What kind of certificate do insurance policymakers have to take?

What is an insurance policymaker? The insurance company has never had this position, be cheated out of it! It must be doing business, this is just a recruitment talk, if you admit to do insurance, don't continue to be deceived!

Obtain the unit qualification certificate.

Insurance ** person qualification certificate.

Take the ** person qualification certificate, and then find a company to open a work number for you to issue a bill!

Don't mess with it.

This depends on the management requirements of each company.

There are many things that the issuer needs to know: the company's internal control management requirements, and the content of various terms.

After understanding these things, if your insurance company does not have the above specific requirements for the signator's certificate, you can let you sign the policy.

The insurance company's issuer is responsible for guiding customers to fill in documents, collect information, check information, enter into the system, collect premiums, print and clear documents, etc., and is also responsible for answering customers' inquiries about insurance products and terms and handling customer complaints. The details are as follows:

1. Introduce insurance products, terms and conditions, and answer customers' inquiries about underwriting procedures, premium amounts, underwriting policies, etc.;

2. Register the questions that cannot be answered on the spot, transfer them to the relevant departments in time, and follow up in time;

3. Inform the required documents, receive the insurance and correction information provided by the customer, guide the customer to fill in the documents, review the authenticity and completeness of the materials, and conduct a preliminary review according to various regulatory requirements and the underwriting regulations of each company;

4. Upload the insurance image data to the underwriting business system, collect the premium from the customer, prepare the policy and clear and file it;

5. Receiving customers who come to complain, the attitude should always be enthusiastic and active, from the perspective of customers, pay attention to appeasing customer emotions, and avoid the intensification of conflicts and escalation of complaints;

6. In the process of handling customer complaints, attention should be paid to discovering the defects of the company's products, business and services, and timely put forward suggestions and suggestions for improvement to relevant departments.

The insurance policymaker is the underwriting counter staff, who is mainly responsible for guiding customers to fill in documents, collect information, check information, enter into the system, collect premiums, print and clear documents; Responsible for answering customers' inquiries about insurance products and payment content and handling customer complaints.

The insurance policy issuer is mainly to enter the insurance policy information provided by the policyholder or the insurance person into the special business procedures of the insurance company, without much difficulty, and then submit the insurance policy to the underwriter, when the underwriter checks the policy and submits it back to the policymaker, the policyholder prints the insurance documents according to the regulations. The issuer should pay attention to check whether the information provided by the policyholder or insurer is accurate, and carefully enter the business procedures, and need to master the general insurance business knowledge.

The term "insurance company" refers to all kinds of commercial insurance companies that have been established with the approval of the insurance regulatory department and registered in accordance with the law. The term "branch of an insurance company" refers to the branch, branch company or business department of an insurance company that has applied for establishment and engaged in insurance business in accordance with the law. Except with the approval of the China Insurance Regulatory Commission, the branches of insurance companies shall not be in other forms.

The certificate, called the insurance ** person qualification certificate, is a national unified examination, sponsored by the insurance industry associations around the country, you can register every week, the registration fee is 60 yuan, and you can get the certificate by paying 5 yuan after the exam, and then you can engage in insurance work; If you join the insurance company first, then the company will organize your exam.

Hello. I'm from an insurance company.

Insurance companies don't lie.

A certificate of qualification is required.

If you do not have this qualification, you are not allowed to sign a ticket.

There will be a period of training before the exam.

The payment is not paid by the insurance company itself.

It's the state.

1. When you enter an insurance company, the requirements for different positions are different. Internal office is only a general term for formal employees, and there are computer majors - information posts, accounting-finance, cashier posts, claims posts - medical majors, and automobile majors are preferred, and most of the remaining positions have weaker professional requirements, and some positions have academic requirements without professional restrictions. For example, the headquarters (first-tier cities), branches (generally provincial capitals), branch companies (prefecture-level cities), and business departments (county-level cities) of a national insurance company are very difficult to enter.

2. The conditions that an insurance salesman needs to meet are: (A person engaged in insurance business is called an insurance salesman.) ）

1.In terms of mandatory requirements: it is necessary to obtain the "Insurance Practitioner Qualification Certificate", have no criminal record, and are not prohibited persons announced by the financial regulator.

