2. Communicate with customers and assist them to make appointments, and provide insurance consultation, expense settlement and other services for customers; ?
3. Keep in touch with insurance companies, communicate insurance project matters, determine the priority of customers' interests, and assist superiors in reviewing insurance company contracts; ?
4. Assist in insurance prequalification, verify insurance coverage and strictly follow prequalification procedures; ?
5. Independently complete the insurance-related work entrusted by superiors and assist customers in handling insurance-related matters;
6. Answer and record the incoming call information and send it to the receiver;
7. Maintain the front desk working environment, doctor information and related marketing materials; ?
8. Complete the customer satisfaction survey as required; ?
9. Provide translation services when necessary; ?
10, assist in the demand and inventory of administrative supplies, and save and copy medical documents when necessary; ?
1 1, and update the professional knowledge in time according to the clinical needs; Other work arranged by the leader.
Article 117 of the Insurance Law of People's Republic of China (PRC) (Revised) stipulates that "an insurance agent is an institution or individual that collects commissions from the insurer according to the entrustment of the insurer and handles insurance business on behalf of the insurer within the scope authorized by the insurer". The second paragraph stipulates that "insurance agencies include professional insurance agencies specializing in insurance agency business and part-time insurance agencies engaged in insurance agency business."
With the development of society, the types of insurance companies have also changed, so it is appropriate to classify insurance agencies. It can be concluded that the bank insurance agency business is an insurance agency.