保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理

1、l完善的內(nèi)部管理體系完善的內(nèi)部管理體系l全面化的信息管理系統(tǒng)全面化的信息管理系統(tǒng)l個(gè)性化的客戶服務(wù)體系個(gè)性化的客戶服務(wù)體系l實(shí)用高效的實(shí)用高效的培訓(xùn)體系培訓(xùn)體系l保險(xiǎn)招投標(biāo)流程與技術(shù)保險(xiǎn)招投標(biāo)流程與技術(shù)l其它其它保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理n 財(cái)務(wù)管理財(cái)務(wù)管理n行政管理行政管理n業(yè)務(wù)管理業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n財(cái)務(wù)管理財(cái)務(wù)管理 財(cái)務(wù)管理制度財(cái)務(wù)管理制度財(cái)務(wù)管理軟件財(cái)務(wù)管理軟件稅務(wù)處理稅務(wù)處理n行政管理行政管理

2、行政管理手冊(cè)行政管理手冊(cè) 會(huì)議室的使用會(huì)議室的使用 快遞服務(wù)快遞服務(wù) 緊急疏散程序緊急疏散程序 接受發(fā)出傳真程序接受發(fā)出傳真程序 接受發(fā)出信件程序接受發(fā)出信件程序 手機(jī)電話卡手機(jī)電話卡 告示板告示板 辦公室安全日常維護(hù)辦公室安全日常維護(hù) 幻燈機(jī)投影儀的使用幻燈機(jī)投影儀的使用 復(fù)印機(jī)設(shè)備復(fù)印機(jī)設(shè)備 辦公文具和辦公室設(shè)備辦公文具和辦公室設(shè)備 采購(gòu)采購(gòu) 前臺(tái)工作規(guī)定前臺(tái)工作規(guī)定 電話系統(tǒng)和電話留言電話系統(tǒng)和電話留言 出差安排出差安排 每周活動(dòng)報(bào)告每周活動(dòng)報(bào)告保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n行政管理行政管理員工手冊(cè)員工手冊(cè) 聘用聘用員工個(gè)人資料

3、員工個(gè)人資料著裝著裝工資管理工資管理員工福利員工福利培訓(xùn)及學(xué)費(fèi)考試費(fèi)用補(bǔ)償培訓(xùn)及學(xué)費(fèi)考試費(fèi)用補(bǔ)償 休假休假 處罰規(guī)定處罰規(guī)定保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n行政管理行政管理員工手冊(cè)樣本員工手冊(cè)樣本 公司介紹（組織機(jī)構(gòu)人員聘用原則發(fā)展目標(biāo)）公司介紹（組織機(jī)構(gòu)人員聘用原則發(fā)展目標(biāo)）工作崗位（職位業(yè)績(jī)考核與評(píng)價(jià)培訓(xùn)計(jì)劃聘用合工作崗位（職位業(yè)績(jī)考核與評(píng)價(jià)培訓(xùn)計(jì)劃聘用合同工作時(shí)間與地點(diǎn)聘用的終止）同工作時(shí)間與地點(diǎn)聘用的終止）工資（加入公司及離職時(shí)工資支付津貼加班費(fèi)法工資（加入公司及離職時(shí)工資支付津貼加班費(fèi)法定扣除：稅、社會(huì)保險(xiǎn)自愿扣除：公司補(bǔ)充養(yǎng)

4、老金、貸定扣除：稅、社會(huì)保險(xiǎn)自愿扣除：公司補(bǔ)充養(yǎng)老金、貸款慈善捐款）款慈善捐款）員工福利（年假病假時(shí)的工資支付醫(yī)療體檢產(chǎn)假員工福利（年假病假時(shí)的工資支付醫(yī)療體檢產(chǎn)假陪審服務(wù)及出庭：工資公共義務(wù)：地方法官、市政議員陪審服務(wù)及出庭：工資公共義務(wù)：地方法官、市政議員男性員工產(chǎn)假喪葬假志愿者服務(wù)假人身意外傷害男性員工產(chǎn)假喪葬假志愿者服務(wù)假人身意外傷害保險(xiǎn)海外旅行保險(xiǎn)選擇性福利：牙科保險(xiǎn)、打折俱樂(lè)保險(xiǎn)海外旅行保險(xiǎn)選擇性福利：牙科保險(xiǎn)、打折俱樂(lè)部會(huì)員資格、打折優(yōu)惠個(gè)人保險(xiǎn)如家財(cái)和汽車保險(xiǎn)等、休部會(huì)員資格、打折優(yōu)惠個(gè)人保險(xiǎn)如家財(cái)和汽車保險(xiǎn)等、休閑旅游打折服務(wù)、抵押服務(wù)、選擇性個(gè)人壽險(xiǎn)、個(gè)人理財(cái)閑旅游打折服務(wù)

