Title: Director of Marketing Office
Job responsibilities (results/objectives to be achieved by this responsibility)
Working time ratio
(%)
1- business planning and promotion
Analyze the current situation and market dynamics of the team, draw up the monthly plan, planning scheme and budget scheme of individual business development, organize business promotion, and ensure the completion of 20% business objectives.
2- Business Promotion
According to the actual situation of the marketing team and the marketing rhythm, formulate and promote the implementation of the incentive plan; According to the cost budget, guide the realization of incentive results and the reimbursement of related expenses, and ensure the realization of the plan and 25% goal.
3- Business Meeting
Organize marketing team meetings at all levels, publicize and implement the company's policies and plans, start the will, analyze the total amount, and formulate remedial measures to ensure that the team's thinking is unified and the business is steadily advanced by 30%.
4- Training
Establish a training system for business personnel at all levels, implement the training requirements of the branch, organize and guide training courses at different levels, and track and evaluate the training effect, so as to improve the skills of employees and achieve the purpose of 15% retention and stability.
5- Tool Development
According to the company's business rhythm and team operation, organize the development of sales auxiliary tools such as visits, track the use effect and maintain them, and provide necessary guidance and support for team sales by 5%.
6- Providing business support
Coordinate the work of customer service, insurance renewal, claims settlement and other related departments, provide backup support for business development, handle complaints from business personnel and customers, and improve the backup service level by 5%.
Post performance indicator set
1. Personal business standard premium achievement rate
2. Annual growth rate of new contract premiums
3. Market share of new contract premiums
4. Personal business market share. Personal business market reputation
6. Satisfaction with marketing support activities
7. Number of marketing support activities
8. The beauty of commercial competition activities
9. Satisfaction degree of personnel training
Job title: Business area manager position
Job responsibilities (results/objectives to be achieved by this responsibility)
Working time ratio
(%)
1- planning and planning
Organize the formulation of the long-term business development plan and the annual task target achievement plan of the central business area and supervise the implementation, regularly track the progress and guide the improvement, so as to ensure that the marketing department fully achieves the 5% business target.
2- Budget and Cost Management
Organize to formulate the expense budget plan of the central business area and the sales expense plan of the marketing business, review the budget adjustment plan and various expenses, guide the expense use analysis, and pay attention to the control rate of the company's scheduled expenses, so as to improve the use efficiency of the company's financial resources and avoid the company's 65,438+00% financial risk.
3- Business Supervision
Supervise the business development and operation of the marketing team under its jurisdiction, make major personnel adjustments, guide the formulation of marketing planning schemes and supervise their implementation, organize competition supervision, incentive cashing and business coordination, analyze and improve sales business indicators, and comprehensively promote business development by 50%.
Five-person team building
According to the company's human resources policy, guide team building, make employment decisions within the scope of authorization, and improve the efficiency of human resources utilization 10%.
6- Business Development
According to the needs of business development, improve the administrative guarantee system of marketing headquarters, guide the management of asset use, maintain good relations with local governments, law enforcement departments, regulatory units and industry associations, maintain the external image of the central business district, and ensure the efficient operation of 65,438+00%.
Key performance indicators
1. Department expense budget control rate
2. Department labor costs
3. Personal business market share
4. Personal business market reputation
5. Personal business customer satisfaction
6. Proportion of high-value customers
7. Increase the number of new customers
8. Number of end customers
9. Number of personal business complaints
10. Training time of each department 1 1. Customer complaint resolution efficiency
12. Long-term insurance surrender rate
13. Medium grade rate
14.1March interest rate
15. Annual plan completion rate
16. Number of pieces per person per month
17. Per capita premium
18. Standard premium per capita
19. Standard premium per piece
20. Internal customer satisfaction
2 1. Actual activity rate of personal insurance business personnel
Job title: back office post
Job responsibilities (results/objectives to be achieved by this responsibility)
1- cashier of first instance
The purpose of business personnel's preliminary examination and entry of the policy is to reduce the error rate, ensure the smooth issuance of the policy and improve the timeliness of issuance.
2- Document Cost Management
Complete document planning, collection, distribution, sales, etc. And register to enter; Assist in program tracking, performance statistics and incentive cashing, and conduct expense reimbursement and account registration.
3- Backup Support
Handle the procedures for newcomers' employment and resignation, collect, review and distribute security and claims information, and provide daily office supplies collection and distribution and daily external reception.
4- Report Signature Document Management
Collect and file documents related to marketing incentive plan, draft and countersign newspapers, complete daily document circulation research and supervise the implementation.
5- Simple Inquiry Service
Solve the problems of business personnel in time and accurately, and deal with simple business consultation of customers.
Key performance indicators
1. Initial trial and error rate
2. The timeliness and accuracy of data release.
3. Satisfaction of sales staff
Job title: lecturer position
Job responsibilities (results/objectives to be achieved by this responsibility)
Working time ratio
(%)
1- Do a good job in training.
Prepare all kinds of training, give lectures and guidance to students every month, and fill out the notice and signature of 20% of each training course.
2- Organizing training
According to the needs of marketing rhythm, provide training on products and sales skills for business personnel at all levels of the company, including pre-job training for newcomers, bridge training, agent training and quasi-director training. 25%.
3- Off-site training
Do off-site training, such as telephone tracking, and focus on summarizing and reporting 20% of the recruits' training data within three months.
4- Courseware Development and Management
According to the needs of business development, develop targeted courseware to improve team sales skills 15%.
5- Data Management
Do a good job in filing training files, courseware and materials 10%
6- Inheritance Training
According to the arrangement of the company, 10% participates in various trainings, summarizes the training contents and delivers them.
Key performance indicators
1. Newcomer 3000 Employment Rate
2. Newcomers' Three-month Positive Rate
3. Newcomers' three-month billing rate
4. Newcomers' Positive Rate in the Month
5. Agent's satisfaction with training
6. Per capita premium
7. Reference rate of agent examination
8. The passing rate of the agent's examination
9. Agent certificate rate
10. Development quality of training courseware
1 1. Effectiveness of the training courseware
12. Reporting data error rate
65438+
14. Efficiency of training implementation
15. Effectiveness of training plan formulation
16. Integrity of archive data
Job Title: Group Training Post
Job responsibilities (results/objectives to be achieved by this responsibility)
Working time ratio
(%)
1- Monitor and track business.
Daily supervision, tracking business completion progress and personnel training, drafting business reports regularly to ensure that 40% of the data is timely and accurate.
2 Make a promotion plan
According to the task status and team operation status in different stages, formulate business promotion plans, supervise and track the progress of business plans, and ensure that business objectives are achieved by 30%.
3- Organize relevant training
Train business personnel at all levels, and track and evaluate the training effect, so as to improve the business level of sales personnel by 30%.
Post performance indicator set
1. Personal business standard premium achievement rate
2. Annual growth rate of new contract premiums
3. Market share of new contract premiums
4. The implementation effect of the business promotion plan
5. Installment payment ratio of new personal business contract
6. Satisfaction with new product promotion activities
7. Timeliness and effectiveness of business reports
8. Feasibility of incentive scheme
9. The growth speed and structural rationality of the marketing team organization
Further reading: How to buy insurance, which is good, and teach you how to avoid these "pits" of insurance.