Insurance salesman personal work plan how to write? As an insurance salesman in a stage of the work time is coming to an end is the need to write a good summary of the work, as well as planning for the next stage of the work plan, the following is what I bring to you the insurance salesman personal work plan five _ salesman personal work plan model, I hope you like!
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The work plan is a summary of the work plan, the work plan, the work plan, the work plan, the work plan, the work plan and the work plan, the work plan and the work plan, the work plan and the work plan. strong> Insurance salesman personal work plan a
(a) to strengthen theoretical learning, improve personal theoretical literacy.
Continuously enrich their knowledge, take the stone of other mountains to attack jade. Learn more from the good practices of colleagues, more exchanges, more cooperation.
(ii) Improve work efficiency.
Strengthen business learning, combine the strengthening of learning with the improvement of work ability, combine positive and pragmatic, combine work enthusiasm and work attitude, apply to practice, do a good job of solid work, and constantly improve their own work efficiency.
(C) to establish their own image, enhance self-confidence, improve coordination ability, with the most concise, attractive, credible, incendiary marketing words to conquer every customer.
(d) Maintain good network relations and keep good communication.
Maintaining good branch relationships is a basic condition for good account manager work. To become friends with the bank personnel, this outlet is likely to sell our products.
(v) Effective incentives for branch directors and tellers, timely grasp of more information about the branch, to improve the branch's billing rate.
(6) Through observation, talk with colleagues, listen to colleagues' opinions, establish a rich information network, to recharge themselves, and strive to make themselves better.
(VII) seriously complete the next task, work indicators.
The above aspects of my work plan, or can be said to be my intention for the next work, in order not to let them become a paper, I will always keep in mind their own assurance, so that they become my work guidelines, my work motivation.
As long as I say to myself, I will never give up, I have the belief of success, as long as I say to myself, I always have a dream, I have the vision of success. As long as I say to myself, I will never give up, I want to act, action; and then action, success is on my side.
Insurance salesman personal work plan Part II
First, the guiding ideology
The provincial company put forward the work objectives as a pointer to the development of the life insurance business as the center of the urban and rural outlets to focus on the construction of the business, and comprehensively promote the sales department of the life insurance business work sustained, healthy, high-speed development; within the strong quality, external image on the tree. Company brand publicity, management level, the professional quality of the business team to work hard, the successful completion of the rating of the Department of Business, while the successful completion of the parent company under the annual task objectives and strive.
Second, the work objectives
1, the establishment of a sound business department rural marketing outlets. During the year will be based on the existing business team, the new breeding of three business director, six senior business managers, 12 business managers, senior financial advisers to reach 100 people (including 45 people in the first half of the completion of the second half of the completion of 55 people). Completion of two marketing branches in urban areas, four major rural outlets of the high standing; actively expand channels, the insurance co-insurance system will be established and sound, the co-insurance team to 200 people, quasi-shareholder team to expand the expiration of 100 people.
2, the annual life insurance value premium assessment target of 3.6 million yuan, the struggle target of 4.5 million yuan.
3, the organization held 10 newcomer classes, more than 20 business presentations, more than 30 product presentations, more than 40 customer associations.
4, the establishment of a sound marketing network management approach, the development of specific implementation programs and measures.
5, increase advertising and publicity efforts to realize the TV publicity plus banners, banners, leaflets, three-dimensional advertising, rapid branding.
6, the design and production of a set of simple and practical exhibition manuals and enrollment manuals, to provide some practical marketing tools for salesmen.
Third, the program measures
1, pre-war mobilization - to establish a belief in victory, seize the opportunity to face the challenge
Through various meetings, the company's partner agency system, the company's competitive advantage in the market, the development of the insurance market reasoning in depth, to keep the concept of a new, new, and thus change the passive operation to active operation. Passive management for active management; at the same time to establish and improve the company's specific rules and regulations, to provide a good basis for management.
2, the point will be arrayed - the formation of marketing services division, selection and training of full-time management personnel
The formation of two urban marketing services, four rural outlets service department. Formation of a competitive pattern, in the competition in the exercise and training of talents, the formation of a talented middle business management backbone; for business up to the service department to provide a good platform for business, while the introduction of the service department management program.
