精神;
3、具有良好的服务意识与管理能力;
4、熟练使用各类办公软件;
5、英语听说读写流利。
1、及时了解客户的保险计划设计、保单条款和行业关键信息;
2、保持与客户HR的良好沟通,提供保险产品范围、直付流程、预授权、索赔提交及其他相关信息;
3、准备并帮助客户完成材料申请,按需提供协助;
4、对接付款事宜,确保在截止日前收取保费;
5、负责解决其他客服部门未能处理的事宜;
6、维护客户关系,并在各客户多个合作机构之间提供协助以顺利解决客户的需求;
7、为公司决策及时提供数据支持及领导交办的其他事宜;协助公司其他地区团队提供本地支持;
8、提供各类会议报告。
岗位要求:
1、较强的人际沟通能力,协调和解决问题的能力;
2、工作细致认真,责任心强,良好的团队协作精神;
3、具有良好的服务意识与管理能力;
4、熟练使用各类办公软件;
5、英语听说读写流利。
公司介绍
Pacific Prime Insurance Brokers于1999年在香港成立,目前已跻身全球主要的保险经纪商行列,也是世界上领先的私人健康保险经纪商之一,服务的年保费收入达7亿美元,全球拥有超过700名员工,以28种语言服务全球客户。Pacific Prime通过其自身12个分支机构及其合作伙伴为全球187个国家和地区的70万个人客户及5千家企业客户提供风险管理、风险咨询、保险经纪、健康管理及保险方案管理服务。
Pacific Prime China (寰宇保险代理)成立于2003年,为在中国屈指可数的保险中介行业外商独资企业,总部位于上海,并在北京、广东、深圳、江苏等地设有分支机构。Pacific Prime China作为集团公司全球发展的重要战略阵地,我们秉承企业文化: “决断” 、 “交际” 、 “影响” 、 “创造” 、 “果敢” 、 “激情” 、 “诚信” 、 “无私” ,势必将成为全球新兴保险市场的重要开拓者。
Pacific Prime Insurance Brokers was established in Hong Kong in 1999. We are one of the leading global insurance brokerage firms and one of the largest broker for individual private medical insurance with over 700 employees across 12 strategic offices globally including an exclusive partner network with WBN (worldwide broker network). We provide services ranging from risk management, risk consulting, insurance brokering, health management and policy administration services to over 700,000 individual clients and 5,000 corporate clients across 187 nations and regions in 28 different languages. Our globally managed premium is over USD $700 million annually.
Pacific Prime China was set up in 2003 as one of the very few WOFE insurance intermediaries operating in China and serves as an especially important strategic location for our global platform. Pacific Prime China is headquartered in Shanghai with additional branches in Beijing, Guangdong, Shenzhen, Jiangsu. Our organization’s culture of “Judgement”, “Communication”, “Impact”, “Innovation”, “Courage”, “Passion”, “Honesty” and “Selflessness” is fundamental in everything we do and key to our growth strategy as we aim at becoming a pioneer of the emerging insurance market in the world.
Pacific Prime China (寰宇保险代理)成立于2003年,为在中国屈指可数的保险中介行业外商独资企业,总部位于上海,并在北京、广东、深圳、江苏等地设有分支机构。Pacific Prime China作为集团公司全球发展的重要战略阵地,我们秉承企业文化: “决断” 、 “交际” 、 “影响” 、 “创造” 、 “果敢” 、 “激情” 、 “诚信” 、 “无私” ,势必将成为全球新兴保险市场的重要开拓者。
Pacific Prime Insurance Brokers was established in Hong Kong in 1999. We are one of the leading global insurance brokerage firms and one of the largest broker for individual private medical insurance with over 700 employees across 12 strategic offices globally including an exclusive partner network with WBN (worldwide broker network). We provide services ranging from risk management, risk consulting, insurance brokering, health management and policy administration services to over 700,000 individual clients and 5,000 corporate clients across 187 nations and regions in 28 different languages. Our globally managed premium is over USD $700 million annually.
Pacific Prime China was set up in 2003 as one of the very few WOFE insurance intermediaries operating in China and serves as an especially important strategic location for our global platform. Pacific Prime China is headquartered in Shanghai with additional branches in Beijing, Guangdong, Shenzhen, Jiangsu. Our organization’s culture of “Judgement”, “Communication”, “Impact”, “Innovation”, “Courage”, “Passion”, “Honesty” and “Selflessness” is fundamental in everything we do and key to our growth strategy as we aim at becoming a pioneer of the emerging insurance market in the world.
联系方式
- 公司地址:静安区威海路567号晶采世纪大厦21楼 (邮编:200031)