What should a car insurance invoicing salesman learn?

1, managed. Conduct a preliminary document review of the elements of the insurance policy;

2, printing and other work; ?

3. Be responsible for the professional explanation and reply to the questions related to vehicle insurance raised by the insured customers. Responsible for handing over the original insurance policy and insurance invoice to the customer, and keeping the stub and POS slip in different categories; ?

4. Auto insurance mainly belongs to property insurance and filing;

5. Be responsible for collecting the company's daily insurance business documents (receipts). According to the requirements of business file management and underwriting, it is also responsible for registering file management accounts;

6. Be responsible for exploring the target market and providing all-round auto insurance and corporate group orders services according to customer needs;

7. Be responsible for business contact and communication with customers and maintain customer relations;

8. Responsible for organizing customers to carry out systematic training on financial management knowledge;

9, responsible for the organization, planning and implementation of public relations activities;

10, responsible for communicating with customers and providing claims and renewal services for customers.

Extended data:

Requirements:

1, college degree or above, major in finance, finance, management and other related fields;

2. Proficient in personal and family financial management related knowledge and skills;

3. Strong learning, innovation and communication skills;

4. Have certain customer service experience;

5. Good public relations planning and implementation skills;

6. Have good written expression skills.

Reference: Baidu Encyclopedia-bookmarks