With the step-by-step development of society, the frequency of job responsibilities is getting higher and higher. Making job responsibilities can maximize the scientific allocation of labor and employment. I believe that most people have a headache about how to make job responsibilities. The following is the job responsibilities of the general manager of an insurance company I compiled for you, which is for reference only and I hope it will help you.
Responsibilities of general manager of insurance company 1 responsibilities:
(1) Manage daily sales activities of outlets, maintain relationships, conduct training and business counseling, and reach business and assessment indicators on time;
(two) responsible for supporting services of outlets, including the distribution, collection and preliminary examination of documents and materials;
(three) to do a good job in customer service, including business consulting, insurance, policy delivery and security changes, compensation, surrender, claims and other procedures to assist in handling;
(four) to collect network information, improve the network management files, check the network management effect and business risks, and report and implement improvement measures in a timely manner;
(5) Complete other tasks assigned by the company.
Requirements:
(a) love the sales work and agree with the bank insurance business;
(two) at the age of 22~40, excellent conditions can be relaxed to 45 years old;
(3) College degree or above recognized by the state;
(four) good health, good appearance, no bad historical record;
(5) Good language skills, strong communication, coordination and public relations skills, enterprising spirit and service spirit;
(six) have a certain direct selling skills or potential, sales management experience is preferred.
Responsibilities of the general manager of an insurance company. Provide customers with fast, accurate and professional consulting and sales services;
2. Serve and maintain customers who have already made a deal, collect all kinds of questions raised by customers and report them in time;
3. Communicate with customers according to the customer resources provided by the company;
4. Sell the company's insurance products by telephone and online and achieve the sales target;
5. Complete other work assigned by the supervisor.
Responsibilities of the general manager of an insurance company. Actively expand the market, develop and accumulate customers, and establish and maintain the company's brand image;
2. Maintain a good customer relationship, do a good job in customer service, and assist customers in handling insurance, claims, preservation and other procedures;
3. Achieve the specified cost assessment indicators;
4. Actively participate in various activities organized by the company and the sales department, study diligently, and constantly improve professional skills; Actively cooperate with team members to maintain a harmonious team culture;
5. Consulting and training new people.
Responsibilities of the general manager of an insurance company. Responsible for the development of new customers and the maintenance of old customers, and complete the daily visit indicators;
2. Make a financial analysis of customers' insurance needs and formulate a complete insurance financing plan;
3. Assist enterprises and institutions to formulate employee welfare plans and provide group accident and medical risk protection services;
4. Provide personalized professional insurance financial services for the high-end customer market;
5. Provide customers with quality after-sales service, and assist customers in collecting insurance premium, insurance consultation, insurance policy preservation, accident settlement and other services;
6. Be responsible for the development and management of sales channels, as well as the construction, management, supervision, training and encouragement of sales teams, and plan and hold relevant business activities.
Responsibilities of general manager of insurance company 5 1. Serve corporate customers and individual customers, and provide all-round financial and insurance financing services for individual customers;
2. Through communication with customers, understand the existing problems and financial needs of family financial management;
3, according to the customer's physical condition, risk tolerance, health insurance demand analysis, release professional health care regimen, recommend appropriate insurance products;
4. By adjusting the proportion of deposits, stocks, bonds, funds, insurance and other wealth management products. , we can realize the rational allocation of assets, so that customers' assets can maintain and increase their value on the basis of safety and stability;
5. Contact customers regularly, report the income of wealth management products, introduce new financial services, wealth management products and financial market trends to customers, and maintain a good trust relationship.
6. Complete the personal performance indicators specified by the company.
Responsibilities of general manager of insurance company 6 1. Independently develop group or market business, and complete various performance indicators and tasks issued by EB department;
2. independently formulate EB scheme, organize bidding business negotiation, and provide on-site explanation service for customers;
3. Provide services and claim reports to customers on a regular basis. Follow up with customers and insurance companies in time for major cases, and do a good job in claims communication and negotiation;
4. Assist the e-commerce department to develop and popularize the e-commerce system;
5. Teach e-commerce professional skills (organize training) to branch account managers, assist account managers to draw up e-commerce plans, and assist branch account managers to conduct business negotiations on large projects.
