更新于 5月9日
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职位描述
D2C短期健康险
Role Overview：
We are seeking a strategic and results-driven Direct Health Sales Operations Manager to lead the strategy for our Health Insurance direct digital sales channels. In this pivotal role, you will be responsible for building then optimizing the end-to-end sales journey, from lead generation to policy issuance.You will act as the bridge between the sales, underwriting, IT, and marketing teams, ensuring that our digital platforms and direct sales processes are seamless, scalable, and customer-centric. The ideal candidate is a data-savvy operator with a passion for leveraging technology to drive health insurance sales in a competitive market.
Key Responsibilities：
1. Market Understanding: Qualifications & Experience：
1. Market Understanding:
- Develop a deep understanding of the target market's needs, preferences, and behaviors
- Inform sales strategies and product development.
- Inform sales strategies and product development.
2. Operational Strategy & Management
- Oversee Operations: Manage the day-to-day operations of all direct sales channels (web, mobile app, telesales, and digital affiliates).
- Process Optimization: Continuously analyze and refine the sales funnel (lead capture, quote generation, application, and underwriting handover) to maximize conversion rates and minimize drop-off.
- KPI Management: Establish and monitor key performance indicators (KPIs) for the sales operations team, including cost per acquisition (CPA), conversion rates, and policy issuance turnaround time.
- Oversee Operations: Manage the day-to-day operations of all direct sales channels (web, mobile app, telesales, and digital affiliates).
- Process Optimization: Continuously analyze and refine the sales funnel (lead capture, quote generation, application, and underwriting handover) to maximize conversion rates and minimize drop-off.
- KPI Management: Establish and monitor key performance indicators (KPIs) for the sales operations team, including cost per acquisition (CPA), conversion rates, and policy issuance turnaround time.
3. Cross-Functional Leadership
- Collaborate with the sales, marketing, and product teams to ensure sales tools, rate calculators, and product information are accurate, up-to-date, and aligned with the evolving needs of our target market. This includes contributing to the development and upgrading of our IPMI products
- IT & Digital Collaboration: Work closely with the IT department to implement new digital features, enhance the user experience (UX), and ensure the stability of the sales platform.
- Underwriting Liaison: Streamline the interface between the sales front-end and the underwriting back-end to ensure a frictionless onboarding experience for new members.
- Collaborate with the sales, marketing, and product teams to ensure sales tools, rate calculators, and product information are accurate, up-to-date, and aligned with the evolving needs of our target market. This includes contributing to the development and upgrading of our IPMI products
- IT & Digital Collaboration: Work closely with the IT department to implement new digital features, enhance the user experience (UX), and ensure the stability of the sales platform.
- Underwriting Liaison: Streamline the interface between the sales front-end and the underwriting back-end to ensure a frictionless onboarding experience for new members.
4. Performance & Analytics
- Data Analysis: Generate regular reports on sales operations performance, providing actionable insights to the General Manager and senior leadership.
- Budget Control: Manage the operational budget for the direct sales channel, ensuring cost-efficiency and ROI on digital spend.
- Forecasting: Provide accurate sales forecasting based on operational capacity and market trends.
- Data Analysis: Generate regular reports on sales operations performance, providing actionable insights to the General Manager and senior leadership.
- Budget Control: Manage the operational budget for the direct sales channel, ensuring cost-efficiency and ROI on digital spend.
- Forecasting: Provide accurate sales forecasting based on operational capacity and market trends.
️5. Compliance & Governance
- Regulatory Adherence: Ensure all direct sales operations strictly comply with local insurance regulations and data privacy laws (e.g., PIPL in China).
- Quality Assurance: Implement quality control measures for telesales interactions and digital disclosures to maintain high ethical standards.
- Regulatory Adherence: Ensure all direct sales operations strictly comply with local insurance regulations and data privacy laws (e.g., PIPL in China).
- Quality Assurance: Implement quality control measures for telesales interactions and digital disclosures to maintain high ethical standards.
