Ella zhang

Insurance Business Support

• Policy Management: Be responsible for the daily management of insurance policies, including the entry, update, and organization of policy information to ensure the accuracy of policy information. At the same time, track the processes of policy activation, renewal, modification, etc., and promptly remind customers and insurance advisors of relevant matters. I am capable of using systems such as CRM proficiently.
• Document Preparation and Organization: Assist insurance advisors in preparing various documents and materials required for insurance business, such as insurance application forms, risk assessment reports, insurance contracts, etc., and classify and file them according to company regulations for easy access at any time.
• Premium Calculation and Verification: Based on the information provided by insurance advisors, assist in calculating insurance premiums, and verify them with insurance companies or relevant systems to ensure the accuracy of premiums.
• Claims Assistance: When customers submit claims, assist insurance advisors in collecting and organizing claim materials, submit the claim applications to insurance companies, track the progress of claims, and promptly report the claim results to customers and insurance advisors.

Market Research and Analysis

• Market Information Collection: Keep an eye on the dynamics of the insurance market, collect industry information, the dynamics of competitors, and market trends, etc., to provide references for insurance advisors.
• Data Analysis: Assist insurance advisors in analyzing customer data and market data, dig out potential customer needs and market opportunities, and provide support for formulating sales strategies.

Team Management

• Lead and manage a team of insurance agents, providing guidance, training, and motivation to ensure high - performance levels.
• Set clear goals and targets for the team, and monitor their progress towards achieving these objectives. Conduct regular performance evaluations and provide feedback to team members.

Business Development

• Develop and implement strategies to increase insurance sales and market share. Identify new business opportunities and potential customer segments.
• Build and maintain relationships with key clients, brokers, and partners to enhance business cooperation and drive growth.
• Ensure excellent customer service by addressing client inquiries, complaints, and claims in a timely and professional manner.
• Monitor customer satisfaction levels and take proactive measures to improve the overall customer experience.
• Have in - depth knowledge of various insurance products offered by the company. Train team members on product features, benefits, and sales techniques.
• Develop marketing materials and promotional strategies to effectively communicate the value of insurance products to potential customers.

Market Analysis and Reporting

• Stay updated on market trends, competitor activities, and regulatory changes in the insurance industry. Analyze market data to identify emerging opportunities and threats.
• Prepare regular reports on team performance, business results, and market insights for senior management to support decision - making.
  

• Conducted thorough risk assessments for prospective clients to accurately determine appropriate coverage levels based on individual needs.
• Facilitated regular client reviews to discuss policy updates, changes in needs or circumstances, and any additional coverage requirements.
• Maximized policy renewals by proactively reaching out to clients well in advance of expiration dates and addressing any concerns or questions.
• Enhanced policyholder retention rates through effective communication, personalized account management, and prompt issue resolution.