In the rapidly changing modern society, the frequency of job responsibilities is on the rise, and the formulation of job responsibilities can effectively prevent the phenomenon of shirking work and responsibility between departments or employees caused by unreasonable job allocation. What job responsibilities have you been exposed to? The following are my duties as an insurance salesman. Welcome to share.
Responsibilities of insurance salesman: 1 (1) Complete the collection work on time according to the national insurance collection manual and the company's related manuals, so as not to default or miss fees.
(2) Establish and improve the registration of individual insurance accounts, improve the collection procedures, and realize quarterly settlement.
(3) Do a good job in coordination with finance and provide timely collection basis.
(4) Keep the insurance schedule of the company properly, and register renewal, accidents and claims to avoid expiration.
(5) Arrive at the scene in time and report the accident. At the same time, deeply understand the accident situation, extract relevant information, prepare a claim application, and report it to the supervisor for review before handling the claim.
Responsibilities of insurance salesmen 2 1. Maintain existing customers, grasp the progress and direction of team work, plan and organize the implementation of various promotion and public relations activities and implementation plans;
2. Formulate annual and quarterly communication strategies, review and write relevant manuscripts and project summary reports.
3, brand strategy and new product distribution plan, brand and product advertising communication strategy;
4. Analysis of advertising performance and media delivery;
5. Monitor the quality of work, contact some customers who are currently serving, communicate the daily work content, and provide professional solutions in time according to customer requirements and changes;
6, coordinate the relationship between departments, coordinate the superior to complete team management, training and new business development.
Responsibilities of insurance salesman 3 1, answering transfer calls and receiving visitors;
2. Responsible for the daily affairs of the General Department;
3. Responsible for the printing and sending of various manuscripts and the collection of documents and materials in the center;
4, responsible for the daily management of the office, responsible for accepting complaints and visiting reception;
5. Responsible for collecting and writing relevant information, and providing information reference and construction suggestions to leaders in time;
6. Responsible for personnel and warehouse management;
7, complete other work assigned by the leadership.
8. As China Life acquired Guangfa Bank, it can handle the wealth management, loan and credit card business of Guangfa Bank.
Responsibilities of insurance salesmen 4 1. Develop personal and corporate business through external contacts;
2. Complete the annual premium task assigned by the company, 350,000-1 10,000;
3. Promote the brand image of the company;
4. Be familiar with the company's business, strengthen communication with customer service, and provide related consulting services such as underwriting claims for customers.
Responsibilities of insurance salesmen 5 1. Responsible for collecting and communicating new customer information and developing new customers;
2. Communicate effectively with customers by telephone, understand customer needs, find sales opportunities and complete sales performance;
3. Maintain the business of old customers and tap their greatest potential;
4. Communicate with cooperative customers regularly and establish good long-term cooperative relations.
Insurance salesman 6 (1) job responsibilities to provide customers with vehicle insurance renewal;
(2) Providing vehicle insurance consulting services to customers;
(3) Submit business dynamic reports and market strategic plans of the insurance market on a regular basis;
(4) Actively maintain old customers and develop new insurance customers;
(5) Cooperate with the supervisor to complete various services of customer vehicle insurance;
(6) Complete the data collation of billing customers on a regular basis;
Responsibilities of insurance salesman 7 1, responsible for sorting out and summarizing customer insurance information;
2. Be familiar with the products operated by the company, recommend insurance plans to interested customers, resolve objections, quote and other after-sales services;
3. Maintain customer relationship and manage customer files; Obey the leadership arrangement;
4. There are various forms of business development, and the company has a wide range of insurance products, such as property insurance, auto insurance, employee accident insurance, employer insurance, comprehensive freight insurance, logistics liability insurance and life insurance.
5. Familiar with the exhibition process; Actively participate in the company's product training;
Responsibilities of insurance salesmen 8 1. Provide professional pre-job paid training and improve the training process;
2. Provide customers with insurance business consulting services, timely change of customer information, claim settlement services, etc. ;
3. Get new customers and expand new business through cross-selling, customer recommendation, active promotion and personal business relationship;
4. Establish and expand customer network and explore new business opportunities;
5. Willing to start from the grassroots level, taking management cadres as the foundation and basic goal, and taking China Life's future managers as the training conditions;
6. Listen to the company's arrangement and conduct conference marketing and team management with the help of the company's strong and good development platform.
