北京国际业务部助理(第三方合同)
苏黎世财产保险有限公司BeijingUpdate time: July 13,2019
Job Description

SUMMARY:

岗位概述:

This position is to handle RC accounts including large relationship accounts, and to take roles of team performance management and backup of coordinator.

处理苏黎世国际保险业务(包括大客户业务),承担团队绩效管理及协调的角色。


KEY TASKS & ACCOUNTABILITIES:

主要工作职责:

? With advanced knowledge of underwriting processes, is fully conversant and works on multiple lines of business using multiple tools and references.

拥有丰富的核保流程知识,熟练使用各种工具处理多险种的业务。

? Collaborates with overseas producing underwriters or underwriting services colleagues to clarify policy terms and conditions

在与海外核保同事合作时清晰解读保单条款及承保条件。

? Computes local premiums for policies, selects appropriate declarations, coverage forms, national/local forms, and optional endorsements to complete a policy.

根据承保条件核算当地保费,按照规范及流程出具保单。

? Communicate with brokers and customers to conclude the policy.

与客户及经纪人沟通出具最终保单。

? Actively participates in developing and executing account servicing solutions (e.g. subsequent transactions including endorsements, cancellations, reinstatement's & adjustments, billing & collections and contract services) as needed to support unique customer needs.

积极参与并执行客户服务解决方案(例如保单后续处理工作,包括批单、取消、恢复、调整等合约服务)以便支持客户的特殊需求。

? Responsible for the new business, renewals and endorsements process for highly complex business or large relationship customers.

有能力处理新业务,复杂业务以及大客户的再保和批单处理流程。

? Perform policy quality assurance review and lead one or two team-wide business management tasks.

执行业务的质量管理要求并负责1至2个团队范围内的质量管理。

? Act as a deputy to backup coordinator.

备选的协调员职责。


QUALIFICATIONS:

资历要求:

Bachelor or higher degree and 2 or more years of experience in related field

大学本科及以上学历,应届毕业生可选,有2年以上工作经验者优先。


KNOWLEDGE:

任职要求:

Knowledge of Insurance Operations - Proficiency Level Intermediate

熟练掌握保险运营知识

Knowledge of Underwriting - Proficiency Level Intermediate

熟练掌握核保相关知识


TECHNICAL SKILLS:

技能要求:

Building relationships to drive business - Proficiency Level Intermediate

熟练有效建立客户关系并推动业务发展

Customer Support Operations - Proficiency Level Intermediate

熟悉客户服务及运营操作

MS Office - Proficiency Level Intermediate

熟练使用Office软件

English Language - Proficiency Level Intermediate

熟练掌握英文(听说读写)



职能类别: 保险内勤

关键字: 国际业务 保险合同 续期业务

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上班地址:曙光西里甲5号院21号楼 北京凤凰置地广场F座6层

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