Five Personal Work Plans for Insurance Salespeople

How to write the insurance salesman's personal work plan? As an insurance salesman, at the end of one stage, you need to write a work summary and plan the next stage. I brought you five personal work plans for insurance salesmen. I hope you like it!

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★ Work plan of insurance company

★ Model essay on insurance work plan

★ Work Summary of Insurance Company

★ Summary of insurance service work

Personal Work Plan of Insurance Salesman Part I

(A) to strengthen theoretical study and improve personal theoretical literacy.

Constantly enrich your own knowledge, take the stones from other mountains to attack jade. Learn from colleagues' good practices, communicate more and cooperate more.

(2) improve work efficiency.

Strengthen business study, combine strengthening study with improving work ability, combine positive and enterprising with seeking truth and being pragmatic, combine work enthusiasm and work attitude, apply them to practice, do their job well in a down-to-earth manner and continuously improve work efficiency.

(3) Establish self-image, enhance self-confidence, improve coordination ability, and conquer every customer with the most concise, attractive, credible and inflammatory marketing words.

(4) Maintain good network relations and good communication.

Maintaining the relationship between outlets is the basic condition for being a good account manager. Only by making friends with bankers can this outlet sell our products.

(5) Effectively motivate the directors and tellers of outlets, grasp more information of outlets in time, and improve the billing rate of outlets.

(6) By observing, talking with colleagues, listening to the opinions of colleagues in all aspects, establishing a rich information network, charging yourself from time to time, and striving to become better.

(7) Earnestly complete the next task and work indicators.

The above aspects are my work plan, or my plan for the next step. In order to prevent them from becoming an armchair strategist, I will always keep my promises in mind and take them as my working principle and motivation.

As long as I tell myself that I will never give up, I have the belief of success. As long as I tell myself that I always have a dream, I have the prospect of success. As long as I tell myself, I will never give up, I will act, act; Action again, success is by my side.

Personal Work Plan of Insurance Salesman (2)

I. Guiding ideology

Guided by the work objectives put forward by provincial companies, focusing on the development of life insurance business and the construction of urban and rural outlets, comprehensively promote the sustained, healthy and rapid development of life insurance business of the Division; In terms of internal strength, external image, company brand promotion, management level, etc., the professional quality of the business team worked hard, and the rating of the sales department was successfully completed. At the same time, the annual task target issued by the superior company was successfully completed and the work was hard.

Second, the work objectives

1. Establish and improve the rural marketing outlets of the business department. Based on the existing business team, three new business directors, six senior business managers, 65,438+02 business managers and 65,438+000 senior financial advisers will be trained during the year (including 45 in the first half and 55 in the second half). Complete the establishment of two marketing branches and four major rural outlets in the city; Actively expand channels, establish and improve the system of insurance co-insurers, increase the number of co-insurers to 200, and strive to expand the number of prospective shareholders to 100.

2. The annual life insurance value premium assessment target is 3.6 million yuan, and the annual target is 4.5 million yuan.

3. Organize 10 orientation class, more than 20 business briefing sessions, more than 30 product briefing sessions and more than 40 customer friendship meetings.

4, establish and improve the management methods of marketing outlets, formulate specific implementation plans and measures.

5. Increase advertising efforts, realize three-dimensional advertisements of slogans, banners and leaflets on TV, and quickly launch brands.

6. Design and make a set of simple and practical exhibition manuals and staff increase manuals to provide some practical marketing tools for sales staff.

Third, procedural measures.

1, mobilization before the war-establish the belief of winning, seize the opportunity and face the challenge.

Through various meetings, the company's partner agency system, the company's market competitive advantage and the development principle of the insurance market are thoroughly explained, and the concept is new and everything is new, changing passive management into active management; At the same time, establish and improve the company's specific rules and regulations to provide a good basis for management.

2. Set up a marketing service division to select and train full-time management talents.

Set up two urban marketing service departments and four rural network service departments. Form a competitive pattern, train and train talents in the competition, and form a middle-level management backbone with talents; Provide a good display platform for the service department that meets the business standards, and introduce the management plan of the service department.

