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客户经理_能源上游

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Onsite

客户经理_能源上游

韬睿惠悦咨询(上海)有限公司

客户经理_能源上游

Skills

ComplianceRisk Management

11 days ago

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Important information


Contract type:

Permanent

Salary:

CN¥180,000 – CN¥240,000 / year

Location:

Beijing, China

Work mode:

Onsite

Published on:

13 October 2026

What they need


该职位来源于猎聘 The Role

  • Serve existing clients of both global referral client and local indigenous client, maintain high quality and professional service according to company standard and procedure so as to make sure no compliant from client.
  • Maintain and strength client relationship, develop new and expanded business opportunities in ultimate purpose of profitability of the company, prompt crossing-selling within insurance broking team and by cooperating with other Business Units, generate crossing selling opportunities annually
  • Keep cost-saving sense in mind, control T&E expenses. Proactively monitor and chase up age of account receivables in a timely and traceable manner to minimize bad debit risks.
  • Ensure all businesses are in complying with laws, regulations and rules set by external regulators, and internal compliance requirements.
  • Ensure the accuracy of business forecast, monthly actual revenue should be consistent to the data from internal system every month.
  • Follow the end-to-end insurance broker process to adequately meet internal policies and procedures.
  • Comply with the company rule. Complete other tasks assigned by line manager. 岗位职责:
  • 依据公司标准和流程,为全球客户和当地客户提供高质量及专业化的服务,确保客户没有投诉。
  • 维持和加强客户关系,开发新业务机会,以利润为最终目标,在保险经纪团队内部促进交叉销售,并通过与其他业务部门合作,持续创造交叉销售机会。
  • 具有成本意识,控制差旅和费用。 及时主动跟踪和监控应收账款的账龄,以最大限度地降低不良风险。
  • 确保所有业务遵守外部监管机构制定的法律法规以及内部合规要求。
  • 确保业务预测的准确性,每月实际收入应与内部系统数据一致。
  • 严格执行保险经纪经纪端到端流程,以充分满足内部政策和流程要求。
  • 遵守公司规则。完成直线经理分配的其他任务。. The Requirements:
  • College degree or above, preferably majoring in Insurance, Law, Finance, International Trade, Economics or Risk Management.
  • 3 to 5 years of insurance relevant working experience.
  • Good verbal and written communication skills in Mandarin and English.
  • Good communication skill and open minded.
  • Details oriented and highly sensitive to data, the solid EXCEL / POWER POINT skill is a must.
  • Capabilities to deliver independently with reliable performance.

岗位要求:

  • 大学本科或以上,保险、法律、金融、国际贸易、经济学或风险管理专业优先。
  • 3 至 5 年保险相关工作经验。
  • 良好的中英文口语和书面交流。
  • 良好的沟通技巧和开放的心态。
  • 注重细节,对数据高度敏感,必须具备可靠的 EXCEL/POWER POINT 技能。 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. 机会均等雇主

WTW 是一个机会均等的雇主,不以任何方式歧视应聘者,同时我们支持灵活工作模式。

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