[Introduction]: Do you know about this position if you are looking for or are already working as an insurance broker? Do you know what insurance brokers do? Do you know how to introduce yourself in an insurance broker interview? Do you know how to write an insurance broker’s work summary? ...... Maybe you don't know about these, but it doesn't matter. The editor has collected and compiled content about insurance brokers' job responsibilities, resume samples and other content for everyone. I hope it can help you find a job or understand the position of insurance brokers. Let's take a look.
What is insurance broker for
1. Definition of insurance broker.
Insurance Broker, Article 118 of the Insurance Law of my country stipulates that an insurance broker is an institution that provides intermediary services for the insured to enter into insurance contracts with the insured and collects commissions in accordance with the law based on the interests of the insured. (Note: Including insurance brokerage companies and their branches.)
2. Insurance broker job responsibilities 1.
1. Discover the insurance needs of potential customers and strive to become an insurance broker recognized by customers;
2. For the purpose of signing an insurance contract, formulate insurance plans for the insured and handle insurance procedures;
3. Responsible for one-stop after-sales service for comprehensive finance such as life insurance, auto insurance, securities, stocks, credit cards, loans, banks, etc.;
4. Assist or represent customers in insurance procurement, select suitable insurers and insurance plans;
5. Assist customers in insurance, payment and other procedures;
6. Review technical documents such as insurance agreements, insurance contracts, and insurance policies.
3. Insurance broker job responsibilities 2:
1. Customer development, visits the company's brand, promotes the company's products, and completes the signing (including accompanying the customer for physical examination and preliminary underwriting);
2. Investigate and survey the risks faced by the customer and provide a risk assessment report;
3. After an insurance accident occurs, assist the customer to report the case, collect report materials, inspect the scene, negotiate with the insurance company on behalf of the customer, etc.;
4. Claim the insurance company for the insured or beneficiary:
5. Deliver the insurance policy, provide after-sales service and renewal premiums;
6. Daily contact, regular insurance service and other work.
Insurance broker interview self-introduction
Sample 1:
Dear manager:
Hello!
My name is XXX. I am very happy to see that your company is recruiting for an insurance broker. Because I am currently looking for a job, I have read the requirements and benefits of this position of your company. I think I am quite suitable and try to be an insurance broker in your company.
In the insurance industry, I have been in the insurance industry for more than 3 years, and during this period I have sold hundreds of insurance units, from safety insurance, education insurance, and now real estate insurance. Along the way, the highest transaction volume of insurance sold reached more than 30 million, so I believe that I have the ability to gain a foothold in this industry and I am confident that I can be an excellent broker in your company. I hope you can consider me after reading this cover letter.
In addition, I have excellent interpersonal skills, excellent customer service skills, and the ability to get used to fast-paced and high-pressure work and thinking, and successfully complete the company's tasks. Based on these conditions, I believe that I will be the best candidate for your company's insurance broker.
Sample 2:
Dear leader:
Hello! I am a graduate of the XX class of insurance majoring in the Department of Finance and Insurance at XX University. During the four years of college study in my career, I have experienced failures and setbacks, success and happiness. I have been striving for it and never spared my efforts. As the saying goes, "A hard work leads to a harvest", my efforts have been rewarded. Through four years of professional courses in university, I can master and proficient in using professional knowledge and skills such as international finance, monetary banking, central banking, insurance, property insurance, life insurance, bank accounting, Western economics, etc., and master primary and intermediate computer knowledge, proficient in using Windows operating systems, able to edit and operate documents using WPS, Microsoft Word, etc., and also obtained a CET-6 English certificate. In study and life, I am a person who strictly demands myself, is enthusiastic about work, serious about learning, and has a team spirit. I like to communicate with people and I am good at organizing activities.I can also be proficient in using word, powerpoint, excel and other office software.
I believe that if our xx life insurance company's lecturer team can absorb me, I will definitely not disappoint the leader, will not discredit the team, and will definitely devote 100% enthusiasm to the work and bring greater benefits to the company with my greatest efforts.
Insurance broker resume self-introduction
Sample 1:
I am sincere, able to endure hardships, work hard, be optimistic and confident, have clear thinking, be good at learning new things, and be calm and calm at critical moments. My biggest feature is that I am diligent in studying and good at communicating. Learning can bring me rich knowledge and information, and accelerate my growth; effective communication allows me to always maintain my enthusiasm for work, enhance execution ability, and improve work efficiency.