3. Sign a written pledge to fulfill a military order-implement management by objectives, and subdivide tasks and responsibilities into people.

Sign the annual target management responsibility form with each management department, so as to make the objectives clear and the rewards and punishments well-founded, and enhance the confidence of each supervisor to lead the team to sprint the annual business; Divide the annual task objectives into months and distribute them to all service departments at the business start-up meeting. Track the achievement of team goals through the performance analysis of monthly work summary meeting, weekly supervisor meeting, morning meeting and negotiation meeting.

4. Recruitment —— Carry out employee activities and develop part-time insurance teams.

Invest a small amount of money in the early stage to effectively increase the number of full-time employees, and require all full-time old employees and prospective shareholders to carry out quality improvement training together. On this basis, we will vigorously advocate the development of part-time insurance assistants and build a business development platform for salesmen. Form a good working mechanism of "increasing staff at the beginning of the month, training in the middle of the month, and making great achievements at the end of the month". In 200 administrative villages with good economic foundation in the county, 200 well-known and well-known personnel were appointed as part-time insurance assistants to rapidly expand the scale of the company's personnel. Make a good management plan for the insurance coordinator.

5. A good soldier will strengthen the basic management and cultivate the backbone of business elites.

From the aspects of morning meeting management, attendance management, systematic training, workplace management, etc., strengthen basic management training, ensure that all work is carried out in an orderly manner, form regular work habits, and practice and discuss "activity rate management" and "performance rate management". Establish a targeted training system, including "training courses for newcomers" and "business briefing sessions" for newcomers. There are "basic training courses for financial consultants, promotion classes", "elite combat camps" and "career planning classes" above the level of financial consultants; Supervisors at all levels have "management knowledge training classes and management skills upgrading classes", and there are "information examination remedial classes".

6. Combination of strategy and tactics —— Combining the business promotion plan of the parent company, we will conscientiously run the "two sessions" and do a good job in customer association.

Do every "product briefing" and "business briefing". Building an ideal sales platform for business personnel, ensuring the quality and effect of each meeting, requires careful preparation before each meeting. Hold various forms of production seminars, make full use of various opportunities, and hold regular holiday theme briefings every month. While inviting customers in, we should also go out and make full use of the existing conditions to carry out various and eclectic customer associations, rural symposiums, community associations and lectures on various financial management knowledge.

7. Merit-based rewards-to carry out business labor competition activities, reward diligence and punish laziness, and survive the fittest.

Formulate the management plan of marketing service department, formulate the plan of linking benefits with performance, and form a healthy competitive atmosphere.

Personal Work Plan of Insurance Salesman Part III

Under the correct leadership and support of the company, closely around the working policy of "ensuring growth, adjusting structure, preventing risks and promoting stability" in the general manager's office of the municipal company, all the back office staff are determined to forge ahead, and after one year's efforts, they have achieved certain results. Focusing on the goal, implementing the plan, paying close attention to business work, implementing it early, decomposing it into monthly plans, taking stock every month and implementing it every month, effectively ensuring the timely monitoring and adjustment of the implementation of the plan.

The following is the specific work plan of the insurance company in the background for 20_ years:

First, change ideas, actively adapt to the new management mode and exhibition mode after the shareholding system reform, continue to strengthen the education of competition awareness and crisis awareness, strengthen and use data management, and introduce incentive mechanisms.

Second, correctly handle the relationship between scale and benefit, current and long-term, bigger and stronger, strengthen overall public relations, pay attention to the quality of business underwriting, and choose and occupy the market with the fastest speed and best quality.

Third, continue to strengthen communication with public security, traffic police, education, health and other departments, strive for their assistance, and strive to improve the underwriting rate of five small vehicles, Xue Ping insurance, campus liability insurance and medical liability insurance.

The fourth is to strengthen claims service. Efforts should be made to improve the on-site survey rate, adopt humanized service and treat it differently, speed up claims settlement, improve service quality and improve the external exhibition environment.

Fifth, in view of the competition, pay close attention to the development measures of the same industry, increase public relations, take active and effective methods to participate in the competition, consolidate the market share of the original insurance products, actively expand new business and ensure new customers.

