Position
Existing Policyholder Management Assistant Manager / Manager
Role
Responsible for planning and executing the existing policyholder management strategy, using data analysis and list optimization to improve telemarketing efficiency, list allocation effectiveness, and sales growth momentum, while collaborating with business units to drive achievement of annual business goals.
Main Responsibilities
•Build and optimize the existing policyholder telemarketing list model to improve list accuracy and conversion efficiency
•Plan and continuously test sales talent development programs to strengthen the team's sales capability
•Plan maturity-related campaigns and related promotional activities to improve the effectiveness of existing policyholder management
•Collaborate with business units on performance tracking and results analysis, and propose improvement suggestions
•Conduct sales forecasting and goal planning for the new year to support business decision-making
•Responsible for monthly list arrangement and allocation to ensure optimal use of resources
Qualifications
•Experience in existing policyholder management, telemarketing operations, list strategy, or business management
•Familiar with data analysis, list allocation logic, and performance tracking operations
•Cross-departmental communication and coordination skills, able to effectively drive business cooperation
•Strategic thinking and problem-solving ability, able to independently plan and execute projects
•High enthusiasm for talent development, event planning, and sales growth
•Experience in insurance, finance, or telemarketing-related industries is a plus