Responsibilities of the general manager of an insurance company 7 Description of responsibilities:
1. Participate in the bancassurance business development plan of China Banking Division, and be responsible for promoting and reaching the bancassurance business plan and various business indicators of China Banking Division;
2. Participate in the design and development of training courses for bancassurance channels, and be responsible for the training and counseling of insurance business knowledge and skills of account managers in various business units of BOC;
3. Be responsible for the pre-sales service of the bancassurance business of various divisions of Bank of China, including subject matter inspection (including vehicle inspection), initial review of underwriting, production of large-scale project service books and accompanying exhibition industry;
4. Be responsible for the collection and business consultation of compensation case materials of various business departments of China Bank, and assist in after-sales services such as claims settlement of bancassurance channel business.
Requirements:
1, full-time bachelor degree or above (full-time college degree can be appropriately relaxed if the conditions are particularly excellent), major in insurance, finance, management and related fields, under 35 years old;
2, more than 2 years of insurance experience, with certain experience in sales or management of bancassurance channels;
3. Affinity, hard-working, hard-working, enterprising, recognizing the company's corporate culture, good team spirit, strong market and business development ability, training and counseling ability, marketing planning and promotion ability.
Responsibilities of the general manager of an insurance company. Responsible for the maintenance and business development of the outlets under their jurisdiction, assist the agent outlets to find prospective customers, promote the sales of insurance policies and complete the sales tasks of the outlets under their jurisdiction;
Two, responsible for the implementation of the training and counseling of the outlets under its jurisdiction;
Third, use spare time to actively find prospective customers, conduct independent sales, and complete the independent sales tasks assigned by the company;
Fourth, assist companies and agency outlets to provide after-sales service for customers;
5. Regularly analyze the passenger flow, sales performance and customer feedback information of agency outlets, put forward improvement suggestions, and report the sales trends and related information to the company in time;
Six, responsible for the guidance and inspection of the agency network insurance agency business, to ensure the quality of business, safeguard the company's reputation. Do a good job of contact, communication and coordination with agency outlets, and handle customer complaints;
Seven, assist the relevant competent departments to provide various documents and promotional materials for the agency outlets in a timely manner;
8. Actively participate in activity volume management and fill in activity volume tools, and use sales tools cautiously;
9. Participate in various meetings and training activities organized by companies such as morning meetings and evening parties;
X. Keep customer information well and strictly abide by the company's business secrets;
XI。 Complete other tasks assigned by the company.
Responsibilities of the general manager of an insurance company. Professionally recommend the insurance of the company's cooperative units to customers and make bills.
2. Familiar with the billing system of various insurance companies, skilled operation.
3. Be able to clearly explain the insurance clauses to customers.
4, according to customer demand, recommend the appropriate insurance content.
5. Do the follow-up work and claim settlement in time to protect the interests of customers to the greatest extent.
Responsibilities of general manager of insurance company 10 responsibilities:
1, develop innovative financial products with financial institutions according to market demand and combining the characteristics of the company's products, and be responsible for the landing of the products;
2. Responsible for the overall management of financial and insurance business, and promote the development of auto loan and auto insurance business;
3. Organize dealer credit and insurance business training to improve dealer business ability;
4. Cooperate with the marketing department to formulate credit promotion plans and publicity themes;
5. Regularly report the development of financial business to the company;
Requirements:
1, full-time bachelor degree or above, major in finance;
2. Familiar with national financial and industrial policies, familiar with the operation of automobile industry and automobile finance business, and have the ability to analyze industry development;
3. Good expression skills, strong communication and coordination skills, and strong learning ability.
Responsibilities of the general manager of an insurance company 1 1 1, responsible for compiling the management rules of the management department; Responsible for the implementation of relevant business management rules and regulations, and put forward opinions on handling violations and report them.
2, responsible for internal and external completion settlement plan, responsible for the implementation of internal and external completion settlement plan.
