What do insurance companies do internally?

Take auto insurance as an example. When you insure a new car, you must first make a policy in the system, then classify the policy, enter the new policy into the work account table and register it in the company's own internal system. Finally, it will be registered by the financial department and handed over to the insurance company after the registration is completed.

Second, the insurance maintenance reception:

As for the previous example, if there is a vehicle accident, first ask about the specific situation, ask which insurance company the customer is from, then deal with it accordingly, leave the formalities, do an environmental inspection for the customer's car, tell the customer the maintenance items of the vehicle and the time when it can be picked up, so that the customer can wait patiently.

Three. Other matters:

Including calling customers whose insurance is about to expire to renew their insurance; Inform customers of the latest activities of the company; Introduce the benefits and advantages of the company to customers; This will interest customers.

The work of data expansion office is an important part of enterprises and institutions, which almost involves all aspects of the overall operation of the unit. The insurance back office mainly cooperates with relevant back office supervisors in document arrangement, document issuance and policy verification, as well as the entry and filing of business-related information. Generally speaking, the work is trivial, and people who are familiar with computer operation and EXCEL tables have great advantages.

The development prospect of the insurance back office: through a period of experience accumulation, the most direct thing is to switch to be an insurer or underwriter, and of course it is possible to switch between various types of insurance.