美商安達產物保險股份有限公司台灣分公司

1.In charge of originate, underwrite and handle general fire accounts with a focus on profitability 2.Assess, select, price eventually with the support of pricing actuaries, the opportunities presented by brokers and local insurers in accordance with Chubb risk appetite. 3.Collaborate with Risk Engineers on the review and assessment of the accounts. 4.Leading a team of 2~3 to achieve the production/profit goal. 5.Team player but can also work in autonomy. 1.負責開發、核保並與火險客戶維持客戶高滿意度關係。 2.根據Chubb的風險偏好，評估、選擇和定價，同時在定價時獲得定價精算師的支持，處理經紀人和保險公司提供的上商業機會。 3.與風險管理團隊合作，進行帳戶的審查和評估。 4.領導2至3人的團隊實現生產和盈利目標。 5.具備團隊合作精神，同時能夠獨立工作。

1. 理賠審核協助 2. 檔案掃描，影印及歸檔 3. 行政庶務

• 0800保戶熱線服務暨解答保戶詢問保險相關問題 • 網路及語音留言處理 • 客戶情緒抱怨處理 • 電訪新契約保戶及異常件客戶 • 執行主管交辦事項

1.保單異動終止作業 2.電話諮詢服務 3.一般文書報表作業 4.音檔回聽 5.主管交辦事項

1.拓展保經代業務 2.目標及行銷活動設計與執行 3.新商品上架暨通路.通路教育訓練 4.行政溝通協調服務 5.具有產險業務員證照者佳 6.擔任過保經代業務1年以上者尤佳 7.曾在保險公司擔任服務保經代公司者1年以上尤佳 8.外商公司福利與薪資待遇，保障年薪14個月

負責個人旅遊保險的網路投保平台規劃、設計與推動，確保符合市場需求及法規要求，提升客戶體驗與銷售效益，同時具備業務開發能力，推動市場拓展與異業合作夥伴（如旅行社、航空公司等）建立合作關係。 - 規劃與管理個人旅遊保險網路投保的整體策略與專案執行過程。 - 與技術團隊合作，設計並優化網路投保流程，確保操作簡便且符合金融監管規定。 - 監控市場趨勢與競爭對手，動態調整網路投保的商品組合與線上服務功能。 - 協調跨部門合作，包括法務、行銷、客服等，確保合法合規且推廣順利。 - 分析客戶數據與反饋，持續優化網路投保用戶體驗與提升轉換率。 - 管理網路投保商品的專案週期，包含需求收集、開發、測試、上線及後續維護。 - 具備業務開發能力，能主動開拓合作夥伴與銷售通路，推動個人旅遊保險網路投保的市場擴展與銷售成長。 - 能與潛在客戶及合作夥伴建立良好關係，協助制定並執行業務拓展策略。 - 熟悉電子商務市場趨勢，能發掘新商機並促進跨部門協作以達成業績目標。 Responsible for planning, designing, and driving the online travel insurance product platform, ensuring compliance with market demands and regulatory requirements, enhancing user experience and sales performance, while possessing business development skills to drive market expansion and partnership building. - Plan and manage the overall strategy and roadmap for the online travel insurance product. - Collaborate with technical teams to design and optimize the online application process, ensuring ease of use and compliance with regulatory requirements. - Monitor market trends and competitors to adjust product features and services. - Coordinate cross-functional teams including legal, marketing, and customer service to ensure product compliance and smooth promotion. - Analyze user data and feedback to continuously improve product experience and conversion rates. - Manage the product lifecycle including requirements gathering, development, testing, launch, and maintenance. - Possess business development skills to proactively identify and establish partnerships and sales channels, driving market expansion and sales growth for the online travel insurance product . - Build and maintain strong relationships with potential clients and partners, assisting in the formulation and execution of business development strategies. - Understand market trends to identify new opportunities and facilitate cross-functional collaboration to achieve sales targets.