3. Keep abreast of the on-site construction progress, report monthly reports, quarterly reports and statistical data on time in strict accordance with the planning statistics management regulations, and report weekly production reports of key projects, monthly photos of key projects and various reports required by the company management office on time.
4. Before signing the subcontract, the project manager, deputy manager, chief engineer, safety department, quality department, material station and automobile shift must be organized to review the construction qualification and safety qualification.
5, to participate in the project construction contract disclosure, dynamic management of contract performance, responsible for subcontracting management, and regularly assess and evaluate subcontractors.
6, responsible for communication and cooperation with relevant departments, cooperate with the financial department to do a good job in financial budget management.
7. Responsible for the collection, collation and reporting of relevant laws, regulations and policies on the project site.
8. Complete other tasks assigned by the project manager.
Responsibilities of General Manager of Insurance Company 12 Responsibilities:
1. Develop business cooperation with insurance institutions and rescue agencies;
2. Maintain existing customer relationships and conduct in-depth business cooperation;
3. Be familiar with the company's products and analyze the market information, formulate targeted marketing plans for some insurance products, and manage and achieve the sales targets of the team and individuals;
4. Be responsible for product market expansion, channel development and establishment, implementation and monitoring.
Requirements:
1, know the insurance industry, and have worked in group insurance, individual insurance, auto insurance or rescue organizations of insurance companies is preferred;
2. Experience in customer development and maintenance of tourism-related medical rescue services;
3. Rich customer resources and good customer relationship are preferred.
Responsibilities of General Manager of Insurance Company 13 Responsibilities:
1, improve the company's financial system, strengthen the internal personnel management of the finance department, and ensure the smooth workflow;
2. Establish, optimize and improve the financial system, team building and staff training, formulate relevant internal financial indicators, and do a good job in performance appraisal;
3. Carry out the daily management of the finance department in an all-round way;
4. Prepare the company's annual budget, and follow up and analyze the budget implementation;
5, in strict accordance with the budget management, supervision of the rational use of funds;
6. Study tax policies and make tax planning.
Requirements:
1, bachelor degree or above, major in accounting, financial management or taxation;
2. At least 5 years working experience in financial management;
3, familiar with the insurance industry accounting system and tax laws and regulations;
4. Familiar with the operation of mainstream financial software, such as UFIDA and Kingdee, and skillfully use office series office software.
5, intermediate title or above;
6. Good conduct, integrity, strong sense of responsibility, positive attitude and strong ability to withstand pressure.
Responsibilities of the general manager of an insurance company. Insurance account managers cooperate with bank financial planners and wealth managers to provide professional insurance services for major customers;
2. According to customers' risk preferences and wealth goals, tailor-made exclusive wealth preservation and inheritance plans for private customers, provide comprehensive, personalized and personalized wealth insurance services, and give professional advice on law, taxation and accounting.
3. Be responsible for introducing and selling insurance products to bank customers;
4. Responsible for achieving the sales target of the designated bank outlets and coordinating with the bank personnel;
5. Responsible for insurance services related to outlets and customers.
Responsibilities of the general manager of an insurance company. Actively expand the market, develop and accumulate customers, and establish and maintain the company's brand image;
2. Maintain a good customer relationship, do a good job in customer service, and assist customers in handling insurance, claims, preservation and other procedures;
3. Achieve the specified cost assessment indicators;
4. Actively participate in various activities organized by the company and the sales department, study diligently, and constantly improve professional skills; Actively cooperate with team members to maintain a harmonious team culture;
5. Consulting and training new people.
Responsibilities of the general manager of an insurance company: 16 1, responsible for accepting and handling customer complaints within the scope of authorization;
2. Responsible for the implementation of various customer service work carried out by the company;
3. Responsible for planning value-added and customer care services;
4. Responsible for training employees on customer service policies, rules and implementation norms;
5. Be responsible for receiving the customer's telephone claim report;
6, responsible for the transfer of ultra vires complaints, and is responsible for the statistics and analysis of complaints;
7, responsible for customer satisfaction survey.
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