Zijin Property & Casualty Insurance recruited me to be a customer service manager. Although I have been doing property insurance claims for several years, what is the responsibility of a customer serv

Zijin Property & Casualty Insurance recruited me to be a customer service manager. Although I have been doing property insurance claims for several years, what is the responsibility of a customer service manager?

Probably these...

1. Responsible for new customer development and old customer maintenance, completing daily visit quotas;

2. Provide insurance needs for customers Financial analysis of the situation, and formulation of a full set of insurance financial plans;

3. Assist enterprises and institutions to formulate employee welfare plans and provide group accident and medical risk protection services;

4. Provide high-end customers The market provides personalized professional insurance financial services;

5. Provide customers with high-quality after-sales services and assist them with premium collection, insurance consultation, policy preservation, accident claims and other services;

6. Responsible for the development and management of sales channels, as well as the construction, management, supervision, training and motivation of the sales team, planning and organizing related business activities.

7. Responsible for the maintenance and business development of the outlets under the jurisdiction, assisting the agency outlets to find prospective customers, promote policy sales, and complete the sales tasks of the outlets under the jurisdiction;

8. Responsible for the implementation of Training and coaching work for the outlets under its jurisdiction;

9. Use your spare time to actively look for prospective customers, carry out independent sales, and complete independent sales tasks assigned by the company;

10. Assist the company and Agent outlets provide after-sales services to customers;

11. Regularly analyze the customer flow, sales performance, customer feedback information, etc. of the agent outlets, put forward suggestions for improvement, and report sales trends and related situations to the company in a timely manner;

12. Responsible for guiding and inspecting the insurance business of agency outlets to ensure business quality and maintain the company's reputation. Do a good job in connection, communication and coordination with agency outlets, and handle customer complaints;

13. Assist relevant authorities to provide various documents and promotional materials to agency outlets in a timely manner;

14. Actively participate in activity management and fill in the activity tools, and use sales tools conscientiously;

15. Participate in various meetings and training activities organized by the company such as morning meetings and evening meetings;

16. Keep customer information and strictly abide by the company’s business secrets;

17. Complete other matters assigned by the company.

18. Responsible for providing users with professional insurance knowledge consultation and services according to customer requirements;

19. Responsible for recommending insurance types and related financial products, and formulating insurance plans;

20. Responsible for receiving professional insurance business coaching and lectures on a regular basis;

21. Responsible for follow-up customer service work for insured customers.

22. Responsible for the sales and promotion of the company's products

23. Complete departmental sales targets according to the marketing plan

24. Open up new markets and develop new customers , increase product sales scope

25. Responsible for the collection of market information in the jurisdiction and analysis of competitors

26. Responsible for the planning and execution of sales activities in the sales area, and complete sales tasks

p>

27. Manage and maintain customer relationships and long-term cooperation between customers

28. Actively expand the market, develop and accumulate customers, and establish and maintain the company's brand image;

29 , Maintain good customer relationships, do a good job in customer service, and assist customers in handling insurance, claim settlement, preservation and other procedures;

30. Achieve various assessment indicators stipulated in these measures;

31 . Actively participate in various activities organized by the company and the sales department, be diligent in learning, and continuously improve professional skills; actively cooperate with team members to jointly maintain a harmonious team culture;

32. Coaching and training Newcomer.