1. Education & Experience:
- Major in Business Administration, Finance, E-commerce operations, Healthcare Management, or a related field. A master’s degree is highly desirable.
- Minimum of 5-7 years of experience in insurance, with a specific focus on direct health and retail insurance sales, digital sales, or sales operations, preferably in the high-end medical insurance sector. Proven experience in understanding and targeting high net worth, mass affluent, and expatriate markets is highly desirable.
- Proven track record of managing high-volume sales operations within a multinational insurance environment.
- Experience with core insurance systems and CRM platforms (e.g., Salesforce, Guidewire).
- Major in Business Administration, Finance, E-commerce operations, Healthcare Management, or a related field. A master’s degree is highly desirable.
- Minimum of 5-7 years of experience in insurance, with a specific focus on direct health and retail insurance sales, digital sales, or sales operations, preferably in the high-end medical insurance sector. Proven experience in understanding and targeting high net worth, mass affluent, and expatriate markets is highly desirable.
- Proven track record of managing high-volume sales operations within a multinational insurance environment.
- Experience with core insurance systems and CRM platforms (e.g., Salesforce, Guidewire).
2. Skills:
- Digital Fluency: Strong understanding of digital marketing metrics (SEO, SEM, CRO) and the technical aspects of e-commerce platforms.
- Analytical Mindset: Proficiency in data analysis tools (Excel, Power BI, Tableau) to drive decision-making.
- Leadership: Ability to lead, mentor, and motivate a diverse team of operations specialists.
- Communication: Excellent verbal and written communication skills in English and Mandarin.
- Digital Fluency: Strong understanding of digital marketing metrics (SEO, SEM, CRO) and the technical aspects of e-commerce platforms.
- Analytical Mindset: Proficiency in data analysis tools (Excel, Power BI, Tableau) to drive decision-making.
- Leadership: Ability to lead, mentor, and motivate a diverse team of operations specialists.
- Communication: Excellent verbal and written communication skills in English and Mandarin.
工作地点
上海浦东新区瑞明大厦
公司信息
安盛天平财产保险有限公司
未融资 · 1000-9999人 · 保险
已审核
公司介绍
安盛于1999年进入中国，扎根中国二十多年来，安盛集团始终通过全方位的保险服务和解决方案，不断满足中国本土及全球客户的保险保障需求。 2019年，安盛集团完成了对安盛天平的全资控股，通过遍布全国20个省份的25家分公司及3000家服务网点，为超过330万中国个体及商业客户提供服务。 基于“从赔付者到陪伴者”的企业愿景，公司以消费者为中心，充分洞察中国家庭的差异化保障需求，借助全球经验与优势资源，为客户及其家庭提供具备国际水准、丰富多元的保障解决方案。 公司以客户为中心，基于“从赔付者到陪伴者”的企业愿景，并融合科技与分销渠道创新，积极转型以聚焦健康领域，为客户日常生活的各个方面保驾护航。2021年，安盛天平斩获亚洲保险大奖“中国年度国际财险公司”大奖，并获得标准普尔“A-”评级，充分体现了安盛强大的全球影响力和对本土市场的坚定承诺。 在刚刚过去的2021年，安盛天平不仅在车险和健康险领域保持竞争力，也在商业险和旅行/意外/家财险等重要领域继续发力，通过推出全新品牌定位、数字化平台和服务升级、渠道拓展等举措，取得了不俗的成绩。 作为首批入驻前海深港国际金融城的外资金融机构之一，安盛天平保险销售有限公司也于2021年12月正式落户深圳前海，象征着安盛天平在加速布局中国市场的道路上，迈出的坚定而重要的一步。
工商信息
企业名称 安盛天平财产保险有限公司
企业类型 有限责任公司（外国法人独资）
法人代表 左伟豪（KEVIN CHOR）
经营状态 存续
成立时间 2004-12-31
注册资本 8.46亿元
认证资质
营业执照信息
