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王碩斌
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王碩斌
很感謝前公司花旗(台灣)銀行和在安達保險,願意給我機會,讓我發揮所長和專業,藉由保險在幫助客戶的同時進而獲得成就,達成三贏。能給我一個學習服務的機會,讓我在藉由這電話行銷-保險顧問這職務上,使我在線上能夠直接接觸客戶,真實了解客戶想法,在溝通的過程中,推薦提供客戶所適合之金融保險商品,滿足客戶需求和期望,進而獲得其成就感,達到客戶、公司、個人三贏的優勢,也使我從無到有過程中,學習到許多寶貴的服務經驗和專業知識;在花旗和安達曾數度獲得長官們的得獎肯定和同事們的認可, (花保連續3次新人競賽第一名、連續2次團體競賽第一名、2016 Q1 花旗保險菁英獎,安達保險新人時期連續5個月拿下第一名、安達保險2017年下半年度業務國外旅遊競賽第三名、安達保險2018年上半年度業務國外旅遊競賽第二名)
元大商業銀行 ( 2019/03~ 2019/06)
景文科技大學
台灣新北市新店區新北市
Professional Background
Current Status
Profession
Administrative Assistant
Fields
Banking
Work Experience
4-6 years
Management
Skills
word
專案管理
powerpoint
問題解決能力
客戶關係維護管理
溝通談判
Languages
Chinese
・
Professional
Highest Level of Education
Bachelor
Job Search Preferences
Current Status
Desired Job Type
Full-time
・
Not interested in working remotely
Desired Positions
資深業務專員 秘書
Desired Work Locations
New Taipei, Banqiao District, New Taipei City, Taiwan
・
Taipei City, Taiwan
Freelance
Work Experience
個金業務專員
元大商業銀行 ( 2019/03~ 2019/06)
Mar 2019
-
Jun 2019
・
4 mos
內勤銀行電話線上銷售保險、為顧客規劃保險計劃、處理顧客提出的賠償問題與要求、問題諮詢服務等。
行銷業務資深專員
美商安達產險保險股份有限公司台灣分公司
Jun 2017
-
Oct 2018
・
1 yr 5 mos
內勤電話線上銷售保險、為顧客規劃保險計劃,和後續處理顧客提出的賠償問題與要求、問題諮詢服務等。
經理秘書
富邦人壽 ( 2016/08~ 2017/03)
Aug 2016
-
Mar 2017
・
8 mos
在富邦人壽內,從事協助高階主管處理專業資訊及行政文書類的工作(如:行程的安排及聯繫、接待外賓、安排會議),和教訓訓練、監督其他行政類職員的工作。
線上保險顧問
花旗(台灣)銀行
Jul 2015
-
Jun 2016
・
1 yr 0 mos
銀行內勤電話線上銷售保險、為顧客規劃保險計劃、處理後續顧客提出的賠償問題與要求、問題諮詢服務等。
電銷保險專員
花旗(台灣)商業銀行股份有限公司
Jan 2013
-
Jul 2014
・
1 yr 7 mos
銀行內勤電話線上銷售保險、為顧客規劃保險計劃、處理顧客提出的賠償問題與要求、問題諮詢服務等。
Education
景文科技大學
Bachelor’s Degree
・
理財與稅務規劃
2008 - 2012
Activities and societies
求學時期,由於深得老師及同學的信任,曾擔任班代,是個認真、負責、有責任感、有行動力和值得信賴的人;也參與 知心社(為大學弱勢團體的社團,社員大都有身心障礙手冊),為其服務。