<资深财务分析员> <Senior Financial Analyst>
职务Position : 资深财务分析员- 保险财务 Senior Financial Analyst – Insurance Finance
业务部门Line of Business : 资金部 Treasury
部门Department : 财务部 Finance Department
工作地点Location : 上海浦东Pudong, Shanghai
直接报告人Reports to (Title) : 财务经理 Finance Manager
上海迪士尼度假区是中国大陆首家迪士尼度假区，是一个朋友和家庭可以共同远离平淡生活的全新世界，充满梦幻、想象、创意和冒险。度假区包括一座富含全球迪士尼悠久传统又有中国独特魅力的主题乐园，两座主题酒店，一座大型零售、餐饮和娱乐区以及一系列的娱乐设施。 度假区位于上海浦东。 在创建这一神奇目的地时，我们也在寻找各种世界级的专业人才，包括一线演职人员以及创新的开发团队来帮助我们实现计划。
Shanghai Disney Resort, the first Disney resort in Mainland China, will be a place where friends and family can escape together to a whole new world of fantasy, imagination, creativity and adventure. The resort will include a park designed in the rich tradition of Disneyland theme parks around the world with the uniqueness and beauty of China, two themed hotels, a large retail, dining and entertainment venue and an array of recreation facilities. The resort will be located in Pudong, Shanghai. As we create this magical destination, we’re looking for a variety of world-class professionals including front line Cast Members and an innovative development team to help our plans take shape.
职位概述 Position Overview
该职位是支持于上海迪士尼度假区的保险项目管理。
This position is to support the management of SHDR insurance programs.
主要职责Key Responsibilities
全面管理上海迪士尼保险项目，包括确定保险需求、安排保险项目、日常保险合同管理、及维护与保险合作方的关系。(40%)
- 熟悉并理解上海迪士尼保险项目的承保范围
- 安排新保险及续保保险项目，收集相关投保信息和数据以支持保险公司核保核定投保风险，准备保险合同的询价问卷及投保书，并针对承保范围和报价提出合理建议
- 根据保险项目的承保范围的变化制定备忘录
- 保险合同日常管理，并完善保险项目的各种记录
- 了解本地及全球的保险市场
- 与保险经纪人和保险公司建立良好的合作关系
负责综合协调保险理赔事宜(40%)
- 负责处理复杂的理赔案件，包括理赔的通知、理赔金额的计算、协调安排现场调查、收集并归整理赔文件、理赔金额评估和结算方案的谈判
- 定期监测理赔事件处理情况及赔付状态跟踪，维护理赔记录并根据不同的保险项目记录损失金额
- 协助理赔流程的优化及发展
- 提供跨部门的保险理赔流程及保单承保内容的相关培训
协助保险项目费用的预算控制及预算管理 (10%)
- 协助保险项目费用的预算控制、长期计划、及年度计划，并每月监控保险项目费用的支出
- 定期与财务报表部门核对保险费用的计提，预测保险费用的现金支出
保险项目的定期报告PPT准备及制作 (10%)
- 上海迪士尼保险项目季度更新总结报告
- 其他报告PPT准备及制作
Provide the overall management of SHDR’s insurance program, in defining insurance requirements, sourcing and placement of insurance policies, daily insurance policies’ management, and maintaining relationships with insurance partners (40%)
- Familiarize and Understand the coverage and liability of SHDR insurance program
- Place the new and renew insurance programs by preparing insurance proposals, involving in market insurance submission and providing suggestions on coverage and quotation assessment
- Establish the policy overview/memo upon the change of programs and newly placed programs
- Conduct daily insurance policy management and maintain the log of insurance programs
- Know and understand the benchmark and best practices in local and global markets
- Build up and maintain good relationship with insurance partners
Preform overall coordination of first-party claims and management of third-party claims (40%)
- Responsible for complex claims handling, includes claim notification, claim amount quantification, on-site survey, loss document collection, and negotiation on claim evaluation and settlement proposal
- Maintain claim logs to track claim status and keep loss records by line of insurance policies
- Support on first-party/third-party claim processes’ refinement and development
- Support on cross-functional trainings on claim handling process and insurance policy coverage
Support the planning and budgeting of insurance costs. (10%)
- Assist in SHDR insurance program’s budget control, LTP and AOP budget estimation, and monitoring the insurance spending on monthly basis
- Regular catch up with Reporting team for the accrual of insurance expenses, and with Treasury team for cash flow forecasting
Support regular insurance deck preparation. (10%)
- SHDR insurance program quarterly updates
- Ad hoc
资格要求Required Qualifications
· 5年及以上保险行业相关工作经验
· 本科或硕士，保险专业优先
· 较强的沟通能力和谈判技巧，组织能力，及注重细节
· 积极主动，充满自信
· 批判性思维，逻辑思维强
· 较强的工作灵活性和适应能力，能适应快节奏工作环境
· 较强的团队合作意识和严谨的工作态度
· 有好奇心及较强的自学能力
· 熟练运用英语，听说读写流利
· 熟练掌握办公应用软件，如Excel 和PowerPoint
· At least 5+ year experiences on insurance related work
· Bachelor Degree or master, major in Insurance is preferred
· Strong communication and negotiation skills, organizational skills with attention to detail
· Highly motivated, self-starter, confident
· Critical thinking and logical thinking
· Flexible and embraces diversity of job tasks, able to work under fast-paced environment
· Demonstrate strong partnering skills and hardworking attitude
· Curiosity and desire to learn, quick learner
· Excellent in written and verbal English skills
· Proficiency in PC skills such as Excel and PowerPoint
期望资质Desired Qualifications
· 热爱旅游娱乐行业
· Passionate about working in hospitality and entertainment industry
