Service and Sales Operations Specialist / Manager

Company:

Marsh

Description:

We are seeking a talented individual to join Marsh RM team. This role will be based in Tianjin.

We will count on you to:

• Responsible for growing satisfied client relationships, a profitable book of business and acquiring new clients.
• Maintain and grow current client relationships. Develop tailored solutions to meet the needs of clients and prospects.
• Ensure all services are priced and delivered adequately.
• Create business strategies for clients and prospects to achieve retention and sales targets.
• Collaborate with client advisors and consulting colleagues to create advisory solutions to clients.
• Manage revenue, profitability, and ensure timely service delivery and revenue collection for each client.
• Identify key decision-makers and assess the risks and needs of clients or prospects to determine the best service and product combinations.
• Document the service scope and compensation in a Client Service Agreement (CSA).
• Ensure service quality meets or exceeds client expectations and compliant with Marsh client service principles.
• Coordinates wand reviews billing and invoice materials and prepares invoices and certifications.
• Creates spreadsheets and other documents to support account analysis.
• Ensure deliverables are of high quality and critical deadlines are met.
• Gather feedback on Marsh’s project execution and renewal through client surveys and ongoing dialogue.
• Support the Practice Leader in achieving the team’s financial goals.
• Complete additional tasks as assigned by the Practice Leader.
• 维护和发展现有客户关系。制定量身定制的财产险解决方案以满足客户和潜在客户的需求。确保所有服务的定价和交付都符合要求。
• 为客户和潜在客户制定商业策略，以实现客户保留和销售目标。
• 与客户和咨询同事合作，为客户创造咨询解决方案。
• 管理收入、盈利能力，确保每个客户的服务及时交付和收入收集。
• 确定关键决策者，评估客户或潜在客户的风险和需求，以确定最佳的服务和产品组合。
• 在客户服务协议（CSA）中记录服务范围和报酬。
• 确保服务质量达到或超过客户期望，并符合Marsh客户服务原则。
• 协调和审查账单和发票材料，并准备发票和证明。
• 创建excel和其他文件以支持账户分析。
• 支持实现团队的整体目标。，并完成团队领导分配的其他任务。

What you need to have: 

• Understand business environment and know how to read/interpret financial statements.
• Communications -Influencing, negotiating, presenting effectively, etc.
• Relationship Management – Customer focus, building rapport, dealing with conflict, etc.
• No less than 3 years related work experiences.
• Bachelor’s degree in insurance or coming from financial/capital market/legal background
• Understanding of property/casualty insurance principals and basic understanding on claim handling/procedures.
• Excellent oral and communication skills.
• Collaborate with colleagues in team operations.
• 理解商业环境，懂得如何阅读并解释财务报表。
• 良好的沟通能力和谈判能力。能建立良好的内外部合作关系、处理冲突。
• 3年以上财产险相关工作经验。
• 拥有保险学士学位或来自金融/资本市场/法律背景。
• 理解财产/意外保险原则，并对索赔处理/程序有基本了解。

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.

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In the recruitment process, Marsh does not restrict a position to a particular gender, does not inquire or investigate the marital or maternal status of female candidates, does not impose any limitations on marriage or childbirth, does not use marital or maternal status of a condition for hiring, and does not raise the qualification standard for female candidates. When you apply for a position with us, we must obtain Personal Data, which is any data that can directly or indirectly lead to the identification of a specific individual, such as your name, contact information, employment history, education information, work skills, and licensure and certifications (if applicable). We also collect any other information you have provided in your CV, covering letter, application form, or during an interview (if applicable). Marsh limits the Personal Data that it collects to that which is relevant and proportionate for the intended purpose. Where necessary and permitted or required by law, we may collect Personal Data deemed sensitive under applicable law (for example, ethnicity, fitness to work or criminal convictions information). Marsh collects Personal Data directly from you and, depending on the circumstances and the type of role applied for, recruitment agencies, background check providers, your named referees and occupational health providers. Marsh retains Personal Data consistent with applicable local law and business practices Please make sure you read through and fully understand our “Job Applicant Data Privacy Statement” before you submit your application.