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Illness Home/Contents/Personal Property 保險(xiǎn)經(jīng)紀(jì)公司運(yùn)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 Risk Review Index (風(fēng)險(xiǎn)審查指引) Marine Hull Worker’s Compensation Director’s and Officer’s Liability Professional Indemnity Client’s Annual Report New Business Report or acquisition details Current Insurance Summary Renewal/Broking File Current Client Service Plan (timetable) Uninsured Risk Review/Prerenewal Meeting Prerenewal Declaration 保險(xiǎn)經(jīng)紀(jì)公司運(yùn)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 - Current Client Service Plan (timetable) Renewal Negotiation Renewal Report Renewal Meeting Placement Confirmation Policy Document Issue Premium Notices Insurance Manual Review Asset Values Adjustment Premium Notices Advice/Assistance Claims Services 保險(xiǎn)經(jīng)紀(jì)公司運(yùn)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 - Internal Management Plan (timetable) Account Monitoring Service Call (for account manager) Insurance Summary Site Visit Insurer Visit Client Entertainment Uninsured Risk Insurance Review Client Account Review Internal Account Review Stewardship Report PreRenewal Meeting Renewal Meeting 保險(xiǎn)經(jīng)紀(jì)公司運(yùn)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 - Internal Management Plan (timetable) Profitability Review Account Service Planning Claims Review Broking Strategy Top Level Contact 保險(xiǎn)經(jīng)紀(jì)公司運(yùn)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(xiǎn)經(jīng)紀(jì)公司運(yùn)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(xiǎn)經(jīng)紀(jì)公司運(yùn)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(huì)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(xiǎn)經(jīng)紀(jì)公司運(yùn)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(bào)酬 - our remuneration reflects the added value of the services provided under the Service Agreement including: all account servicing and