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Ping An Insurance Group · 福州市

# 线上服务团队长

福州市 

Listed on Ping An Insurance Group’s official careers site. Posted July 24, 2026. Check that it is still open and apply there.
[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=3242C8B8CD6F4336B5B7144CDE86B5C3)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 线上服务团队长

## Job description

岗位职责

### 团队管理与目标达成
- 负责线上服务团队（电话呼入/呼出、企微客户服务）的日常运营管理，制定并分解团队KPI，带领团队完成产品营销、客户挽留及价值提升等业务指标。

### 流程优化与质量监控
- 搭建与优化线上服务策略，建立并优化电话及企微服务SOP、话术库。通过录音监听、聊天记录抽查等方式进行服务质量监控，定期组织质检复盘，提升团队服务水平。

### 人员培养与激励
- 负责团队成员培训、在岗辅导及绩效考核。通过晨夕会、案例分享、竞赛等方式营造积极氛围，激励员工，降低流失率。

### 数据驱动与协同
- 定期输出团队运营数据报告，分析问题并提出改进方案。与产品、运营、风控、线下网点等部门紧密协作，推动产品及流程优化。 任职资格
- 本科及以上学历，金融、工商管理等相关专业优先。
- 有银行、保险、大型互联网金融机构的客服中心或线上运营团队管理经验的优先考虑；持有基金从业资格、AFP、CFP等专业证书者优先。
- 熟悉银行理财产品、基金等金融产品，具备快速学习能力。
- 能够熟练使用企微、CRM系统等数字化工具进行客户经营。
- 具备良好的职业道德，合规意识和风险识别能力强，无不良信用记录、违法违纪及行业不良记录。

## At a glance
- Posted by the employer: Jul 24, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 88 days
- Location: 福州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=3242C8B8CD6F4336B5B7144CDE86B5C3)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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