SH Distribution Assistant
Zurich Insurance GroupChinaUpdate time: June 6,2019
Job Description
SUMMARY:
Achieve targets of production, activity, business retention and customer satisfaction through distribution identification, relationship building and maintenance, Zurich products promotion and distribution training.
识别渠道、建立渠道关系及做好渠道维护工作。配合部门进行公司产品推广及渠道相关培训。以达成每年的保费目标、确保稳定的业务持续及增长并取得客户的满意。
KEY TASKS & ACCOUNTABILITIES:
Business Development:
业务发展相关
l Perform high standard of implementation of the branch strategies and action plans
l 根据公司的整体策略,高效高质的完成相关行动计划
l Analyze and make good use of customer behaviors and information to stimulate new business leads.
l 分析客户行为,根据不同渠道的风格制定相关计划以达成业务目标
l Achieve overall production/activity target and all respective lines of business targets.
l 全线达成保费目标、完成拜访计划及其他相关市场活动
l Develop in-depth knowledge of competitor products and identify unique selling points of Zurich products.
l 了解并分析其他竞争市场的产品以识别苏黎世产品的特性,更好的进行业务推广
l Develop long-term relationships with key personnel within each agency/broker that resemble partnerships.
l 与经纪公司及代理公司的关键角色及人物保持长期良好的合作关系
l Make sales calls and visits as often as possible for field coaching and business promotion.
l 制定拜访计划,推进产品销售,促进业务发展
l Implement the training plan to business partners to enhance their production results to Zurich.
Business Support:
业务支持相关
l To build and maintain close relationship with assigned distribution
l 与被分配的渠道建立并维护良好的关系
l To monitor the credit position of distribution channel.
l 应收保费的定期跟进
RELATIONSHIPS:
Internal内部
直线经理及团队其他成员Line management and team members
技术服务与支持(核保部)Technical services
理赔部\运营部\财务部\信息技术部Claims\Operation\Finance\IT
External外部
业务合作伙伴如经纪公司、分出公司、代理公司或代理人等Business Partner
保险行业监管部门及其他保险行业相关部门Insurance associations & regulators
TRAVEL & OTHER REQUIREMENTS:
Organization target – GWP and operation result
公司目标 – 完成保费规模及利润达成
Individual performance objective - Gross written premium, renew ratio, hit ratio.
个人目标 – 保费目标, 续保率, 新业务达成率
Develop of distribution channel – Number of submissions generated from all Channel
发展渠道数量 – 完成新业务询价数量计划
Credit control – Outstanding premium level
财务目标 – 控制应收保费比例
New business generated – Case and premium
新业务目标 – 数量及保费
Renewal ratio – persistency of renewal business
续保率 – 稳定保持
Quotation and Hit ratio – number of new quotation
报价率及新业务达成率 – 新业务数量
Claim and customer service – no complaints
客户服务 – 零投诉
Compliance control
达成各项合规要求
UALIFICATIONS:
Bachelor’s Degree
本科学历
At least 3-5 years experience in insurance industry, mainly on sales and marketing of general insurance and personal insurance product, good relationships with broker and agency.
至少3至5年保险从业经验,从事财产险及商险的相关业务销售及市场经验,与经纪公司及代理公司有一定的良好业务合作关系
KNOWLEDGE:
Basic knowledge in all lines of product including general and personal insurance
具备商业保险产品的基本知识或概念
Ability to develop good relationships with business partners
与合作伙伴建立良好合作关系的能力
Essential marketing skills
核心的市场及销售经验
TECHNICAL SKILLS:
Customer focus
以客户为先
Open mind to try new ways and alternative approaches of doing things
开拓的思维能力。可以接受新事物及新想法
Self-starter, team player, proactive, results and execution oriented
具备较强的自我驱动力、团队精神、较强的行动力、结果导向型人才
Additional Information
Primary work location is Shanghai. You can apply by clicking on the button “Apply online”
Who we are
Looking for a career that will excite, challenge and inspire you? Thinking about insurance? Perhaps you should. Working for us is a totally different experience to what you probably expect. How do you feel about the things you truly love? Don’t you want to protect them in the best way possible? Imagine if you could help people do this all over the world. You’d give them confidence and reassurance by protecting what they love most. This is no easy task. In today’s interconnected world, tackling risk is fast, unpredictable and invigorating. You’ll have to think on your feet as you manage risks big and small, from flooding to cyber crime. You’ll be tackling issues like these in over 170 countries. It’s a big challenge, but you’ll have a truly diverse network helping you. As part of an international team, every day would provide opportunities to learn, grow and share ideas.
As you make an impact across borders, you’ll feel the support of being part of a strong and stable company. A long-standing player in the insurance industry, we make every effort to address the career development needs and plans of our employees to ensure their success in the future.
So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.
Zurich Insurance has the policy to be an equal opportunity employer. We aim to attract and retain the best qualified individuals available, without regard to criteria such as race/ethnicity, national origin, religion, gender, sexual orientation, age or disability.
At Zurich we believe that having a culture of inclusion is essential in delivering good results. Attracting, retaining and developing a diverse workforce where employees feel valued, respected and empowered allows people to reach their full potential. As a business this diversity helps us to better reflect and understand our 4 million customers’ needs to allow us to drive better outcomes. As a global organisation, with an increasingly agile workforce, we're happy to consider flexible working arrangements.
