承保专员
中美联泰大都会人寿保险有限公司HangzhouUpdate time: May 6,2019
Job Description

1、负责核保结论解释、高额保件初审、体检件核保处理及业务渠道核保咨询

in charge of the explanation of the insurance checking conclusion; preliminary examination of the high-sum policies; deal with the insurance checking cases with physical examination; in charge of the consultation of insurance check of business channels

2、负责新契约个险保单初步审核及权限内保单(不限于非体检件)的签批

in charge of the preliminary approval of individual policies of new contract; sign and approve the policies with authority(not confined to non-physical examination cases)

3、负责权限内保全核保件及理赔后核保件的审核、签批

in charge of the examination and approval of cases of the CS insurance check and claimed insurance cases within authority

4、负责外勤的核保培训讲义撰写、授课(每周固定2次)

in charge of draft the training material and lecture of insurance check of stuff work outside the office

5、负责契约调查并撰写调查报告(全年5、6起)

in charge of the contract research and draft of research reports(5 or 6 per year)

6、体检中心的沟通与维护,体检费用的结算

in charge of the communication and maintenance of physical examination center; settlement of physical examination fees

7、负责回访管理中特殊事件的处理和协调

in charge of the procession and coordination of special cases o calling-back management

8、负责电销后台的流程和人员管理工作,以及电销后台外包人员的管理和快递公司的协调

in charge of the backstage procedure and personnel management of telephone sales; management of the outsource stuff of telephone sales backstages and coordination with delivery enterprise

9、部门长交办的其他工作.

Other work assigned by the director

任职要求:

两年以上寿险公司核保或契调工作经验

2+ years' experience in insurance underwriting and contract investigation.

职能类别: 保险理赔 保险内勤

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上班地址:杭州市西湖区万塘路18号黄龙时代广场A座3层

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