3, signed military orders - the implementation of target management, task responsibility is broken down to the month to the person
and the management of the signing of the annual target management certificate of responsibility to achieve clear objectives, rewards and punishments based on the enhancement of all supervisors with the team to sprint the year's confidence in the business; will be the full-year task objectives are subdivided into monthly in the opening of the business The annual task objectives are subdivided into months and assigned to each service department during the business start-up meeting. Through the monthly work summary meeting, weekly supervisors meeting, morning meeting, pike meeting performance analysis, tracking team goal achievement.
4. Recruitment - to carry out activities to increase the number of members, the development of part-time co-insurance team
The front end of the investment in small costs, to carry out the effective full-time increase in the number of members, and require all the full-time old and prospective shareholders to carry out the quality of training to improve the quality of training, based on which the development of the part-time co-insurance team is vigorously advocated for the businessman to build a platform for business development. Create a platform for business development. Formation of the company's good "early in the month to increase the number of members, training in the middle of the month, the end of the month to achieve results" work mechanism. In the county's better economic foundation of the 200 administrative villages to select 200 more well-known and reputable people as part-time co-insurance, and rapidly expand the size of the company's personnel team. Develop a good management program for co-insurers.
5, elite - strengthen the basic management, training business elite backbone
Starting from the morning meeting management, attendance management, systematic training, workplace management, etc., to strengthen the basic management training, make sure to make all the work in an orderly manner, the formation of regularity of the work habits, practice and explore Practice and explore "activity rate management" and "performance rate management". We have established a targeted training system, including a "Newcomer Training Program" and "Business Orientation Program" for newcomers. For personnel above the level of financial consultant, there are "basic training course and improvement class for financial consultant", "elite combat camp" and "career planning class"; for supervisors at all levels, there are The "Management Knowledge Training Class, Management Skills Improvement Class" and the "Qualification Examination Counseling Class" for the certification.
6, the combination of strategy and tactics - combined with the parent company's business to promote the program, seriously do a good job "two meetings", and do a good job of customer association
seriously do a good job of each "product description will be" and "business start-ups For business people to build an ideal sales platform, to ensure the quality and effect of each meeting, each meeting before the requirement for careful and serious preparation. Through various forms of production will be organized, make full use of a variety of opportunities, and regularly organize a monthly holiday theme of the briefing. While inviting customers in, we also need to go out and make full use of the existing conditions to carry out a variety of forms of customer associations, countryside symposiums, community associations, and a variety of financial knowledge seminars.
7, on the merits of the reward - to carry out business labor competition activities, awards and penalties for laziness, the survival of the fittest
The development of the marketing services department management program, the development of a good program of interests and performance hooked up to the formation of a benign competitive atmosphere.
Insurance salesman personal work plan Part III
In the company's correct leadership and support, closely centered on the general manager's office of the city company to carry out the "growth, adjusting the structure, preventing risk, and promoting stability" of the work guidelines, all the staff continue to make progress, *** with the struggle after a year, and the company's general manager's office to implement the "growth, adjusting the structure, preventing risk, promoting stability" work guidelines, all the staff continue to make progress. *** with the struggle after a year of hard work the main work has achieved certain results. Around the goal, the implementation of the plan, pay close attention to the business work, the implementation of the plan early, the plan is broken down into monthly plans, monthly inventory, monthly implementation, effective guarantee of the implementation of the plan in a timely manner to monitor and adjust.
The following is a specific work plan for the insurance company in 20_:
First, change the concept of mindset, and actively adapt to the new management mode and business model after the reform of the shareholding system, and continue to strengthen the sense of competition and crisis awareness of the education, strengthen and use of data management, the introduction of incentives.
The second is to correctly deal with the relationship between scale and efficiency, current and long-term, bigger and stronger, strengthen the overall public relations efforts, pay attention to the quality of business underwriting, and select and occupy the market with the fastest speed and quality.
Third, continue to strengthen communication with the public security, traffic police, education, health and other departments, and strive for their assistance, and strive to improve the five small vehicles, school level insurance, campus party liability insurance, medical liability insurance underwriting rate.
Fourth, strengthen the claims service work. We are trying to improve the on-site survey rate, adopt humanized service, differentiated treatment, accelerate the speed of claims, improve service quality, and improve the external business environment.
Fifth, in response to competition, pay close attention to the development of the same industry initiatives, increase public relations efforts, take a positive and effective way to participate in the competition, consolidate the market share of the original types of insurance, and actively expand the new business, new sources of insurance.
In order to achieve this strategic transformation of the company's goals, each of our employees have put forward higher requirements. Specifically to our integrated teller, not only is the workload increased significantly, on our business level should also reach a higher and more comprehensive level.
