TW Life】Marketing Executive, Bancassurance Account Officer Dept

5 days ago

Taipei City, Taiwan Chubb Full time

Job Description
About the Role
This position supports the promotion and operation of company products across channels, ensuring market strategies and regulatory changes are promptly reflected in materials and processes.

Key duties include marketing material design, print and procurement coordination, channel administrative support, event material management, and report analysis. Strong communication and data analysis skills are required to enhance channel operational efficiency.

本職務負責協助公司產品於各通路的推廣與營運,確保市場策略及法規調整能即時反映於宣傳與作業流程。主要工作包括宣傳品設計、印刷與採購協調、通路行政支援、活動物料管理及報表分析,並需具備良好溝通協調與數據分析能力,以提升通路營運效率。

Key Responsibilities
Product Operation
產品營運

  • Revise and design DM (Direct Mail) materials in response to market/channel strategies and regulatory changes

因應市場及通路策略、法規調整而改版設計或調整 DM

  • Ensure the accuracy of DM content before printing

確保 DM 印刷前的內容資料正確

  • Coordinate internal and external communication for printing needs and manage printed materials

印刷需求內外部溝通及印刷物管理

  • Handle procurement & reimbursement processes

請採購和請付款作業

Channel Support & Operation
通路支援與營運

  • Assist with channel contract administration and official document collaboration

通路合約行政或公文協作

  • Manage and dispatch channel insurance application forms

通路要保書管理及寄送

  • Procure and manage channel event PR items (e.g., sales aids, gifts for deals, holiday gifts)

通路活動公關品(例如輔銷品、成交禮、年節禮等)請採購及管理

  • Provide support for pre- and post-channel event preparations

通路活動前後籌備支援

  • Handle procurement processes & reimbursement for channel events

通路活動請採購和請付款作業處理

  • Support channel relationship maintenance operations (e.g., administrative support for holiday gifting, holiday card design)

通路關係維護之營運協作(如年節送禮行政支援、年節圖卡設計等)

Report Analyze Support
報表分析支援

  • Compile and conduct basic analysis of channel performance reports

通路業績相關報表彙整及基礎分析

  • Compile and conduct basic analysis of channel product sales reports

通路產品銷售相關報表彙整及基礎分析

  • Collaborate on internal and external presentations or reports related to channels

通路相關內外部簡報或報表協作

Transformation & Acceleration Support

  • Utilize automation tools (such as RPA and workflow management systems) to handle standardized administrative tasks, report compilation, and data analysis

利用自動化工具(如 RPA 、流程管理系統)處理標準化行政作業、報表彙整與資料分析

  • Integrate digital platforms for the design, review, and distribution of promotional materials, reducing manual communication processes

整合數位平台進行宣傳品設計、審核與發送,減少人工溝通流程

  • Use data dashboards to monitor channel operational performance in real time, proactively identify issues, and propose optimization suggestions

運用數據儀表板即時監控通路營運績效,主動發現問題並提出優化建議

  • Assist in the implementation and maintenance of automation/digital systems, and provide training for colleagues on their use

協助導入及維護自動化/數位化系統,並培訓同仁使用

Qualifications

  • Education Master's degree is preferred.

碩士學歷尤佳 。

  • Experience 1-3+ years in financial services, business support direct experience, including process optimization experience is plus.

具1至3年以上金融服務或業務支援相關工作經驗;具流程優化經驗者佳。

  • Good logic with proactive communication, and interpersonal skills.

具良好的邏輯思維、積極的溝通能力與人際互動技巧。

★
Learn more about Chubb Life Taiwan's culture and workplace

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  • [Podcast] 探索我們如何打造支持成長與創新的職場

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