保險金融主管崗位職責（2篇范文）

第1篇 保險金融主管崗位職責

finance&insurance supervisor/集團金融保險主管 奧地利保時捷控股中國區(qū)總部(寶愛捷中國) 寶愛捷(中國)汽車投資有限公司,奧地利保時捷控股中國區(qū)總部(寶愛捷中國),奧地利保時捷控股中國區(qū)總部(寶愛捷中國),寶愛捷 aims of the position

together with group team member to continuously improve and optimize dealers f&i business in order to achieve group’s overall f&i quantitative and qualitative target

main tasks

1.monitor dealer’s f&i performance on daily basis, drive work efforts to meet kpis set.

2.assist group f&i director in negotiating with external business partners in order to improve dealer’s cooperation condition and maximize f&i profit at dealership.

3.consolidate, analyse operational data to provide business report for managerial decision making.

4.assist group f&i director in optimizing f&i products and the working process and ensure the proper execution of group strategy at dealerships.

5.in collaboration with group training academy, to organize related f&i trainings to improve soft-skill of dealer’s sale force.

6.in collaboration with group’s audit and compliance department to monitor the operational risks and ensure deale's f&i operation is in compliance with local regulations and company’s inner policy.

7.handle ad-hoc projects as assigned from time to time.

profile of requirements / personality requirements

education

?bachelors / master’s degree in finance and insurance, business management, economics.

?previous working experience in auto retail group, insurance company and bank is preferable.

soft skills / other requirements

?proficient in english and mandarin, both written and oral,

?proficiency with microsoft office suite (word, excel, access & powerpoint);

?quick learner, result driven and willing to take new challenges;

?willing to travel (up to 30%).

第2篇 保險金融咨詢主管崗位職責要求

崗位職責：

1、與客戶溝通介紹相關(guān)保險產(chǎn)品責任；

2、協(xié)助處理問題件照會等服務工作；

3、根據(jù)公司業(yè)務發(fā)展規(guī)劃，督導、促進業(yè)務推動計劃的實施，確保業(yè)務目標的實現(xiàn)；

4、維護渠道關(guān)系及駐點輔導支持，對渠道業(yè)務開展過程中的各類問題提供咨詢及陪訪支持；

5、負責服務渠道各階段業(yè)務分析工作，及時發(fā)現(xiàn)問題并加以調(diào)整；

6、根據(jù)渠道的需求，組織并開展重點產(chǎn)品培訓及沙龍活動的籌辦；

7、負責配合公司培訓計劃，開展各類保險制式化培訓工作；

8、負責保險業(yè)務相關(guān)輔銷工具的管理及使用輔導工作；

9、負責業(yè)務管理工作中的日常事務及其他領(lǐng)導交辦的工作。

崗位要求：

1、三年及以上保險業(yè)務推動工作經(jīng)驗，有保險專業(yè)中介工作經(jīng)歷者優(yōu)先考慮；

2、具備一定的保險銷售經(jīng)驗或培訓經(jīng)驗，有團隊管理經(jīng)驗者優(yōu)先考慮；

3、熟悉當?shù)乇ｋU市場，具有較好的產(chǎn)品分析能力；

4、本科及以上學歷，保險、金融、法律、醫(yī)學、稅務、營銷等專業(yè)優(yōu)先考慮；

5、具備較好的溝通能力及表達能力，富于團隊精神；

6、具備較強的學習能力，工作主動性強，富于進取精神。