Joke Collection Website - News headlines - Insurance Industry Career Planning Sample Essay

Insurance Industry Career Planning Sample Essay

The insurance industry is a profession in society, and insurance is to ensure everyone’s safety. The following is a sample essay on career planning in the insurance industry that I compiled for you. I hope it will be useful to you!

Sample essay on career planning in the insurance industry Part 1

1. Guiding ideology

Taking the work goals proposed by the provincial company as a guideline, taking the development of life insurance business as the center, and focusing on the construction of urban and rural outlets, comprehensively promote the sustainable, healthy and rapid development of the life insurance business of the sales department; in terms of strengthening quality internally and building an image externally, the company In terms of brand promotion, operation and management level, and the professional quality of the business team, we have worked hard to successfully complete the rating of the sales department, and at the same time, we have worked hard to successfully complete the annual tasks and goals assigned by the superior company.

2. Work objectives

1. Establish and improve the rural marketing outlets of the sales department. During the year, based on the existing business team, 3 business directors, 6 senior business managers, 12 business managers, and 100 senior financial consultants will be trained (including 45 in the first half of the year and 55 in the second half of the year). Complete the establishment of two marketing branches in urban areas and four major rural outlets; actively expand channels, establish and improve the insurance co-insured agent system, develop the co-insured agent team to 200 people, and strive to expand the quasi-shareholder team to 100 people upon maturity .

2. Increase the intensity of advertising and achieve three-dimensional advertising through TV promotions plus slogans, banners, and leaflets to quickly establish the brand.

3. Design and produce a set of simple and practical business exhibition manuals and staff recruitment manuals to provide salespeople with some more practical marketing tools.

4. Organize and hold 10 newcomer classes, more than 20 entrepreneurial briefing sessions, more than 30 product briefing sessions, and more than 40 customer networking events.

5. Establish and improve marketing outlet management methods and formulate specific implementation plans and measures.

3. Plans and Measures

1. Mobilize before the war? Establish the belief that you must win, seize opportunities, and face challenges head-on.

Through various meetings, the company will The partner agency system, the company's market competitive advantages, and the development principles of the insurance market are explained in depth and thoroughly, keeping new ideas and everything new, thereby changing passive operations to active operations; at the same time, establishing and improving the company's specific rules and regulations to provide management with Good basis.

2. Sign a military order to implement target management, and subdivide task responsibilities to each person.

Sign a year-round target management responsibility letter with each management department to ensure clear goals and clear rewards and punishments. According to the data, enhance the confidence of all supervisors to lead the team to sprint for the whole year's business; break down the annual task targets into monthly tasks, and assign them to each service department during the business kick-off meeting. Track the achievement of team goals through performance analysis at monthly work summary meetings, weekly supervisor meetings, morning meetings, and fair meetings.

3. Points will be deployed? Establish a marketing service department, select and train full-time management talents

Establish two urban marketing service departments and four rural outlet service departments. Form a competitive landscape, train and cultivate talents in the competition, and form a middle-level business management backbone with numerous talents; provide a good business development platform for the service department that meets the business standards, and introduce a service department management plan at the same time.

4. Strengthen basic management and train business elites.

Strengthen basic management training starting from morning meeting management, attendance management, system training, workplace management, etc. It is necessary to carry out all work in an orderly manner, form regular work habits, and practice and explore "activity rate management" and "performance rate management". Establish a targeted training system, including "Newcomer Training Classes" and "Entrepreneurship Briefing Sessions" for newcomers. For people above the level of financial advisors, there are "Financial Advisor Basic Training Classes, Improvement Classes, Elite Combat Camps, and Career Planning Classes"; for supervisors at all levels, there are "Management Knowledge Training Classes, Management Skills Improvement Classes", and there are qualified qualifications for certification. Taking a tutoring class? Wait.

5. Recruitment? Carry out recruitment activities and develop a team of part-time co-insurers

Invest a small amount of money in the early stage to carry out effective full-time recruitment, and require all full-time senior and Prospective shareholders will also receive quality improvement training. On this basis, we will vigorously promote the development of a team of part-time co-insurers to create a platform for sales staff to expand their business.

The company has formed a good working mechanism of adding employees at the beginning of the month, training in the middle of the month, and large-scale performance at the end of the month. Select 200 well-known and reputable personnel from 200 administrative villages with a good economic foundation in the county to serve as part-time co-insurers to rapidly expand the company's personnel team. Develop a management plan for co-insurers.