In order to achieve this strategic transformation goal of the company, higher requirements are put forward for each of our employees. Specific to our comprehensive teller, not only the workload is greatly increased, but also our business level should reach a higher and more comprehensive level.

20_ years put forward the following requirements for the company's back office staff:

1. Be strict with yourself at all times, do a good job in this major, actively and conscientiously complete every task, strictly abide by the company's rules and regulations, and earnestly perform their duties.

2, through the accumulation of daily work, find their own shortcomings, use spare time to learn the company's terms, unremitting study of various insurance knowledge, and use it to guide practical work. Through watching more, learning more and practicing more, I will constantly improve my business skills.

3. Actively participate in every study and training activity organized by the company, so as to improve their professional working ability and level more quickly.

4. Strive to pass the company's intermediate insurance examination in 20_ years.

To sum up, in my 20 years of work, I have been exposed to many new things, produced many new problems, and learned a lot of new knowledge and experience, which has improved my ideological understanding and working ability. In the new year's work, we will continue to strive to provide better services to customers and contribute to the company's greater benefits.

Personal Work Plan of Insurance Salesman Part IV

First, strengthen business management and build a high-quality and standardized underwriting service system. Underwriting is the source of insurance company's operation, the important basis of risk management and control, and the basic guarantee of insurance company's survival. Therefore, in 20 years, the company will pay close attention to management and improve its risk management and control capabilities.

1. Review underwriting business in time, control underwriting risk by using risk management technology and pricing system, determine underwriting rate and ensure underwriting quality. Conduct a preliminary review of the underwriting business beyond the company's authority, sign opinions and submit them for approval to ensure the strict underwriting of this business.

2. Strengthen the management of information technology departments, improve all kinds of insurance business processing platforms, establish a perfect underwriting basic database through the construction and use of electronic underwriting business processing system, and prepare relevant reports and underwriting analysis. At the same time, do a good job in market research and regularly prepare medium and long-term business plans.

3. Establish and improve the risk assessment system of major subject matter business and special risk business to ensure reasonable risk control, and at the same time implement relevant reinsurance or reinsurance management regulations according to the risk status of the business to ensure the reasonable dispersion of underwriting risks.

4. Strengthen underwriting and underwriting norms, strictly implement the clause rate system, master the operation of the new core business system, conduct comprehensive and systematic training for underwriting and underwriting personnel of China Branch, improve their comprehensive business skills and quality, and provide a good guarantee for the company's business development.

Second, improve the quality of customer service and build a first-class customer service platform. With the increasing number of competitors in the insurance market, all insurance companies have strengthened their competition for market business, but insurance companies are not engaged in tangible products, but in services to avoid risks or venture capital. Therefore, it is extremely important to build a high-quality customer service platform. When service becomes the core content and competition of insurance companies, customer service becomes a service culture with unique ideas. After 20 years' efforts, our company has occupied a certain market share and a huge customer base. With the deepening of business development, the importance of customer service will be particularly prominent. Therefore, in 20 years, CIIC will strictly regulate customer service and put the first-class customer service management platform into use and implementation.

1. Establish and improve the voice service system, increase the publicity of the hotline, and push the hotline to the society in various forms, so that many customers can fully understand the powerful supporting functions of the company's voice service system, thus improving their market competitiveness and realizing customer satisfaction.

2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly follow the service tenet of "enthusiasm, thoughtfulness, high quality and high efficiency", adhere to the principle of "initiative, quickness, accuracy and reasonableness", and do a good job in receiving reports, surveying and determining losses, explaining terms, and making claims and complaints in strict accordance with post responsibilities and business operation procedures.

3. Set up full-time and part-time branches with the central branch as the center, covering the whole region. In the initial stage, China Branch will set up three full-time survey and loss assessment personnel, and at the same time, cooperate with part-time survey personnel to improve the overall quality of business personnel of China Branch, effectively improve the quality of survey and loss assessment claims, and realize accurate survey, reasonable loss assessment and quick claims settlement.

4. Complete the extension of two service organizations, Marketing Service Department and YY Marketing Service Department, before June 20, 2008. At this point, the construction of service outlets in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for corporate customers.

