Client & Broker Specialist

Generali Global Corporate & Commercial; Milano; In loco; EUR 30.000 - 50.000; Tempo pieno

Descrizione del lavoro

A leading insurance provider in Milan seeks a Client & Broker Relationship specialist to provide strategic support, manage high-priority projects, and drive business intelligence initiatives. The ideal candidate will have extensive project management experience and fluency in English. This role offers a collaborative work environment focused on business growth and client engagement.

Competenze

• Experience in Project Management is essential.
• Fluent spoken and written English; local languages are a plus.

Mansioni

• Analyze data and monitor portfolio development.
• Produce collaterals for client meetings.
• Provide Business Intelligence capabilities.
• Coordinate NPS Global Community across markets.
• Organize C&BRM conferences and logistics.

Conoscenze

Project Management

Stakeholder management

IT literacy

Team-player

Marketing basics knowledge

Strumenti

CRM Dynamics

Power BI

Microsoft Office

Descrizione del lavoro

Overview

Generali is a major player in the global insurance industry - a strategic and highly important sector for the growth, development and welfare of modern societies.

Over almost 200 years, we have built a multinational group that is present in more than 60 countries, with 470 companies and nearly 80,000 employees. Our group aims to become the standard bearer and industry leader in the European retail insurance market, building on our existing base of 50 million retail clients, out of an overall total of 72 million.

Generali Global Corporate & Commercial is the Generali Group unit that develops P&C business and insurance services for medium and large companies. The unit acts on a global scale and deploys an integrated approach at Group level with a central management team and specialized teams active in individual countries. Through GC&C, Generali aims to become a key world player in the corporate-commercial segment.

We are looking for a Client & Broker Relationship specialist in our Client & Broker Relationship Management team.

The Client & Broker Relationship specialist will provide strategic support to a wide spectrum of stakeholders, playing an active role by managing and running high priority projects related to different tools (CRM Dynamics and Power BI) and platforms (Medallia).

He / She will play a key role in the implementation of Global Corporate & Commercial 22-24 Strategic Plan with main focus on GC&C Distribution area Strategy (Broker’s Diversification, Global Construction & Green Energy, Digital Sales Platform Evolution).

Key Activities

• Data and Portfolio Analysis
• Monitoring of GC&C portfolio’s development and performance; periodical assessment of KPls to track GC&C business profitable growth
• Productions of collaterals for meetings with clients and brokers (presentations, briefing sheets, dashboards, etc.)
• Business Intelligence capabilities
• Provide GC&C countries / BUs with Business Intelligence capabilities (PBI Dashboards) to support the execution of their local sales strategy. Bug fixes resolutions in the C&BRM Dashboards and continuous Data quality improvement
• Develop “Metrics”, a new Power BI module to digitalize the static and offline strategy definition process, into a more dynamic and measurable target setting activity
• PMO CRM Dynamics and Power BI
• PMO in the development of new Power BI or CRM functionalities to help local sales teams targeting clients in line with GC&C risk appetite and other sales activities. Act as main point of contact for the C&BRM colleagues in the countries in case of any questions or problem related to Power BI and CRM
• Budget Controller of GC&C Client & Broker Relationship Management department main projects (business case preparation, execution and monitoring). Continuous alignment with service providers to make sure business requirements are correctly understood and implemented
• NPS Global Coordinator
• Coordination of GC&C NPS Global Community in 9 markets to ensure targets' achievement
• Engage with service provider (Medallia) to ensure maintenance and development of NPS platform
• 7 steps NPS Process coordination and monitoring
• Analysis and reporting to C-levels of Net Promoter Score (NPS) marketing program quarterly results
• C&BRM Conference Organization
• Continuous interaction with travel agency to book hotel rooms, restaurants and activities; site inspection; agenda and attendees' definition and management; overall logistics

Requirements

• Experience in Project Management
• Fluent spoken and written English, good knowledge of local languages is a plus

Skills

• Marketing basics knowledge, experience in NPS Program is a plus
• IT literacy (Microsoft package, CRM Dynamics, Power BI, Business Object)
• Must coordinate his / her activities with other Generali GC&C departments (UW, Operations, C&BRM, Claims) and lead the NPS community
• Stakeholder management
• Team-player and excellent relationship skills
• Good communicator and attention to details
• Chosen professional must be proactive and able to operate in autonomy

Generali is proud to be an inclusive employer that considers applicants regardless of gender, gender identity, sexual orientation, ethnicity, disability, religion, political views, marital status or philosophy of life.

If you have a disability or special need that requires accommodation or assistance, we will support you during the selection process.

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