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更新于 今天

中介渠道管理部負責人

2-4萬·16薪
  • 上海浦東新區(qū)
  • 10年以上
  • 本科
  • 全職
  • 招1人

職位描述

中介渠道渠道管理保險
How you will make impact: According to the intermediary distribution related regulatory policies, to work with functions including Branches, Distributions, Claims, Internet Business Department, Compliance, etc. to ensure the policies are followed and internal controls are in place. The Head of Intermediary Management is responsible for overseeing the strategic, operational, and administrative aspects of intermediary relationships. To assist and support the head of Distribution Department to develop and execute distribution strategies and operational requirements, with focus on defining and implementing strategies for managing intermediary and sales channels to align with the company’s distribution goals. Intermediary Management and Compliance (50%) - Manage the full lifecycle of intermediary contracts, including drafting, renewal, and termination. (5%) - Conduct regular due diligence and compliance reviews to ensure intermediaries adhere to legal, regulatory, and company standards. (10%) - Oversee regular inspections, audits, and documentation to maintain intermediary compliance and operational excellence. (10%) - Ensure timely and accurate reporting of intermediary activities to internal and external stakeholders. (5%) - To work with various functions including Branches, Distributions, Claims, Product Lines, Internet Business Department, Compliance, and etc. to set up the internal control and practice related to intermediary distributions. (20%) Assist Distribution Management Head on Sales Culture Building and Distribution Strategy (30%) - In collaboration with branch GM’s, Product Lines to develop best practice and distribution strategies to develop and grow new and existing distribution channels to achieve target growth and profitability goals. (5%) - Establish line-of business budget plans, working with branch GM’s, Product Lines to set growth targets. (5%) - Develop joint action plans clearly identifying product strategies, target segments, UW appetite, and sales KPI’s. (5%) - Monitor market developments by soliciting input/feedbacks from frontline distribution and other means to identify areas to improve AIG’s value proposition. (5%) - Perform regular review on sales strategy implementation outcomes with branch GM’s and Product Lines and identify improvements areas, where applicable (5%) - Work/collaborate with branch distribution teams to translate and deliver strategy into actionable plans for respective channels (5%) - Work with HOD to oversee drive the strategy, execution and performance of intermediary distribution channels. Business Analyst and Support (20%) - Monitor and analysis Channel performance metrics, identify opportunity for optimization and driving continuous improvement. - Drive digital adoption among intermediaries to streamline processes and improve efficiency. - Implement technology solutions to support intermediary administration, such as contract management and compliance monitoring systems. - Leverage data insights to recommend improvements in intermediary administration and channel effectiveness. - Assist Dept. Head to develop incentive programs to drive performance and engagement across intermediary channels. - Assist Dept. Head to design and implement training programs to enhance intermediary knowledge of products, compliance standards, and sales techniques. - Assist Dept. Head to Develop and monitor KPIs to assess sales and intermediary performance, providing feedback and support to optimize results Producer segmentation strategies. What you will need to succeed: - Bachelor’s degree minimum, preferably finance, business / operations. - Capability to develop financial & operating models - Track record in formulating distribution channel strategies - Business planning and analytical skills - Strong team management skills - Systematic and pragmatic management style - Ability to follow through to meet planned goals / objectives - Analytical mind and ability to think strategically - Excellent communicator, capable of building collaborative relationships - Compliance management experience and background is preferred - Great mindset and adaptable. - Stakeholder management skill. - Ability to influence collaborate at all levels.

工作地點

上海浦東新區(qū)恒生銀行大廈

職位發(fā)布者

AIGChina/招聘經(jīng)理

剛剛活躍
立即溝通
公司Logo美亞財產(chǎn)保險有限公司
美國國際集團(AIG)是一家國際領先的保險機構。我們?yōu)槭澜绺鞯氐目蛻籼峁┝素敭a(chǎn)險、責任險、壽險、退休金解決方案等各類金融服務,客戶遍及全球70多個國家和地區(qū)。憑借全面的產(chǎn)品和服務,我們幫助商業(yè)及個人客戶保護資產(chǎn),管理風險,并提供退休保障。AIG的普通股在紐約證券交易所上市。美亞財產(chǎn)保險有限公司(簡稱“美亞保險”)為AIG旗下成員,是一家在中國注冊的財產(chǎn)保險公司,目前在北京市、上海市、廣東省、深圳市、江蘇省和浙江省設有七家省級分支機構,其中包括美亞航運保險運營中心。通過AIG廣泛的全球財產(chǎn)責任險網(wǎng)絡,美亞保險為個人和企業(yè)客戶提供全面的產(chǎn)品和服務,包括幫助中國企業(yè)“走出去”、防損減災及境外旅行保險服務等。美亞保險憑借其豐富的全球資源,廣泛經(jīng)驗以及分析洞察來滿足當?shù)厥袌鲂枰?,并實現(xiàn)在中國市場可持續(xù)的長期發(fā)展。美亞保險致力于成為對客戶最具價值的保險伙伴。
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