Job description for a specialist of a department of the insurance department

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Job description for a specialist of the department of insurance department. Full document

Occupational Safety and Health

Occupational Safety and Health / Job descriptions

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I. General Provisions

The specialist is a full-time employee of the enterprise and is appointed by order of the Director of the enterprise on the proposal of the head of the department.
The specialist reports directly to the head of the department.
In his work, the specialist is guided by:

the legislation of Ukraine;
orders, instructions, instructions of the director of the enterprise;
rules, instructions and other documents regulating the work of a department specialist;
this Job Description.

The specialist should know:

resolutions, orders, orders, other governing and regulatory documents of higher and other bodies concerning methods of attracting and serving customers;
the main insurance products that are offered to customers in the branch, and methods of their sale;
internal labor regulations, rules and norms of labor protection, safety, industrial sanitation and fire protection.

II. Official duties

The specialist carries out direct sales of insurance products to policyholders in accordance with the product guidelines approved by the enterprise.
The specialist is responsible for the development of sales in the segment of the territory assigned to him by the order of the head of the department.
The specialist reports daily on the results of his activities and the results achieved to the head of the department.
The specialist fills in all acts, questionnaires and reports in accordance with the forms approved by the enterprise.

III. Rights

The specialist has the right:

Submit competent and reasonable proposals for the consideration of the management on the issues of improving the work of the department and other issues within its competence.
To ensure normal working conditions (equipped workplace, communication facilities, etc.).
Use of instructions, orders, instructions, rules and other documents approved by the director of the enterprise that regulate the work of a specialist.
Make proposals for various marketing and promotional campaigns aimed at increasing the client base of the enterprise.

IV. A responsibility

The specialist is responsible for:

For poor-quality and untimely performance of the tasks and duties provided for by this instruction.
For non-use and / or misuse of the rights granted by this manual.
For non-compliance with instructions, orders, orders, rules and other documents regulating the work of a specialist.
For non-compliance with the rules of internal labor regulations, safety and fire safety.
For damage or negligence in storage and use, theft of department property.
For rude, tactless attitude (behavior) when communicating with staff and visitors of the branch and enterprise.
For the safety of documentation and non-observance of the interests of the enterprise, the issuance of confidential information, documentation (trade secrets) about the enterprise and its customers to third parties.
For providing direct management with false or distorted reporting and other documentation (information).

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