20_ years of the company's internal staff put forward the following requirements:
1, always strictly require themselves, conscientious and conscientious to do the work of their profession, actively and conscientiously complete each task, strictly abide by the company's rules and regulations, and conscientiously fulfill the duties of the post.
2, through the accumulation of daily work, to find their own shortcomings, the use of spare time to study the company's terms and conditions, unremitting efforts to learn a variety of insurance knowledge, and used to guide the practical work. Through more reading, learning and practicing to continuously improve their various business skills.
3, actively participate in the company's organization of each learning, training activities, faster to improve their business capacity and level.
4. Strive to pass the company's intermediate security officer exam in 20_.
Summarized, 20_ years of work in contact with a lot of new things, many new problems, but also learned a lot of new knowledge, new experience, so that their ideological understanding and ability to work on a new improvement and further improve. In the new year's work, will continue to work hard to provide customers with better service, to create greater benefits for the company to do their part.
Insurance salesman personal work plan Part IV
First, to strengthen the work of the industry management, to build quality, standardized underwriting service system. Underwriting is the source of the insurance company's operation, is the risk control, to achieve the benefits of the important foundation, is the insurance company's survival of the basic security. Therefore, in the year 20_, the company will pay close attention to the work of business management, improve risk management and control ability.
1, the underwriting business in a timely manner to review the use of risk management techniques and pricing system to control underwriting risks, determine the underwriting rate to ensure the quality of underwriting. The company's authority to underwrite the business beyond the initial review and sign the opinion submitted for approval, to ensure that such business is strictly underwritten.
2. Strengthen the management of the information technology department, improve the processing platform for various types of insurance business, establish a comprehensive underwriting database through the construction and use of electronic underwriting business processing system, and prepare relevant reports and underwriting analysis. At the same time, we do a good job of market research and regularly prepare medium- and long-term business plans.
3. Establishing and improving the risk assessment system for major underlying business and special risk business to ensure reasonable control of risks, and at the same time enforcing the relevant reinsurance or reinsurance management regulations in accordance with the risk situation of the business to ensure reasonable diversification of underwriting risks.
4. Strengthen underwriting and underwriting standards, strictly implement the terms and conditions and rate system, skillfully master the operation of the new core business system, and provide comprehensive and systematic training to underwriting and underwriting personnel belonging to the middle branch to improve their comprehensive business skills and quality, so as to provide a good guarantee for the company's business development.
Secondly, improve the quality of customer service work and build a first-class customer service platform. With the continuous increase of the main body of competition in the insurance market, the insurance companies have increased their efforts to compete for business in the market, and the insurance company is not a tangible product, but a risk avoidance or risk investment services, therefore, the construction of a high-quality service customer service platform appears to be extremely important, when the service has become the core content of the insurance company's values into the core of the competition, customer service work becomes When service has become the core content incorporated into the values of insurance enterprises and become the core competition, customer service work becomes a kind of service culture with unique concepts. After 20 years of hard work, our company has occupied a certain share of the market, but also has a large customer base, with the deepening of business development, the importance of customer service work will be particularly prominent, therefore, the branch in 20_ years will be strictly standardized customer service work, the use of first-class customer service management platform, the implementation of the place.
1, the establishment of a sound voice service system, increase the publicity of the hotline, in various forms of hotline to the community, so that many customers have a comprehensive understanding of the powerful support functions of the company's voice service system, in order to improve their own competitiveness in the market, and to achieve customer satisfaction.
2, strengthen customer service personnel training, improve customer service personnel comprehensive skills, strictly pursue the "warm, thoughtful, high-quality, efficient" service purpose, adhere to the "active, rapid, accurate and reasonable" principle, in strict accordance with the duties and responsibilities of the business operation practice flow of the provisions of the hotline. In accordance with the provisions of the job duties and business operation practice process to do a good job of receiving, reporting, surveying and loss determination, terms and conditions of interpretation, claims complaints and other work.
3, the central branch as the center, full-time and part-time parallel, the establishment of a coverage of the region's survey, loss determination outlets, the initial set up by the central branch of the full-time survey and loss determination personnel 3, with non-specialized staff with *** with the survey, in order to improve the overall quality of the central branch of the business staff, and effectively improve the quality of the survey, loss determination and settlement of claims to achieve the accuracy of the survey, the determination of the loss of a reasonable, fast claims.
