車保續保專員的崗位職責是什么?
問 車(che)保續保專員的(de)崗位(wei)(wei)職責(ze)是什么?聽說這(zhe)個(ge)崗位(wei)(wei)工(gong)資挺(ting)好的(de),所(suo)以我想這(zhe)邊了解一下(xia)這(zhe)個(ge)崗位(wei)(wei)的(de)職責(ze)。
答 1、 受理(li)客(ke)(ke)戶(hu)(hu)投、續(xu)保(bao)(bao)(bao)(bao)(bao)業(ye)務,分(fen)析(xi)客(ke)(ke)戶(hu)(hu)車輛(liang)類(lei)型,結合保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)產(chan)品(pin)品(pin)種(zhong)向客(ke)(ke)戶(hu)(hu)推薦(jian)險(xian)(xian)(xian)(xian)種(zhong),計算相(xiang)(xiang)關資(zi)費(fei)。 2、 查(cha)看(kan)客(ke)(ke)戶(hu)(hu)上年度的(de)(de)(de)車險(xian)(xian)(xian)(xian)保(bao)(bao)(bao)(bao)(bao)單,收(shou)集客(ke)(ke)個人或(huo)企業(ye)車輛(liang)辦(ban)理(li)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)的(de)(de)(de)行(xing)駛證(zheng)、上年度保(bao)(bao)(bao)(bao)(bao)單、個人身份證(zheng)或(huo)企業(ye)營(ying)業(ye)執(zhi)照等材料(liao)的(de)(de)(de)復(fu)印件(jian)辦(ban)理(li)交強(qiang)險(xian)(xian)(xian)(xian)或(huo)車輛(liang)商業(ye)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)。 3、 第一時(shi)間(jian)接聽(ting)客(ke)(ke)戶(hu)(hu)出險(xian)(xian)(xian)(xian)電(dian)話(hua),為客(ke)(ke)戶(hu)(hu)提供咨(zi)詢服務,協(xie)助(zhu)客(ke)(ke)戶(hu)(hu)遞(di)交理(li)賠資(zi)料(liao)。 4、 提醒(xing)客(ke)(ke)戶(hu)(hu)買(mai)年票,車稅(shui),年審。 5、聯絡(luo)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)到期(qi)的(de)(de)(de)客(ke)(ke)戶(hu)(hu),并促(cu)成客(ke)(ke)戶(hu)(hu)續(xu)保(bao)(bao)(bao)(bao)(bao)完成。 6、收(shou)集整理(li)客(ke)(ke)戶(hu)(hu)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)信息的(de)(de)(de)、做(zuo)好(hao)(hao)統計分(fen)析(xi)記錄,并定(ding)期(qi)反饋。 7、追蹤跟進(jin)從(cong)未在公(gong)司續(xu)保(bao)(bao)(bao)(bao)(bao)的(de)(de)(de)保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)客(ke)(ke)戶(hu)(hu),了解(jie)續(xu)保(bao)(bao)(bao)(bao)(bao)意(yi)向。 8、維系(xi)(xi)好(hao)(hao)與保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)公(gong)司的(de)(de)(de)合作(zuo)關系(xi)(xi)。 9、定(ding)期(qi)與財務進(jin)行(xing)相(xiang)(xiang)關保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)業(ye)務的(de)(de)(de)對(dui)賬工(gong)作(zuo)。 10、解(jie)答各項保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)業(ye)務的(de)(de)(de)咨(zi)詢工(gong)作(zuo)。 11、解(jie)決(jue)續(xu)保(bao)(bao)(bao)(bao)(bao)客(ke)(ke)戶(hu)(hu)關于保(bao)(bao)(bao)(bao)(bao)險(xian)(xian)(xian)(xian)業(ye)務的(de)(de)(de)投訴。 12、建(jian)議、改(gai)善續(xu)保(bao)(bao)(bao)(bao)(bao)流(liu)程促(cu)進(jin)續(xu)保(bao)(bao)(bao)(bao)(bao)業(ye)績的(de)(de)(de)達成。