北京招聘

职位描述：
Role and responsibilities:

Communicating and coordinating with Customers (Individual and Family policies), Insurance companies, Sales team
Organizing follow ups with insurance companies, customer, sales team efficiently and pro-actively. Keeping a clean and organized Database (YS) and Medical Admin page.
Providing excellent customer service to clients and support to our Sales team particularly through very fast response time
Solving problems related to payments of policies, delays in processing application forms, and any problems related to the administration of Individual Medical Insurance policies.

Essential Job Functions:

Processing of Insurance Application forms, endorsements, cancellations (during the first year of validity of the policy)
Updating and monitoring of Pacific Prime database (YS) and Medical Admin page on a daily basis.
Maintenance of organized emails, email folders, outlook folders, and clean inbox at all times.
Answering to simple customer’s questions related to payments, administration of the policy
Keeping the customers updated about the status of the application (requesting for further medical information, confirm if policy is paid, give updates about the policy packs, etc.).
To fully support the sales team for the entire administration involved in the set up of the insurance policy.
To provide to the insurance companies all the details and paperwork needed in order to set up the medical insurance policy.


职位描述：

1.负责与客户（也包含个人及家庭保险政策）、保险公司及销售团队之间的沟通和协调
2.及时高效地跟进与保险公司、客户和销售团队之间的工作进展；保证数据库和医疗管理信息清楚明细
3.通过快速响应为客户和销售团队提供优质服务
4.帮助解决支付条款、申请延迟等所有涉及个人医疗保险相关的问题

日常工作内容：

在保单生效的第一年里协助办理保险申请表、续保、退保事宜
更新、监测公司数据库和医保指南信息
管理公众邮箱的邮件，做好分类管理并每天及时查收邮件
回答客户关于付款和保险条款的咨询
及时跟客户反馈各类申请的进度（收集更详细的医保信息，帮助确认保单是否已理赔，及时通知最新的保单套餐）
在新保单生效期间全力协助销售团队一切行政类事宜
配合保险公司提供所有新建保单需要的文件资料 举报 分享

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