Insurance company personal business manager debriefing report

Debrief reporting leaders and comrades:
Hello everyone!
I was the manager of the personal business department in June 2000. In the past two years, under the correct leadership of the provincial party committee and general manager's office, with the strong support of the offices and city branches, I have done a good job. task. He has achieved certain results in business development, team management, education and training. Let's briefly summarize the main work done in the past two years. If you have any problems, please criticize and correct.
First, work hard to learn politics, business theory, and constantly improve management and job skills.
No matter how busy the work is in the past two years, there has been no relaxation in political and business theory studies. On the one hand, he actively participated in various political learning activities organized by the provincial companies, and actively studied several important speeches of General Secretary Jiang and the study materials on the construction of clean government issued by the discipline inspection department to cultivate their political sensitivity and clean government awareness. As for the study of professional theory, it is often unremitting. Due to the increasingly fierce and complicated competition in the insurance market, I feel deeply responsible. In addition to actively participating in various trainings, I have used a lot of spare time to study professional theories, laws and regulations, marketing margin theory. And financial professional knowledge, in the past two years to write 6 articles with business guidance in their spare time, respectively, used in different publications of the provincial government, played a certain guiding role.
Second, paying close attention to business development has achieved remarkable results.
I want to be the main person in charge of the business department. Grasping business development is my central work. I can't relax at any time. I have done a few special tasks around this center in the past two years: 1. Scientific planning. In the past two years, the business development plan has been based on a large number of investigations and studies, based on the guiding ideology of the head office of the head office and the provincial company, combined with the opinions of the relevant departments of the government. 2. Do a good job. The key to promoting the implementation of business plans. In the past two years, eight major business promotion activities have been organized and implemented, which have achieved good business promotion results. From May to July 2001, due to the fact that the dividend insurance was just listed, and the market was affected by the high interest rate raising, the dividends were not good for three months. In order to reverse the situation as soon as possible, the working group was carefully planned and prepared. With the product description meeting with the characteristics of this province as a breakthrough, set off the climax of dividend insurance sales, the highest explanation will reach 10 million yuan. In the "very action" labor competition with the main content of dividend insurance sales in September 9, 10 and 20 months in 2001, the 60-day premium income was 390 million, which exceeded Guangdong and Shanghai. Due to fast planning, fast deployment and fast action, the “Hongtai Cup” planning activity has a premium of RMB 2 billion for one and a half months, and once again surpassed Shanghai and Guangdong. In the past two years, the scale and speed of the insurance business in our province have all gone within. The forefront of the provinces. 3. Do a good job of summing up. Business planning, business promotion, and summing up, policy cashing is the key to productivity improvement. In the past two years, we have adhered to the principle of honesty and trustworthiness. After each activity, we timely summarized and implemented relevant policies as scheduled, especially the commitments in the competition, which did not disappoint a salesman. When they went to the grassroots company to visit the salesman, they said, "We are not for anything else. We have been opening the bill for ten days or so to see if the people in the provincial company are talking." At a roving report, I promised that everything was I will be able to visit him for ten days in a row. This makes me feel the importance of integrity and the resulting powerful energy. Based on this, in the past two years, I have insisted on doing this in this respect, and I will never lose faith. Because of this, in 40,000 people. The salesperson has established a good reputation and formed a relatively strong cohesiveness and centripetal force.
Third, grasp the team management is not relaxed, and strive to build a new force for business development.
Team management is one of the other central tasks of personal business. Mr. Zhang once pointed out: Grasping the team is to grasp the business. In the past two years, I have spent a lot of time on team management issues. The team in 2000 was established during the rapid expansion of business scale in the past few years. As the People's Bank of China cut interest rates seven times, the insurance clauses were rapidly transitioned from savings to security, and the salesman and customers were not mentally prepared. The performance of salesmen declined rapidly. The income dropped sharply and the team experienced a very unstable situation. At that time, I felt that there was a lot of pressure. In the face of the status quo, I did the following work: First, I fully understand the situation. On the third day of the appointment, he led the working group to the grassroots level and went deep into the front line to talk face-to-face with the business security staff. Dozens of days of investigation and research have basically found out the six factors that affect the stability of the team, namely, policy scaffolding, administrative intervention, single clauses, weak publicity, no distinction between rewards and punishments, and lax system. The second is the right medicine. According to the above questions, with the consent of the general manager's office, the agent management work meeting will be convened promptly to inform the situation and research countermeasures. Companies at all levels have targeted solutions according to their different problems, and pointed out that in strict accordance with the "Basic Law", the management of the marketing team is institutionalized. In June 2001, according to the work situation of the city and the preparation and maturity of the thoughts and systems of the whole system for more than one year, the provincial company issued the file and decisively abolished the “Basic Law” of each city. By the end of 2001, the basic law was fully collected. "Achieved relative unity and laid a solid foundation for the implementation of the new "Basic Law". At the same time, the provincial company issued related files for the relevant treatment and rewards of the salesmen. Our department formed a working group twice to conduct a crossover. Inspection, supervision and implementation, some problems will be effectively implemented in the same way as the provincial financial department, which has aroused strong repercussions among the salesmen. During this period, the implementation of the “two norms” has increased the amount of activities, and then the listing of new insurance products. The performance has climbed, the income has increased, the team has been stable, and the work has been effectively solved. 