5、、抵押服務(wù)、選擇性個(gè)人壽險(xiǎn)、個(gè)人理財(cái)咨詢服務(wù)、個(gè)人納稅服務(wù)如稅額計(jì)算）咨詢服務(wù)、個(gè)人納稅服務(wù)如稅額計(jì)算）保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n行政管理行政管理員工手冊(cè)樣本員工手冊(cè)樣本員工福利（員工福利（無(wú)息年票貸款結(jié)婚獎(jiǎng)勵(lì)長(zhǎng)期服務(wù)獎(jiǎng)勵(lì)取得職無(wú)息年票貸款結(jié)婚獎(jiǎng)勵(lì)長(zhǎng)期服務(wù)獎(jiǎng)勵(lì)取得職業(yè)資格獎(jiǎng)勵(lì)退休禮物介紹引進(jìn)新員工獎(jiǎng)勵(lì)公司體育與休業(yè)資格獎(jiǎng)勵(lì)退休禮物介紹引進(jìn)新員工獎(jiǎng)勵(lì)公司體育與休閑設(shè)施旅行與購(gòu)物打折：公司團(tuán)體優(yōu)惠提前退休：退休指閑設(shè)施旅行與購(gòu)物打折：公司團(tuán)體優(yōu)惠提前退休：退休指導(dǎo)過(guò)度退休：四天工作制延期退休在職死亡福利：公司導(dǎo)過(guò)度退休：四天工作制延期

6、退休在職死亡福利：公司團(tuán)體年金計(jì)劃公司用車購(gòu)買(mǎi)公司用車團(tuán)體年金計(jì)劃公司用車購(gòu)買(mǎi)公司用車）雇員利潤(rùn)分享計(jì)劃雇員利潤(rùn)分享計(jì)劃公司期權(quán)獎(jiǎng)勵(lì)計(jì)劃公司期權(quán)獎(jiǎng)勵(lì)計(jì)劃醫(yī)療保險(xiǎn)（團(tuán)體計(jì)劃選擇性計(jì)劃：不享有團(tuán)體計(jì)劃的員工）醫(yī)療保險(xiǎn)（團(tuán)體計(jì)劃選擇性計(jì)劃：不享有團(tuán)體計(jì)劃的員工）保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n行政管理行政管理員工手冊(cè)樣本員工手冊(cè)樣本年金與在職死亡福利年金與在職死亡福利員工職責(zé)（義務(wù)：遵守各種規(guī)定、政策、維護(hù)公司利益員工職責(zé)（義務(wù)：遵守各種規(guī)定、政策、維護(hù)公司利益健康與安全：防火、緊急疏散、緊急醫(yī)療救助、公司保健康與安全：防火、緊急疏散、緊急醫(yī)

7、療救助、公司保安、辦公室內(nèi)務(wù)管理事故報(bào)告緊急傷病處理股票操安、辦公室內(nèi)務(wù)管理事故報(bào)告緊急傷病處理股票操作：內(nèi)部消息影響股價(jià)保密信息過(guò)失與疏忽違法活作：內(nèi)部消息影響股價(jià)保密信息過(guò)失與疏忽違法活動(dòng)：自律與揭發(fā)信息技術(shù)安全：硬件的安全、資料數(shù)據(jù)動(dòng)：自律與揭發(fā)信息技術(shù)安全：硬件的安全、資料數(shù)據(jù)的安全、版權(quán)、未授權(quán)的軟件：盜版）的安全、版權(quán)、未授權(quán)的軟件：盜版）外部聘用（必須報(bào)管理層批準(zhǔn)）外部聘用（必須報(bào)管理層批準(zhǔn)）利益沖突（親屬）利益沖突（親屬）接受與贈(zèng)送禮品（金額限制）接受與贈(zèng)送禮品（金額限制）缺席工作通知缺席工作通知個(gè)人信息變更通知個(gè)人信息變更通知與媒體的溝通（報(bào)專門(mén)部門(mén)）與媒體的溝通（報(bào)專門(mén)部門(mén)

