About the company
We are a leading insurance broker in Asia, we offer unbiased advice on insurance solutions for individuals, families and corporates and a personalized service. We have a strong expertise in the area of health, life, property & liability insurances. We represent world leading insurance companies, providing comprehensive coverage to our clients.
我们是一家保险行业内独立保险经纪机构,我们竭力为客户制定最佳的个人及团体医疗险解决方案。我们专注为客户提供员工福利、医疗、旅游、人寿、财产及责任险,我们为客户提供全面的保险服务
Job description
1. 向公司管理层汇报上海和北京业务数据分析
Provide business data analysis of Shanghai and Beijing to top management
2. 负责日常业务数据系统维护工作
Core system maintenance on business data part
3. 负责协助公司管理层同北京和上海合作的保险公司商议佣金报酬
Assist top management to negotiate remuneration from insurance suppliers of Shanghai and Beijing
4. 负责领导和监控上海和北京的应收账款情况
Lead and monitor account receivables in Shanghai and Beijing
5. 执行总部制定的有关业务流程的标准流程
Implementation of standard processes set by headquarters with regards to business flows
6. 通过数据准确性,完整性以及续约的保留率来评估客服工作
Assess CS work on data accuracy and completeness, and renewal retention rate
7. 确保支付和调整的佣金数据录入的准确性
Ensure accuracy of commission data entry of payments and adjustments
8. 参与公司内部对账工作,确保数据录入的准确性
Participate in accounts reconciliation process to validate accuracy of data entry
9. 根据数据保留准则,维护佣金报表的归档程序
Maintain the procedures in commission statement filing to adhere to set record retention guidelines
10. 熟悉保险相关法律,每年对北京和上海的所有当地供应商合同进行审查
With the use of knowledge in insurance law, reviews all local suppliers’ contracts annually for Beijing and Shanghai
11. 基于公司业务台账,负责佣金计算
Commission calculation through the use of business ledger data
12. 支持司内部的相关IT流程的实施
Support IT processes and implement it in the offices
Skills & experience
任职要求Job requirements:
1. 法律,保险,金融和其他相关领域的全日制本科学位或以上学历
Full-time undergraduate degree or above in law, insurance, finance and other related fields.
2. 具有3年合规、审计、风险管理或内控相关工作经验的优先考虑
3 years working experience in compliance, auditing, risk management or internal control experience is preferred
3. 精通excel数据处理
Proficient in excel data process
4. 流利的英语口语和书面表达
Fluency in both spoken and written English
5. 责任心强,工作积极主动,良好的团队合作和协作
Responsible, task oriented, good team player and collaborative
6. 保险相关公司的工作经验是一个巨大的优势
Work experience in insurance related company is a huge advantage
7. 中国保险法的知识和理解是必须的
Knowledge and understanding of China insurance law is a must
8. 具备较强的IT相关知识并熟悉操作流程者优先
Strong knowledge and understanding of IT systems and processes is an advantage
9. 熟悉并掌握微软SharePoint软件,优先考虑懂得使用阿里云数据处理软件的候选人
Knowledge in Microsoft SharePoint, and other data storage system in China (aliyun) is a huge advantage