What are the responsibilities of insurance consultants?

What are the responsibilities of insurance consultants?

Insurance consultants are required to have rich knowledge of automobile insurance claims, be familiar with the business process of insurance loss determination and claims, and be able to quickly estimate the maintenance cost of accident vehicles. What are the responsibilities of insurance consultants? The following is what I have compiled for you about the responsibilities of insurance consultants. Welcome to reading. Please pay attention to the forum for more exciting content.

Responsibilities of insurance consultants:

1. Responsible for the research, interpretation, training, formulation and promotion of the company's insurance products;

2. Assist in on-site sales interviews and provide customers with insurance demand analysis, product scheme design and explanation, customer maintenance and after-sales service;

3. Be responsible for the professional training of business parties, improve the overall level and professionalism of business parties, and ensure that all business parties should know, understand and apply insurance wealth management products;

4. Responsible for the sales support and marketing management of insurance products, and pay attention to the domestic and international insurance direct selling markets and the market conditions of key enterprises;

5. Tap the marketing potential of Fortune Center and promote its continuous growth in performance.

Extended reading:

Responsibilities of the advisory position

Responsibilities 1: Responsibilities of consulting position

1. Participate in industry customer management consulting projects and solve marketing and operation management problems;

2. Organize and participate in daily communication and business interviews with customers independently, understand business problems and needs, and propose solutions;

3. During the project, independently complete the investigation and report writing of the specified content;

4. Fully communicate with customers, correctly, clearly and comprehensively understand customer needs, design consulting plans according to customer needs, and clearly convey design ideas and work results to customers;

5. Organize the implementation and completion of internal projects to realize knowledge innovation in professional fields and consulting fields.

Responsibility 2: Responsibilities of the consulting position

1. Participate in the business negotiation of consulting projects and promote consulting cooperation.

2. Analyze customer demand and write project proposal.

3. Diagnose and analyze customers' problems, and provide consulting plans and suggestions.

4. Guide consultants to carry out consulting services.

5. Participate in the methodology construction and related research of consulting system.

6. Coordinate and promote the implementation of the module consulting plan.

Responsibility 3: Responsibilities of the consulting position

1. Answer customers' education consultation calls and provide professional education consultation services;

2. Visit parents to bring their children home and make a detailed analysis and diagnosis of students' learning situation. According to the actual English level of students, make a study plan to promote parents to register.

3. Be responsible for the relevant procedures of enrollment, and input and sort out the relevant information of students;

4. Participate in the market research and promotion of the school.

Responsibility 4: Responsibilities of the consulting position

1. Cooperate with department leaders to complete the promotion work arranged by the company;

2. Be responsible for the promotion of the company's network platform in the region and the implementation of various activities;

3. Collect and promote relevant information to understand the actions of competitors in the industry;

4, familiar with the school curriculum, timely feedback dynamic information;

5. Establish a good brand image;

6. Have a certain writing skills, be good at online hype, and often be active in major forum communities;

7. Assist the statistical network to promote evaluation; Use network promotion for marketing;

8. Planning, organizing and promoting work; Responsible for the implementation, process monitoring and evaluation of the network promotion plan; Supervise the implementation of network promotion strategy;

9. Organize and coordinate the network promotion work of other personnel.

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