人壽保險(xiǎn)業(yè)主要職務(wù)的工作說(shuō)明(編輯修改稿)
2025-05-05 11:04 本頁(yè)面
【文章內(nèi)容簡(jiǎn)介】 es acceptance of insurance. Approves the issue of policies and endorsements. Coordinates and supervises the work of subordinates.核保／保單經(jīng)理負(fù)責(zé)制訂及執(zhí)行公司的核保政策。複查投保申請(qǐng)書(shū)及有關(guān)資料。評(píng)估所涉及的風(fēng)險(xiǎn)，決定保費(fèi)及承保範(fàn)圍。與分保公司緊密聯(lián)絡(luò)，並決定應(yīng)否接受投保。批準(zhǔn)發(fā)出保單及附加條款。協(xié)調(diào)及監(jiān)督下屬的工作。MIDDLE MANAGEMENT LEVEL (Continued) 中層管理人員級(jí)（續(xù)）205Policy Owner Service/Claims ManagerDirects a plete range of satisfactory service to policyholders. Investigates and approves claims filed under an insurance policy or determines pany’s liability in claims. Oversees negotiation of settlement with claimants and remends litigation when necessary. Supervises and trains subordinates to provide prompt and courteous responses to customers’ enquiries and requests. Keeps and analyses claims statistics.保單服務(wù)／索償經(jīng)理向客戶(hù)提供週全的服務(wù)。調(diào)查及批準(zhǔn)根據(jù)保單提出的賠償要求，或決定公司在這方面的責(zé)任。監(jiān)察與索償者間的談判，並在有需要時(shí)建議訴訟行動(dòng)。監(jiān)督及培訓(xùn)下屬，使他們能迅速、適當(dāng)?shù)鼗貞?yīng)客戶(hù)的查詢(xún)和要求。保存及分析索償統(tǒng)計(jì)數(shù)字。207Sales Promotion/Marketing ManagerFormulates and implements training programmes to sales agents. Implements and coordinates marketing activities and launches promotion campaigns. Arranges sales conventions, conferences and seminars. Liaises with advertising agencies. Prepares promotion kits and provides services to sales force and agents.業(yè)務(wù)推廣／市場(chǎng)經(jīng)理制訂及執(zhí)行訓(xùn)練方案，培訓(xùn)業(yè)務(wù)代理員。執(zhí)行及協(xié)調(diào)市場(chǎng)推廣工作，並舉辦推銷(xiāo)活動(dòng)。安排業(yè)務(wù)會(huì)議及研討會(huì)。與廣告公司聯(lián)絡(luò)。製備宣傳套件，並為業(yè)務(wù)人員及營(yíng)業(yè)員提供服務(wù)。209Agency Administration ManagerManages the administration of various agencies of the pany according to predetermined guidelines. Coordinates with agency leaders and organizes career development programmes for agents. Evaluates sales operation and performances of agencies and agents.營(yíng)業(yè)部行政經(jīng)理根據(jù)既定指引，監(jiān)管各營(yíng)業(yè)處的行政工作。與營(yíng)業(yè)處的管理人員聯(lián)絡(luò)，並為營(yíng)業(yè)員籌辦職業(yè)發(fā)展計(jì)劃。評(píng)估推銷(xiāo)方法、營(yíng)業(yè)處的業(yè)績(jī)及營(yíng)業(yè)員的工作表現(xiàn)。MIDDLE MANAGEMENT LEVEL (Continued) 中層管理人員級(jí)（續(xù)）211Employee Benefits Administration/Claims ManagerDevelops and implements working procedures and guidelines for underwriting/claims and administering employee benefits plans. Provides prompt services and answers to clients and other departments on group insurance products and specific employee benefits. Oversees negotiation of settlement and remends litigation when necessary. Keeps and analyses statistics.員工福利行政／索償經(jīng)理制訂與執(zhí)行工作程序和指引，以便承保／賠償及管理員工福利計(jì)劃。就團(tuán)體保險(xiǎn)及特定的員工福利，向客戶(hù)及其他部門(mén)提供快捷的服務(wù)及回應(yīng)。監(jiān)察與索償者間的談判，並在有需要時(shí)建議訴訟行動(dòng)。保存及分析統(tǒng)計(jì)數(shù)字。213Employee Benefits Sales/Marketing ManagerDevelops employee benefits plans to meet the corporates’/employees’ needs. Identifies business opportunities and explores new markets. Develops
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