银保销售支持

Banklife

Onsite
Policy administration and tracking
Underwriting and customer service support
Sales collateral management
Responsible for policy administration, including initial review, handover, timeliness tracking, issue resolution, and renewal tracking

Job Summary

  • Responsible for policy administration, including initial review, handover, timeliness tracking, issue resolution, and renewal tracking.
  • Provides support for the "Yin Bao Tong" system and manages policy documents and marketing materials.
  • Assists with sales activities, event planning, and administrative tasks to drive sales performance and ensure compliance.

Matching Summary

Responsible for policy administration, including initial review, handover, timeliness tracking, issue resolution, and renewal tracking.

Skills & Requirements

Must-have

  • Policy administration and tracking
  • Underwriting and customer service support
  • Sales collateral management
  • System support for sales
  • Compliance and risk reporting

Nice-to-have

  • Team atmosphere creation
  • Administrative support
  • Customer complaint handling

Key Requirements

  • Sales personnel performance tracking
  • License renewal tracking
  • New employee onboarding support
  • System architecture and code maintenance

Work Rights

Not specified

Tailored Resume

Cover Letter