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【TW Life】Manager, Operation & Customer Planning

【TW Life】Manager, Operation & Customer Planning

CHUBBTaiwan
15 天前
職務描述

VIP專案,鎖定HNW目標客群同時培養Affluent,透過差異化專屬服務深耕VIP客群,增強客戶忠誠度並推動銷售增長(APE銷售動能與GWP續繳貢獻度),並提升面銷市場同業競爭力,需要與行銷、銷售及客戶服務團隊密切合作,確保客戶資料管理的準確性並提供頂級貴賓優質服務體驗。

1. 建立並執行VIP專案,確保符合客群期待

2. 會員權益與服務規劃,設計並優化VIP會員制度與權益,提升客戶黏著度

3. 策略性思維VIP規則設計,因應推動公司年度策略目標

4. 與管理團隊溝通建立策略共識並定義明確的VIP觀察指標與成本效益分析追蹤

5. 建立VIP服務合作廠商與維運管理,提供差異化服務提升銷售競爭力與客戶體驗

6. 研究市場趨勢,開發符合高端客戶需求的專屬服務與禮遇

7. 建立VIP服務合作廠商服務網絡與運作流程,確保服務品質,提供保戶最佳體驗

8. 發掘並運用安達保險集團資源,突顯品牌特色與差異化服務

9. 跨部門協調:行政運作模式與規則、系統串接與介面規劃(TSC, Sales, Customer portal)

10. 與系統/數據分析團隊協作,進行資格計算判斷;串接廠商服務提供狀態更新

11. 與系統/客服/業務團隊協作,設定並定期優化客服/銷售前線/保戶查詢介面,以提供最佳使用體驗並可透過該介面推動業務擴展

12. 定期調查與分析:了解行業趨勢與競爭對手服務策略,分析數據持續優化客戶滿意度

13. 透過數據分析洞察客戶需求、行為及偏好,制定個人化行銷策略,包裝專屬行銷活動,以差異化客戶服務

14. 追蹤及報告VIP各項指標成效,提供可行的建議以改進策略

1. 學歷:大學/碩士(含)以上畢業

2. 語言條件: 聽 / 精通、說 / 精通、讀 / 精通、寫 / 精通

3. 工作經歷: 具備財富管理/高資產客群經營相關經驗5年以上

1. 具備當責積極態度與工作彈性,能掌握專案內容與進程,主動溝通與提出議題

2. 正面樂觀、具強烈企圖心、抗壓性強、團隊合作配合度高

1. 兼備良好的提案與簡報技巧推動異業合作及跨部門溝通技巧

2. 具備優秀的數據分析能力,能夠根據數據提出建議和策略

3. 優秀的時間管理能力,能夠在快節奏的環境中有效組織工作

4. 熟悉高端市場及奢侈品行業的趨勢和客戶需求

5. 具溝通與問題解決能力、主動積極、善於整合跨單位資源

  • https : / / / VEugiQZAcjc
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Tw Customer Planning • Taiwan

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