Third, speed up business development, increase market share and make the company's insurance brand bigger and stronger. Calculated by the premium income of _ _ _ _ ten thousand yuan in the middle of 20 years, the proportion of various types of insurance is: motor vehicle insurance 85%, non-auto insurance 10% and personal insurance 5% respectively. The 20-year business development work plan drawn up by the Central Branch Company aims to realize the annual premium income of RMB _ _ _ _ _, and the proportion of various types of insurance is planned to be 75% for motor vehicle insurance, 65,438+05% for non-auto insurance and 65,438+00% for personal insurance. The realization of the plan will be completed from the following aspects.

1. Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In 20 years, auto insurance business should consolidate old customers, strive for new customers, focus on developing fleet business and new car underwriting business, and make auto insurance business reach a new level.

2. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises, focus on public relations with enterprises with good benefits and low risks, establish good relations with enterprises, strive for a package of insurance for property, personnel and vehicles, and do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in 20 years.

3. Actively do a good job in agency business with banks. On June 5438+ 10, 20_, our company signed concurrent agency cooperation agreements with Bank of China, China Construction Bank, China Industrial and Commercial Bank, China Agricultural Bank and Fujian Industrial Bank.

In the next 20 years, we should concentrate our efforts on strengthening business communication with major banks, so that banks can fully understand the brand and advantages of China Insurance, strive to increase the bank's support and policy inclination for our agency business, strive for a new breakthrough in the agency business of banks, realize the strategic goal of insurance structure adjustment, and lay a good foundation for the company to achieve benefits.

Personal Work Plan of Insurance Salesman Chapter 5

Executive summary:

1, life insurance market analysis

2. Opportunities and challenges in the current market.

3, the overall idea of work

4. Target setting of time period

5. Specific measures: team and business.

6. Support policies of the parent company

I. Analysis of the Current Situation of Life Insurance Market

By the end of 2000, the population was about 400,000, of which the urban population was about 65,438+10,000, and there were 1 1 towns with a population of about 300,000. There are five professional companies in the industry: life insurance, Pacific, Ping An, Taiping and Taikang. There are six agents including Winbond, Hengruida, Zhongcheng, Qishun, Jin Xin and Zhonglian, totaling 12;

Among them, in terms of teams, except for agency companies, the rural teams of five professional companies have basically shrunk. Except for China Life, which still has four outlets with good foundation in rural areas, all other outlets in the rural market have been cancelled. Among the urban teams, except for China Life, which achieved positive growth by building an exhibition team, the urban teams of other professional companies all experienced negative growth.

In terms of business, professional companies have increased compared with the same period last year. Although the effect is not obvious, we can see that the market is picking up.

Second, the market opportunities and challenges under the current situation

The development law of things-development period, peak period and recession period-tells us that the life insurance market will inevitably usher in another round of development after nearly four years of downturn;

Our advantages:

(1) brand advantage: its historical background and value brand are persuasive to current life insurance practitioners, life insurance customers and potential customers; One of the reasons is that China Life can play a unique role in the life insurance market.

(2) Policy advantage: Policy advantage is based on brand advantage. The system construction of three rural insurance service stations not only combines PICC's customer resources and network, but also makes full use of government resources, so that the development of life insurance team returns to the model of the early 1990 s. At the beginning of the establishment, the blood management system was changed to the administrative management system, which made the interest chain simpler, the recommendation more coordinated and more acceptable to the supervisor.

(3) Personnel advantage: I have a deep knowledge and understanding of Hongze life insurance market in urban and rural business and team development, and have certain network resources;

Our weaknesses:

(1) company orientation: as far as the current situation is concerned, individual insurance is not the main channel in PICC's current business operation, and the policy inclination of the parent company may be obviously insufficient compared with other companies;

(2) Unbalanced development: the initial development failed to achieve overall planning or unbalanced development (only referring to the proportion of team development in urban and rural areas), and lost the important business excuse for opening;

(3) Brand utilization rate: As far as PICC Life Insurance is concerned, its popularity in the market is high (it can be described as very low), which does not match the PICC brand;

Third, the general idea.

