
Operations Specialist
- China
- Permanent
- Full-time
- Provide operation support to business teams in the area of Placement, Policy Servicing, and Fiduciary (Billing, Accrual, Reconciliation, Collection, and etc.).
- Perform operation activities according to SOP (Standard Operation Procedure) and ensure SLA (Service Level Agreement) requirements are met.
- Operation activities include checking supporting documents, entering data in systems, generating slips, reviewing policy documents, filing documents, communicating with brokers / insurance companies to collect and clarify information, and etc.
- Adhere to compliance requirements and other company policies.
- Complete ad hoc tasks assigned by supervisor such as system test, report generation, data analysis, operation document update, training support, staff coaching, project support and etc.
- 向业务团队提供涉及保险排分,保单服务,和营收记录与收款(营收开单记录、预提记录、对帐和收款等)相关的运营支持。
- 根据SOP(标准操作流程)进行运营操作并确保其符合SLA(服务水平协议)所规定的要求。
- 运营操作的内容包含检查支持文件,在系统中进行数据录入,生成单据,审阅保单文件,文件归档,与经纪人 / 保险公司沟通以收集或澄清信息等。
- 遵守合规要求与公司的各项政策制度。
- 完成主管分配的其它任务,如系统测试,报表制作,数据分析,运营文件更新,培训支持,员工带教,项目支持等。
- Bachelor degree
- English level: CET 6 certificate is preferred
- Working experience in insurance industry in the area of servicing or operations is highly preferred
- Working experience of operation management support - staff training and coaching, reporting, and data analysis - is preferred
- Details focused, good at data analysis with excel
- Good communicator, collaborator, and problem solver.
- Team player, independent thinker
- Able to work under pressure
- 大学本科
- 英语水平:具有CET 6证书者优先
- 高度重视拥有保险行业服务或运营领域的工作经验
- 优先考虑具有运营管理支持类工作经验(员工培训与支持,报告制作,与数据分析)的候选者
- 注重细节,擅长使用Excel进行数据分析
- 良好的沟通者、合作者和问题解决者
- 团队合作精神,独立思考能力
- 能够在压力下工作
- 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.