PEMA Project Manager
达信保险经纪有限公司ShanghaiUpdate time: July 13,2019
Job Description

  • Keeps up to date on prospects’ current issues, researches new information on prospects

  • Retains and expands existing client relationships and acquires new ones

  • Identifies 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

  • Leads the development of customized solutions to address the client/prospect needs by offering innovative solutions, resolving difficult risk issues, providing customer support and introducing Marsh/PEMA Resources as appropriate.

  • Effectively presents the solutions to the client/prospect and negotiates compensation

  • Manages the financial performance of his/her book of business

  • Develops a business plan for portfolio of clients and prospects to meet specific retention and sales goals

  • Oversees quality of deliverables and enforcing critical deadlines; where it is PEMA’s own product lines (including without limitation, W&I insurance), executes the relevant projects with minimal supervision

  • Manages projects throughout the entire process including drafting reports, coaching project team members to timely delivering the result and following up any client’s requests


    Requirements:


  • Must be articulated (in both Chinese and English)

  • Willing to make monthly trips in China (including Hong Kong)

  • Relevant Degree

  • Prior experience in business development/ Bidding Proposal preparation

  • Prior experience in P&C products

  • Possesses solid project management, business development, client management skills

  • Excellent people management, time management, communication (written and verbal), presentation and problem solving skills

  • Independent worker, capable of managing projects and timelines

  • Insurance knowledge will be a plus but not required deep technical knowledge

  • Knowledge of PE industry will be a plus

  • Personality should fall between, director, motivator and inspirer



职能类别: 保险经纪人/保险代理 保险产品开发/项目策划

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