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WTWFinancial Services

Senior Analyst_CRB China P&C TMT

China , Shanghai
Full-time

Description

The Role: 

1. Serve existing clients of both global referral client and local indigenous client, maintain high quality and professional service according to company standard and procedure so as to make sure no compliant from client. 

2. Maintain and strength client relationship, develop new and expanded business opportunities in ultimate purpose of profitability of the company, prompt crossing-selling within insurance broking team and by cooperating with other Business Units, generate crossing selling opportunities annually 

3. Keep cost-saving sense in mind, control T&E expenses. Proactively monitor and chase up age of account receivables in a timely and traceable manner to minimize bad debit risks. 

4. Ensure all businesses are in complying with laws, regulations and rules set by external regulators, and internal compliance requirements. 

5. Ensure the accuracy of business forecast, monthly actual revenue should be consistent to the data from internal system every month. 

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

7. Comply with the company rule. Complete other tasks assigned by line manager

Qualifications

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

  • 3 to 5 years of insurance relevant working experience. 

  • Good verbal and written communication skills in Mandarin and English. 

  • Good communication skill and open minded. 

  • Details oriented and highly sensitive to data, the solid EXCEL / POWER POINT skill is a must. 

  • Capabilities to deliver independently with reliable performance. 

  • Equal Opportunity Employer

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