永达理李静：保险规划书写人生契约，为守护客户而战

Core Insights - The article highlights the importance of insurance in times of crisis, emphasizing the role of insurance brokers as guardians who provide support and solutions during challenging times [2][14] - It showcases the journey of Li Jing, an insurance broker at Yongdali, who transitioned from a corporate planner to a dedicated insurance consultant, focusing on client needs and values [4][14] Group 1: Professional Development - Li Jing began her career in the insurance industry in 2010, seeking to create direct value for clients rather than just working behind the scenes [4] - She joined Yongdali in 2014, transforming her role from an insurance agent to a client advocate, allowing her to offer a broader range of products and services [4][5] Group 2: Client Relationships - Li Jing has built strong trust with clients, exemplified by her relationship with a client named Sun Jianguo, who relies on her for risk planning [6][7] - The article illustrates a specific case where Li Jing provided tailored solutions for a client facing health challenges, demonstrating her expertise and commitment [5][6] Group 3: Claims Process and Challenges - The narrative describes a significant challenge when Sun Jianguo suffered a sudden health crisis, leading to a claim for insurance benefits [6][7] - Despite initial approval for a claim, a subsequent denial due to technicalities created a difficult situation for the client, highlighting the complexities of the insurance claims process [7][11] Group 4: Advocacy and Resolution - Li Jing initiated legal action to contest the claim denial, showcasing her dedication to client advocacy and the importance of thorough documentation in insurance claims [11][12] - After a lengthy legal battle, the court ruled in favor of the client, resulting in the full payment of the insurance claim, reinforcing the value of persistence and professional support [12][14] Group 5: Company Commitment - Yongdali provides a "Claims Service Guarantee" to ensure client interests are protected during disputes, reflecting the company's commitment to client service [8][14] - The company covered legal fees incurred during the claims process, demonstrating its dedication to client support beyond financial transactions [14]