保险经纪公司运营与业务管理教材.ppt

业务管理 经纪人手册 (PAM)样本 　续保策略 询价文件提交（broking submission) －timing standards：８weeks before renewal 与客户的正式续保会议 – timing standards: no later than 15 days before renewal 　客户服务计划 　保险摘要／保险手册 (timing standards：within 60 day of renewal) -type of policy -insurer(s) -policy number -policy term -description of coverage/extensions/exclusions 保险经纪公司运营与业务管理－完善的内部管理体系 业务管理 经纪人手册 (PAM)样本 　续保策略 　保险摘要／保险手册 (timing standards：within 60 day of renewal) -limit(s) -deductible(s)/retension(s) -additional insureds -policy territory -cancellation conditions -principal uninsured risks -claims procedures -declaration requirements -account management team -change and development procedure 保险经纪公司运营与业务管理－完善的内部管理体系 业务管理 经纪人手册 (PAM)样本 　续保策略 　保险摘要／保险手册 (timing standards：within 60 day of renewal) -business description -named insured -important notices/disclosure details -anything else required by the client 　保险文件的审核 保险经纪公司运营与业务管理－完善的内部管理体系 业务管理 经纪人手册 (PAM)样本 　理赔服务 　establish and document claims handling procedures provide an appropriate claims recording system where required, provide analysis of claims and uninsured losses ensure the selection/appointment of competent loss adjusters, ideally in advance of a loss provide assistance to the client in the preparation and formulation of claims give professional advice and service to ensure satisfactory claims settlement by regular outstanding claim review audits monitor the performance of loss adjuster, and insurers’ claims settlements and administration 保险经纪公司运营与业务管理－完善的内部管理体系 业务管理 经纪人手册 (PAM)样本 　防止业务流失及避免招标策略 　 　服务质量控制 　Client Audit client audit will be undertaken by an independent team to be determined by the CEO to ensure that - the delivery of our service is in line with the Service agreement - our clients’ risk management programs are tailored to their needs and specified requirements - our account administration is being maintained according to these stan