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新华保险潍坊中支营业部总监焦丹丹:真诚塑服务 专业赢未来
Qi Lu Wan Bao· 2025-08-18 06:47
Core 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]
契约之外,那些被时间兑现的承诺
Yang Guang Wang· 2025-08-15 08:49
Core Insights - The article emphasizes the vital role of insurance agents as not just salespeople but as essential support figures in managing risks and providing emotional and financial assistance during crises [1][11][12] Group 1: Role of Insurance Agents - Insurance agents are portrayed as guardians of families, providing crucial support and guidance in times of need, exemplified by the story of Wu Han and his family [2][3] - The narrative highlights the importance of professional advice from agents, as seen in the case of Wang Nana, who helped clients understand the long-term implications of insurance decisions [2][4] - Agents like Wei Jie and Xu Lihong are depicted as dedicated professionals who build trust and provide personalized service, transforming the perception of insurance from mere contracts to meaningful support [5][6][10] Group 2: Impact of Insurance on Families - The article illustrates how timely insurance payouts can significantly alleviate financial burdens during health crises, as demonstrated by Wu Han's experience with his child's illness [3][4] - It discusses the emotional relief and security that insurance provides to families, reinforcing the idea that insurance is a safety net in uncertain times [1][11] - The stories of various agents show that their commitment goes beyond selling policies; they actively engage in helping clients navigate complex situations, thereby enhancing the overall value of insurance [6][10][12] Group 3: Professionalism and Trust - The article underscores the importance of professionalism in the insurance industry, with agents like Wang Nana and Wei Jie emphasizing the need for thorough understanding and communication with clients [4][5] - Trust is a recurring theme, as clients often rely on agents for guidance and support, which is crucial in maintaining long-term relationships [6][7] - The narrative suggests that the success of insurance agents is measured not just by sales but by the trust and satisfaction of their clients, highlighting a shift towards a more service-oriented approach in the industry [6][12]
翻山越岭的承诺 中国人寿用脚步丈量服务温度
Yang Guang Wang· 2025-08-12 06:27
Core Viewpoint - The article highlights the commitment of China Life Insurance Company to provide personalized and accessible services to clients in remote areas, emphasizing the importance of human touch in the digital age [1][6]. Group 1: Service Commitment - China Life Insurance has conducted 597 on-site service visits in 2024, demonstrating their dedication to reaching clients in challenging terrains [1]. - The company’s service team embodies the "iron foot" spirit, ensuring that their promise of lifelong protection reaches every corner that needs warmth [1]. Group 2: Case Studies of Service - A case is presented where a staff member traveled 50 kilometers through difficult terrain to assist an elderly client with a lapsed insurance policy, taking a total of 6 hours for the service [2][3]. - Another instance involves a manager who traveled approximately 100 kilometers to help a disabled client access survival benefits, showcasing the lengths the company will go to ensure client satisfaction [4]. - A ten-year effort to locate a policyholder for a small claim of 50 yuan illustrates the company's commitment to fulfilling promises, regardless of the amount involved [5][6]. Group 3: Human Touch in Service - The article emphasizes that despite advancements in technology, the personal touch and human interaction remain irreplaceable in providing insurance services [6]. - The narrative of the company’s staff overcoming physical and logistical challenges to deliver services reinforces the idea that genuine care and commitment are at the heart of their operations [6].
新华保险泰安中支业务经理泥荣荣:每一个平凡的改变,都在改变平凡
Qi Lu Wan Bao· 2025-07-14 11:08
2011年,临近而立之年的泥荣荣在家相夫教子,随着孩子一天天长大,天性随和同时又爱闯敢拼的她觉得 自己的人生不该如此按部就班,应该实现一番抱负才不枉此生。曾经一位朋友闲时总是相约一起逛街购 物,起初她以为这位朋友也是在家相夫教子,之后才得知原来她是新华保险的一名销售人员,每天早会之 后,可以外出见客户,时间相对自由,于是泥荣荣动了心。市区不大,公司不远,以前经常从门口经过, 一直没有留意过,没想到,自己心心念念的人生方向,将会在这里开启。 以情为系,让保险更有温度 做保险成功的人,有的是靠人脉,有的是靠自己,而泥荣荣就属于后者。从农村走出来打拼,赤手空拳, 举目无亲,但有肯吃苦、肯下功夫的韧劲。对于寿险营销员来说,最宝贵的莫过于客户资料了。"小白"泥 荣荣骑着摩托车,走街串巷、披星戴月,硬是把娘家和婆家的亲戚朋友见了个遍。其间,有过质疑,有过 数落,但也收获了赞赏和肯定,以及自己的首批客户。她说:"保险交流其实是软性服务,可长可短咱就 取长,可厚可薄咱就取厚,总有客户会感受到我们的心意"。她记得客户的每个特殊日期,比如客户生 日、纪念日……每年为客户做保单整理,帮助客户做保险规划。 客户有理赔需求时,她总是第 ...
人保财险南京直属一营 / 科技营业部中标江苏国信沙洲企财险项目
Jiang Nan Shi Bao· 2025-07-03 06:34
Group 1 - The core achievement is the successful bid for the corporate property insurance project by Nanjing PIC, covering multiple insurance types such as property insurance, machinery damage insurance, and liability insurance [1][2] - The project is significant as it strengthens Nanjing PIC's leading position in the important client sector and injects strong momentum into the high-quality development of the municipal branch's legal business [2] - The project is part of a national-level energy project operated by Jiangsu Guoxin Group, which is also a key clean and efficient power energy project in Jiangsu Province [2] Group 2 - The project team demonstrated high efficiency and professionalism during the bidding process, effectively coordinating with provincial and municipal institutions and monitoring market competition [1] - The team utilized their extensive past project experience to design a comprehensive risk management service plan tailored to the characteristics of the supercritical reheating unit [1] - Nanjing PIC plans to continuously improve its service offerings and deepen its engagement with important provincial clients to provide higher quality and more professional insurance services [2]