In life insurance companies, customer service personnel are generally divided into A counter, B counter, inner counter and outer counter. Cabinet A refers to the customer service staff of municipal companies, cabinet B refers to the customer service staff of county-level companies, while the outer cabinet only refers to the customer service staff of the insurance company's business hall (handling various businesses externally), and the inner cabinet you mentioned refers to the customer service staff working outside the business hall. This is a general statement, not a specific position. It may be a new contract, a claim settlement, or other positions such as file management and document management. The counter is prepared in the background, so you don't need to pull the insurance policy, but you can also do some business to earn some extra money!
I. Responsibility:
1. Provide consulting services at the counter:
According to customer service standards and industry management rules, answer counter customers' inquiries, and provide consulting services on products, insurance, policy change and due payment. To ensure customer satisfaction;
2. Accept and review policy changes, claims and payments due:
According to the relevant rules of industry management, accept the application for policy customer information and insurance plan change, claim settlement, due payment, etc. Submitted by counter customers, and review the integrity, accuracy and validity of the data to ensure that the preservation and claims data meet the company's business management regulations;
3, policy changes, claims, renewal fees, due payment procedures:
Under the guidance of industry management rules, according to the data audit results, handle the procedures of policy information change, small payment, due payment and counter renewal payment within the scope of authority, ensure the compliance and accuracy of counter services such as preservation, claim payment, due payment and renewal payment, and maintain customer satisfaction;
4. Handling of customer complaints:
Responsible for receiving and accepting customer complaints, understanding the situation, doing a good job of explanation and appeasement, handing over to relevant departments to complete complaint handling, and feeding back the handling results in time to ensure that customer complaints are solved in a timely and effective manner and maintain customer satisfaction;
5, making business statements:
Make customer service report, sort out problem types, summarize customer service requirements, and submit it to customer service supervisor for business analysis and decision-making.
You are willing to go to the information is useful!
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.