4, in 20_June before the completion of ___ Marketing Services Department, YY Marketing Services Department of the two service organizations under the extension of the work, so that the whole region's service outlets are basically perfect, for the company's customers to provide efficient and convenient insurance after-sales service.
Third, accelerate business development, increase market share, bigger and stronger company insurance brand. According to the 20_ years of the central branch premium income ____ million yuan as the basis, which the proportion of each type of insurance for: motor vehicle insurance 85%, non-vehicle insurance 10%, 5% of the people's insurance. 20_ years, the central branch of the business development work plan for the realization of the annual premium income of ____ million yuan, the proportion of each type of insurance plan for the motor vehicle insurance 75%, non-vehicle insurance 15%, 10% of the people's insurance, the plan will be realized from the following aspects to implement the completion of. The realization of the plan will be implemented from the following aspects to complete.
1, motor vehicle insurance is the top priority of our business, therefore, vigorously develop motor vehicle insurance business, give full play to the company's advantages of car insurance, fight the battle of the car insurance business, or the focus of our work, 20_year in the car insurance business to consolidate the old customers, to fight for new customers, focus on the development of the fleet business as well as the new car business underwriting, in order to realize the business of the car insurance more on a new level. The company's business is to consolidate old customers and seek new ones.
2, seriously do a good job of non-automobile insurance business, choose to visit some large and medium-sized enterprises, the benefits of good, low-risk enterprises to focus on public relations, and establish a good relationship with the enterprise, and strive for property, personnel, vehicle package underwriting, but also to do a good job of non-automobile insurance benefit-type insurance market development work in 20_ years, and strive to make the development of non-automobile insurance business in the formation of a new pattern.
3, and actively do a good job with the bank agency business. 20_October our company after active efforts have been with the Bank of China, China Construction Bank, Industrial and Commercial Bank of China, Agricultural Bank of China, Fujian Industrial Bank, etc. signed a part-time agency cooperation agreement,
20_year to focus on major banks to strengthen the business of communication and contact, so that the bank fully understand the brand and advantages of China Insurance, and strive to increase the number of insurance companies, and to increase the number of insurance companies, the number of insurance companies, the number of insurance companies, the number of insurance companies, and the number of insurance companies. The brand and advantages of the insurance, and strive to increase the bank in the agency business on our support and policy tilt, and strive to the bank agency business on the new breakthroughs, to achieve the strategic goal of the insurance structure adjustment, for the company to achieve the benefits of laying a good foundation.
Insurance salesman personal work plan Part V
Executive Summary:
1, the analysis of the current situation of the life insurance market
2, the current status of the market under the market opportunities and challenges
3, the work of the general idea
4, time period of the target set
5, Specific measures: team, business
6, the parent company's support policies
I. Analysis of the current situation of the life insurance market
As of 20__ population of about 400,000 people, of which the urban population of about 100,000 people, under the jurisdiction of the 11 townships, with a population of 300,000 people; the industry in the professional companies have life, Pacific, Ping An, Taiping, Taikang five; agents Huabang, Hengrui da negative growth;
business, professional companies have increased over the same period last year, although the effect is not very obvious, but can be seen in the state of market recovery;
Second, the current status of the market opportunities and challenges
the development of things in the law of the development of the development period, the heyday, the period of decline, tell us that after nearly four years of the life insurance market in the doldrums, will usher in another round of development period;
the life insurance market after nearly four years of downturn, will usher in the development period;
the life insurance industry is the first time in the world to see the development of the life insurance industry.
Our advantages:
(a) brand advantage: the historical heritage and value of the brand is the current life insurance practitioners and life insurance customers, prospective customers to persuade; State Life only so that in the life insurance market alone in half of the country, which is also one of the reasons;
(b) policy advantage: policy advantage is built on the brand advantage of the SANNU insurance Service station system construction, both combined with the PICC customer resources and networks, but also fully utilize the government resources, so that the development of the life insurance team to return to the early nineties model, in the early stages of the formation of the change in the blood management system for the administrative management system to make the chain of interests simpler, more coordinated recommendations, the supervisor is more acceptance;
(c) personnel advantages: I have a deeper understanding of the life insurance market in the urban areas of Hongze and rural areas of the business, team development, and the development of the life insurance market. development have a deeper knowledge and understanding, and have a certain network of resources;
Our disadvantages:
(a) company-oriented: the status quo, personal insurance in the life of the current business operations, non-main channel, in the policy tendencies of the parent company, compared to other companies, may be insufficient;
(b) dislocation of the development of the initial development of failed to do Overall consideration or uneven development (only refers to the urban and rural areas of the team development ratio), the loss of the opening of this important business excuses;
(c) brand utilization: PICC life insurance, in terms of the market awareness of the Ministry of high (can be described as very low), which is very incompatible with the PICC this brand;
Third, the general idea
On the current understanding and mastery of the PICC life insurance company's relevant spirit, the PICC life insurance company's policy tendency. PICC life insurance company related spirit, combined with the current situation of the life insurance market, based on the present, looking to the future, the development of this work plan.
