Detailed process of 4s shop renewal specialist

Detailed explanation of the post of renewal specialist in automobile 4S shop

Update the job responsibilities of the Commissioner

1, responsible for customer's insurance and insurance renewal.

2. Be responsible for contacting customers whose insurance expires within one year and assisting in completing the renewal.

3. Responsible for the collection and collation of customer insurance information.

4 responsible for attracting and statistical analysis of investment promotion and renewal business.

5. Accept the customer's on-site investment and renewal business.

6. Maintain good cooperative relations with insurance companies.

7. Be responsible for consulting about insurance business and answering telephone calls and customer calls.

8. Responsible for the regular reconciliation of related insurance business and finance.

9. Follow up the insurance customers who have not renewed their insurance in the company before.

10. Solve the complaints of renewal customers about insurance business.

1 1, responsible for making suggestions and improving the renewal process to promote the achievement of renewal performance.

Workflow of contract renewal specialist

1) According to the underwriting records of the franchise stores, the renewal specialist sends a short message to the customers whose policies are about to expire two months in advance to introduce our renewal service and claim settlement service to the customers.

2) In the process of telemarketing, the renewal commissioner shall register the negotiation record in the tracking column of the renewal follow-up register. If the negotiation fails, he should record the reasons in detail in the column of "Reasons for Failure".

3)

The renewal Commissioner should assist SA and CA to explain the motor vehicle insurance clauses and our claims service to customers.

4) After going to work at 8: 30 in the morning, sort out the tracking customer data of the day and prepare the quotation.

5) Telephone renewal: appear as the renewal specialist of the insurance service center of this franchise store, and cut into the subject in the form of return visit and reminder on behalf of the insurance service center of this franchise store.

6) Introduce the advantages of our insurance service center, and take the initiative to provide customers with vehicle insurance proposals by fax or email.

7) At the end of the call, thank the customer for their cooperation and make an appointment for the next negotiation mode and time.

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.