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更新:2024-04-03
保险经纪人_客户主任(向应届生和往届生开放)
1-1.5万
上海浦东新区  | 校招
已结束
职位详情
带薪年假
绩效奖金
弹性工作
五险一金
定期体检
子女福利
发展空间大
公司规模大
管理规范
通讯津贴
The Role:
Client focus:
1.Serve existing clients of both global referral client and local indigenous client, maintain high service level according to company standard and procedure;
2.Ensure the reduction of compliant from client by providing timely and professional service, annual valid compliant not exceed 1 case;
3.Maintain and strength client relationship, develop new&expanded business opportunities, prompt crossing-selling within CRB and by cooperating with other BUs, generate crossing selling opportunities annually.

Operational Excellence and Innovation:
1.Ensure familiarity and compliance with all applicable regulatory requirements;
2.Ensure the accuracy of business forecast, monthly actual revenue should be consistent to the data from CRM at 5th of every month (in case of holiday, automatically postponed to the first work day following the holiday), the variance should be less than +/- 5%;
3.Ensure to update CRM information (including client contact, email, meeting, and other sales events) timely and accurately;
4.Complete each kinds of report and system update on time.
5.Complete other tasks assigned by line manager.
Requirements:
1.Bachelor Degree, Major in Insurance, Finance, Economics or Business Management;
2.1-3 years experience in P&C insurance, new graduate is acceptable;
3.Language skill of English, in read and write. Computer skill in office software.
Equal Opportunity Employer

其他信息
语言要求:英语、普通话
行业要求:全部行业
工作地址
上海-浦东新区世纪汇一座
公司介绍
WTW (NASDAQ: WTW) is in the business of people, risk and capital. With roots dating to 1828, our company has over 45,000 colleagues serving more than 140 countries and markets. Our values – client focus, teamwork, integrity, respect and excellence – underlie all that we do, including how we behave and interact with each other. They are part of our WTW DNA.
若用人单位提供虚假招聘信息,以担保或其他任何名义收取财物,扣押或以保管为名索要证件,都属于违法行为,应当提高警惕。
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