8、）著裝著裝保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理項(xiàng)目管理項(xiàng)目管理項(xiàng)目報(bào)備項(xiàng)目報(bào)備項(xiàng)目小組項(xiàng)目小組費(fèi)用支持費(fèi)用支持技術(shù)支持技術(shù)支持保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理業(yè)務(wù)操作規(guī)范與流程業(yè)務(wù)操作規(guī)范與流程 規(guī)范規(guī)范在提供服務(wù)前須要求客戶簽署授權(quán)委托書(shū)或服務(wù)協(xié)議在提供服務(wù)前須要求客戶簽署授權(quán)委托書(shū)或服務(wù)協(xié)議續(xù)保通知須在保單到期前個(gè)月遞交給客戶續(xù)保通知須在保單到期前個(gè)月遞交給客戶所有重要業(yè)務(wù)電話應(yīng)進(jìn)行書(shū)面記錄所有重要業(yè)務(wù)電話應(yīng)進(jìn)行書(shū)面記錄所有重要業(yè)務(wù)會(huì)議應(yīng)準(zhǔn)備會(huì)

9、議紀(jì)要所有重要業(yè)務(wù)會(huì)議應(yīng)準(zhǔn)備會(huì)議紀(jì)要保險(xiǎn)起保后個(gè)月須向客戶提供保險(xiǎn)手冊(cè)（重要告知保保險(xiǎn)起保后個(gè)月須向客戶提供保險(xiǎn)手冊(cè)（重要告知保險(xiǎn)摘要索賠程序聯(lián)絡(luò)方式）險(xiǎn)摘要索賠程序聯(lián)絡(luò)方式）所有電子版文件郵件須打印并存檔所有電子版文件郵件須打印并存檔在接收傳真和文件后須蓋在接收傳真和文件后須蓋“接收日期時(shí)間接收日期時(shí)間”章章傳真件發(fā)出后須蓋傳真件發(fā)出后須蓋“傳真已發(fā)傳真已發(fā)”章章客戶信函（包括電子郵件）須在個(gè)工作日內(nèi)回復(fù)，緊急客戶信函（包括電子郵件）須在個(gè)工作日內(nèi)回復(fù)，緊急信函（包括電子郵件）須在當(dāng)日回復(fù)信函（包括電子郵件）須在當(dāng)日回復(fù)保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完

10、善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 業(yè)務(wù)操作規(guī)范與流程業(yè)務(wù)操作規(guī)范與流程 流程流程向客戶發(fā)出保險(xiǎn)問(wèn)卷向客戶發(fā)出保險(xiǎn)問(wèn)卷收到問(wèn)卷后準(zhǔn)備詢價(jià)書(shū)并發(fā)給保險(xiǎn)公司收到問(wèn)卷后準(zhǔn)備詢價(jià)書(shū)并發(fā)給保險(xiǎn)公司收到保險(xiǎn)公司報(bào)價(jià)后準(zhǔn)備保險(xiǎn)建議書(shū)并發(fā)給客戶收到保險(xiǎn)公司報(bào)價(jià)后準(zhǔn)備保險(xiǎn)建議書(shū)并發(fā)給客戶在收到客戶對(duì)保險(xiǎn)建議書(shū)的書(shū)面確認(rèn)后向保險(xiǎn)公司發(fā)出出單指示在收到客戶對(duì)保險(xiǎn)建議書(shū)的書(shū)面確認(rèn)后向保險(xiǎn)公司發(fā)出出單指示在保險(xiǎn)公司書(shū)面確認(rèn)承保后向客戶發(fā)出承保確認(rèn)書(shū)在保險(xiǎn)公司書(shū)面確認(rèn)承保后向客戶發(fā)出承保確認(rèn)書(shū)保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 業(yè)務(wù)檔案管理業(yè)務(wù)檔

