高科技业务部客户经理
达信保险经纪有限公司BeijingUpdate time: July 26,2019
Job Description

Retain and expand existing client relationships and acquire new ones

? Identify key decision makers, clients or prospects risks needs and determines the services, products, and combinations that will best serve and address the client/prospect’s issues and objectives

? Develop custom solutions to address the client/prospect needs

? Ensure that the full scope of services are priced appropriately

? Effectively present the solutions to the client/prospect and negotiate compensation

? Document the scope of service and compensation in a Client Service Agreement (CSA)

? Manage the financial performance of his/her book of business

? Develop a business plan for portfolio of clients and prospect to meet specific retention and sales goals

? Create a budget for each client in conjunction with client advisors and consulting colleagues

? Manage revenue, profitability, and timely billing and collection (working capital) for each client

? Expand new business and opportunities

? Assure service meets or exceeds client expectations, and protecting the firm from Errors & Omissions (E&O)

? Ensure quality of deliverables and enforce critical deadlines

? Seek feedback on Marsh’s execution of projects and renewal through client survey and ongoing client dialogue

? Assist Practice Leader to achieve team’s financial budget

? Complete other tasks assigned by Practice leader


任职要求:

? Understand business environment and know how to read/interpret financial statements

? Questioning& Listening–Know how dialogue with prospects and clients Managing projects

? Communications -Influencing, negotiating, presenting effectively, etc.

? Relationship Management – Customer focus, building rapport, dealing with conflict, etc

? Strategic & Financial reasoning

? 5+ years related work experiences


职能类别: 保险经纪人/保险代理

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上班地址:北京市朝阳区光华路1号嘉里中心15层

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