crm broker.

Job Responsibilities:

1. Acts as project delivery member in medium/small sized benefit related project, e.g. benefit survey, research, benchmarking/review, analysis and design, etc., to manage project timeline, deliverables, project quality, etc. Helps to manage client relationship and communication on project basis. Can solve ongoing client and vendor issues independently
2. Conducts data analysis, documentation to support employee benefit type project (e.g. benefit review and design) according to project objective/needs.
3. Provides insights input and reports draft on project delivery. Provide support to other internal projects to support business operation as appropriate.
4. Provides coaching and mentoring for junior members. Works with consultants to research and develop the relevant consulting knowledge and skills. Involves in product improvement and development. Contribute to operational streamlining and optimization
5. Manages commission collection and accounts receivables (AR)

Requirements: ...