Insurance salesperson job responsibilities

In the rapidly changing modern society, the frequency of use of job responsibilities is on the rise. Formulating job responsibilities can effectively prevent the consequences of unreasonable job allocation. Work shirk and responsibility shirk occur between departments or among employees. What are the job responsibilities you have experienced? Below are the job responsibilities of an insurance salesperson that I have compiled. You are welcome to share them.

Job Responsibilities of Insurance Salesperson 1

(1) In accordance with various national insurance collection manuals and company-related manuals, complete the collection work on time to ensure no arrears and no missed payments.

(2) Establish and improve the registration of various insurance personal accounts, improve the collection procedures, and achieve quarterly and annual settlement.

(3) Coordinate well with finance and provide collection basis in a timely manner.

(4) The company’s insurance details must be properly kept, and insurance renewals, insurance accidents, and claims should be registered to avoid expiration.

(5) When in danger, you must arrive at the scene promptly and report the incident. At the same time, we have an in-depth understanding of the accident situation, extract relevant information, prepare a claim application, and submit it to the supervisor for review before handling the claim matter. Insurance Salesperson Job Responsibilities 2

1. Maintain existing customers, grasp the team’s work progress and direction, plan, organize and implement various promotional and public relations events and execution plans;

2. Formulate Annual and quarterly communication strategy plans, review and write relevant manuscripts, project summary reports, etc.;

3. Brand strategy and new product release plan, brand and product advertising communication strategy;

4 , advertising performance and media placement analysis;

5. Monitor work quality, connect with some of the customers currently served, communicate daily work content, and provide professional solutions in a timely manner according to customer requirements and changes in circumstances;

6. Coordinate the relationship between various departments, and coordinate with superiors to complete team management, training and new business development. Insurance salesperson job responsibilities 3

1. Answer and transfer calls, and receive visitors;

2. Responsible for the daily routine work of the general department;

3 . Responsible for the printing and sending of various documents of the center, and the collection of center documents;

4. Responsible for the daily management of the office, accepting complaints and receiving visitors;

5. Responsible for collecting and writing relevant information, and providing information reference and construction opinions to leaders in a timely manner;

6. Responsible for personnel, warehouse management and other work;

7. Complete other tasks assigned by leaders.

8. Due to China Life’s acquisition of Guangfa Bank, Guangfa Bank can handle financial management, loans, and credit card services. Job Responsibilities of Insurance Salesperson 4

1. Expand and develop individuals through external contacts and company business;

2. Complete the annual premium task assigned by the company, 350,000-1 million;

3. Promote the company’s brand image to the outside world;

4. Be familiar with the company's business, strengthen communication with customer service, and provide customers with related consulting services such as underwriting and claims settlement. Insurance salesperson job responsibilities 5

1. Responsible for collecting information about new customers and communicating with them to develop new customers;

2. Communicate effectively with customers over the phone to understand customer needs and find Sales opportunities and complete sales performance;

3. Maintain the business of old customers and tap their maximum potential;

4. Communicate regularly with cooperative customers and establish good long-term cooperative relationships. .

Insurance salesperson job responsibilities 6

(1) Provide vehicle insurance renewals to customers;

(2) Provide vehicle insurance consulting services to customers;

( 3) Regularly submit insurance market business dynamic reports and market strategy plans;

(4) Actively maintain old customers and develop new insurance customers;

(5) Cooperate with supervisors to complete customer vehicle insurance Various services;

(6) Regularly complete the collection of customer information; Insurance salesperson job responsibilities 7

1. Responsible for the collection and summary of customer insurance information;

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2. Be familiar with the products operated by the company, recommend insurance solutions to potential customers, resolve objections, quote and other after-sales services;

3. Maintain customer relationships, manage customer files; obey leadership arrangements ;

4. The company conducts business in various forms and has many types of insurance products, such as property insurance, car insurance, employee accident insurance, employer insurance, comprehensive cargo insurance, logistics liability insurance, life insurance, etc.;

5. Be familiar with the business exhibition process; actively participate in company product training; Insurance salesperson job responsibilities 8

1. Provide professional pre-job paid training and improve the training process;

2. Provide customers with consulting services on insurance business, timely changes to customer information, claims services, etc.;

3. Through cross-selling, customer recommendations, active up-selling, personal business relationships, etc. , obtain new customers and expand new business;

