In the ever-changing modern society, the frequency of job responsibilities is on the rise, and the formulation of job responsibilities can effectively prevent the phenomenon of job shirking and responsibility shirking between departments or employees due to unreasonable job allocation. What are the job responsibilities you have been exposed to? The following is my job responsibilities as an insurance salesman. Welcome to share.
Job responsibilities of insurance salesman 1 (1) Complete the collection work on time in accordance with the national insurance collection manual and the company's relevant manuals, so as not to default or miss fees.
(2) establish and improve the registration of individual insurance accounts, improve the collection procedures, and achieve quarterly settlement.
(3) Do a good job in coordination with finance and provide the basis for collection in time.
(4) The company's insurance schedule should be properly kept, and the renewal, accident and claim registration should be done well to avoid expiration.
(5) To arrive at the scene in time and report the accident. At the same time, deeply understand the situation of the accident, extract relevant information, prepare a claim application, and report it to the supervisor for review before handling the claim.
Responsibilities of insurance salesman 2 1, maintain existing customers, grasp the progress and direction of team work, plan and organize the implementation of various promotion and public relations events and implementation plans;
2. Formulate annual and quarterly communication strategies, review and write relevant manuscripts, project summary reports, etc.
3, brand strategy and new product distribution plan, brand and product advertising communication strategy;
4. Analysis of advertising performance and media delivery;
5. Monitor the quality of work, connect with some customers currently serving, communicate the daily work content, and provide professional solutions in time according to customer requirements and changes in the situation;
6, coordinate the relationship between departments, coordinate the superior to complete the team management, training and new business development.
Responsibilities of insurance salesman 3 1, answering and transferring calls and receiving visitors;
2. Responsible for the daily routine work of the General Department;
3. Be responsible for the printing and sending of various manuscripts in the center and the collection of documents and materials in the center;
4, responsible for the daily management of the office, responsible for accepting complaints and visiting reception;
5, responsible for collecting and writing relevant information, timely provide information reference and construction advice to the leadership;
6. Responsible for personnel and warehouse management;
7, complete other work assigned by the leadership.
8. Due to China Life's acquisition of Guangfa Bank, Guangfa Bank's wealth management, loan and credit card business can be handled.
Responsibilities of insurance salesman 4 1, expand and develop personal and company business through external contact;
2. Complete the annual premium task issued by the company, 350,000-/kloc-0,000,000;
3. Publicize the brand image of the company;
4. Be familiar with the company's business, strengthen communication with customer service, and do a good job in underwriting claims and other related consulting services for customers.
Responsibilities of insurance salesman 5 1, responsible for collecting information and communicating with new customers and developing new customers;
2. Communicate effectively with customers by telephone to understand customer needs, find sales opportunities and complete sales performance;
3. Maintain the business of old customers and tap their greatest potential;
4. Communicate with cooperative customers regularly and establish good long-term cooperative relations.
Job responsibilities of insurance salesman 6 (1) provide customers with vehicle insurance renewal;
(2) Providing vehicle insurance consulting services for customers;
(3) Regularly submit business dynamic reports and market strategy plans of the insurance market;
(4) Actively maintain old customers and develop new insurance customers;
(5) Cooperate with the supervisor to complete various services of customer vehicle insurance;
(6) Regularly complete the data collation of billing customers;
Responsibilities of insurance salesman 7 1, responsible for sorting and summarizing customer insurance information;
2. Be familiar with the products operated by the company, recommend insurance plans to interested customers, resolve objections, quote and other after-sales services;
3. Maintain customer relationship and manage customer files; Obey the leadership arrangement;
4. Business is conducted in various forms, and the company has a wide range of insurance products, such as property insurance, auto insurance, employee accident insurance, employer insurance, comprehensive cargo insurance, logistics liability insurance, life insurance, etc.
5. Familiar with the exhibition process; Actively participate in the company's product training;
Responsibilities of insurance salesman 8 1, provide professional pre-job paid training and improve the training process;
2. Provide customers with consulting services on insurance business, timely change of customer information, claim settlement services, etc.;
3. Obtain new customers and expand new business through cross-selling, customer recommendation, active sales promotion and personal business relationship;
4. Establish and expand the customer network to explore new business opportunities;
5. Willing to start from the grassroots level, taking management cadres as the foundation and basic goal, and taking China Life's future managers as the training conditions;
6. Follow the company's arrangement and conduct conference marketing and team management with the help of the company's strong and good development platform.