11、案管理 檔案柜編號(hào)檔案柜編號(hào) 客戶代碼編號(hào)客戶代碼編號(hào) 文件排序文件排序 文件分類文件分類 日常往來(lái)日常往來(lái)信函信函文件文件 保險(xiǎn)安排文件（問(wèn)卷詢價(jià)書(shū)建議書(shū)出保險(xiǎn)安排文件（問(wèn)卷詢價(jià)書(shū)建議書(shū)出 單指示承保確認(rèn)書(shū)）單指示承保確認(rèn)書(shū)） 索賠文件索賠文件 保險(xiǎn)合同服務(wù)協(xié)議授權(quán)書(shū)付款通知書(shū)保險(xiǎn)合同服務(wù)協(xié)議授權(quán)書(shū)付款通知書(shū) 發(fā)票發(fā)票信息庫(kù)（客戶信息保單信息）信息庫(kù)（客戶信息保單信息） 保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本篇首語(yǔ)篇首語(yǔ)每一個(gè)客戶都是不同的每一個(gè)客戶都是不同的深入了解客戶

12、的業(yè)務(wù)情況深入了解客戶的業(yè)務(wù)情況識(shí)別客戶的需求識(shí)別客戶的需求定期審核并記錄未保風(fēng)險(xiǎn)定期審核并記錄未保風(fēng)險(xiǎn)用書(shū)面形式記錄所有所討論的事項(xiàng)用書(shū)面形式記錄所有所討論的事項(xiàng)“客戶利益第一客戶利益第一”用此手冊(cè)激發(fā)你的靈感和創(chuàng)造力用此手冊(cè)激發(fā)你的靈感和創(chuàng)造力保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本介紹介紹公司的發(fā)展目標(biāo)（公司的發(fā)展目標(biāo)（leader in risk services, leader in risk services, insurance broking, employe

13、e benefit and related insurance broking, employee benefit and related consultancy service)consultancy service)公司的服務(wù)理念（公司的服務(wù)理念（to provide a cost effective to provide a cost effective and truly integrated risk service which is seen and truly integrated risk service which is seen by our clients to be t

14、he best available from any by our clients to be the best available from any insurance broker or consultant)insurance broker or consultant)保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本公司的客戶服務(wù)架構(gòu)公司的客戶服務(wù)架構(gòu) 客戶管理團(tuán)隊(duì)結(jié)構(gòu)客戶管理團(tuán)隊(duì)結(jié)構(gòu)- Account Director- Account Director- Account M

15、anager- Account Manager- Account Executive- Account Executive- Account Broker- Account Broker 崗位描述崗位描述保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客戶日常管理 客戶服務(wù)文件管理客戶服務(wù)文件管理- A copy of the Service Agreement/Letter of Appointment- A copy of the Service Agreement/

16、Letter of Appointment- A current Client Database (- A current Client Database (相關(guān)客戶信息）相關(guān)客戶信息）Client nameClient nameComputer account codeComputer account codeBusiness categoryBusiness categoryTotal annual revenue of SedgwickTotal annual revenue of SedgwickExpiry date of insurancesExpiry date of insur

17、ancesClient insurance manager/main Sedgwicks Client insurance manager/main Sedgwicks contactcontactSedgwicks Account DirectorSedgwicks Account Director(tel no./no. of years involved)(tel no./no. of years involved)保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客

18、戶日常管理 客戶服務(wù)文件管理客戶服務(wù)文件管理- A current Client Database (- A current Client Database (相關(guān)客戶信息）相關(guān)客戶信息）Sedgwicks Account ManagerSedgwicks Account Manager(tel. no./no. of years involved)(tel. no./no. of years involved)Client principal addressClient principal addressTel no./Fax no. of the clientTel no./Fax no.

19、 of the clientFull Business descriptionFull Business descriptionTotal assetsTotal assetsTurnoverTurnoverNo. of employeesNo. of employeesLast annual report receivedLast annual report receivedInformation compiled by _Information compiled by _Completion date _Completion date _ 保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管

20、理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客戶日常管理 客戶服務(wù)文件管理客戶服務(wù)文件管理- A Risk Review Index- A Risk Review Index( (風(fēng)險(xiǎn)審查指引）風(fēng)險(xiǎn)審查指引）GuidelinesGuidelinesGeneral Information(General Information(客戶一般信息）客戶一般信息）Industrial Special RisksIndustrial Special RisksFireFireBusiness InterruptionBusine

