What exactly does an insurance salesman do?

Question 1: What are the main tasks of Ping An Insurance's documentary and after-sales service? 1. The main work of Ping An Insurance Documentary is as follows:

1, to provide customers with fast, accurate and professional sales services;

2. Maintain the relationship between new and old customers, understand customer needs, tap the maximum potential of customers, and promote re-signing;

3. Relying on the company's corporate resources, communicate with customers by telephone, WeChat, email, etc., and complete the work indicators;

4. Handle customer objections in compliance, record customer contact process and information in detail and accurately, and provide customers with fast, accurate and professional sales and consulting services;

5. Complete other tasks assigned by the company and superior leaders.

Two. Ping An Insurance documentary post requirements are as follows:

1, high school or technical secondary school or above, over 25 years old;

1, more than 3 years commercial documentary experience, experience in insurance industry is preferred;

2, can bear hardships and stand hard work, familiar with computer operation;

3. Strong communication and expression skills, standard Mandarin;

4. Good learning ability and positive attitude.

Three. The main after-sales work of Ping An Insurance is as follows:

1, responsible for the post-service work of the insured customers, including: claim settlement, customer information change, survival money collection, policy review, product introduction, etc.

2. On the basis of maintaining the original insured customers, recommend new products or original products for the insured customers to increase the insured amount;

3. Inform customers of the expiration of insurance on time and provide new insurance plans;

4. Complete the return visit to the list of old customers issued by the company, and make policy explanations and answers;

5. Celebrate the old customers' birthdays in time and renew the premium reminder;

6. Feedback the company's policies and new product information to old customers in time;

7. Analyze financial management according to the current situation of old customers, put forward reasonable suggestions and assist customers in financial management;

8, complete other work assigned by the leadership.

Four, Ping An insurance job requirements are as follows:

1, with strong language expression ability;

2. Strong coordination and organizational skills;

3. Have good communication skills and teamwork skills;

4. College degree or above, aged 25 -45 years old, special talents can be relaxed to 50 years old.

Question 2: What exactly does a documentary do? 1. After receiving the order, contact the person placing the order, check the order, send the drawings, and then send another copy to the process department, calculate the order, calculate the materials, make the process drawing, make the production execution form according to the plan, and contact the customer to determine the pre-installation date.

2. Make the production execution form according to the plan, update the production progress of the order, and let the heads of all departments sign to confirm the delivery date;

3. Follow up the production progress, and follow up with the process department to get the purchase orders of all parts within 3-4 days after placing the order, and immediately get the corresponding suppliers. All external purchase orders should be in place two days before shipment, and the delivery time must be coordinated with the customer;

4. Negotiate the delivery terminal with the customer 1-2 days before delivery, and determine the delivery date. If the delivery date changes, notify all departments immediately, and notify the packaging department of delivery 1-2 days in advance, and load the car and deliver the goods on the delivery day;

5. After delivery, sort out the consignment note and packing list, fax one copy to the customer, keep 1 copy for your own check, and indicate the name of the order on the list.

6. At the end of each month, sort out all the customer feedback forms of this month, and each order must be signed back by the customer, including the consignment note and packing list.

Question 3: What exactly does an insurance salesman do? ! I suspect it's an insurance agent.

Question 4: What does the documentary of insurance company do? Is it property insurance or life insurance?

I'm not sure about property insurance, but I haven't heard of this position.

If the performance is life insurance, it is definitely not the employment of an insurance company, but the private secretary position of the employee, and the work content is what you said. After signing the bill, you are responsible for the follow-up service, mainly after signing the bill, you are responsible for contacting the customer until the customer deposits the money into the personal account of the bank designated by the customer, and some require you to wait for the insurance to come out before sending it to the customer.

Question 5: What exactly does a car insurance salesman do? Enter insurance information and organize insurance documents.

Question 6: What does a merchandiser do in the insurance industry? Responsible for the work generally responsible for orphan insurance policies, such as collecting fees and handling claims. The so-called orphan policy is an insurance contract signed by its company agent before leaving the company, and it becomes an orphan policy after leaving the company.

Question 7: What kind of insurance does documentary need? Hello, the company's products are very rich. Mainly consider serious illness, accident or health care? You can also learn more through official website Taikang.

Question 8: What does the insurance company's merchandiser do? It's like logistics 3.

Question 9: Do merchandisers need to pay insurance? According to your job content, it is no problem to buy an insurance to ensure safety, but it is usually bought by the company for employees. 798' s accident insurance is a bit high. If you just want to ensure the safety during the journey, you can buy an accident insurance for public transportation, and the insurance for one year is less than 100.

I hope it helps you.

Question 10: What does China Life Business do as a documentary? Specifically, you can call the customer service phone of the insurance company to confirm the inquiry.