Insurance customer service refers to the insurer's provision of product information, quality assurance, performance of contractual obligations, customer preservation, dispute resolution and other services to customers through smooth and effective service channels at the contact stage with existing customers and potential customers, as well as additional services based on customers' special needs and special concerns.

Responsibilities of insurance customer service

1, responsible for providing users with professional insurance knowledge consultation and services according to customer requirements;

2. Recommend insurance types and related wealth management products, and formulate insurance plans;

3, responsible for regular professional insurance business counseling and lectures;

4. Responsible for the follow-up customer service of the insured customers.

Requirements for insurance customer service

1, love the financial industry, have relevant knowledge of the financial industry, have certain basic knowledge of finance, and have the ability to continue learning financial knowledge;

2. Strong market development ability of middle and high-end customers, good customer communication ability, relationship management ability and excellent marketing skills;

3. Have good self-time management skills;

4. Those who have worked in bank account manager, credit card sales, fund sales, real estate sales representatives, pharmaceutical sales representatives and other industries are preferred.

Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.