Responsibilities of insurance salesman 9 1, achieve sales targets, establish and maintain customer relationships, and manage customer information;
2. Visit or understand the customer's needs by telephone, and provide insurance plans, quotations, and objection handling to the intended customers;
3. Actively develop new customers (concentrated customer resources), new business, and combine through various exhibition modes (cautious delivery for fear of hardship and tiredness);
4. Be familiar with the company's insurance products and provide professional services to customers;
5. Actively and effectively optimize personal marketing strategies and strive to promote billing;
6. The company mainly operates property insurance, such as enterprise property insurance, property insurance, employee accident insurance, employer insurance, freight comprehensive insurance, marine cargo transportation insurance, short-term export trade credit insurance, auto insurance, logistics liability insurance and life insurance.
Responsibilities of insurance salesman 10 1, responsible for the agency sales of various financial products of the company;
2. Actively participate in various activities and studies of the company and strictly abide by the company's management system;
3, according to the market changes and customer demand, set the plan to improve development;
4, completes the insurance, renewal, insurance, claims registration, to prevent overdue.
Job responsibilities of insurance salesmen 1 1 1. Job identification information
Job Title: Insurance Salesman
Subordinate department of sales supervisor: business department
Job rank:-
Direct superior: Minister of Business Department
Direct subordinates: None
II. Overview of post work
Insurance promotion and service, information feedback, implementing the sales plan of superior leaders, solving all problems in the product sales process, recovering the payment, serving as a bridge between the company and customers, representing the company's image, creating customers' interests and promoting the company's development.
Third, the job responsibilities and tasks
(A) actual sales
1.Follow the company's overall marketing strategy, do a good job in product promotion and make efforts for product market development;
2. Under the leadership of the minister, complete the sales targets and tasks of individuals and departments in the current month;
3. Carry out work according to the working standards of sales staff formulated by the company, and safeguard the interests and image of the company;
4. Work with a positive attitude and good spirit, and strive to ensure the number and quality of participants in each sales meeting;
5. Visit customers regularly, listen to customers' opinions, do a good job in customer maintenance and service, and track changes in customer needs in time;
6. Collect payment in strict accordance with regulations;
7. Responsible for customer reception, sales signing, talking about orders and answering customer inquiries;
8. Deeply understand the corresponding sales policy of the company, and turn it into your own language and express it fluently;
9. Ensure the smoothness of communication tools designated by the company during working hours;
10. If the company's policies are adjusted and new products are put on the market, the sales staff should inform each customer in time according to the company's deployment, so as to facilitate the implementation of the company's policies and the promotion of new products.
11.Attend the sales meeting organized by the company on time and observe the meeting order. Sales staff should consciously abide by the office system in the office, and take the initiative to cooperate with other personnel to complete temporary work.
(2) Information feedback
1.Record and summarize the daily home visits before work every day, and work out the follow-up plan;
2. Report the work to the minister before work every day, and ask for guidance on the existing problems in the work;
3. Establish specific and detailed service files for their customers to ensure the quality of business;
4. Timely report to the minister the questions that the customers ask beyond their own answering authority at work, and timely feedback the results to the customers;
(3) Implementation plan
1.Unconditionally obey the task assignment of the superior leader and execute it quickly;
2. Work together with other employees to complete the task;
3. Ensure the number and quality of participants in each sales meeting and work hard to achieve the goals of each sales meeting;
4. Strive to achieve the monthly sales target.
(D) to solve the problems in the sales process
1.Master all the information of the company's products and answer all the questions of customers about the products;
2. In the face of problems that you can't answer or solve in the sales process, report to the minister in time;
3. Listen carefully to customers' complaints or suggestions, and make records carefully. After returning to the company, report to the sales office for filing and feedback the suggestions; If it can be handled on the spot, it should be handled as soon as possible, and the problems and results should be reported to the sales office for filing in time to avoid the customer's prosecution again.
(5) Recovery of payment for goods
1.Recover the payment on time to avoid dormant account and bad debts;
2. Make a suitable collection plan according to the specific situation of customers;
3. If the customer fails to repay the loan on time due to special circumstances, the service representative shall explain the situation to the company in time and come up with a solution.
(VI) Maintaining the interests and image of the company
1.Keep a good mental outlook and work hard;
2. Work in strict accordance with the work specifications of salesmen designated by the company, and establish a good company image;
3. The starting point and destination of the work is to safeguard the interests of the company.
Fourth, work performance standards
(1) Timely and accurate information communication with zero error rate;
(2) The customer (including the company) has not complained about the services provided;
(3) the customer feedback is transmitted to the after-sales service department within 2 hours, and the whole process of problem handling is monitored. No.
