Job responsibilities 1
1, responsible for the development of new customers and the maintenance of old customers, and completing the daily visit index;
2. Make a financial analysis of customers' insurance needs and formulate a complete insurance financing plan;
3. Assist enterprises and institutions to formulate employee welfare plans and provide group accident and medical risk protection services;
4. Provide personalized professional insurance financial services for the high-end customer market;
5. Provide customers with quality after-sales service, and assist customers in collecting insurance premium, insurance consultation, insurance policy preservation, accident settlement and other services;
6. Be responsible for the development and management of sales channels, as well as the construction, management, supervision, training and encouragement of sales teams, and plan and hold relevant business activities.
Job responsibilities 2
1. Be responsible for the maintenance and business development of the outlets under its jurisdiction, assist the agent outlets to find prospective customers, promote the sales of insurance policies, and complete the sales tasks of the outlets under its jurisdiction;
Two, responsible for the implementation of the training and counseling of the outlets under its jurisdiction;
Third, use spare time to actively find prospective customers, conduct independent sales, and complete the independent sales tasks assigned by the company;
Fourth, assist companies and agency outlets to provide after-sales service for customers;
5. Regularly analyze the passenger flow, sales performance and customer feedback information of agency outlets, put forward improvement suggestions, and report the sales trends and related information to the company in time;
Six, responsible for the guidance and inspection of the agency network insurance agency business, to ensure the quality of business, safeguard the company's reputation. Do a good job of contact, communication and coordination with agency outlets, and handle customer complaints;
Seven, assist the relevant competent departments to provide various documents and promotional materials for the agency outlets in a timely manner;
8. Actively participate in activity volume management and fill in activity volume tools, and use sales tools cautiously;
9. Participate in various meetings and training activities organized by companies such as morning meetings and evening parties;
X. Keep customer information well and strictly abide by the company's business secrets;
XI。 Complete other tasks assigned by the company.
Job responsibilities 3
1, responsible for providing users with professional insurance knowledge consultation and services according to customer requirements;
2. Recommend insurance types and related wealth management products, and formulate insurance plans;
3, responsible for regular professional insurance business counseling and lectures;
4. Responsible for the follow-up customer service of the insured customers.
Job responsibilities 4
1, responsible for sales and promotion of the company's products.
2, according to the marketing plan, complete the department sales target.
3. Open up new markets, develop new customers and increase the sales range of products.
4. Be responsible for the collection of market information in this region and the analysis of competitors.
5. Be responsible for the planning and execution of sales activities in the sales area and complete the sales tasks.
6. Manage and maintain customer relationships and long-term cooperation between customers.
Job responsibilities five
1. Actively expand the market, develop and accumulate customers, and establish and maintain the brand image of the company;
2. Maintain a good customer relationship, do a good job in customer service, and assist customers in handling insurance, claims, preservation and other procedures;
3. Achieve the specified cost assessment indicators;
4. Actively participate in various activities organized by the company and the sales department, study diligently, and constantly improve professional skills; Actively cooperate with team members to maintain a harmonious team culture;
5. Consulting and training new people.
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.