Hobbies: reading, football, volleyball, outdoor travel.
Sample 2:
Be down-to-earth, enthusiastic, positive and cheerful, optimistic, sincere and humble; willing to accept new things, strong ability to accept and have a spirit of hard work; have a good team spirit and innovative spirit.
Work ability: Familiar with Windows, Excel and other systems operations, familiar with Office office software operations, and know how to communicate in English.
Familiar areas: physics education, foreign trade business processes, insurance sales.
Insurance broker interview FAQ
Generally speaking, when interviewing insurance companies will ask the following common questions:
1. First introduce yourself to the following (name, age, graduation school and major, previous work experience, etc.)
2. Have you learned about XX Insurance before, and what do you think of XX Insurance?
3. Are there any relatives and friends who have worked in the insurance industry? Or have you worked as an insurance agent or insurance claim before?
4. How many ways to promote insurance? What are the advantages and disadvantages? Which sales method can you accept?
5. When you contact strange customers, what process will you follow to understand the customer’s insurance needs? How to guide customer needs?
6. Can you bear the pressure when you encounter customer rejection many times? Can you stick to your own sales as always?
7. Do you like strong leaders or easy-going leaders? What kind of management atmosphere do you like?
8. If you are hired, how long will it take to join the company? Before going to an insurance company for an interview, you must clarify what you do: front-line and support. The front-line is mostly business personnel, marketing personnel, and market expansion personnel, with the core of collecting insurance premiums for expansion and development markets. There are also business channels development and maintenance personnel on the front line, such as bank insurance channels, postal channels, industry channels, 4S stores, etc.; the support mainly includes cashiers and accounting for planned finance; personnel and administrative offices; order submissions and underwriting (auto insurance, property insurance, personal insurance); risk control personnel; sales assessment promotion personnel.
Insurance broker cover letter production
Sample 1:
Dear leader:
Hello! Thank you for taking the time to read my self-recommendation materials during your busy schedule. I have long admired your company's reputation and know that your company has a strong strength, an active work atmosphere, a rigorous work attitude and extremely dynamic. If I can use the knowledge I have learned, it will be my honor to serve your company. I hope my self-recommendation can contribute my slim efforts to your company. The following is my job search introduction.
I am a graduate of the Department of Insurance in the School of Economics, XX University.
Time flies, four years of college are fleeting, and now I am standing at an important intersection in my life, full of excitement and excitement, ready to step into a brand new stage, full of light and opportunities, and full of competition and challenges. Here, I sincerely hope that your unit can give me an opportunity to realize the value of life, so that I can show myself and prove myself on this stage.
After four years of college, through systematic professional knowledge, I have a deep understanding of the subject of insurance, have deep theoretical knowledge and considerable practical operation skills. At the same time, we study legal knowledge by ourselves in our spare time and organically integrate insurance and legal knowledge. In addition, I also actively participate in various practical activities.In various activities, we have cultivated our own organizational management skills and teamwork spirit, been able to quickly integrate into the team, have strong adaptability and rapid learning ability, and have a high sense of responsibility.
The participation in practical activities not only allows me to exercise my abilities, but also allows me to understand many principles of dealing with people. People cannot just do what they want to do, but must do what they should do. On the road of life, they will continue to work hard, struggle, and always believe in "How can they all do their best, but they want to be ashamed of their hearts."
As a senior graduate, although they do not have rich work experience, I believe that as long as they have a high sense of responsibility for their work, and can actively study hard with a humble attitude, face every challenge bravely, and hard work will be rewarded, and nothing can be done.
I hope all leaders can consider me, and I eagerly look forward to your reply.
Sincerely
Salute!
Job seeker: XXX
XXXXXXXXXXXXXX
Sample 2:
Dear manager:
Hello!
My name is XX. I am very happy to see that your company is recruiting for insurance brokers. Because I am currently looking for a job and have read the requirements and benefits of your company for this position, I think I am quite suitable, so I wrote this cover letter to try to be an insurance broker at your company.
In the insurance industry, I have been in this industry for more than 3 years. During this period, I have sold hundreds of insurance units. From safety insurance, education insurance, and now real estate, the highest transaction volume of insurance sold has reached more than 30 million. Therefore, I believe that I have the ability to gain a foothold in this industry and I am confident that I can be an excellent broker in your company. I hope you can consider me after reading this cover letter.
