「Client Executive-AE」的相似工作

1. 輔導銀行保險通路銷售輔導友邦人壽商品 2. 提供合作通路教育訓練及銷售咨詢 3. 輔導分行/銷售人員關係維護及同業、金融市場資訊蒐集 4. 業務目標推展及行銷活動執行 ~歡迎居住大台北地區求職者應徵~

1. Client service, providing professional services to ensure customer satisfaction. 2. Administration, for meeting regulation and internal procedures 3. Teamwork, collaborate with internal teams to achieve business objectives. 4. Assist in new business development by identifying potential clients ●客戶服務：提供專業服務，確保客戶滿意度。 ●行政管理：遵循法規及內部程序，確保業務運作合規。 ●團隊合作：與內部團隊協作，共同實現業務目標。 ●新業務開發：協助識別潛在客戶，推動新業務發展。 Gallagher台灣秉持誠信、專業與創新的核心價值，致力於成為企業信賴的合作夥伴。我們的團隊擁有深厚的行業知識與經驗，能夠提供高效且具前瞻性的解決方案，幫助企業在競爭激烈的市場中脫穎而出，同時也是讓你成為世界頂尖企業夥伴的絕佳好機會!

1. 針對個人可能面臨的風險，設計、解說及銷售各種不同類型的保險。 2. 自然人客戶人壽保險設計、開發、解說及銷售。 3. 協助客戶辦理保險理賠。 4. 客戶關心維護。 5. 配合公司專案的推動與執行。

1.據點教育訓練及業務輔導 2.業務推動與目標執行 3.主管交辦業務執行 4.行政業務處理

1. 保險組相關專案（流程規劃、專案管理、統計分析、滿意度調查等） 2. 健保申報相關業務 3. 其他主管交辦事項

We are seeking a talented individual to join our Consumer team. This role will be based in Taiwan. This is a hybrid role that has a requirement of working at least three days a week in the office. What can you expect? • Marsh Taiwan Consumer Team is looking for a Client Executive to join the team. What is in it for you? • Curiosity to learn and explore new ideas. • Agility and adaptability to thrive in a dynamic environment. • Self-starter qualities, demonstrating the ability to work independently. We will count on you to: • Serves as the first point of contact for day-to-day communications with designated low-risk accounts, follows up on correspondences and works to strengthen and grow account relationships. • Develops an understanding of client businesses by conducting account research, research on industry issues and preparing benchmarking studies for personal and team use. • Supports colleagues by managing day-to-day aspects for designated small accounts and conducting ensuing account management tasks including: processing billing requests and gathering information for quotes, generating project calendars, liaising between internal senior professionals and accounts and organizing meeting logistics to ensure customer satisfaction. • Mitigates account concerns or issues encountered, addresses problems in a timely manner and applies judgement as to when and what to escalate up to senior level colleagues. • Reports to senior colleagues on relationship satisfaction to ensure a mutual understanding both internally and externally. • Develops and maintains a fluency in the Company's various service offerings to enrich work performed and develop sales capabilities. What you need to have: • Bachelor degree or above, majoring in insurance studies is preferred. • 5+ years of working experience in auto related industry • Act as a first point of contact within service team for day-to-day insurance queries and be proactive in servicing and anticipate any issues at an early stage. • Fluency in both Chinese and English both verbal and written What makes you stand out: • Excellent communication and written skills in English and Chinese • Strategic thinker with ability to take ownership, prioritise work, and meet deadlines with can-do attitude. • Highly motivated and a team player with good stakeholder management skills.