21、ss InterruptionTheftTheftMonkeyMonkeyFidelity GuaranteeFidelity GuaranteeMachinery Breakdown & Boiler and Pressure Vessel ExplosionMachinery Breakdown & Boiler and Pressure Vessel ExplosionMarine Cargo/TransitMarine Cargo/Transit保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人

22、手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客戶日常管理客戶服務(wù)文件管理客戶服務(wù)文件管理 A Risk Review Index A Risk Review Index (風(fēng)險(xiǎn)審查指引）風(fēng)險(xiǎn)審查指引）General and Products LiabilityGeneral and Products LiabilityExcess Umbrella LiabilityExcess Umbrella LiabilityMotor VehicleMotor VehicleComputers/Electronic EquipmentComputers/Electronic EquipmentCon

23、tract WorksContract WorksCreditCreditPersonal Accident & IllnessPersonal Accident & IllnessHome/Contents/Personal PropertyHome/Contents/Personal Property保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客戶日常管理客戶服務(wù)文件管理客戶服務(wù)文件管理A Risk Review Index A Risk Revi

24、ew Index (風(fēng)險(xiǎn)審查指引）風(fēng)險(xiǎn)審查指引） Marine HullMarine HullWorkers CompensationWorkers CompensationDirectors and Officers LiabilityDirectors and Officers LiabilityProfessional IndemnityProfessional Indemnity- Clients Annual Report- Clients Annual Report- New Business Report or acquisition details- New Business

25、Report or acquisition details- Current Insurance Summary- Current Insurance Summary- Renewal/Broking File- Renewal/Broking File- Current Client Service Plan (timetable- Current Client Service Plan (timetable）Uninsured Risk Review/Pre-renewal MeetingUninsured Risk Review/Pre-renewal MeetingPre-renewa

26、l DeclarationPre-renewal Declaration保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客戶日常管理 客戶服務(wù)文件管理客戶服務(wù)文件管理 Current Client Service Plan (timetableCurrent Client Service Plan (timetable）Renewal NegotiationRenewal NegotiationRenewal ReportRenewal ReportRenewal Mee

27、tingRenewal MeetingPlacement ConfirmationPlacement ConfirmationPolicy Document IssuePolicy Document IssuePremium NoticesPremium NoticesInsurance ManualInsurance ManualReview Asset ValuesReview Asset ValuesAdjustment Premium NoticesAdjustment Premium NoticesAdvice/AssistanceAdvice/AssistanceClaims Se

28、rvicesClaims Services保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客戶日常管理 客戶服務(wù)文件管理客戶服務(wù)文件管理 Internal Management Plan (timetable)Internal Management Plan (timetable)Account Monitoring Service Call (for account manager)Account Monitoring Service Call (for account

29、 manager)Insurance SummaryInsurance SummarySite VisitSite VisitInsurer VisitInsurer VisitClient EntertainmentClient EntertainmentUninsured Risk Insurance ReviewUninsured Risk Insurance ReviewClient Account ReviewClient Account ReviewInternal Account ReviewInternal Account ReviewStewardship ReportSte

30、wardship ReportPre-Renewal MeetingPre-Renewal MeetingRenewal MeetingRenewal Meeting保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客戶日常管理 客戶服務(wù)文件管理客戶服務(wù)文件管理 Internal Management Plan (timetable)Internal Management Plan (timetable)Profitability ReviewProfitability R

31、eviewAccount Service PlanningAccount Service PlanningClaims ReviewClaims ReviewBroking StrategyBroking StrategyTop Level ContactTop Level Contact保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客戶日常管理 客戶服務(wù)文件管理客戶服務(wù)文件管理- A current Client Stewardship ReportA current

32、 Client Stewardship Report- A current Client Service Status Record A current Client Service Status Record Service Activity / Status/ Service Activity / Status/ Assignment Date / Date DueAssignment Date / Date DueStaff Assignment/ Date Staff Assignment/ Date CompletedCompleted- Renewal Confirmation L

33、etter- Renewal Confirmation Letter- Other key document/minutes- Other key document/minutes保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客戶日常管理 客戶信息數(shù)據(jù)庫(kù)客戶信息數(shù)據(jù)庫(kù)- client profile informationclient profile informationcurrent financial datecurrent financial datekey s

