'1. Consulting and Sales
(i) Customers: Protecting the most important things for Techcombank's customers:
- Introduce and advise on insurance products most suitable for each stage of customers' lives (protecting health, family, finances, personal assets...)
- Bring customers the best experience in terms of service quality before and after sales
- Complete all necessary documents for the Customer's Insurance contract, assist customers with medical examinations, hand over insurance documents to customers, and assist customers with claim procedures, and submit compensation claims in accordance with the regulations of TCB and insurance partners
- Handle and resolve urgent/unscheduled customer support requests in a quick, timely, and satisfactory manner.
- Look for opportunities to introduce customers to other sales forces at Techcombank (For example: cards, accounts, savings,...)
- Be the first point of contact for customers when they have support requests, inquiries, or insurance-related problems.
- Store and update daily/weekly/monthly reports on sales results/customer referral results from Techcombank's sales force
(ii) Service: Creating and ensuring service quality and relationships with customers
- Build strong, good relationships with customers, so they always believe that "Techcombank is the best insurance product provider"
- Be the first point of contact for customers when insurance-related needs arise.
- Ensuring the best service quality in every step of the customer's experience journey
- Proactively provide services to customers to strengthen relationships (remind renewal fees, keep in touch with customers on special occasions/promotion programs,...)