高级客户经理_保险经纪人_企财险

该职位来源于猎聘 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

• Provide daily insurance broker service to various global and local clients, ensuring that client engagement, contract formation and service delivery processes are fully compliant with Group policies across all territorials, legal and regulatory domains.
• Conceptualize the insurance offers and draft technical studies based on the client’s needs, develop account strategies, presentations and other forms of communication with client.
• Maintain existing client’s relationship and develop accounts via penetration and cross selling opportunities.
• Assist the team to develop new clients to achieve team budget.
• Manage and negotiate insurance placements and renewals with carriers and maintain good relationships with carriers.
• Proactively monitor and chase up age of account receivables in a timely and traceable manner to minimize bad debit risks.
• Ensure the accuracy of business forecasts with monthly actual revenue being consistent with data from internal systems.
• Follow the end-to-end insurance broker process to adequately meet internal policies and procedures.
• Complete other tasks assigned by line manager. The Requirements:
• Bachelor’s degree or above, with 5+ years of relevant work experience.
• Proven ability to serve various global and local clients with multiple priorities and tight deadlines, including collaboration across virtual and cross-regional teams.
• Strong understanding of property and casualty insurance products and market trends, familiarity with industry regulations and best practices.
• Demonstrated success in managing client relationships, driving client satisfaction, and contributing to revenue growth or business development is a strong plus.
• Excellent interpersonal and communication skills.
• Proficient in English for effective communication.
• Excellent Microsoft Office proficiency, especially in PowerPoint and Excel. Equal Opportunity Employer