Specialist, Agency Customer & Sales Promotion

Posted:
4/2/2025, 4:19:59 PM

Location(s):
Shanghai, China ⋅ Shanghai, Shanghai, China

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Growth & Marketing ⋅ Sales & Account Management

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

Responsible for providing operational support to distribution channel(s) to ensure smooth execution of the sales processes

岗位职责

1. 客户驱动:

  • 对总部及分公司客户驱动委员会项目的承接及落地;
  • 根据业务发展情况,将客户当前和未来的需求和偏好作为改进产品和服务质量的动力,以提高客户的满意度和忠诚程度;
  • 参与和推动有关Agency渠道客户驱动的专项工作,如线索分配和跟进规则、系统功能开发等;
  • 了解分公司及区部的需求,提供营销员获客、活客、暖客、转化等相关数据。

2.  客户关怀:

  • 统筹管理客户来函保单转移
  • 分配ICSP工单处理及跟进,客户关爱服务确认函处理,保单回执追踪处理及跟进
  • 孤儿单/保全客户经营与再开发

3. 客户开拓与数字化经营推动

  • 统筹客户开拓策略/工具开发
  • 统筹数字化平台(Navi)应用推广

4.  日常工作:

  • 正确地传达与宣导公司信息,与各营业单位做好日常沟通;
  • 按时做好岗位工作的规划和复盘,及时汇报和反馈;
  • 按要求参与公司及部门的各项会议和活动;
  • 完成部门主管交办的其他工作事项。

岗位资格

  • 大学本科及以上,市场营销或工商管理专业尤佳;
  • 10年以上的保险行业相关工作经验或5年以上市场营销工作经验;
  • 高效沟通及协调能力;
  • 优秀的项目管理技能;
  • 具备一定的系统开发及维护能力,熟练使用办公自动化软件。

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.