The specific work content of an insurance officer

The specific work of the auto insurance specialist:

1. Strictly implement the relevant management regulations of the insurance company for each type of insurance, and be proficient in the terms, explanations of terms, types of insurance, explanations of insurance types, The content of rates, rate explanations and computer-issued order operating procedures, work seriously and meticulously;

2. Understand and master the new car insurance targets and tasks assigned by the company;

3. Be directly responsible for the errors in the contents of the policies entered and the loss of documents;

4. For business that exceeds authority, the sales consultant should be notified and reported to the company leaders for processing according to procedures. Some problems that arise during work should be Should be reported to the department leaders in a timely manner for timely improvement;

5. Patiently answer relevant business inquiries raised by customers, sales consultants or other department personnel;

6. Responsible for customers and sales consultants’ inquiries about policy information and insurance consultation;

7. Inform sales consultants of the latest underwriting policies and claims-related matters;

8. All documents issued on that day must be processed every day. Insurance policies are registered and organized.

Extended reading: How to buy insurance, which one is better, and step-by-step instructions to avoid these "pitfalls" of insurance