Insurance account manager refers to the person who is responsible for managing the team to expand sales channels, develop new customers and sell insurance products issued or sold by the company. The following is the information about the insurance account manager that I have compiled for you. Welcome to reading. Please pay attention to the forum for more exciting content.

Responsibilities of insurance account manager

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.

Job requirements of insurance account manager

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. Honesty and trustworthiness and good teamwork spirit;

4. Confidence in meeting challenges and enthusiasm for work;

5. Have good self-time management skills;

6. Engaged in bank account manager, credit card sales, fund sales, real estate sales representatives, pharmaceutical sales representatives and other industries is preferred.

Job Description of Insurance Account Manager

1, sales and promotion of the company's products;

2, according to the marketing plan, complete the sales target of the department;

3. Open up new markets, develop new customers and increase the sales range of products;

4. Collect and analyze the regional market information of competitors;

5. Plan and implement the sales activities in the sales area and complete the sales tasks;

6. Manage and maintain customer relationships and long-term strategic cooperation plans between customers.

Extended reading:

The work content of the account manager

Post quality requirements:

1. Moral quality. Should have a strong sense of responsibility and professionalism, and strictly observe the secrets of the company and customers.

2. Marketing skills. Be able to comprehensively use market segmentation, market positioning and marketing means.

3. comprehensive knowledge. Have a deep understanding of finance, marketing and law, and be familiar with all aspects of the company's business.

4. Analytical ability. Be able to understand all aspects of your work scope, be able to conduct a comprehensive analysis of customers, and have a strong foresight of customer needs.

5. Planning ability. The work objectives are clear and feasible, the plan is feasible, the budget arrangement is accurate and effective, and the work progress is orderly.

6. Coordination ability. I am good at expressing my views and opinions, maintaining a good working relationship with the management and business level of the company, and having a strong team spirit.

A qualified account manager must have good social communication and organization and coordination skills, modern management consciousness and team spirit of time management, warm and cheerful personality, a sense of responsibility, familiarity with product functions, and strong experience in market research and customer development management.

Job responsibilities:

For different industries and different companies, there are different requirements for the formulation of the responsibilities of account managers. The following are some common job responsibilities:

1. Contact the customer

The account manager is the "ambassador" who has full authority to contact customers on behalf of the company. Customers only need to find the account manager if they have product requirements. Account managers should actively and frequently keep in touch with customers, understand their needs, guide them and provide them with "one-stop" service in time.

2. Develop customers

For existing customers, account managers should keep in constant contact with them, while for potential customers, account managers should actively develop them. There are two meanings here. First, customers are not customers of our company now and need to develop. Second, although the customer is now a customer of our company, the customer has not found some needs and needs guidance urgently.

3. Marketing products

According to the company's business policy, business plan and job requirements for account managers, conduct in-depth research on the market and put forward their own marketing direction, work objectives and operation plan; In the interaction with customers, the account manager should actively prepare to promote the company's products. In addition, we should be good at discovering customers' business needs and actively suggest and recommend applicable products to customers. Customer's new demand should be reported to relevant departments in time.

4. Internal coordination

The account manager is the center of the company's external service, and every account manager is the company's friendly hand to customers. Therefore, every business that the account manager "grasps" is the wealth of the company and needs the full assistance of all relevant departments. Account managers have the responsibility to play the role of coordination center and guide customers to complete each business smoothly and accurately.

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