1. 旅平險資料補全及檔案管理維護 2. 通路客戶關係維護 3. 通路合約管理與系統權限申請 4. 旅平險相關文件彙整歸檔與通路報表製作 5. 處理與主管相關的行政事務

1.拓展保經代業務 2.目標及行銷活動設計與執行 3.新商品上架暨通路.通路教育訓練 4.行政溝通協調服務 5.具有產險業務員證照者佳 6.擔任過保經代業務1年以上者尤佳 7.曾在保險公司擔任服務保經代公司者1年以上尤佳 8.外商公司福利與薪資待遇，保障年薪14個月

1.保經代及銀行通路業務推廣 2.行銷活動設計與執行 3.新商品上架暨通路教育訓練 4.行政溝通協調服務 5.具有產險業務員證照者 6.擔任過保經代業務1年以上者尤佳 7.曾在保險公司擔任服務保經代公司者1年以上尤佳 8.外商公司福利與薪資待遇，保障年薪14個月

1. 憑證整理、各項支付候補發票、單據缺憑追蹤及歸檔 2. 帳務傳票及文件歸檔作業 3. 支援銀行臨櫃作業及稅務申報事項

1. 每日Outbound客戶慰留保單，慰留成功達成績效考核有獎金 2. 客戶名單由公司提供 3. 其他,主管交辦事項

1. 風險評估與分析: 協助資深承保人分析海事保險申請，包括船舶、貨物運輸及相關風險。 收集並整理申請人的背景資料及過往索賠記錄，提供初步風險分析報告。 2. 保險承保支持: 協助制定保險條款、保費及限額，確保符合公司政策及市場需求。 處理日常承保文件及系統錄入工作，確保數據準確性。 3. 客戶溝通與服務: 協助回答客戶及保險經紀人的基本問題，提供專業且友好的服務。 協助資深承保人處理客戶需求，並跟進相關保險事宜。 4. 市場研究與報告: 支持資深承保人進行海事保險市場的研究，收集市場趨勢及競爭信息。 協助準備內部報告及數據分析，支持業務決策。 5. 內部協作: 與理賠部門、銷售部門及其他相關團隊合作，確保保險業務的順利運作。 協助資深承保人完成跨部門項目及任務。 1. Risk Assessment and Analysis: • Assist senior underwriters in analyzing marine insurance applications, including risks related to vessels, cargo transportation, and associated factors. • Collect and organize applicants' background information and past claims records, providing preliminary risk analysis reports. 2. Insurance Underwriting Support: • Assist in drafting insurance terms, premiums, and limits to ensure compliance with company policies and market demands. • Handle daily underwriting documentation and system data entry, ensuring data accuracy. 3. Client Communication and Service: • Assist in addressing basic inquiries from clients and insurance brokers, providing professional and friendly service. • Support senior underwriters in managing client needs and following up on related insurance matters. 4. Market Research and Reporting: • Support senior underwriters in conducting research on the marine insurance market, gathering trends and competitive information. • Assist in preparing internal reports and data analysis to support business decisions. 5. Internal Collaboration: • Collaborate with claims, sales, and other relevant teams to ensure smooth insurance operations. • Assist senior underwriters in completing cross-departmental projects and tasks.

1.專案管理 2.理賠案件審核或相關客服諮詢 3.報表製作 4.國外專案配合及專案管理 5.理賠數據分析 6.健康傷害險理賠工作

Job Description The position is responsible for As a key member of the management team and the company’s main contact with the customer, this role must participate in business development, including the participation in a marketing strategy. Providing fast, efficient and courteous claims service to all customers within the customer service standards and guidelines established. The Claim head have to ensure proper and timely reserving within established standards. To review progress of claims and make necessary and timely reserve changes. Ensure that underwriting, finance and country management are at all times advised of large losses and large reserve movements Major Duties and Responsibilities Professional claim handling to get the double win between the insured and the company • Lead the team member to review and build the efficient claim procedure in order to work in efficient way • Good communication with internal and external customer to solve the problem or avoid the dispute • Advice to UW to help with the business development. • Complaint handling and litigation • Deliver the global/regional policy, guideline, instruction to the team properly and report the outcome to regional • Enhance the service level and customer satisfaction. • Goal setting and achievement • Planning and execution