We are seeking a talented individual to join Guy Carpenter. This role will be based in Taipei. This is a hybrid role that has a requirement of working at least three days a week in the office. With the increasing uncertainty associated with catastrophe risks (both natural and man-made), catastrophe models are an integral part of catastrophe risk management. These roles evaluate exposure data and model catastrophe losses for client portfolios so that brokers can advise their clients on their insurance or reinsurance needs. As an entry-level individual contributor, a Catastrophe Modeler is ready to apply the knowledge acquired via an advanced education and to start to develop professional skills with the help of a manager and more experienced team members. We will count on you to: -Gathers, organizes and reviews raw exposure data from the client for use in catastrophe risk analyses to calculate risk exposure and potential loss that may occur due to natural and man-made catastrophes. -Assists in performing basic analyses with some guidance from senior project team members, using existing catastrophe risk models to provide data sets that can be analyzed and used by senior project team members. -Assists senior project team members in preparing and formatting summaries, presentations and reports in order to summarize potential risk and loss results for the client. -Assists in conducting research and summarizes industry publications and scientific papers of specific or regional perils in order to provide additional sources of information used for analyses and client reports. What you need to have: -Bachelor degree or above, ideally in Risk Management, Business Analytics or related discipline -Overseas education experience is preferred -Desire to learn and further develop in the broader risk management field. -Excellent analytical and data skills with the ability to multitask and balance priorities. -Outstanding computer and technical skills. -Proficiency with Microsoft Office especially working with Word, Excel & PowerPoint. -Strong communication and presentation skills, independent and diligent. Proficiency in spoken and written English and Chinese. -Open to recent graduates with relevant internship experience. Why join our team: -We help you be your best through professional development opportunities, interesting work and supportive leaders. -We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. -Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

1. 規劃私人銀行業務發展策略，執行年度預算編列與營運成效追蹤。 2. 制定業務人員績效目標與獎酬制度，辦理業績追蹤與營運數據分析。 3. 建立並優化私人銀行業務制度、作業流程及管理規範。 4. 協助推動跨平台業務合作及集團資源整合機制。 5. 規劃建置並維護私人銀行營運管理系統。

1.協助私人銀行家完善高資產客戶的財富規劃，包含投資組合規劃、保險與信託架構規劃等服務。 2.搭建私人銀行家培訓體系，定期賦能銀行家專業知識技能 3.協同各區域業務單位，提供月/季/年度經營策略建議，並參與各類客戶說明會服務 4.針對行內家族辦公室客群，提供整體規劃框架建議 5.支援行內相關訓練及行銷活動

Main Responsibilities Business support -Support the CEO at assuming day-to-day responsibility for coordination, support, and assistance on country business initiatives -Assist the CEO with new strategic development initiatives, strategic hiring initiatives and / or reorganization initiatives as required -Provide update on projects timely to CEO by following up with projects owner by liaise and coordinate between relevant stakeholders to ensure collaboration and coordination -Based on agreed Key Performance Indicators and timeline, to enable tracking and performance management, so as to support timely and regular reporting and updates to country CEO M&A support -Participate in the M&A process including assisting in the due diligence process for potential acquisitions or mergers being reviewed by the firm -Liaise with different business parties to collect the information to support the CEO in preparation on the result of the research and analyses HR Support -To support the CEO to follow up on HR programs such as annual performance process/talent review process/all colleague survey etc -Liaise with Finance on any headcount reports and budget planning process -Fulfill the government requirement on Occupational Safety & Healthy Management (OSH) certified personnel. Also covering the following tasks : -Licenses Management (Sales License & Broker License) -Time Record Management and filing to fulfil the labour bureau requirement -Labour Management Committee - Arrangement Meeting/meeting minutes/election/registration & filing to Labour Bureau -Supporting any ad hoc projects as required Qualifications and Experience -At least 4 year of working experience in insurance, human resources or professional services -Ambition to understand the business on a broad level and develop business management and operational experience -Strong interpersonal skills, able to effectively interact with both senior and junior colleagues -Strategic and collaborative doer, willing to operate and act at all levels of organization and need -Versatile, adaptable, and action-oriented, able to work independently, turn ambiguity into structure, and utilize business knowledge to implement strategy and change culture -Excellent written and verbal communication and presentation skills Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.