协调员岗位职责

Branch Sales Coordinator 区域销售协调员 中怡保险 中怡保险经纪有限责任公司,Aon-COFCO,中怡保险,中怡 职责描述:

Job Responsibilities:

1. Generate monthly sales reports and management reports as required

2. Work closely with National Sales Coordinator and become expert user on Aon Connect system (Oracle CRM), be a go to person for colleagues, respond to queries as required

3. To make sure that the system KPIs achieve targets

4. Monitor the system usage quality including login frequency and proper use of opportunities (standard format of opportunity name, important documents uploaded, information updates), Leads, Case Managements, team members on Accounts and Opportunities, sales activities and contacts

5. Work with National Sales Coordinator to produce win of the month posting for internal and external usage

6. Work with National Sales Coordinator in Campaign management on system with respect to campaign/seminar lead management/follow-up

7. Undertake local research on prospects / industry sectors as directed by the branch sales leader / sales team

8. Work with national strategy marketing team as well as local sales teams in organizing local marketing events

9. Take and produce meeting minutes of sales meetings

10. Produce ad hoc PowerPoint presentations as required

11. Other projects under the direction of Sales Management

任职要求:

Job Requirements:

1. Bachelor Degree holder

2. Willingness to work towards a professional qualification in Insurance

3. Good communication skills

4. High level of IT competency including major Microsoft Office applications

5. Good presentation skills will be an advantage

6. Quick learner and team player

7. Good time management skills, ability to work to deadlines / work under pressure

8. Some experience of project management / Oracle CRM would be useful