We are seeking a highly qualified and experienced Senior Legal Manager to join our Legal & Compliance team. The ideal candidate will possess strong legal expertise in the finance or insurance sector and play a key role in managing legal and governance matters, while providing strategic legal advice to support the company’s objectives. This is a highly visible leadership role that will report directly to the Head of Legal & Compliance. Job Responsibilities Legal and Governance Oversight: • Assist the Head of Legal & Compliance in overseeing the legal function of the company and managing the legal department’s day-to-day operations, while developing and implementing legal strategies that support business growth opportunities. • Provide comprehensive legal support and advice to management and business units on various issues, including regulatory compliance, corporate governance, daily operations, and strategic initiatives. • Serve as a trusted advisor and partner to various stakeholders, ensuring alignment between legal and business strategies, and communicating changes to stakeholders. • Support business growth opportunities related to high-net-worth clientele for distribution channels, in collaboration with the company’s affiliates or strategic partners, while ensuring compliance with applicable laws and regulations. • Collaborate with cross-functional teams to address legal implications related to operational functions and distribution channels. • Manage and provide technical support on legal and contractual documentation across various departmental needs. • Develop and implement procedures that streamline workflows to enhance operational efficiency, while maintaining the standard of legal due diligence. • Oversee the legal documentation review and approval processes for new products and marketing materials, ensuring compliance with applicable laws and collaboration with the Compliance team. • Collaborate closely with Risk and Compliance teams and other departments to ensure relevant laws and regulations are complied with. • Prepare regular and ad hoc reports/updates to senior management and the executive audit and risk committee. • Provide support for regulatory submissions, regulatory liaison (as needed), and the preparation of corporate governance documents. • Ensure that all governance documentation reflects the latest legal standards and promotes organizational compliance. • Display leadership skills and mentor the Legal & Compliance team, fostering a high-performance culture and professional growth. Regulatory Monitoring: • Identify and analyze emerging laws and regulatory changes that may impact business operations or overall company strategy by continuously monitoring legal and regulatory developments at local and international levels. • Maintain an up-to-date understanding of changes in the insurance regulatory framework that may impact the company and communicate these changes and implications to relevant stakeholders to help the company stay ahead of regulatory changes, minimize legal risks, and capitalize on new market opportunities. Legal Counsel Management: • Work closely with external legal counsel on regulatory or litigation matters; assist the Head of Legal & Compliance in managing external counsel engagements, legal risks, and legal expenses, ensuring cost-effective legal services are provided. 法務與治理監督： • 協助法務暨法遵主管監督公司法務職能與日常運作，並制定及執行支持業務發展的法務策略。 • 就監管法遵、公司治理、日常營運及策略計畫等各項事務，為管理層及業務單位提供全面的法律支援與建議。 • 作為值得信賴的顧問與合作夥伴，確保法務與業務策略一致，並適時與利害關係人溝通相關變更。 • 支援涉及高資產客戶的通路業務發展機會，與公司關係企業或策略夥伴合作，同時確保遵循相關法規。 • 與跨部門團隊合作，處理營運功能及通路相關的法律議題。 • 管理及提供部門所需的法律及契約文件專業支援。 • 制定與執行流程以提升營運效率，同時維持法律盡職調查的標準。 • 監督新產品及行銷資料的法律文件審查與核准程序，確保符合法規，並與法遵團隊協作。 • 與風險管理、法遵及其他部門密切合作，確保遵循相關法令規範。 • 定期或依需求撰寫報告/更新，提交高階管理層及審計與風險委員會。 • 協助監管機關的申報、聯繫（視需要）及公司治理文件的準備。 • 確保所有文件符合法律最新標準，並促進組織合規。 • 展現領導能力，指導法務暨法遵團隊，培養高效文化及專業成長。 法規監測： • 持續關注國內外新興法令與監理變動，分析其對公司營運或策略的影響。 • 保持對台灣保險監理架構變動的最新理解，並向相關利害關係人傳達其影響，協助公司領先因應、降低法律風險並把握市場機會。 外部法律顧問管理： • 與外部法律顧問密切合作處理監管或訴訟事宜

主要職責: 1. 風險評估: 根據核保政策及指引，審核健康傷害險申請案件，評估風險並決定是否承保。 分析申請人健康狀況、職業、活動及其他相關風險，確保決策合理且符合公司利益。 2. 核保作業: 確保核保流程的準確性及效率，並在規定時限內完成案件審核。 與業務人員及代理人溝通，提供核保相關建議及解釋核保決策。 3. 政策執行: 確保核保作業符合公司內部政策、法規及合規要求。 定期更新核保指引，並根據市場趨勢及法規變化進行調整。 4. 數據分析與報告: 分析核保數據，提供風險趨勢報告，協助管理層制定策略。 參與核保績效評估，提出改善建議以優化核保流程。 5. 培訓與支持: 協助培訓新進核保人員，分享核保經驗及專業知識。 為業務團隊提供核保相關的技術支持及諮詢服務。