Prudential
From Prudential's careers page
Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.
Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
主要職能：客戶經營、名單管理與專案推動，以提升跨售效能及客戶價值
1. 客戶經營與跨售策略：
制定客戶經營、跨售及名單行銷策略，依營運目標規劃重點客群、行銷主題與推動方案。
規劃既有客戶經營機制，包含 CRM、回購、交叉銷售、會員及忠誠度經營等。
2. 名單策略與管理
建立名單取得、篩選、分配、使用、追蹤及回饋機制，提升名單使用效率及轉換成效。
與業務前線及合作單位協作，推動名單型行銷及銷售專案。
3. 行銷與客戶經營專案管理
專案前期：依業務目標及客戶需求進行需求分析，定義專案目標、Target Audience、KPI、執行策略、時程、資源需求及跨部門分工。
專案中期：負責專案執行與進度管理，協調業務前線及跨部門單位，持續追蹤執行進度、名單運用、客戶反應及關鍵指標，並適時調整執行方式。
專案後期：依 KPI 進行成效分析及專案檢討，分析活動觸及、名單轉換、跨售及業務成果，歸納關鍵成功因素與改善機會。
持續優化：將分析結果及經驗回饋至後續客群選擇、名單策略、活動機制及執行流程，建立持續優化的 closed-loop management。
4. 客戶活動與經營機制
規劃及執行推薦制、MGM、會員經營、忠誠度等客戶經營方案。
依不同客群與業務需求規劃行銷活動及銷售機會，強化客戶互動、回購及跨售效能。
5. 數據分析與成效優化
建立及追蹤客戶經營、名單運用、行銷活動與專案執行之核心 KPI。
透過數據分析辨識問題與機會，提出具體優化方案，持續改善客群、名單、活動及跨售策略。
6. AI 與數位工具應用
善用 AI、數據分析及數位工具，提升客戶洞察、名單分析、行銷企劃、專案執行與營運效率。
次要職能：商品策略規劃、新商品發想與銷售分析商品行銷活動專案推動與行政支援
熟悉保險商品，支援保險商品之策略規劃與企劃推動，包含新商品發想、商品定位與銷售策略規劃，定期進行競爭市場與同業商品分析，盤點市場缺口與商品機會。
負責既有商品銷售表現之分析，與商品策略要求，並提出商品結構或策略調整建議。
新商品上線時，需規劃核心銷售賣點、銷售主軸與通路推廣策略，進行商品導入與推廣。
支援商品相關專案之推動與營運執行，包含商品上架流程協助與跨部門溝通、商品系統維護。
因應法令或管理需求進行商品異動與內容調整、配合查核需求進行相關資料與網頁內容更新。
配合直效行銷通路商品上下架與相關文件維護等行政作業。
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
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