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新华保险烟台中支财富销售总监董雪:“三心”服务铸品牌 专业制胜赢未来
Qi Lu Wan Bao·2025-08-18 10:00

Core Viewpoint - The article highlights the journey of Dong Xue, an insurance consultant at Xinhua Insurance, who has transformed from a novice to a leading figure in her team through dedication to professional development and exceptional customer service [1][6]. Group 1: Professional Development - Dong Xue joined the insurance industry at the end of 2019 and quickly recognized the importance of professional knowledge after an initial oversight led to a missed opportunity with a client [6]. - She actively pursued learning opportunities, including courses from Dr. Zheng Ronglu, and committed to staying updated on industry trends and product details to better serve her clients [6][9]. - Through meticulous service and understanding of client needs, she successfully designed comprehensive wealth protection plans, leading to her first significant policy of 100,000 [6]. Group 2: Customer-Centric Service - Dong Xue developed a "Three Hearts" service system: sincerity, dedication, and attention to detail, which has significantly enhanced her client relationships [8]. - She provided compassionate support to clients in distress, such as assisting a grieving client with claims and offering emotional support, which fostered deep trust and loyalty [8]. - Many of her clients have become personal friends, and over half of her new clients come from referrals by satisfied customers, demonstrating the effectiveness of her relationship-building approach [9]. Group 3: Recognition and Future Aspirations - Dong Xue received the 2025 IDA Copper Dragon Award, recognizing her outstanding service and performance, making her the only insurance consultant in Laiyang to achieve this honor [1][6]. - Despite her achievements, she remains committed to continuous improvement and client engagement, emphasizing the importance of being a reliable presence in her clients' lives [9]. - Dong Xue views her role in the insurance industry as one of love and responsibility, aiming to create more value for both her company and society in the future [9].