2.In terms of personal ability and career planning: you need to have a wide range of contacts or network development ability, good morality, excellent eloquence, stable family relations and a certain economic foundation, good psychological quality, etc., of course, you have to be more diligent than the vast majority of industry practitioners.

Article 6 of the Regulations on the Administration of Insurance Marketers shall pass the qualification examination for insurance practitioners organized by the China Insurance Regulatory Commission (hereinafter referred to as the qualification examination) and obtain the qualification certificate for insurance practitioners (hereinafter referred to as the qualification certificate).

3.Salary: The income of insurance salesmen is mainly based on insurance sales commissions (including new and renewal commissions), but also includes the interests of the Basic Law, organizational development, company benefits, etc. There will be certain differences in the interests of different insurance companies.

Due to the lack of mentality and skills of marketers who have just entered the industry, different insurance companies will give a basic salary ranging from 600 to 5000 according to the conditions of the newcomers, which lasts for 3-10 months, as a subsidy policy for newcomers. After joining the company for a period of time, you will enjoy other basic law benefits, including service allowance, quarterly bonus, 13-month retention bonus, year-end bonus, etc., and the income will be evenly distributed according to performance.

In order to motivate the inheritance of excellent marketers' marketing skills, insurance companies usually have a piece of income to reward marketers for building their own teams, and give different titles such as director, manager, supervisor, etc., so that they can enjoy the income of the team's performance commission, and the larger the team, the higher the income. In addition, there are benefits provided by insurance companies according to different ranks of salesmen, including accident medical insurance, pension insurance, etc., and benefits provided by different performance volumes, including rewards during business sprints, as small as towels and water cups. Big to travel abroad, Mercedes-Benz, BMW, etc.

In general, the salary is mainly oriented to sales performance, and team management will also have an impact on the salary. An excellent insurance salesman can basically reach an annual salary of hundreds of thousands or even millions.

1. According to the "Insurance Law" and the "Regulations on the Administration of Insurers", personnel engaged in insurance business must hold the "Insurance Qualification Certificate" issued by the national insurance regulatory authority.

2. The major that needs to be studied should be: economics, international economics and science, public finance, finance, national economic management, economy, insurance, financial engineering, credit management, network economics, investment, real estate management and estimation, statistics, taxation, taxation, etc., and the insurance industry needs to have a broad and solid foundation in modern economics, finance, insurance and actuarial theory.

3. Registration conditions for the "Insurance Qualification Certificate": Citizens of the People's Republic of China who are at least 18 years old and have a high school degree or above or equivalent (Note: from February 2003, after the adjustment of the national nine-year compulsory education or above) (must hold the "People's Republic of China Resident Identity Card").

The requirements for the document clerk are higher, and the customs broker is easier to test.

Customs declarants are also known as corporate customs declarants and corporate customs declarants. English is the customer broker, and the representative office includes the person who belongs to the enterprise (unit) to the customs for customs declaration of import and export goods, tax payment and other customs procedures. The customs declarant of the enterprise (unit) needs to register with the customs.

Customs declarant is not a freelancer, can only be employed in accordance with the law in the customs registered consignee or consignor or enterprise, on behalf of the enterprise and the customs business, China Customs Law prohibits customs declarants from illegally accepting others to engage in business activities, customs declarants must have a certain level of knowledge and practical business ability, familiar with the import and export of goods related to the law, foreign trade and commodity knowledge, proficient in Sun Wuxiao customs laws, rules and regulations, with business skills.

Document clerk refers to the foreign settlement business, with the buyer and seller in the import and export business to use the documents, for the delivery of goods, transportation, insurance, commodity inspection, foreign exchange settlement and other personnel, with the gradual strengthening of the foreign trade industry certificate system, more and more employers and job seekers recognize the foreign trade qualification certificate, the market demand for foreign trade talents is getting higher and higher.

It is reflected in the improvement of the requirements for traditional foreign trade positions, which can not only master the latest professional knowledge, but also hold the qualification certificate issued by the state. The main work of the clerk is a series of business activities, such as review, document preparation, document review, document transmission and archiving, etc., which has the characteristics of large workload, wide coverage, strong timeliness and high requirements.