In addition to daily operations, client relationship management also includes advanced file management. Lin Bin explains how the efficiency-focused system has evolved over the years to help teams achieve high conversion rates, enhance referral success and streamline workflows — enabling first-year advisors to qualify for MDRT.
Lin Bin is a sales manager at China Ping An Life Insurance. He has nine years of industry experience and specializes in client referrals, file management, interview-based recruitment and team management. He holds a master’s degree in management from Syracuse University and has been recognized as one of Shenzhen's Top 100 Life Insurance Elite and Outstanding Young College Student Insurance Salesperson by the China Insurance Association.
