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
联系方式
上班地址:上海浦东新区陆家嘴环路1000号恒生银行30楼022室
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