Responsibilities of insurance salesmen 9 1. Achieve sales targets, establish and maintain customer relationships and manage customer information;
2. Visit or understand the customer's needs by telephone, and provide insurance plans, quotations and objection handling for the intended customers;
3. Actively develop new customers (concentrate customer resources) and new businesses, and combine them through various exhibition modes (be careful to put them in, fearing hardships and fatigue);
4. Be familiar with the company's insurance products and provide professional services to customers;
5. Actively and effectively optimize personal marketing strategies and strive to promote billing;
6. The company mainly deals in property insurance, such as enterprise property insurance, property insurance, employee accident insurance, employer insurance, comprehensive freight insurance, marine cargo transportation insurance, short-term export trade credit insurance, auto insurance, logistics liability insurance and life insurance.
Responsibilities of insurance salesman 10 1, responsible for the agency sales of various financial products of the company;
2. Actively participate in the company's activities and study, and strictly abide by the company's management system;
3, according to market changes and customer demand, make improvement development plan;
4. Do a good job in insurance, renewal, insurance and claim registration to prevent overdue.
Job responsibilities of insurance salesmen 1 1 1. Job identification information
Job Title: Insurance Salesman
Subordinate department of sales supervisor: business department
Job grade:-
Direct superior: Minister of Business Department
Direct reports: None
Two. Overview of post work
Insurance promotion and service, information feedback, implementing the sales plan of superior leaders, solving all problems in the product sales process, recovering the payment, acting as a bridge between the company and customers, representing the company's image, creating customer interests and promoting the company's development.
Iii. Job responsibilities and tasks
(a) actual sales
1. Follow the company's overall marketing strategy, do a good job in product promotion and make efforts for product market development;
2. Under the leadership of the minister, complete the sales targets and tasks of individuals and departments in the current month;
3. Carry out the work according to the working standards of sales staff formulated by the company, and safeguard the interests and image of the company;
4. Work with a positive attitude and good mental state, and strive to ensure the number and quality of participants in each sales meeting;
5. Visit customers regularly, listen to customers' opinions, do a good job in customer maintenance and service, and track changes in customer needs in time;
6. Collect money in strict accordance with regulations;
7. Responsible for customer reception, sales signing, order negotiation and answering customer inquiries;
8. Deeply understand the corresponding sales policies of the company, and translate them into your own language and express them fluently;
9. Ensure smooth communication tools designated by the company during working hours;
10. If the company's policies are adjusted and new products are put on the market, the sales staff should inform each customer in time according to the company's deployment, so as to facilitate the implementation of the company's policies and the promotion of new products.
1 1. Attend the sales meeting organized by the company on time and observe the meeting order. Sales staff should consciously abide by the office system in the office and actively cooperate with other personnel to complete temporary work.
(2) Information feedback
1. Record and summarize daily home visits before work every day, and make follow-up plans;
2. Report to the minister before going to work every day, and ask for guidance in view of the problems existing in the work;
3. Establish specific and detailed service files for customers to ensure business quality;
4. Report to the minister in time the questions that customers put forward in their work that are beyond their own answering authority, and feedback the results to customers in time;
(3) Implementation plan
1. unconditionally obey the task assignment of the superior leader and execute it quickly;
2. Accomplish tasks with other employees;
3. Ensure the number and quality of participants in each sales meeting, and strive to achieve the goal of each sales meeting;
4. Strive to achieve the monthly sales target.
(D) to solve the problems in the sales process
1. Master all the information of the company's products and answer all the questions of customers about the products;
2. In the face of problems that you can't answer or solve in the sales process, report to the minister in time;
3. Listen carefully to customers' complaints or suggestions, and make records carefully. After returning to the company, report to the sales office for the record and give feedback; If it can be handled on the spot, it should be handled as soon as possible, and the problems and results should be reported to the sales office for the record in time to avoid the customer from suing again.
(5) Recover the payment for goods
1. Recover the payment on time to avoid dormant accounts and bad debts;
2. Make an appropriate collection plan according to the specific situation of customers;
3. If the customer fails to repay the loan on time due to special circumstances, the service representative shall explain the situation to the company in time and propose solutions.
(six) to safeguard the interests and image of the company.
1. Keep a good mental outlook and work hard;
2. Work in strict accordance with the work specifications of the company's designated salesmen, and establish a good company image;
The starting point and destination of work is to safeguard the interests of the company.
Fourth, work performance standards.
