How to write the work plan of insurance sales staff

1. How to write the work plan of insurance sales staff

The year of 2xx is coming. In order to complete all the indicators issued by the company, strengthen the construction of work style, improve ideological understanding, strictly implement all the terms of the company, strengthen the enthusiasm and initiative of the work, improve the auto insurance claims service, comprehensively improve the work performance and improve the service quality, The work plan for 2xx is as follows:

1. Specific work objectives

1. Improve the timeliness of claims service, strictly implement the service time stipulated by the company for claims, ensure that customers can complete claims in the shortest time and reasonably protect their rights and interests.

2. Improve service level, service quality and customer satisfaction.

Second, the main work measures

1. Seriously study relevant business knowledge, improve your ability to solve problems, shorten the claim settlement period, improve the limitation of claims and simplify the claim settlement process.

2. merge the posts of nuclear loss and compensation, speed up the limitation of cases, strengthen the tracking service of outstanding cases and shorten the closing cycle.

3. Strengthen the notification before underwriting. Strengthen the one-time notification service when making claims,

4. Reduce the price difference and repair differences when determining losses. By means of standardization of working hours and maintenance of parts system, no price difference claims service is introduced to reduce differences.

5. Further enhance the image of service etiquette of the claim adjusters, especially some problems encountered in language, behavior, dress and vehicle management norms. By means of setting standards and strengthening inspection, the service attitude of claim adjusters is ensured to be high-quality.

6. Take the initiative to care about customers and reduce complaints from letters and visits. Earnestly implement the return visit system for customers in danger, and improve the satisfaction of closing the case by dispatching SMS and indemnity SMS. In cases where disputes may occur, preventive measures should be taken in advance. Find out in time and rectify in time.

Third, enhance team awareness and establish a good working atmosphere

Enhance mutual understanding with other employees of the company and be proficient in business communication. Learn from each other, make progress together, improve your working ability and professional level, and truly become a good helper of leaders and a good partner of colleagues.

Fourth, establish the spirit of ownership and actively offer suggestions for the company's development

The economic benefits of the company are directly related to everyone's own fundamental interests. Actively offer suggestions and suggestions for the company's development, put forward reasonable suggestions, establish the idea of putting the company's interests first, and do their best to contribute to the company's development.

5. Improve service efficiency and establish a good corporate image

In order to do a good job in service, we should strive to improve on-site service efficiency, adopt humanized service, speed up work, improve service quality and service level. Establish a new image of the company in an all-round way and truly form high-quality, civilized and efficient services.

1, do civilized office, do a clean environment, civilized language, polite service, standardize office behavior.

2. To improve work efficiency, we should maintain high efficiency in all aspects of work, and make the quick, simple and flexible work style recognized by customers.

3. Do a good job in tracking service, and always keep good communication with customers to ensure that customers' problems are solved in the shortest time.

2. How to write the work plan of insurance sales staff

1. Strengthen the management work and build a high-quality and standardized underwriting service system

Underwriting is the source of insurance company's operation, an important basis for risk management and control, and a basic guarantee for insurance company's survival. Therefore, in xx year, the company will pay close attention to business 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 examination of the business to be underwritten beyond the company's authority, sign an opinion and report it to the examination and approval to ensure the strict underwriting of such business.

2. strengthen the management of the information technology department, improve the processing platform of various types of insurance business, establish a perfect underwriting basic database through the construction and use of electronic underwriting business processing system, and compile 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 for major target businesses and special risk businesses to ensure reasonable risk control. At the same time, according to the risk situation of businesses, implement relevant reinsurance or reinsurance management regulations to ensure reasonable diversification of underwriting risks.

4. Strengthen the underwriting and underwriting norms, strictly implement the terms and rates system, master the operation of the new core business system, and conduct comprehensive and systematic training for the underwriting and underwriting personnel belonging to xx, so as to 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 stepped up their competition for market business, but the insurance companies are not engaged in tangible products, but a service to avoid risks or venture capital. Therefore, it is extremely important to build a high-quality customer service platform. When service has become the core content of insurance companies and become the core competition, customer service will become the core. After xx years' efforts, our company has occupied a certain share in the market, and also has a large customer base. With the continuous deepening of business development, the importance of customer service will be particularly prominent. Therefore, in xx years, we will strictly standardize 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, so as to improve their own market competitiveness and realize customer satisfaction.

2. strengthen the training of customer service personnel, improve their comprehensive skills and quality, strictly adhere to 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, reporting, surveying and determining damages, explaining terms, and making claims and complaints in strict accordance with post responsibilities and business operation procedures.

3. With the central branch company as the center, a full-time and part-time branch will be set up to cover the whole region. At the beginning, xx will set up three full-time survey and loss assessment personnel, and at the same time, they will be matched with non-full-time personnel to survey, so as to improve the overall quality of xx business personnel, effectively improve the quality of survey and loss assessment claims, and achieve accurate survey, reasonable loss assessment and fast claims settlement.

4. Complete the extension work of xx Marketing Service Department and xx Marketing Service Department before June of XX. At this point, the construction of service outlets in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for the company's customers.

