客户专员-员工健康与福利
美世咨询(中国)有限公司Mercer Consulting (China)Ltd.
- 公司规模:150-500人
- 公司性质:外资(欧美)
- 公司行业:专业服务(咨询、人力资源、财会)
职位信息
- 发布日期:2020-11-05
- 工作地点:上海
- 招聘人数:1人
- 工作经验:3-4年经验
- 学历要求:本科
- 语言要求:英语
- 职位月薪:1.5-2万/月
- 职位类别:销售行政助理 客服专员/助理
职位描述
Responsibility
MMB Client Business Development Support and Client Service Delivery
- Co-broking Business Development on approaching EB referral of SME clients,
- Direct facing Marsh CEs for most of EB SME cases quotation \ plan design \ support and follow up with client.
- Annual regular EB insurance program service after opportunity wins.
- Co-broking Supporting on major EB clients,
- Assist supervisor to complete plan design, quotation, cost analysis, on-site bidding, client meeting, etc. for EB opportunity
- Follow service scope agreement to provide account service work after opportunity wins.
- Co-broking existing EB clients maintenance,
- Lead in all existing co-broking SME clients’ maintenance.
MMB Operation and Financial Support
- Marsh Force Maintenance for EB related business
- Create new EB Accounts / Opportunities / Contacts
- Update the data time to time based on status of the EB case and opportunity business involvement
- Ensure EB related data consistency with the Forecast / Actual provided by Finance
- Weekly review MF pipeline vs Forecast/Actual for EB business
- Accrual / Billing in iMap / eGlobal for EB related business
- Fill out Billing Request Form which related to EB business and submit it to CBU
- Accrual / re-accrual all EB related business in iMap
- Update Monthly EB Forecast Report
- Based on Marsh Force to update a monthly EB forecast Report
- Based on Marsh Force and Mercer Force data update a monthly cross sell report include close win, pipeline and lost opportunity
- Update Team Monthly Report including EB business Actual vs Forecast information
- Marsh Client services support
- Support developing new EB business for Marsh and Mercer
- SIP follow up
- Provide debit note # to CEs/sDE who referred the EB case
- Collect the EB case invoice info. of revenues booked in Mercer side and send it to related CEs/DEs
MMB Operation and Financial Support
1. Assist to do EB business coordination across Mercer & Marsh
- Update existing EB Client Renewal list to remind AMs to follow up renew issues timely
- Search and identify EB client information from iMAP /Marsh colleagues
2. Billing
- Fill out EB billing request forms, apply for approval from EB Supervisor and submit to CBU
- Apply Marsh Tax invoice of EB case and send to vendor accordingly
3. Update Weekly EB Pipeline Report
- Collect EB case and revenue information from Mercer BJ and GZ
- Update EB Pipeline Report and update Marsh Force
4. Apply for Marsh company stamps for Co-broking AP letters /Commission list of EB case
5. Follow up EB due revenue aging accrual over 90 days without billing
Requirements:
Bachelor or Master Degree preferably in, Human resources, Actuarial studies, Applied psychology, Industrial/Organizational Psychology, Management, Statistics discipline etc.
Minimum health benefit experience of 2-3 years
· Knowledge with employee benefit and compensation
· Strong analytical skills.
· The desire to work in a team environment with a proven ability to be an effective team player
· Ability to prioritize and handle multiple tasks in a demanding work environment
· Good communication skills in both written and spoken Chinese and English.
· Highly proficient computer skills.
公司介绍
美世于1995年进入中国,目前在北京、上海、广州、深圳、南京、大连、香港和台湾设有8家分支机构,咨询顾问超过350人。美世的顾问具备超过10年的在华咨询经验,在中国拥有超过3,000多家大型客户。美世通过与国有、民营及上市企业广泛的合作,在业内积累了极高的声誉。
Mercer is the global leader for trusted HR and related financial advice, products and services. In our work with clients, we make a positive impact on the world every day. We do this by enhancing the financial and retirement security, health, productivity and employment relationships of the global workforce.
Mercer has more than 15,000 employees serving clients in over 180 cities and 41 countries and territories worldwide.
As a wholly owned subsidiary of Marsh & McLennan Companies, Inc., we can also provide access to the complementary services of our sibling companies, Marsh, Kroll, Guy Carpenter and Oliver Wyman.
Please apply by confidential email to careers.sh@mercer.com, attention to the Human Resources Manager with full resume.
联系方式
- Email:careers.sh@mercer.com
- 公司地址:地址:span淮海中路300号香港新世界大厦43层&50层