(1) timely and accurate information communication with zero error rate;
(2) Customers (including companies) have no complaints about the services provided;
(3) The customer feedback is transmitted to the after-sales service department within 2 hours to monitor the whole process of problem solving. number
The customer complains again;
(four) to achieve the annual personal sales target, no customer loss caused by human factors, and have developed new customers;
(5) No bad debts or dormant accounts;
Verb (abbreviation of verb) post working relationship
domestic relations
1. supervision: in the basic sales work, accept the guidance and supervision of the head of the business department;
2. Supervision: marketing of other similar products and companies;
3. Cooperation: We have cooperation with the after-sales service department in dealing with customer problems.
(2) External relations
1. Contact the customer finance department about the company's payment recovery;
Six, post work authority
(1) The right to confirm customers' subsequent orders and repeated orders;
(2) The right to make suggestions on the evaluation of customers' consumption capacity.
Seven, post working hours
Working within the time stipulated by the company system, sometimes overtime is needed because of work needs.
Eight, post working environment
Choose company office or visit customers according to job requirements.
Nine, knowledge and education level requirements
(1) marketing knowledge;
(2) product trends and industry knowledge;
(3); Knowledge of economic contract;
(4) Psychological knowledge;
(5) Basic computer knowledge and common software knowledge;
Ten, job skills requirements
(a) familiar with all aspects of the company's products information;
(2) Good interpersonal and communication skills;
(3) Strong leadership skills;
(four) have a keen observation of the market;
(5) Strong customer analysis ability.
Xi。 Work experience requirements
College degree or above, major in economic management or marketing. Except in special circumstances.
XII. Other quality requirements
The incumbent must have good health and abundant energy; Strong sense of responsibility and innovative spirit; Loyal to the company, no special gender or age requirements.
Responsibilities of insurance salesmen 12 1. After participating in the standards provided by the company, be responsible for the agency sales and team management of various financial products of the company.
2, according to the strategic planning of the head office, complete the goals set by individuals or teams.
After participating in professional customer service, we will provide existing customers and serve them in your own way.
4. Actively participate in the company's activities and study, and strictly abide by the company's management systems.
5. According to market changes and customer needs, plan and make relevant plans to improve the development of individuals or teams.
Job responsibilities of insurance salesmen 13 1, banking services and related products and services provided by Ping An Bank, such as debit cards, credit cards and credit services of Ping An Bank;
2. Trust business and products, such as property trust plan and capital trust plan;
3. Enterprise annuity;
4, according to the customer's own property scale, quality of life, expected income target and risk tolerance and other related information, to develop a set of personal financial advice for customers, to ensure customer financial independence and capital security;
5. Through the investment portfolio of deposits, stocks, bonds, funds, insurance, movable property, real estate and other financial products, design a reasonable tax plan for customers to meet their long-term life goals and financial management goals.
6. Securities business and futures products such as stocks and bonds;
7. Life insurance (health, accident, pension, education fund, investment and wealth management, savings dividend, group accident insurance, etc.). )
8. Property insurance (auto insurance, equipment insurance, family property insurance, cargo transportation insurance, employer liability insurance, public liability insurance, etc. )
9. A safe and good house. All houses in the country can be recommended for sale. Customers can enjoy the internal discount of Ping An, and a high commission is recommended.
Responsibilities of insurance salesman 14 1, life insurance, such as health, accident, pension, education fund, investment and wealth management, savings dividend, group accident insurance, etc.
2. Property insurance, such as auto insurance, equipment insurance, family property insurance, cargo transportation insurance, employer liability insurance, public liability insurance, enterprise annuity, etc. ;
3. Engaged in customer consultation, market research, new product sales and customer after-sales service (renewal of premium, security service, assistance in claim settlement, etc. ).
4, according to the customer's own property scale, quality of life, expected income target and risk tolerance and other related information, to develop a set of personal financial advice for customers, to ensure customer financial independence and capital security;
Responsibilities of insurance salesman 15 (1) After attending the standardized training provided by the company, he is responsible for the agency sales and training of various financial products and team management.
(2) According to the phased strategic planning of the Head Office, achieve the goals set by individuals or teams.
(3) After attending professional customer service training, provide existing customers and serve them in your own way.
(4) Actively participate in various activities and studies of the company and strictly abide by various management measures of the company.
(5) Plan and set relevant plans according to market changes and customer needs, so as to promote the development of individuals or teams.
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