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高级客户经理_保险经纪人_企财险
1.5-3万
人 · 本科 · 3-10年工作经验 · 性别不限2025/03/13发布
弹性工作补充医疗保险通讯补贴

北京朝阳区光华路1号(商业写字楼)南楼

公司信息
韦莱保险经纪有限公司

外资(欧美)/10000人以上

该公司所有职位
职位描述
Would you like to help drive the growth of a global company that works with 91% of the Fortune Global 500? Do you have a passion to achieve business results through planning, organising and directing the work of others? Do you have Property & Casualty insurance experience? If so, we have an exciting opportunity to join our insurance broking team with unparalleled career growth and opportunity.

Business:
Corporate Risk and Broking (CRB) is one of the world’s largest insurance brokers and risk advisors. We provide a broad range of services and solutions to thousands of clients, ranging from small businesses to the largest multinational corporations, that include: risk assessment, risk management and advisory, risk transfer and placement, and claim advocacy.

The Role
The Role is responsible to provide coordinated service and placement activities that meet the client’s insurance and risk management needs. Responsible for ensuring relevant regulatory and technical standards are met. Leverages advanced skill set with P&C knowledge to design and consult with clients on insurance coverage and services; uses understanding of clients’ needs to expand business opportunities and further solidify client relationships. Ability to focus on delivering exceptional customer service while working in a fast paced environment with minimal supervision. Essential duties include but are not limited to:
61Coordinate and assume ultimate responsibility for the comprehensive delivery of Willis Towers Watson’s service to the client and ensuring the integrity of said provision at all times.
61Conceptualize the insurance offers and draft technical studies based on the client’s needs
61Manage and negotiate insurance placements and renewals with carriers
61Develop accounts via saturation and cross selling opportunities within the broking teams
61Develop account strategies, presentations and other forms of communication with client
61Ensuring that client engagement, contract formation and service delivery processes are fully compliant with Group policies across all territorial, legal and regulatory domains
61Assist the team to maintain existing customers and develop new customers in ultimate purpose of profitability of the company.
61Proactively monitor and chase up age of account receivables in a timely and traceable manner to minimize bad debit risks.
61Control expenses and be mindful of budget
61Working with other Sectors to share knowledge, skills, experiences and resources in purpose of constant improvement on overall performance of the company.
61Ensure the accuracy of business forecasts with monthly actual revenue being consistent with data from internal systems
61Follow the end-to-end insurance broker process to adequately meet internal policies and procedures
61Complete other tasks as assigned by line manager

The Requirements:
61College degree or above, preferably majoring in Insurance, Law, Finance, International Trade, Economics or Risk Management
61Proven years of relevant insurance working experience
61Strong verbal and written communication skills in Mandarin and English
61Detail oriented with experience using data
61Strong Excel and PowerPoint skills
61The ability to work independently and in a team

Equal Opportunity Employer
WTW 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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