In addition, I have excellent interpersonal skills, excellent customer service skills, and the ability to get used to fast-paced and high-pressure work and thinking, and successfully complete the company's tasks. Based on these conditions, I believe that I will be the best candidate for your company's insurance broker.
Zigong was tired of learning and told Zhongni, "I wish I could have some rest." Zhongni said, "I have no rest in life!" Life has no rest in life, and struggles endlessly. This is also my attitude towards life. If you are hired, you must work diligently and live up to expectations.
Finally, I wish your unit’s career prosperity and prosperity!
Sincerely
salute!
Job seeker: XXX
XXXXXX XX, XX,
Insurance broker written test questions
1. The following statement about the meaning of insurance is incorrect ( )
A. Insurance can share the losses of a few unfortunate insured persons by the insured who have not suffered losses
B. my country's "Insurance Law" defines insurance as commercial insurance behavior
C. Insurance is an important part of the social security system
D. Insurance is a method of risk management
2. The special monetary fund used to compensate or pay for economic losses, personal damage and income losses caused by natural disasters, accidents and natural laws of the human body, and is raised and established by insurance companies is ( )
A. Social insurance fund
B. Insurance fund
C. Insurance reserve
D. Social security fund
3. Homogeneous risks are generally similar risks to risk units in terms of ( ) and so on.
A. Type
B. Quality
C. Performance
D. Value
4. Insurance funds mainly come from ().
A. Insurance premium
B. Loan
C. Profit
D. Insurance company opening fund
5. From the perspective of insurance companies' financial management, insurance funds exist in the form of ( ).
A. Unexpired liability reserve
B. Compensation reserve
C. Premium income
D. Total reserve
6. The future method for theoretical liability reserve calculation is ().
A. The final value of the pure premium paid in the past minus the final value of the insurance premium paid in the past
B. The present value of the pure premium paid in the past minus the present value of the insurance premium paid in the past
C. The present value of the future insurance premium paid in the future minus the present value of the pure premium paid in the future
D. The present value of the past minus the present value of the pure premium paid in the future
7. The deductible amount of liability insurance is generally ().
A. Relative deductible
B. Absolute deductible
C. Cumulative deductible
D. No deductible
8. The insurance contract is an agreement that stipulates the insurance rights and obligations.
A. Policyholder and insurer
B. Policyholder and beneficiary
C. Policyholder and insured
D. Insured and insured
9. Life insurance liability reserve comes from the difference between the accumulated value of pure premium income and ( ) over the years.
A. The accumulated value of death payments in previous years
B. The accumulated value of all expenses over the years
C. The accumulated value of death payments in future
D. The accumulated value of cash value of insurance policy
10. The market price and insurance amount when a house is insured is 500,000 yuan. The total loss is caused by an insurance accident. The market price is 600,000 yuan when the total loss is caused. The insurer should compensate ().
A. 500,000
B. 600,000
C. 400,000
D. 300,000
Insurance broker work summary sample
1. Work aspect:
Today's work mainly includes the following three points:
First, help customers choose products objectively, and according to customer needs, a variety of solutions will generally be suggested for customers to choose;
Second, help customers provide comprehensive services to avoid refusal of compensation, refusal of insurance, etc. due to some unnecessary reasons;
Third, one-stop logistics services, including claims, insurance, etc.
2. Tomorrow's plan
1. See terms
critical illness insurance: single compensation, multiple compensation, return type, consumption type, saving type, anti-cancer insurance, each of dozens of hot-selling products, each with its own characteristics. Each clause and liability rate has its own advantages.
Medical insurance: millions of medical insurance, mid-range medical insurance, high-end medical insurance, specific disease medical insurance, overseas global medical insurance, small-scale hospitalization medical insurance, each type has a few or more types of life insurance: term life insurance, lifetime life insurance, and increased lifetime life insurance are also dozens of types. Each family has its own characteristics and is positioned differently.
Accident Insurance.........
2. View Underwriting and Underwriting Compensation
Underwriting: Age, health status, medical insurance card loan or past records, abnormal physical examination defects, family medical history, past hospitalization and medical treatment records, permanent area, whether BMI blood pressure is abnormal
Compensation: One annual Supreme Court insurance claim judgment case, 100 critical illness claims standards recognition, filling in medical case claims, insurance-related "Insurance Law", "Marriage Law", "Company Law" and other laws
3. Handle claims, annual policy inspection, insurance insurance business processing, etc.
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