4. Establish and expand customer networks to explore new business opportunities;

5. Be willing to start from the grassroots and manage cadres As the foundation and basic goal, as a future manager of China Life as a training condition;

6. Follow the company's arrangements and use the company's strong and good development platform to conduct conference marketing and team management. Insurance salesperson job responsibilities 9

1. Complete sales targets, establish and maintain customer relationships, and manage customer information;

2. Visit or call customers to understand customer needs, and provide information to potential customers Providing insurance solutions, quotations, resolving objections, etc.;

3. Actively develop new customers (concentrated customer resources), new business, and combine multiple business development models (careful delivery without fear of hardship and fatigue);

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, automobile insurance, logistics liability insurance, and life insurance, etc.; Insurance business Responsibilities of Member Position 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. Set plans to improve development according to market changes and customer needs;

4. Carry out insurance, renewal, insurance, and claim registration to prevent expiration. Insurance salesperson job responsibilities 11

1. Position identification information

Job title: Insurance salesperson

Department of sales manager: Sales department

Position level:——

Direct superior: Director of Business Department

Direct subordinate: None

2. Overview of job work

Insurance promotion and service, information feedback, executing the sales plan of superior leaders, solving all problems that arise in the product sales process, collecting payment, bridging the communication between the company and customers, representative of the company image, creator of customer interests, and promotion of company development who.

3. Job responsibilities and tasks

(1) Practical 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 director, complete personal and departmental sales target tasks for the month;

3. Carry out work in accordance with the company's sales staff work standards to safeguard the company's interests and image;

4. Carry out work with a positive attitude and good mental outlook, and strive to ensure the number and quality of attendees at each sales meeting;

5. Visit customers regularly, listen to customer opinions, do a good job in customer maintenance and service, and track changes in customer needs in a timely manner;

6. Collect payment in strict accordance with regulations;

7. Responsible for customer reception, sales signing, order negotiation and answering customer inquiries;

8. Deeply understand the company's corresponding sales policy, turn it into your own language, and express it fluently;

9. Ensure the smooth flow of communication tools designated by the company during working hours;

10. If the company's policies are adjusted, new products are launched, etc., the sales staff should promptly notify each customer according to the company's deployment to facilitate the implementation of the company's policies, the promotion of new products, etc.;

11. Attend sales meetings organized by the company on time and abide by the meeting order. Sales staff must consciously abide by the office system in the office, and when there is temporary work, they must actively cooperate with other staff to complete it.

(2) Information feedback

1. Record and summarize the daily home visits before leaving work every day, and formulate follow-up plans;

2. Report the work situation to the director before getting off work every day, and make requests for guidance on current issues at work;

3. Establish specific and detailed service files for your customers to ensure business quality;

4. Report to the director in a timely manner any questions raised by customers at work that exceed your authority to answer, and provide timely feedback to the customer on the results;

(3) Execution plan

1. Unconditionally obey the tasks assigned by superiors and execute them quickly;

2. Work together with other employees to complete tasks;

3. Ensure the number and quality of participants in each sales meeting, and work hard to achieve the goals of each sales meeting;

　4. Work hard to achieve monthly sales goals.

(4) Solving problems in the sales process

1. Master all information about the company's products and answer all customers' questions about the products;

2. When faced with problems that you cannot answer or solve during the sales process, report them to the director in a timely manner;

3. Listen carefully to customer complaints or suggestions, carefully record them, and report them to the sales back office for filing and feedback on handling suggestions after returning to the company; if they can be handled on the spot, try to deal with them in a timely manner, and report the problems and handling results to the sales back office for filing in a timely manner to avoid customers from recurring Prosecution.

(5) Recovery of payment

1. Collect payment on time to avoid dead debts and bad debts;

2. Develop an appropriate collection plan based on the customer's specific situation;

3. If a customer cannot repay on time due to special circumstances, the service representative should explain the situation to the company in a timely manner and come up with a solution.