Fully utilize the brand and resource advantages of PICC, in the development of the team in a short period of time to utilize the three rural insurance service stations, close to the introduction of the same industry. Rural selected six townships and the main body of the increase, only the main body of the increase in tracking and counseling to ensure that the assessment period to achieve the effective manpower of 15 people;
Tightly grasp the municipal company's cost support policy, adhering to the open source of income and expenditure in the development of the business, break even; combined with the main body of the increase in manpower in accordance with the "Basic Law" for the structure of the structure, through the achievement of the effective manpower to achieve the growth in premiums
Fourth, the time period of the target setting
V. Specific measures
(a) team
1, the introduction of the same industry to shorten the time to reduce the cost of the use of the company's current "center townships of the three rural insurance service station construction implementation of the views" (hereinafter referred to as the "implementation of the views"), relying on the advantages of the PICC brand resources, combined with the original PICC wealth in the original six centers of the townships has been The business license obtained, according to the "implementation of the views" in the treatment and requirements, identify the main body of the increase;
2, tracking and counseling to people with people fission effect in accordance with the "Basic Law" and the "implementation of the views" of the requirements of the main body of the increase in the team to increase the increase in tracking and counseling, the company focused on the level of the
to help six main body of the increase in the increase in the work of the increase in the work of the company; and at the same time to take advantage of our own strengths, to improve the rural areas, the three rural insurance commissioner to create a speech. Three rural insurance commissioner to create the frequency of the meeting, open to the town, village, group, a three-use (the first to talk about enrollment, followed by talk about the business, and again card discount), this move can also play a role in PICC's brand publicity;
3, the meeting to support the creation of an atmosphere of formal operation to weekly units, to promote the operation of the _ operation (enrollment promotion meeting, business analysis meeting), so that the business people to have gained to go to the strength of the higher company's spirit of uploading and transmitting, reflecting the company's commitment to the higher companies. The spirit of uploading, reflecting the importance of the company's marketing team's formalized operation, to create a sense of ownership of the marketing staff;
4, the position of the initiative to interact with the use of the SUPERPERSONNEL Property and Casualty Insurance No. 20__ 322 and the "implementation of the spirit of the document", take the initiative to the property and Casualty Insurance Company to report on a regular basis to carry out the business of interaction, the use of the local people's advantage of the relationship with the property and Casualty Insurance Company to seek a breakthrough in the property and Casualty Insurance customer resources. Seek breakthroughs in property and casualty insurance customer resources, so that the main body of the increase and the following business partners to retain people to retain people have something to do to do a good job
(ii) business
1, revitalize the existing strong base solid foundation first assist Manager Huang to organize the number of people in the existing code base, using the meeting operation and tracking matching visits, increase communication efforts to ensure that the existing personnel assessment through and promotion;
2, New personnel effective growth of our recent increase in the main object of the increase in the "implementation of the Opinions" for the introduction of the work of the same industry under the leadership of the introduction of the work, so the introduction of new personnel is also the key to business growth, the Basic Law is the pretext for tracking, the benefits of the guidance;
3, innovative meetings to improve the real action we are thinking, the life insurance company's product illustration will still be able to have any innovation, if there is no breakthrough in illustrations product presentation of the operation, three to help business personnel to accumulate customer resources, four can improve the amount of expenses of the branch; of course, this move does not mean that we do not focus on the growth of premiums, but different time periods of focus is different;
Sixth, I hope to get the support of the parent company's policy
(a) leadership support the care and encouragement of the higher leadership is the most important support
(ii) policy support can be "the center of the township three rural insurance service station construction implementation of the views" program, as a support for the appropriate extension;
(iii) hardware support the necessary company infrastructure layout and office equipment;
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