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載 ? 業(yè)務(wù)管理 ? 經(jīng)紀(jì)人手冊 (PAM)樣本 ? 客戶日常管理 ? 客戶服務(wù)文件管理 - Internal Management Plan (timetable) Profitability Review Account Service Planning Claims Review Broking Strategy Top Level Contact 保險經(jīng)紀(jì)公司運營與業(yè)務(wù)管理-完善的內(nèi)部管理體系 來自 中國最大的資料庫下載 ? 業(yè)務(wù)管理 ? 經(jīng)紀(jì)人手冊 (PAM)樣本 ? 客戶日常管理 ? 客戶服務(wù)文件管理 A current Client Stewardship Report A current Client Service Status Record Service Activity / Status/ Assignment Date / Date Due Staff Assignment/ Date Completed Renewal Confirmation Letter Other key document/minutes 保險經(jīng)紀(jì)公司運營與業(yè)務(wù)管理-完善的內(nèi)部管理體系 來自 中國最大的資料庫下載 ? 業(yè)務(wù)管理 ? 經(jīng)紀(jì)人手冊 (PAM)樣本 ? 客戶日常管理 ? 客戶信息數(shù)據(jù)庫 client profile information current financial date key staff, contacts and addresses risk manager’s background, authority and reporting relations description of client operations and locations anization history including acquisitions and disposals Sedgwick Account Management Team information current information on insurance/risk management programe Other broker/direct insurer involvement and other relevant background, documentation/product brochures 保險經(jīng)紀(jì)公司運營與業(yè)務(wù)管理-完善的內(nèi)部管理體系 來自 中國最大的資料庫下載 ? 業(yè)務(wù)管理 ? 經(jīng)紀(jì)人手冊 (PAM)樣本 ? 客戶日常管理 ? 續(xù)保文件 broking plan copies of declarations or originals quotation terms from insurers ? 客戶服務(wù)狀況記錄 are prepared by the Account Manager and updated monthly maintain a record of all outstanding service mitments ? 會議紀(jì)要 - all meetings with clients/insurers decision taken/technical advice given/information exchanged must be confirmed in writing to the client within 7 days 保險經(jīng)紀(jì)公司運營與業(yè)務(wù)管理-完善的內(nèi)部管理體系 來自 中國最大的資料庫下載 ? 業(yè)務(wù)管理 ? 經(jīng)紀(jì)人手冊 (PAM)樣本 ? 客戶日常管理 ? 報酬 - our remuneration reflects the added value of the services provided under the Service Agreement including: all account servicing and broking costs/all claims servicing costs/all risk services costs/disbursements and other costs not forming part of hourly charge Hourly rate ? 溝通規(guī)范與標(biāo)準(zhǔn) Correspondence Report Minutes of meeting Telephone conversation notes 保險經(jīng)紀(jì)公司運營與業(yè)務(wù)管理-完善的內(nèi)部管理體系 來自 中國最大的資料庫下載 ? 業(yè)務(wù)管理 ? 經(jīng)紀(jì)人手冊 (PAM)樣本 ? 年度審核 ? 服務(wù)協(xié)議 ? 風(fēng)險識別與評估 ? 客戶情況審核 ? 風(fēng)險審核 ( risk review index) ? 內(nèi)部客戶服務(wù)審核 ? 客戶服務(wù)計劃 ? 內(nèi)部管理計劃 ? 客戶服務(wù)總結(jié)報告 ( client stewardship report) 保險經(jīng)紀(jì)公司運營與業(yè)務(wù)管理-完善的內(nèi)部管理體系 來自 中國最大的資料庫下載 ? 業(yè)務(wù)管理 ? 經(jīng)紀(jì)人手冊 (PAM)樣本 ? 客戶服務(wù)監(jiān)控 ? 續(xù)保策略 ? 保險安排策略( broking strategy)- timing standards ? 保險安排計劃( broking plan) ? 與客戶的續(xù)保準(zhǔn)備會 – timing standards: 10 weeks before renewal plete information request forms (declarations) discuss client expectations review insurer claims service review and agree your proposed broking strategy discuss duty of disclosure secure required underwriting information and additional risk analysis date as agreed agree upon the content and format of our renewal report review and agree upon our renewal report timetable 保險經(jīng)紀(jì)公司運營與業(yè)務(wù)管理-完善的內(nèi)部管理體系 來自 中國最大的資料庫下載 ? 業(yè)務(wù)管理 ? 經(jīng)紀(jì)人手冊 (PAM)樣本 ? 續(xù)保策略 ? 詢價文件提交( broking submission) - timing standards:8 weeks before renewal ? 與客戶的正式續(xù)保會議 – timing standards: no later than 15 days before renewal ? 客戶服務(wù)計劃 ? 保險摘要/保險手冊 (timing standards: within 60 day of renewal)