1. How to write the work plan of the insurance salesman?
The year 20xx is coming. In order to complete the indicators issued by the comp
1. How to write the work plan of the insurance salesman?
The year 20xx is coming. In order to complete the indicators issued by the company, strengthen the work style construction, improve ideological understanding, strictly implement the terms of the company, enhance the enthusiasm and initiative of the work, improve the auto insurance claims service, comprehensively improve the work performance and improve the service quality, the 20xx work plan is as follows:
I. Specific work objectives
1. Improve the timeliness of claims service, strictly implement the claims service time stipulated by the company, 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 initiatives
1. Learn relevant business knowledge seriously, improve your ability to solve problems, shorten the claim period, increase the claim limit and simplify the claim process.
2. Merge the post of nuclear loss and compensation, speed up the limitation of cases, strengthen the tracking service of open 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 the difference when the loss is fixed. Through the standardization of working hours and the maintenance of parts system, the claim service without price difference is introduced to reduce the difference.
5. Further enhance the image of service etiquette of the claim settlement personnel, especially some problems encountered in language, behavior, dress and vehicle management norms. By setting standards and strengthening inspection, the service attitude of claim adjusters is ensured to be of 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 who are in danger, and improve the satisfaction of closing the case by sending SMS and indemnity SMS. In case of possible disputes, preventive measures should be taken in advance. Timely discovery and timely rectification.
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 their 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 make suggestions for the company's development.
The economic benefits of the company are directly related to everyone's own fundamental interests. Actively make suggestions for the company's development, put forward reasonable suggestions, establish the idea of putting the company's interests first, and do our best to contribute to the company's development.
Five, improve service efficiency, establish a good corporate image.
In order to do a good job in service, we should strive to improve the efficiency of door-to-door service, adopt humanized service, speed up work, improve service quality and level. Establish a new image of the company in an all-round way, and truly form high-quality, civilized and efficient services.
1, civilized office, clean environment, civilized language, thoughtful service and standardized office behavior.
2. Improve work efficiency, maintain high efficiency from all aspects of work, and make fast, simple and flexible working methods recognized by customers.
3. Do a good job in tracking service and keep good communication with customers at all times to ensure that customers' problems are solved in the shortest time.
2. How to write the work plan of the insurance salesperson?
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 xx years, 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 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 belonging to xx, 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 xx years of hard work, our company has occupied a certain market share and has a huge customer base. With the deepening of business development, the importance of customer service will be particularly prominent. Therefore, in xx, we 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. At the beginning of xx, three full-time survey and loss assessment personnel will be set up, and at the same time, they will cooperate with part-time personnel to improve the overall quality of xx business personnel, 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 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 corporate customers.
The third is to speed up business development, increase market share and make the company's insurance brand bigger and stronger.
Based on the premium income of xXX million yuan in XX years, the proportions of various types of insurance are: motor vehicle insurance 85%, non-auto insurance 10%, and personal insurance 5%. In xx, the central branch company drew up the business development plan and realized the annual premium income of XXXX million yuan. Various insurance plans accounted for 75% of motor vehicle insurance, 65,438+05% of non-auto insurance and 65,438+00% of personal insurance. The implementation 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 xx, 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 to 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 also 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 xx.
3. Actively do a good job in agency business with banks. In xx, after active efforts, our company signed a part-time agency cooperation agreement with xx Bank, xx Bank, xxxx Bank, xxx Bank and xxxx Bank. 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 market competition will be more intense, under the correct leadership of provincial companies, xx will open up new ideas, forge ahead, create new achievements, and strive to make the company's insurance business bigger and stronger.
3. How to write the insurance salesperson's work plan?
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, brand promotion, management level, etc., 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.
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 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. * Reward-conduct 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.