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更新:2024-04-30
保险运营助理
7-8千
北京朝阳区  | 1-3年  | 本科  | 社招  | 招1人
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保险运营助理
岗位职责:
1. 负责公司保险业务运营流程的优化。
2. 保险业务前期的信息整理及预约,签约中材料核对,签约后客户保单的跟进与系统维护。
3. 负责公司内部客户的保单资料的整理,保单数据的整合,配合团队报告的梳理撰写。
4. 负责公司渠道客户的需求收集,配合团队方案梳理与撰写。
5. 负责公司行政相关工作。

岗位要求:
1. 统招本科及以上学历,经济学相关专业优先;
2.较强的逻辑性和数据分析能力
3.1年以上保险运营经验者优先;
4.良好的沟通、协调、团队管理能力,踏实细致。
5.熟练各种office办公软件,如Excel、PPT制作
工作地址
北京财富中心写字楼A座808室
点击查看地图
公司介绍
北京朴实世纪咨询有限公司 (“朴实世纪”)设立在北京。公司团队骨干拥有逾2 0 年咨询及金融行业背景, 曾供职于高盛 、 汇丰IFC,法国AGH CONSULTING 等国际知名机构 。团队已为上百位中国企业家及其家庭提供定制化金融咨询服务,包括海外身份规划 、海外资产配置、海外税务筹划以及离岸家族信托规划等等。朴实世纪关联公司在香港拥有公司服务牌照、信托服务牌照、资产管理牌照 、 保险代理牌照、注册会计师、有限合伙基金管理人 。以香港为基地,对接国际知名金融机构,整合全球优质资产资源,为高净值客户带来更好的全球投资机遇。与传统金融咨询公司不同, 我们不以短期利益为着眼点,严格筛选投资标的,秉承长期为客户提供专业服务为目标, 尽最大可能帮助客户规避由于国内与海外信息不对称所造成的投资风险, 并且通过身份规划,资产配置规划以及家族传承规划使客户达到获取全球最优质的资产,教育,医疗及服务的目的。Beijing Simpo Era Consulting Limited (Simpo Era) is registered in Beijing. The leadership team of Simpo Era has over 20-year’ background in the advisory and financial sector. The core members have previously served premier global institutions such as Goldman Sachs, HSBC and IFC. In the past, the team has provided dedicated services to hundreds of Chinese entrepreneurs and their families around the areas of identity planning, immigration and overseas studies, oversea insurance, tax planning, offshore trust and family office etc.Simpo Era’associated companies possess the essential qualifications and licenses in Hong Kong including Company Services Provider, Trust Services Provider, Asset Management, Insurance Agency, Certified Public Accountant, Limited Partnership Fund. Based in Hong Kong, Simpo Era International connects China with international leading financial institutions, accessing to the world’s most valuable assets and resources, bringing great investment opportunities to our to our HNW clients.Different from the conventional immigration services company, we are not short-sighted but long-term oriented, we select the investment underlying with the highest standard, we are committed to find the best solutions for our clients and their families. We strike to help our clients avoid investment risks due to the asymmetry of information between China and overseas, and through identity planning, we enable them to obtain the world’s best assets, education, medical and services.
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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