(6) Maintaining the company’s interests and image

1. Maintain a good mental outlook, work hard, and work hard;

2. Carry out work in strict accordance with the company's designated salesperson work specifications and establish a good company image;

3. Carry out work with the interests of the company as the starting point and destination.

4. Work performance standards

(1) Information communication is timely and accurate, with zero error rate;

(2) Customers (including within the company) do not Complaints about the services provided;

(3) Customer feedback is delivered to the after-sales service department within 2 hours, and the entire problem handling process is monitored, and there are no further complaints from customers;

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(4) Complete the annual personal sales target, no customers are lost due to human factors, and new customers are developed;

(5) No bad debts or dead debts occur;

5. Job working relationships

(1) Internal relationships

1. Supervision: In terms of basic sales work, accept the instructions and supervision of the head of the business department;

2. Supervision performed: Marketing status of other similar products and companies;

3. Collaborative relationship: Collaborative relationship with the after-sales service department in handling customer issues.

(2) External relations

1. In terms of the company's payment recovery, contact the customer's finance department;

6. Job authority

(1) The right to confirm orders and repeated orders from customers;

(2) The right to make suggestions on the evaluation of customers’ spending power.

7. Job working hours

Work within the hours specified by the company's system. Sometimes you need to work overtime due to work needs.

8. Job working environment

Choose a company to work or visit customers according to the requirements of the work content.

9. Knowledge and education level requirements

(1) Marketing knowledge;

(2) Product trends and industry knowledge;

(3); Economic contract knowledge;

(4) Psychology knowledge;

(5) Basic computer knowledge and common software knowledge;

10. Job skill requirements

(1) Be familiar with all aspects of the company’s product information;

(2) Have good interpersonal skills and communication skills;

(3) ) Strong leadership skills;

(4) Have keen observation of the market;

(5) Have strong customer analysis capabilities.

11. Work experience requirements

College degree or above, majoring in economics and management or marketing. Except for special circumstances.

12. Other quality requirements

Applicants must have a healthy body and abundant energy; have a strong sense of responsibility and innovative spirit; be loyal to the company; there are no special gender or age requirements. Insurance salesperson job responsibilities 12

1. After participating in the standards provided by the company, be responsible for the agency sales and team management of the company's various financial products.

2. According to the phased strategic plan of the head office, 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 company activities and studies, and strictly abide by the company's various management systems.

5. Plan and set relevant plans according to market changes and customer needs to enhance individual or team development.

Insurance salesperson job responsibilities 13

1. Banking business, related products and services provided by Ping An Bank, such as Ping An Bank debit card, credit card, credit business, etc.;

2. Trust business and products, such as property trust plans, capital trust plans, etc.;

3. Enterprise annuity;

4. Based on the customer’s own property scale, quality of life, expected income goals and Risk tolerance and other relevant information are used to formulate a set of financial management suggestions for customers that meet their personal characteristics to ensure their financial independence and financial security;

5. Through deposits, stocks, bonds, funds, insurance, movables, We provide investment portfolios composed of various financial products such as real estate to design reasonable tax planning for customers to meet their long-term life goals and financial goals.

6. Securities business and futures products, such as stocks, bonds, etc.;

7. Life insurance (health, accident, pension, education fund, investment and financial management, savings dividends, group accident insurance, etc.)

8. Property insurance (auto insurance, equipment insurance, household property insurance, cargo transportation insurance, employer’s liability insurance, public liability insurance, etc.)

9. Ping An Haofang, Ping An’s good housing properties across the country can be recommended for sale. Customers enjoy Ping An’s internal discounts and high commissions for recommendations. Insurance salesperson job responsibilities 14

1. Life insurance, such as health, accident, pension, education fund, investment and financial management, savings dividends, group accident insurance, etc.;

2. Property insurance , such as automobile insurance, equipment insurance, home property insurance, cargo transportation insurance, employers' liability insurance, public liability insurance, enterprise annuity, etc.;

3. Engage in customer consultation, market research, new product sales and customer after-sales service (Renewal charges, security services, assistance with claims settlement, etc.) and other tasks.

4. Based on the customer’s own property scale, quality of life, expected income goals, risk tolerance and other relevant information, formulate a set of financial management suggestions for the customer that is consistent with their personal characteristics to ensure the customer’s financial independence and financial security ; Insurance salesperson job responsibilities 15

(1) After participating in the standardized training provided by the company, be responsible for the agency sales and training of the company's various financial products and team management.

(2) According to the phased strategic planning of the head office, complete the goals set by individuals or teams.

(3) After participating in professional customer service training, we will provide existing customers with your own way to serve customers.

(4) Actively participate in various activities and studies of the company, and strictly abide by the company's various management methods.

(5) Plan and set relevant plans according to market changes and customer needs to improve individual or team development. ;