34、taff, contacts and addresseskey staff, contacts and addressesrisk managers background, authority and reporting risk managers background, authority and reporting relationsrelationsdescription of client operations and locationsdescription of client operations and locationsorganization history includin

35、g acquisitions and disposalsorganization history including acquisitions and disposals- Sedgwick Account Management Team information Sedgwick Account Management Team information- current information on insurance/risk management programe current information on insurance/risk management programe- Other

36、 broker/direct insurer involvement and other relevant Other broker/direct insurer involvement and other relevant background, documentation/product brochures background, documentation/product brochures保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客戶日常管理 續(xù)保文件續(xù)保文

37、件- broking planbroking plan- copies of declarations or originals copies of declarations or originals - quotation terms from insurers quotation terms from insurers客戶服務(wù)狀況記錄客戶服務(wù)狀況記錄- are prepared by the Account Manager and updated monthly- are prepared by the Account Manager and updated monthly-maintai

38、n a record of all outstanding service commitmentsmaintain a record of all outstanding service commitments會(huì)議紀(jì)要會(huì)議紀(jì)要 all meetings with clients/insurersall meetings with clients/insurers- decision taken/technical advice given/information exchanged decision taken/technical advice given/information exchan

39、ged- must be confirmed in writing to the client within 7 days must be confirmed in writing to the client within 7 days保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶日常管理客戶日常管理 報(bào)酬報(bào)酬 our remuneration reflects the added value of the services our remuneration reflects

40、the added value of the services provided under the Service Agreementprovided under the Service Agreement-including: all account servicing and broking costs/all claims including: all account servicing and broking costs/all claims servicing costs/all risk services costs/disbursements and other servici

41、ng costs/all risk services costs/disbursements and other costs not forming part of hourly chargecosts not forming part of hourly charge-Hourly rateHourly rate溝通規(guī)范與標(biāo)準(zhǔn)溝通規(guī)范與標(biāo)準(zhǔn)- Correspondence- Correspondence- Report Report- Minutes of meeting Minutes of meeting- Telephone conversation notes Telephone c

42、onversation notes保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本年度審核年度審核 服務(wù)協(xié)議服務(wù)協(xié)議風(fēng)險(xiǎn)識(shí)別與評(píng)估風(fēng)險(xiǎn)識(shí)別與評(píng)估客戶情況審核客戶情況審核風(fēng)險(xiǎn)審核風(fēng)險(xiǎn)審核（risk review index)risk review index)內(nèi)部客戶服務(wù)審核內(nèi)部客戶服務(wù)審核客戶服務(wù)計(jì)劃客戶服務(wù)計(jì)劃內(nèi)部管理計(jì)劃內(nèi)部管理計(jì)劃客戶服務(wù)總結(jié)報(bào)告客戶服務(wù)總結(jié)報(bào)告（client stewardship report)client stewardship report)保險(xiǎn)經(jīng)紀(jì)公司

43、運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本客戶服務(wù)監(jiān)控客戶服務(wù)監(jiān)控續(xù)保策略續(xù)保策略 保險(xiǎn)安排策略（保險(xiǎn)安排策略（broking strategy)broking strategy)timing standardstiming standards保險(xiǎn)安排計(jì)劃（保險(xiǎn)安排計(jì)劃（broking plan)broking plan) 與客戶的續(xù)保準(zhǔn)備會(huì)與客戶的續(xù)保準(zhǔn)備會(huì) timing standards: 10 weeks before renewal timing standards: 10 we

44、eks before renewal- complete information request forms (declarations)- complete information request forms (declarations)- discuss client expectations- discuss client expectations- review insurer claims service- review insurer claims service- review and agree your proposed broking strategy- review an

45、d agree your proposed broking strategy- discuss duty of disclosure- discuss duty of disclosure- secure required underwriting information and additional risk- secure required underwriting information and additional risk analysis date as agreed analysis date as agreed- agree upon the content and forma

46、t of our renewal report- agree upon the content and format of our renewal report - review and agree upon our renewal report timetable- review and agree upon our renewal report timetable保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本續(xù)保策略續(xù)保策略 詢價(jià)文件提交（詢價(jià)文件提交（broking subm