6. Combining strategies and tactics, combined with the business promotion plan of the superior company, conscientiously organize the "two sessions", and do a good job in customer networking events

Conscientiously organize each product briefing session and ?Entrepreneurship briefing session? Build an ideal sales platform for business personnel to ensure the quality and effectiveness of each meeting. Careful preparation is required before each meeting. Organize product presentations in various forms, make full use of various opportunities, and hold a festival themed briefing on a regular basis every month. While inviting customers in, we must also go out, make full use of existing conditions, and carry out various and eclectic customer gatherings, rural symposiums, community gatherings, and various financial knowledge lectures.

7. Reward based on merit? Carry out business labor competition activities, reward hard work and punish laziness, and survive the fittest

Formulate a management plan for the marketing service department and formulate a plan linking interests and performance. Create a healthy competitive atmosphere.

My message: The quality of career planning will definitely affect the entire life course. The success and failure we often mention are nothing more than the realization of the set goals. Goals are the key to success or failure. Individual life goals are diverse: quality of life goals, career development goals, influence on the outside world, interpersonal environment and other social goals? The factors in the entire goal system are intertwined and influence each other, and the career development goals are in the entire goal system. At the center, whether this goal is realized or not directly causes different feelings of achievement and frustration, pleasure and unpleasantness, and affects the quality of life.

Insurance Industry Career Planning Sample 2

20XX is a difficult year for me, but also a harvest year, a life-changing year, and a year of satisfaction. One year. There are pressures and difficulties, troughs and suffering, hard work and hard work, and everyone is happy. This year's work has been tangled and fruitful, and this year's life has been exciting and rewarding. Summary Reflection: My 2013 was more about growth, harvest, happiness, gratitude and calmness.

In the past year, xxxx Insurance Company, under the correct leadership of provincial and municipal companies and relying on the unremitting efforts of all employees of our company, the company's business has made breakthrough progress. This year, all work has developed healthily and smoothly. Next, combined with my specific work in charge, I will talk about the achievements and shortcomings of this year.

1. Work Thoughts

Actively implement a series of important instructions from provincial and municipal companies on company development, keep pace with the times, work diligently, be pragmatic and seek results, strive for the first class, and further transform concepts, reform and innovation, facing the increasingly competitive xx insurance market, strengthening core competitiveness and carrying out diversified operations. Through hard work and hard work, the company has maintained a good development trend and has made contributions to the sustainable development of xxx insurance company. due contribution. Strengthen learning in all aspects and strive to improve their professional quality and management level.

2. Business Management

1. According to the annual sales tasks assigned to us by the municipal company, formulate weekly, monthly, quarterly and annual sales plans. When making plans, we should be realistic and achievable based on the characteristics of each insurance type and customer characteristics. After the goals were set, I followed the policy of "implementing everything and supervising everything" and ensuring the smooth completion of the goal plan by strengthening process management and monitoring.

3. Shortcomings in work

Due to the large amount of business, sometimes it is inevitable to make mistakes while busy. For example, sometimes the service is not timely, the statistical data is biased, etc. Sometimes I feel impatient at work, and sometimes I am eager for success, which affects the progress and quality of my work; I am still not able to handle some work relationships with ease.

In short, over the past year, I have been strict with myself, self-denial, and dedicated to public service. I have raised the awareness of my employees ideologically, and implemented strict system standards in my actions. The employees of the company have taken continuous development and construction as their own responsibility, and have been determined to reform and constantly innovate. Standardized operations and achieved great results.

The new year is coming, and the competition in the insurance market will become more intense. If the company wants to continue to maintain a good development momentum, it must further emancipate its mind, update its concepts, break through itself, and gradually increase its marketing efforts. .

In the new year, I will meet the challenges of the future with full passion and a hundredfold confidence, and take my job to a new level. I believe that under the correct leadership of the superior company and with the joint efforts of all employees, working together as one, working together, and working hard, our company will be able to create more brilliant achievements!

Insurance Industry Career Planning Sample Article 3

XXX year is about to pass. Under the careful care of the company leaders and the help and guidance of my colleagues, combined with my own efforts, I have achieved great success in work, study, etc. I have made great progress in all aspects, especially in terms of professional knowledge and skill development in insurance claims, which has enabled me to become a qualified auto insurance surveyor. With the adjustment of my job position, I have grown into a front-end staff who can work independently and is skilled in business. The work situation over the past year is now summarized and reported to the company leaders as follows:

1. Strengthen theoretical study and focus on personal quality improvement

Strengthen business learning and strive to be a pacesetter in claims settlement. In my daily work and study, I insist on learning more insurance knowledge and business skills. Under the guidance and guidance of old comrades, I continue to strengthen personal self-study to make up for my personal deficiencies in insurance professional knowledge and claims skills, and always maintain Adhering to the spirit of endless learning, we strive to provide high-quality, fast, and compliant claims customer service services, repay the company's training, and maintain an optimistic and positive attitude with the goal of becoming a pacesetter in claims settlement.

