高级客户经理_保险经纪人_企财险

Corporate Risk and Broking (CRB) is one of the world’s largest insurance brokers and risk advisors. We provide a broad range of services and solutions to thousands of clients, ranging from small businesses to the largest multinational corporations, that include: risk assessment, risk management and advisory, risk transfer and placement, and claim advocacy.

The Role

The Role is responsible to provide coordinated service and placement activities that meet the client’s insurance and risk management needs. Responsible for ensuring relevant regulatory and technical standards are met. Leverages advanced skill set with P&C knowledge to design and consult with clients on insurance coverage and services; uses understanding of clients’ needs to expand business opportunities and further solidify client relationships. Ability to focus on delivering exceptional customer service while working in a fast paced environment with minimal supervision. Essential duties include but are not limited to:

61Coordinate and assume ultimate responsibility for the comprehensive delivery of Willis Towers Watson’s service to the client and ensuring the integrity of said provision at all times.

61Conceptualize the insurance offers and draft technical studies based on the client’s needs

61Manage and negotiate insurance placements and renewals with carriers

61Develop accounts via saturation and cross selling opportunities within the broking teams

61Develop account strategies, presentations and other forms of communication with client

61Ensuring that client engagement, contract formation and service delivery processes are fully compliant with Group policies across all territorial, legal and regulatory domains

61Assist the team to maintain existing customers and develop new customers in ultimate purpose of profitability of the company.

61Proactively monitor and chase up age of account receivables in a timely and traceable manner to minimize bad debit risks.

61Control expenses and be mindful of budget

61Working with other Sectors to share knowledge, skills, experiences and resources in purpose of constant improvement on overall performance of the company.

61Ensure the accuracy of business forecasts with monthly actual revenue being consistent with data from internal systems

61Follow the end-to-end insurance broker process to adequately meet internal policies and procedures

61Complete other tasks as assigned by line manager

The Requirements:

61College degree or above, preferably majoring in Insurance, Law, Finance, International Trade, Economics or Risk Management

61Proven years of relevant insurance working experience

61Strong verbal and written communication skills in Mandarin and English

61Detail oriented with experience using data

61Strong Excel and PowerPoint skills

61The ability to work independently and in a team

Equal Opportunity Employer

WTW is an equal opportunities employer and does not discriminate on any basis. We support flexible working and this role will be considered on a flexible basis.