The customer complains again;
(four) to complete the annual personal sales target, no human factors caused the loss of customers, and new customers have been developed;
(five) no bad debts or dormant account;
V. Post working relationship
(A) internal relations
1.supervision: in basic sales work, accept the instructions and supervision of the business department minister;
2. Supervision: Marketing of other similar products and companies;
3. Cooperative relationship: in dealing with customer problems, we have a cooperative relationship with the after-sales service department.
(2) External relations
1.Contact the customer's finance department on the company's payment recovery;
Six, post work authority
(1) The right to confirm the following orders and repeated orders of customers;
(2) The right to make suggestions on the evaluation of customers' spending power.
Seven, post working hours
Work within the time stipulated by the company system, and sometimes need to work overtime because of work needs.
Eight, post working environment
Choose a company office or visit customers according to the job requirements.
Nine, knowledge and education level requirements
(1) Marketing knowledge;
(two) product trends and industry knowledge;
(3); Knowledge of economic contract;
(4) knowledge of psychology;
(5) Basic computer knowledge and common software knowledge;
Ten, job skills requirements
(a) familiar with all aspects of the company's products information;
(2) Having good interpersonal and communication skills;
(3) Strong leadership skills;
(four) have a keen observation of the market;
(5) Having strong customer analysis ability.
Xi. Work experience requirements
College degree or above, major in economic management or marketing. Except in special circumstances.
Twelve, other quality requirements
The incumbent must have a healthy body and plenty of energy; Strong sense of responsibility and innovative spirit; Loyal to the company, no special gender or age requirements.
Responsibilities of insurance salesman 12 1, responsible for the agency sales and team management of various financial products of the company after participating in the standards provided by the company.
2, according to the strategic planning of the head office, to complete the goals set by individuals or teams.
3. After participating in professional customer service, we will provide existing customers and serve them in your own way.
4. Actively participate in various activities and studies of the company, and strictly abide by various management systems of the company.
5. Plan and set relevant plans according to market changes and customer needs, so as to enhance the development of individuals or teams.
Job responsibilities of insurance salesmen 13 1, banking business, and related products and services provided by Ping An Bank, such as debit cards, credit cards and credit business of Ping An Bank;
2. Trust business and products, such as property trust plan and capital trust plan;
3. Enterprise annuity;
4, according to the customer's own property scale, quality of life, expected income target and risk tolerance and other relevant information, for customers to develop a set of personal characteristics of financial advice, to ensure customer financial independence and financial security;
5. Design a reasonable tax plan for customers through the investment portfolio of various financial products such as deposits, stocks, bonds, funds, insurance, movable property and real estate to meet their long-term life goals and financial goals.
6. Securities business and futures products, such as stocks and bonds;
7. Life insurance (health, accident, pension, education fund, investment and wealth management, savings dividend, group accident insurance, etc.)
8. Property insurance (auto insurance, equipment insurance, family property insurance, cargo transportation insurance, employer liability insurance, public liability insurance, etc.)
9. Safe and good houses. All the houses in the country can be recommended for sale. Customers can enjoy the internal discount of Ping An, and there is a high commission for recommendation.
Job responsibilities of insurance salesman 14 1, life insurance, such as health, accident, pension, education fund, investment and wealth management, savings dividend, group accident insurance, etc.
2. Property insurance, such as auto insurance, equipment insurance, family property insurance, cargo transportation insurance, employer liability insurance, public liability insurance, enterprise annuity, etc.;
3. Engaged in customer consultation, market research, new product sales and customer after-sales service (renewal fees, security services, assistance in claims settlement, etc.).
4, according to the customer's own property scale, quality of life, expected income target and risk tolerance and other relevant information, for customers to develop a set of personal characteristics of financial advice, to ensure customer financial independence and financial security;
Job responsibilities of insurance salesman 15 (1) After attending the standardized training provided by the company, he is responsible for the agency sales and training of various financial products and team management of the company.
(2) According to the phased strategic planning of the head office, the goals set by individuals or teams are completed.
(3) After attending professional customer service training, we will provide existing customers and serve them in your own way.
(4) Actively participate in various activities and studies of the company, and strictly abide by various management measures of the company.
(5) According to market changes and customer needs, plan and set relevant plans, so as to promote the development of individuals or teams.
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