What are the specific responsibilities and work contents of the customer service specialist of the insurance company?

1. Data collection. In the company's daily marketing work, collecting customer information is a very important job, which is directly related to whether the company's marketing plan can be realized. The collection of customer service information requires customer service specialists to carefully extract customer information files every day in order to pay attention to the development trends of these customers.

2. data collation. The customer information files extracted by the customer service specialist are submitted to the customer service supervisor, who will sort out the information, analyze and classify it, and assign special personnel to manage all kinds of information, requiring timely updates every day to avoid omissions.

3. Data processing. According to the principle of balancing the number of customers and giving consideration to business ability, the customer service supervisor assigns it to the relevant customer service specialists. The customer in charge of the customer service specialist should communicate with the customer within one week and make detailed records.

Second, pay irregular return visits to different types of customers.

The needs of customers are constantly changing. Through the return visit, we can not only understand the needs of different customers and market consultation, but also find out the shortcomings in our work, remedy and adjust in time, meet customer needs and improve customer satisfaction.

Return visit methods: telephone communication, email communication, SMS service, etc.

Return visit process

Extract the customer information that needs to be paid a unified return visit from the customer file, distribute it to the customer service specialist after statistics, and communicate with the customer by telephone (or email, etc.). ) and carefully record the results of each customer's return visit, fill in the return visit record form (this form is the information carrier of return visit activities), and finally analyze the results, write a return visit summary report, and file the final data.

As for the questions to be asked in the interview, each interviewer may ask different questions. Some interviewers may ask, "What do you think is the job responsibility of a customer service specialist?" Some may just ask you to describe your previous work experience and weigh whether you are qualified for the position of customer service specialist from the work experience you described. Specific analysis of the specific situation.

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