3. The normative behavior, rewards and punishments are clear: the stability of the team can not be accommodating, on the one hand, the correct guidance, the issuance of the ethics of the salesman and the violation of rules and regulations; In addition, we have resolutely dealt with bad behaviors, especially when the competition in the second half of 2001 was the most intense. Some people waved indefinitely and centrifuged away from the Germans. They promptly put forward a coping strategy of “clarifying the interests, sincerely retaining, enthusiasm, and no longer receiving”, which played a certain stabilizing role. Later, some people came back to the same company and wanted to come back later. The changes in the situation have also suggested that “can be accepted” and insist on rejection of very few people. This has the strategy of Zhang Chichi and different treatments, which played an important role in the most intense period of talent competition. 4. Family management. For two years, using various opportunities and The conditions are directly met and communicated with more than half of the salesmen in the whole system. At any time, the salesman is treated with a fraternal identity and affection, and the company's culture, concept and development prospects are most widely passed on to them, and a profound friendship is formed. It has established a good corporate image. All of this has also played a very important role in team management. 5. Grasp the three teams, that is, the team of instructors, the competent team, and the elite team. Through effective work, there are currently More than 200 group training, more than 90 lecturers, 75 senior executives, 680 intermediate supervisors, and nearly 1,000 sales elites.
Fourth, pay close attention to education and training, and create an effective guarantee system for business development and team management.
In the past two years, education and training have always been at the forefront of business development, supporting business development and team management. The first is the training of the team training team. What we have not forgotten so far is that in August 2000, the first phase of our province was taught by our own strength, and a group training class of 116 people participated in 14 days. Thanks to adequate preparation, strict training, substantial content, and full tracking, the training has received significant results. This team is currently the backbone of the teams at all levels and supports the team's operations. At present, the training force has reached nearly 200 people. The second is supervisor training. In the past two years, the training team has been trained to the maximum extent, and nearly a thousand people have received training on different contents. The third is lecturer training. In order to institutionalize, systematize and standardize training, and to save training costs, after two years of hard work, a team of 47 full-time lecturers and 56 full-time part-time lecturers have been established. The forefront of the whole system. The fourth is the training of management personnel. In collaboration with the personnel department, the education and training department and the information department, different types of management personnel training courses have been held, so that the comprehensive quality of the province's marketing management personnel has been effectively improved.

Fifth, do a good job in several major basic work.
In order to make the province's personal business work have a long-term development, we have to do a few basic work. The first is the personal agent file management work. Through inspection and appraisal, nearly 50,000 teams have established standardized personal files in accordance with the requirements of the head office and the Office of Insurance Supervision. Second, information communication work. Since August 2000, the “Marketing Newsletter” has been created. It has been nearly 100 issues so far, timely reporting the situation and exchanging information, speeding up the information transmission and mutual promotion. In particular, this year, the “Information Express Train” was launched, and it was received by the whole system. Generally welcome. The third is the establishment of an agent public organization. The agent business development research association was established successively, and the first annual meeting was held in July 2001; the agent elite club was established and officially unveiled in May this year; the agent “Love Society” was established, so that the agent has Your own organization complements and complements the company's corporate culture. The fourth is to establish a comprehensive reporting system to ensure the scientific validity of business data analysis. The fifth is to implement the "two norms", providing an effective tool for the rapid development of the business and the improvement of production capacity.
6. The success of the pilot work of the new Basic Law has been implemented in 2002 by the province.
To lay a solid foundation for the management of agents to become regularized and scientific, and to open two conferences. First, the “double over half” in 2000 and the successful convening of the first summit in May this year played an exemplary role in business development and team management. The influence of the two sessions will continue to motivate the morale and confidence of the team and managers, and thus promote the continuous improvement of productivity.
Eighth, we have done a good job in the construction of the department, the comprehensive quality is improving day by day, and we try our best to enable the staff of the department to control the increasingly fierce competition. At present, all comrades unite and cooperate, observe discipline, and have high morale. They can all stage lectures and work independently.
In short, I have done some work in the past two years and have received some performances, but I am especially grateful to the general manager’s office and the offices of the government. Without their support, it is impossible to have such a situation. I would also like to thank my deputy for me. Great support and selfless dedication to the work, thanks to the comrades for their understanding and support of my work, thank you again.
I still have a lot of deficiencies in my work. For example, I think that the problem is not enough and meticulous, and I don’t have enough grassroots level. In addition, half of the time in two years is outside, and there is less time for communication with comrades. Please criticize. On the other hand, I have to constantly improve it. Facing the increasingly fierce market situation, the task of team management and business development is very arduous. We are willing to work together with comrades to push the comprehensive construction of our system to a higher level.
Thank you!