Senior Analyst, H&B, SH
Shanghai, China
Senior Analyst, H&B, SH
- 202603118
- Shanghai, China
- Full time
Description
工作职责
1、维护现有客户的良好合作关系,积极开拓新的业务机会:
①与现有客户保持联系,及时将现有客户的新业务需求上报主管
②在主管及其他有经验同事的帮助下,草拟续保报告
③作为客户服务与技术支持的代表与客户沟通,或向客户做服务方案的介绍与释疑。
2、维护现有客户现有业务规模,提供日常保险经纪服务。
①在主管的指导下,使现有客户的应续保业务收入续保率不低于95%
②提供日常保险经纪服务,主动与客户保持联络,负责客户答疑及日常咨询。
③积极协助客户办理理赔、续保等手续,关注客户理赔信息与进展,及时为客户解决信息变更及理赔纠纷等问题。
3、根据公司业务流程规范要求,完成相关的业务管理工作,以确保业务信息的完整性
①及时完成业务系统的客户信息的录入和业务信息的上报
②及时完成应收帐款的催收
③遵守公司的合规规定
Qualifications
①本科及以上学历,专业为人力资源,金融保险或英文者优先。
②2年以上保险公司团险或员工福利方案相关工作经验。
③精通 Microsoft Office,尤其是 Excel 和 PowerPoint
④能够及时、有效地回应所有沟通
⑤了解保险业务知识,有较强的学习能力与解决问题能力
⑥既能独立工作,也能融入客户团队,适应快节奏的工作环境
Willis Towers Watson is an equal opportunities employer and does not discriminate on any basis. We support flexible working and this role will be considered on a flexible basis.
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