Qi Lu Wan Bao·2025-08-18 06:47Core Insights - The article highlights the journey of Jiao Dandan, a successful insurance manager at Xinhua Insurance, showcasing her dedication to customer service and professional growth [1][5][10] Group 1: Career Development - Jiao Dandan transitioned from sales to the insurance industry in March 2017, attracted by the flexible working hours that allowed her to balance family and career [5] - Initially struggling to secure clients, she persevered and improved her skills, leading to her promotion to branch manager in September 2019 [5][7] - She achieved significant recognition, including the IDA Copper Dragon Award for two consecutive years in 2023 and 2024, and set ambitious goals for her future performance [7] Group 2: Customer Service - Over her eight-year career, Jiao Dandan has served 1,052 clients and handled 35 claims, totaling 1.56 million yuan in claims [1][10] - She emphasizes the importance of lifelong customer service, building trust through her genuine personality and professional expertise [10] - Jiao Dandan's approach to client interactions has led to numerous referrals and repeat business, demonstrating her effectiveness in client relationship management [10] Group 3: Team Building - Jiao Dandan actively engages in team activities, providing detailed customer needs analysis to help her colleagues understand client requirements better [9] - She serves as a mentor to her team, offering professional advice to enhance their financial planning capabilities [9]