高级经理,客户经营体系建设

Reposted 2 Months Ago
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Shanghai, Shanghai Municipality, Shanghai, CHN
In-Office
Senior level
Insurance • Financial Services
The Role
Lead design and implementation of customer management journeys and agency strategies for individual life insurance. Drive branch adoption, optimize customer touchpoints and seasonal campaigns, develop online/offline acquisition and management tools, and use customer insight and data analysis to iterate strategies and enable operations.
Summary Generated by Built In

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

高级经理,客户经营体系建设

岗位职责:1.结合业务节奏设计客户经营链路,并深入推动分公司的落地运用。
  • 设计并持续优化客户经营链路,系统性规划全年波段客户季活动;
  • 深入推动分公司运营客户经营重点工作,并持续萃取赋能,提升触访转效果;
  • 创新营销员客户经营模式,开发各类线上线下拓客、经营工具。
2. Agency客户经营策略的设计与优化。
  • 深入研究保险行业及其他行业市场的客户经营案例,并结合公司实际转化为新的业务增长点;
  • 通过客户洞察及数据分析,定期复盘设计及实施经验,优化策略内容。
岗位要求:
  • 全日制本科及以上学历,5年以上寿险个险经验,对个险业务及客户经营的逻辑有深刻理解(同时具备前线和中台经验者优先);
  • 良好的数据和实战案例的洞察能力,强烈的目标感;
  • 良好的组织协调、项目推进和授课演讲能力。

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.

Skills Required

  • Bachelor degree or above (full-time)
  • 5+ years individual life insurance experience
  • Deep understanding of individual insurance business and customer management logic
  • Frontline and middle-office experience (preferred)
  • Strong data analysis and practical case insight abilities
  • Strong target orientation
  • Good organization, coordination, project execution, and presentation/training skills
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The Company
HQ: Hong Kong
25,938 Employees
Year Founded: 1919

What We Do

AIA Group Limited is a multinational insurance and financial services corporation headquartered in Hong Kong, providing life insurance, savings, and health protection products across the Asia-Pacific region.

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