1, strictly implement the relevant management regulations of insurance companies on various types of insurance, master the terms, terms interpretation, insurance types, insurance types interpretation, rates, rates interpretation and computer invoicing operation procedures of various types of insurance, and work carefully;
2. Understand and master the objectives and tasks of new car insurance issued by the company;
3. Be directly responsible for the errors in the entered policy contents and the loss of documents;
4. For the business that exceeds the authority, the sales consultant should be informed and reported to the company leader for handling according to the procedure. Some problems in the work should be reported to the department leaders in time so as to improve in time;
5. Patiently answer related business inquiries from customers, sales consultants or other department personnel;
6. Be responsible for the inquiry and insurance consultation of policy information by customers and sales consultants;
7. Inform the sales consultant of the latest underwriting policy and claims related matters;
8. The insurance policies issued on the same day must be processed and registered every day.
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.