Based on the current understanding and mastery of PICC life-related spirit, combined with the current situation of life insurance market, based on the present situation and looking forward to the future, this work plan is formulated.

Make full use of PICC's brand and resource advantages, use the three rural insurance service stations in a short time in team development, and closely follow the introduction of peers. Select 6 towns and villages, and only provide follow-up guidance to the main body of staff increase to ensure the effective manpower 15 people during the assessment period;

Firmly grasp the municipal company's expense support policy, adhere to the principle of increasing revenue and reducing expenditure in business development, and live within our means; Combined with the manpower situation of the main body, the structure is constructed according to the basic law, and the premium is increased through the achievement of effective manpower;

Fourth, the time period of target setting.

Verb (abbreviation of verb) concrete measures

(1) team

1. Shorten the time and reduce the cost by introducing people from the same industry. Using the company's current Implementation Opinions on the Construction of Rural Insurance Service Stations in Central Towns (hereinafter referred to as the "Implementation Opinions"), relying on the advantages of PICC brand resources, combining the business licenses obtained by PICC in the original six central towns, and according to the treatment and requirements in the Implementation Opinions, looking for the main body to increase personnel;

2. Follow-up counseling with the fission effect of people with people According to the requirements of the Basic Law and the Implementation Opinions, we will increase the follow-up counseling for the incremental subjects of the team, focusing on the company level.

Help six additional subjects to carry out additional work; At the same time, taking advantage of its own advantages, increasing the frequency of meetings of agricultural insurance commissioners for agriculture, rural areas and farmers, opening them to towns, villages and groups, using three at a time (one is to increase staff, the other is to talk about business, and then discount), can also play a role in brand promotion for PICC life insurance company;

3. The meeting supports the creation of an atmosphere of routine operation, and promotes _ operation (recruitment promotion meeting and business analysis meeting) every week, so that business personnel can gain strength, upload and publish the spirit of the superior company, reflect the company's attention to the routine operation of the marketing team, and create the sense of ownership of marketing personnel;

4. Make full use of the spirit and implementation opinions of PICC P&C 20 _ _ 322 document, take the initiative to report to the property insurance company regularly, carry out interactive business, make use of the advantages of local people, coordinate the relationship with the property insurance company, seek a breakthrough in the resources of property insurance customers, and let the recruiter and the following business partners retain people to do good deeds.

(2) commerce

1, revitalize the existing strong foundation. First, assist manager Huang to sort out the number of people in the existing code base, use meeting management and follow-up interviews, increase communication, and ensure that existing personnel pass the examination and get promoted;

2. Effective growth of new employees Recently, under the guidance of the "Implementation Opinions", we focused on introducing employees in the same industry, so the newly introduced personnel are also the key to business growth. The basic law is an excuse for tracking, and profit is the guide;

3. Innovation will improve practical actions. We are thinking about what innovations can be made in the product descriptions of life insurance companies. If there is no breakthrough in the briefing, can there be any sudden changes in the product structure?

Broken, first of all, blind pursuit of high premium signing, low arrival rate, salesman is easy to be attacked. Combined with our actual situation, combined with the action plan of increasing staff, we will open short-term product briefing meetings to towns, villages and groups, so as to improve the business confidence of business personnel, increase everyone's interest in participating in the briefing meetings, ensure the development of product briefing meetings such as late payment fees, help business personnel accumulate customer resources and increase the expense limit of branches. Of course, this move doesn't mean that we don't pay attention to the growth of premium paid in advance, but the emphasis is different in different time periods;

Sixth, I hope to get the support policy of the superior company.

(1) The concern and encouragement of leaders to support their superiors is the most important thing in support;

(2) Policy support: Can the plan of "Implementation Opinions on the Construction of Rural Insurance Service Stations in Central Towns" be appropriately extended as support?

(3) Hardware supports the necessary company infrastructure layout and office equipment;

Five related articles on personal work plan of insurance salesmen:

★ Five Personal Work Plans of Insurance Salespeople

★ Five model essays on personal work plans of insurance companies

★ 5 Personal plan of insurance company

★ Five Work Plans for Insurance Company Employees

★ Personal summary of insurance sales

★ Six Personal Work Plans of Insurance Companies

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