47、ission)broking submission)timing standardstiming standards：weeks before renewalweeks before renewal 與客戶的正式續(xù)保會(huì)議與客戶的正式續(xù)保會(huì)議 timing standards: no later than 15 days before renewal timing standards: no later than 15 days before renewal客戶服務(wù)計(jì)劃客戶服務(wù)計(jì)劃保險(xiǎn)摘要保險(xiǎn)手冊(cè)保險(xiǎn)摘要保險(xiǎn)手冊(cè) ( (timing standardstiming standards：withi

48、n 60 day of renewal)within 60 day of renewal)-type of policy-type of policy-insurer(s)-insurer(s)-policy number-policy number-policy term-policy term-description of coverage/extensions/exclusions-description of coverage/extensions/exclusions保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手

49、冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本續(xù)保策略續(xù)保策略保險(xiǎn)摘要保險(xiǎn)手冊(cè)保險(xiǎn)摘要保險(xiǎn)手冊(cè) ( (timing standardstiming standards：within 60 day of renewal)within 60 day of renewal)-limit(s)-limit(s)-deductible(s)/retension(s)-deductible(s)/retension(s)-additional insureds-additional insureds-policy territory-policy territory-cancellation conditio

50、ns-cancellation conditions-principal uninsured risks-principal uninsured risks-claims procedures-claims procedures-declaration requirements-declaration requirements-account management team-account management team-change and development procedure-change and development procedure保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與

51、業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本續(xù)保策略續(xù)保策略保險(xiǎn)摘要保險(xiǎn)手冊(cè)保險(xiǎn)摘要保險(xiǎn)手冊(cè) ( (timing standardstiming standards：within 60 day of renewal)within 60 day of renewal)-business description-business description-named insured-named insured-important notices/disclosure details-important notices/discl

52、osure details-anything else required by the client-anything else required by the client保險(xiǎn)文件的審核保險(xiǎn)文件的審核保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本理賠服務(wù)理賠服務(wù)establish and document claims handling proceduresestablish and document claims handling procedures provide an a

53、ppropriate claims recording system provide an appropriate claims recording system where required, provide analysis of claims and uninsured losses where required, provide analysis of claims and uninsured losses ensure the selection/appointment of competent loss adjusters, ensure the selection/appoint

54、ment of competent loss adjusters, ideally in advance of a lossideally in advance of a loss provide assistance to the client in the preparation and provide assistance to the client in the preparation and formulation of claims formulation of claims give professional advice and service to ensure satisf

55、actory give professional advice and service to ensure satisfactory claims settlement by regular outstanding claim review auditsclaims settlement by regular outstanding claim review audits monitor the performance of loss adjuster, and insurers claims monitor the performance of loss adjuster, and insu

56、rers claimssettlements and administrationsettlements and administration保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本防止業(yè)務(wù)流失及避免招標(biāo)策略防止業(yè)務(wù)流失及避免招標(biāo)策略服務(wù)質(zhì)量控制服務(wù)質(zhì)量控制Client AuditClient Auditclient audit will be undertaken by an independent team to be client audit will be under

57、taken by an independent team to be determined by the CEO to ensure thatdetermined by the CEO to ensure that- the delivery of our service is in line with the Service - the delivery of our service is in line with the Service agreement agreement- our clients risk management programs are tailored to the

58、ir - our clients risk management programs are tailored to their needs and specified requirementsneeds and specified requirements- our account administration is being maintained according to - our account administration is being maintained according to these standardsthese standards- our relationship

59、 with the client is examined to identify - our relationship with the client is examined to identify strengths and weaknessesstrengths and weaknesses保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理保險(xiǎn)經(jīng)紀(jì)公司運(yùn)營(yíng)與業(yè)務(wù)管理完善的內(nèi)部管理體系完善的內(nèi)部管理體系n 業(yè)務(wù)管理業(yè)務(wù)管理 經(jīng)紀(jì)人手冊(cè)經(jīng)紀(jì)人手冊(cè) (PAM)(PAM)樣本樣本服務(wù)質(zhì)量控制服務(wù)質(zhì)量控制Client AuditClient Auditclient audit will be undertaken by a

60、n independent team to be client audit will be undertaken by an independent team to be determined by the CEO to ensure thatdetermined by the CEO to ensure that- our client can be satisfied that an independent review of - our client can be satisfied that an independent review of their account has been undertakenthei