What does the insurance company do in-house?

1. Insurance billing:

Take automobile insurance as an example. When you insure a new car, you must first issue a policy in the system, then classify the policy and enter the newly issued 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 then handed over to the insurance company after the registration is completed.

second, insurance maintenance reception:

as in the previous example, if there is a vehicle in danger, first ask about the specific situation, ask about the customer's insurance, and then deal with it accordingly, leave the formalities, and do an environmental inspection of the customer's car, telling the customer about the maintenance items of the vehicle in the store and the time when it can be picked up, so that the customer can wait patiently.

III. Other affairs:

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

Back office is an important part in enterprises and institutions, which involves almost all aspects of the overall operation of the unit. The insurance back office mainly cooperates with relevant back office supervisors to sort out documents, issue documents and check insurance policies, and enter and file business-related information. Generally speaking, the work is trivial, and those who are familiar with computer operation and EXCEL tables have great advantages.

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