What does the after-sales service specialist of an insurance company do?

The after-sales service specialist of insurance mainly tracks these customers through the list of old customers provided by the company. And provide services for its policy change, claim settlement, renewal and so on. In fact, generally speaking, the role of the insurance after-sales service specialist is to maintain the relationship between old customers, so that these customers can continue to renew their insurance in insurance companies or buy other insurance.

Of course, in addition to the above aspects. The insurance after-sales service specialist will also make a comprehensive analysis based on the customer's relevant information and formulate the corresponding product plan for the customer. Insurance after-sales service specialists can ensure the stability of the performance of insurance companies to a certain extent, and also contribute to the further development of insurance company customers. Therefore, the role of the insurance after-sales service specialist is still relatively large.

Insurance after-sales service:

1. Reasons for providing after-sales service for policyholders

Mainly: after-sales service can best reflect the characteristics of insurance companies or marketers; The insured buys services, not just insurance goods; The quality of after-sales service often affects the choice of customers; Able to explore other needs of customers; Can create a professional image; Customer information can be grasped at any time. Wait a minute.

2. Work content of after-sales service

1) Salesperson: We should seize every opportunity to keep close contact with the insured, or send small gifts, or call to say hello, visit regularly, etc.

2) Insurance company: It shall provide disaster prevention and loss prevention services. Insurance companies can take various measures to minimize the occurrence of insurance accidents and reduce losses.

Specifically, it includes pre-disaster safety precautions, emergency rescue and disaster relief during disasters, and post-disaster clean-up assessment. Although insurance against disasters is free, it is basically to reduce accidents, reduce losses and enhance corporate image. In addition, insurance companies should also provide claims service. When an insured accident occurs to the subject matter insured, the insurer shall perform the liability for compensation or payment in accordance with the provisions of the insurance contract, and handle the claim made by the insured. In this process, the claim should be settled quickly, accurately and reasonably. When claiming compensation, we should seek truth from facts and adhere to the principle of "initiative, rapidity, accuracy and reasonableness".

3) Insurance companies should also provide value-added services, such as insurance sponsorship activities, networking activities, global assistance, VIP cards, etc.

4) Provide contract preservation service, that is, maintain effective insurance policies and make corresponding changes in time.

5) Consultation and appeal system, that is, providing timely consultation and appeal responses.

Answer the main suggestions

1. As an insurance after-sales service specialist,

Although the role of insurance after-sales service specialist is to protect old customers, don't get too close to them. Because it is easy to cause their boredom, which leads to the loss of customers. Keep a proper distance, and they will naturally ask you for relevant insurance when they need it.

2. Apply for insurance after-sales service specialist.

It depends on whether the person to be recruited is an insurance company person (back office) or an insurance agent (field, salesman). If it is backstage recruitment, the main thing to do is to provide customers with real after-sales service, such as arranging you to visit the center and safeguarding the rights and interests of customers. If it's the latter, it's for you. The insurance after-sales service specialist is just a cover, a cover for recruiting people. In fact, you went to run the same business. Such a master doesn't need to fight with him! I hope you can carefully screen social recruitment, cherish your time and make every effort to pave the way for your goals! Good luck!