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【TW Life】Supervisor, Sales Support, Sales Training

【TW Life】Supervisor, Sales Support, Sales Training

CHUBBTaiwan
6 天前
職務描述

1. 負責整合與執行業務推廣資料(如DM)的申請、測試、送審、印刷與配送流程。

2. 管理行銷活動代碼(新增、異動、關閉)並維護紀錄。

3. 擬定投資標的異動通知函,並依規定發送。

4. 處理內部系統權限申請與控管,確保權限紀錄完整。

5. 協助執行抽獎活動、獎勵發放與簽回追蹤等相關作業。

1. 主動辨識重複性高或人工作業比例高的流程,提出優化建議。

2. 使用低程式碼/無程式碼工具(如 Power Automate、Google Apps Script)設計並實作自動化流程。

3. 與資訊部門及業務單位合作,推動表單數位化、簽核流程電子化與報表自動化。

4. 定期追蹤自動化成效,並提出持續改善建議。

5. 每半年提出流程優化提案,聚焦於自動化、無紙化與效率提升。

1. 商業、資訊管理或相關科系學士學位。

2. 具備2年以上業務支援、行政或營運相關經驗(具保險業背景尤佳)。

3. 熟悉工作流程工具(如 Microsoft Power Platform、Google Workspace、SharePoint)。

4. 具備良好的組織能力與溝通能力。

5. 對流程改善與自動化有高度興趣與邏輯思維能力。

1. 熟悉RPA工具(如UiPath)、簡易程式語言(如Python、Apps Script)或資料視覺化工具(如Power BI)。

2. 了解保險商品、行銷活動或合規相關流程。

为此搜索创建职位提醒

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