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
联系方式
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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