2. Strict management system and abide by the professional ethics of insurance personnel

Always learn and master the company's rules and regulations and strictly abide by the claims employee guidelines. I clearly realize that the claim line, as the export gateway of the company's operations, has a heavy responsibility. At the same time, it faces the temptation of interests from policyholders, auto repair companies, etc. I always keep a clear mind about this and always keep in mind the "PICC Property and Casualty Insurance Company". "Eight Prohibitions on Claims Discipline", "Work Discipline of Claims Adjusters of PICC Gansu Branch? Ten Musts? Ten Don'ts? Ten Strict Prohibitions?", "Three-Character Classic of Auto Insurance Survey and Loss Determination of PICC Gansu Branch" and other claims handling Discipline, resolutely put an end to the phenomenon of "eating, taking, getting stuck, or needing", and ensure that you are self-reliant, honest, and honest.

3. Main work practices and results

1. Adhere to the insurance claims principles of seeking truth from facts, speed, timeliness, accuracy and reasonableness. During normal working hours and on duty during holidays, as long as a report is received, no matter how big or small the accident is, no matter day or night, we will always rush to the first scene as soon as possible, master first-hand information, strictly follow the quick compensation process, and provide customers with the best possible solution. convenient.

2. Strengthen case communication and ensure customer satisfaction. During the case handling process, I ensured communication between the upper and lower links of each case, collected all the information required for case compensation at one time, facilitated follow-up processing, and continuously improved the timeliness of closing the case. For customer consultations, I answered every question. , be patient and meticulous, and on the basis of adhering to the company's compensation principle, be able to behave and do things according to the system, and act according to the rules. Avoid human and emotional relationships, increase the awareness of compliance, and do our best to improve customer satisfaction.

3. Pay attention to the completion, accuracy and standardization of data, and do a good job in data quality sorting. Data quality construction is the basic project for a company to improve its market competitiveness. The level of data quality directly affects the company's operation and management level and is the key basis for major decisions. Conducted multiple checks on the standardization, completeness, and accuracy of business data to further improve the quality of the company's business data.

4. Pay attention to appearance and present a good image of the company. Strictly follow the system requirements, improve appearance, appearance, behavior, language and etiquette, and reflect the spirit of PICC claims employees.

5. Pay attention to active cooperation with various positions, support each other, and supervise to form a joint force to ensure the smooth and orderly process of claims settlement. Within the scope of one's own work responsibilities, give full play to enthusiasm, initiative and creativity, and improve predictability, foresight and planning.

IV. Shortcomings in work

Looking back on one year of work and study, while achieving the above achievements, there are also some aspects that need to be improved in future work: First, It is necessary to continue to strengthen the management and control of auto insurance claims and effectively reduce the cost of compensation. The second is to enhance the awareness of preventing insurance fraud, and to further work with traffic police, economic investigation and other departments to combat counterfeiting and fraud.

5. Work goals for the next stage

In the future work, I will redouble my efforts to learn professional knowledge, master more business skills, and lay a solid foundation for future work. the basis of.

1. In terms of style, be able to abide by rules and disciplines, unite colleagues, be pragmatic, optimistic and progressive, always maintain a rigorous and serious work attitude and meticulous work style, be diligent, and work hard without complaint.

2. In life, carry forward the fine traditions of hardship, simplicity, thrift and hard work, and willingness to help others. Always be honest, work diligently, live a hard-working and simple life, and always keep in mind your responsibilities and Obligations, strict requirements on yourself, and ensure the completion of your own work tasks.

3. In your own work, you must be strict with yourself, abide by various rules and regulations, strictly demand yourself, position your work correctly, and always maintain a "modest, cautious, and self-disciplined" work attitude. With the care and training of the leadership, With the help of colleagues, I always study diligently, be proactive, strive to improve myself, always work diligently, complete tasks conscientiously, and perform the responsibilities of my position well.

Paying attention to the old and looking forward to the new, improving the quality of claims services will still be the focus of work in 2015. The quality of claims services will be directly related to the company's image and affect the company's business development. Auto insurance claims is a business that needs to be controlled. How to Shortening the claims settlement cycle, saving claims settlement costs, and squeezing out the claims settlement water has always been my goal. To this end, in the new year, I will work harder, study harder, strive to improve my overall quality and work skills, devote myself to work with a new mental state, and make my due contribution to the development of the company. .