Achieve targets of production, activity, business retention and customer satisfaction through distribution identification, relationship building and maintenance, Zurich products promotion and distribution training.
识别渠道、建立渠道关系及做好渠道维护工作。配合部门进行公司产品推广及渠道相关培训。以达成每年的保费目标、确保稳定的业务持续及增长并取得客户的满意。
KEY TASKS & ACCOUNTABILITIES:
Business Development:
业务发展相关
l Perform high standard of implementation of the branch strategies and action plans
l 根据公司的整体策略,高效高质的完成相关行动计划
l Analyze and make good use of customer behaviors and information to stimulate new business leads.
l 分析客户行为,根据不同渠道的风格制定相关计划以达成业务目标
l Achieve overall production/activity target and all respective lines of business targets.
l 全线达成保费目标、完成拜访计划及其他相关市场活动
l Develop in-depth knowledge of competitor products and identify unique selling points of Zurich products.
l 了解并分析其他竞争市场的产品以识别苏黎世产品的特性,更好的进行业务推广
l Develop long-term relationships with key personnel within each agency/broker that resemble partnerships.
l 与经纪公司及代理公司的关键角色及人物保持长期良好的合作关系
l Make sales calls and visits as often as possible for field coaching and business promotion.
l 制定拜访计划,推进产品销售,促进业务发展
l Implement the training plan to business partners to enhance their production results to Zurich.
Business Support:
业务支持相关
l To build and maintain close relationship with assigned distribution
l 与被分配的渠道建立并维护良好的关系
l To monitor the credit position of distribution channel.
l 应收保费的定期跟进
RELATIONSHIPS:
Internal内部
直线经理及团队其他成员Line management and team members
技术服务与支持(核保部)Technical services
理赔部\运营部\财务部\信息技术部Claims\Operation\Finance\IT
External外部
业务合作伙伴如经纪公司、分出公司、代理公司或代理人等Business Partner
保险行业监管部门及其他保险行业相关部门Insurance associations & regulators
TRAVEL & OTHER REQUIREMENTS:
Organization target – GWP and operation result
公司目标 – 完成保费规模及利润达成
Individual performance objective - Gross written premium, renew ratio, hit ratio.
个人目标 – 保费目标, 续保率, 新业务达成率
Develop of distribution channel – Number of submissions generated from all Channel
发展渠道数量 – 完成新业务询价数量计划
Credit control – Outstanding premium level
财务目标 – 控制应收保费比例
New business generated – Case and premium
新业务目标 – 数量及保费
Renewal ratio – persistency of renewal business
续保率 – 稳定保持
Quotation and Hit ratio – number of new quotation
报价率及新业务达成率 – 新业务数量
Claim and customer service – no complaints
客户服务 – 零投诉
Compliance control
达成各项合规要求
UALIFICATIONS:
Bachelor’s Degree
本科学历
At least 3-5 years experience in insurance industry, mainly on sales and marketing of general insurance and personal insurance product, good relationships with broker and agency.
至少3至5年保险从业经验,从事财产险及商险的相关业务销售及市场经验,与经纪公司及代理公司有一定的良好业务合作关系
KNOWLEDGE:
Basic knowledge in all lines of product including general and personal insurance
具备商业保险产品的基本知识或概念
Ability to develop good relationships with business partners
与合作伙伴建立良好合作关系的能力
Essential marketing skills
核心的市场及销售经验
TECHNICAL SKILLS:
Customer focus
以客户为先
Open mind to try new ways and alternative approaches of doing things
开拓的思维能力。可以接受新事物及新想法
Self-starter, team player, proactive, results and execution oriented
具备较强的自我驱动力、团队精神、较强的行动力、结果导向型人才
Additional Information
Primary work location is Shanghai. You can apply by clicking on the button “Apply online”
Who we are
Looking for a career that will excite, challenge and inspire you? Thinking about insurance? Perhaps you should. Working for us is a totally different experience to what you probably expect. How do you feel about the things you truly love? Don’t you want to protect them in the best way possible? Imagine if you could help people do this all over the world. You’d give them confidence and reassurance by protecting what they love most. This is no easy task. In today’s interconnected world, tackling risk is fast, unpredictable and invigorating. You’ll have to think on your feet as you manage risks big and small, from flooding to cyber crime. You’ll be tackling issues like these in over 170 countries. It’s a big challenge, but you’ll have a truly diverse network helping you. As part of an international team, every day would provide opportunities to learn, grow and share ideas.
As you make an impact across borders, you’ll feel the support of being part of a strong and stable company. A long-standing player in the insurance industry, we make every effort to address the career development needs and plans of our employees to ensure their success in the future.
So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.
Zurich Insurance has the policy to be an equal opportunity employer. We aim to attract and retain the best qualified individuals available, without regard to criteria such as race/ethnicity, national origin, religion, gender, sexual orientation, age or disability.
At Zurich we believe that having a culture of inclusion is essential in delivering good results. Attracting, retaining and developing a diverse workforce where employees feel valued, respected and empowered allows people to reach their full potential. As a business this diversity helps us to better reflect and understand our 4 million customers’ needs to allow us to drive better outcomes. As a global organisation, with an increasingly agile workforce, we're happy to consider flexible working arrangements.
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