Third, speed up business development, increase market share, and make the company's insurance brand bigger and stronger

Based on the xx premium income of xxXX million yuan in XX, the proportion of various types of insurance is: motor vehicle insurance 85%, non-auto insurance 1%, and personal insurance 5%. In xx year, the central branch company drew up a business development plan to realize the annual premium income of XXXX million yuan, and the proportion of various types of insurance plans is 75% for motor vehicle insurance, 15% for non-auto insurance and 1% 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 the tough battle of auto insurance business. In xx, we should consolidate old customers and win new customers in auto insurance business, focusing on developing fleet business and underwriting new car business to achieve a new level of auto insurance business.

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

3. Actively do a good job in agency business with banks. In xx, our company has signed concurrent agency cooperation agreements with xx Bank, xx Bank, xxxx Bank, xxx Bank and xxxx Bank through active efforts. In XX, we should concentrate on strengthening business communication with major banks, let banks fully understand the brand and advantages of XX insurance, strive to increase the support and policy inclination of banks in agency business, strive for new breakthroughs in bank agency business, realize the strategic goal of insurance structure adjustment, and lay a good foundation for the company to achieve profitability.

in the new year, although the competition in the market will be more intense, with the correct leadership of provincial companies, xx will open up new ideas, strive for progress, create new achievements, and strive to make the insurance business bigger and stronger.

3. How to write the work plan of insurance sales staff

1. Guiding ideology

Taking the work objectives put forward by provincial companies as a guide, focusing on the development of life insurance business and focusing on the construction of urban and rural outlets, we will comprehensively promote the sustained, healthy and rapid development of life insurance business in the sales department; In terms of internal strength, external image, brand promotion and management level, the professional quality of the business team worked hard to successfully complete the rating of the sales department, and at the same time * worked hard to complete the annual task target issued by the superior company.

II. Work Objectives

1. Establish and improve rural marketing outlets of the business department. Based on the existing business team, three new business directors, six senior business managers, 12 business managers and 1 senior financial advisers will be trained during the year (including 45 in the first half of the year and 55 in the second half). Complete the work of setting up 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 2, and strive to expand the number of prospective shareholders to 1.

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

3. Organize and hold 1 orientation classes, more than 2 business briefing sessions, more than 3 product briefing sessions and more than 4 customer friendship meetings.

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

5. intensify advertising, realize three-dimensional advertising with slogans, banners and leaflets in TV publicity, and quickly launch the brand.

6. Design and produce a set of simple and practical exhibition manual and staff increase manual to provide some practical marketing tools for salesmen.

III. Scheme measures

1. Mobilize before the war-establish the belief of winning, seize opportunities and face challenges directly

Through various meetings, thoroughly explain the company's partner agency system, the company's market competitive advantage and the development of the insurance market, and keep new ideas and everything new, thus changing passive operation into active operation; 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 competition, and form a middle-level business management backbone with talents; Provide a good exhibition platform for the service department that meets the business standards, and at the same time introduce the management plan of the service department.

3. Sign a military order-implement target management, and subdivide the task responsibility into people who arrive every month

Sign the annual target management responsibility letter with various management departments, so as to achieve clear objectives and well-founded rewards and punishments, and enhance the confidence of all supervisors to lead their teams to sprint the business throughout the year; Divide the annual task target into months, and distribute it to each service department at the business kick-off meeting. Track the achievement of team goals through the performance analysis of monthly work general meeting, weekly supervisor meeting, morning meeting and fair meeting.

4. Recruit-develop part-time insurance assistants

Invest a small amount of money in the early stage, carry out effective full-time recruitment, and require all full-time veteran employees and prospective shareholders to carry out quality improvement training together. On this basis, vigorously promote the development of part-time insurance assistants and create a platform for business development of salesmen. Form a good working mechanism of "adding 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 2 administrative villages with good economic foundation in the county, 2 well-known and well-known personnel were selected as part-time insurance assistants to rapidly expand the scale of the company's staff. Make a good management plan for the insurance coordinator.

5. Strengthening basic management and training business elite

Starting from early meeting management, attendance management, systematic training and workplace management, we should strengthen basic management training, make sure that all work is carried out in an orderly manner, form regular work habits, and practice and discuss "activity rate management" and "performance promotion rate management". Establish a targeted training system, with "training courses for newcomers" and "business briefing sessions" for newcomers. There are "basic training courses for financial consultants, upgrading courses", "elite combat camps" and "career planning courses" for those above the level of financial consultants; There are "management knowledge training classes, management skills upgrading classes" for supervisors at all levels, and "information examination remedial classes" for textual research.

6. Combination of strategy and tactics —— In line with the business promotion plan of the superior company, we will do a good job in the "two sessions" and the customer association

We will do a good job in each "product briefing session" and "entrepreneurship briefing session". Build an ideal sales platform for business personnel, ensure the quality and effect of each meeting, and require careful preparation before each meeting. Hold production talks in various forms, make full use of various opportunities, and regularly hold a festival theme briefing every month. While inviting customers in, we should also go out, make full use of the existing conditions, and carry out various and eclectic customer associations, rural symposiums, community associations, and various financial management knowledge lectures.

7. * Reward-to carry out business labor competition activities, reward the diligent and punish the lazy, and eliminate the fittest

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