Summary of insurance salesman's work

Two years ago, the insurance company heard the most impressive sentence: "Simple things are done, simple things are repeated". Under the guidance of this sentence, I spent another ordinary but restless year in the exhibition department.

With the care of company leaders and the joint efforts of all exhibition partners, the exhibition collection department has developed rapidly this year. Relying on five groups and one municipality directly under the central government to develop business and organization, from 65438+ 10 1 to 65438+2 17, the deadline for the exhibition is RMB * * * * * *. Short insurance * * * * yuan; Yi Yue became the second team in the * * area and the leader of the * * exhibition.

As a group training for the exhibition, I have always taken the development of the department as my responsibility, mainly to show myself on several stages:

First, the morning meeting is an important place for our education and training. As a group training, it is actually a bridge between the company and the salesman. Therefore, with more and more experience in group training, I have become more and more comfortable with the arrangement of morning meetings this year. First of all, make arrangements for the weekly morning meeting in advance, keep up with the arrangement of the company's general direction, and keep the department and the company in step. Cooperate with the workplace manager to publicize the company's policies; Do a good job in professional knowledge training, from basic insurance training, speech drills to deep-seated customer secondary development, so that partners can effectively master insurance knowledge and lay a good foundation for their own exhibition industry. According to my experience in these two years, in the past year, I mainly took the form of morning meeting discussion, and invited as many exhibition partners as possible to participate, because only participation will make me remember deeply, and only participation will make me feel a sense of accomplishment. Of course, on this basis, for each period. The forms of morning meetings are also diversified, and morning meetings with different themes are carried out to make partners interested in morning meetings.

Second, the second morning meeting, the supervisor will have an early meeting to strengthen the management of the supervisor, and the supervisor will have regular meetings twice a week, mainly to help the supervisor enhance the ability of the management team; The second morning meeting is the main position for us to grasp the management of activity. We have been holding our own unique second morning meeting in the form of after-exhibition meeting, but after a period of time, we are a little weak. After the implementation of 5438+ 10 in June, we seized the opportunity and intensified the improvement. According to the guidance of the team manual, we ask the supervisor to learn how to hold the second morning meeting first, and then increase the observation of their operation.

Third, performance tracking assessment and reward. Usually, I am most concerned about the tracking of various assessments of partners. There has always been a strict assessment of the basic law for the closed exhibition, and this piece has been completed by ourselves so far. Therefore, I will pay close attention to the collectors of different ranks every quarter, so that I will inform them every month, and everyone will inform them in place to communicate with the supervisor and understand the progress of each time period. Follow up each partner's performance in various Shaoxing company awards and Zhuji company awards to ensure that each partner can get what he can get in return. And through the performance analysis of partners, check out their problems at this stage and help them solve them. Do a good job of motivation and build their confidence in insurance. Let the old collectors go further in business, and let the new partners feel that the collectors are a big family and have a sense of belonging to work here. Do a group training in the workplace that can really help your partner.

Fourth, do a good job in customer service. Besides the service for old customers, 2008 is the most important year for service. We didn't feel relaxed after the exhibition began. First, Shuanghong, which started synchronously with the exhibition, handed over the work to the deputy, and the exhibition took on more than half of the company's workload. Later, the exhibition closed, and permanent invalid policies and invalid policies were cleaned up, as well as the daily handling of decentralized meetings of municipal companies. In these two key tasks, my important duty is to urge the following collectors to deal with a permanently invalid and invalid policy under their names as soon as possible, and to distribute the invalid policies under the names of some employees who have left but have not left their jobs as a whole. Sometimes, when there are too many people leaving to issue insurance policies, only Manager Zhao Chen and I will digest the remaining invalid policies; In addition, there is a return visit to the list of job-hopping personnel who closed the exhibition. Basically, I will undertake the return visit; At present, the processing speed of invalid insurance policies is not very fast, but it is very orderly, which solves a lot of worries for the company. From June 5438+ 10, according to the requirements of the general manager's office, actively cooperate with the customer service work of the company 1+N, and make every effort to improve the mobile phone coverage. It is required that the mobile phone coverage of each exhibition should be kept above 60% every month from June. Under the leadership of Manager Zhao, we played a man-to-man strategy, keeping track every morning, and even arranging some time in one or two morning meetings every month. We especially ask our exhibitors to fill in the 1+N card. Through our efforts and the active cooperation of exhibitors' partners, 10 and 1 10 collected more than 2,000 new mobile phone numbers in two months, making it the company that changed the mobile phone numbers the most in Shaoxing. On June 5438+February, we even put forward the goal of adding 2800 mobile phone numbers that month to maximize the coverage of mobile phones throughout the year. The work is progressing smoothly at present. In the remaining 10 days, we will also increase the tracking efforts, and connect this with the current customer visit accumulation work, and effectively combine the service work with the new order development.

Verb (abbreviation of verb) education, training and exhibition closing Although there was no large-scale increase in staff in 2008, new people came in one after another. It is also my responsibility to train these new people. So every week, I will arrange some time to guide these new people, lay a good foundation for them in their work, especially in their professional knowledge, care about them like friends in life, visit them often, understand their practical difficulties and overcome them with them, because

Six, self-growth, two years in the insurance company, I have always felt that this year is the biggest progress, here first of all thank you for your careful teaching, I learned a lot from him. Of course, I also made a lot of efforts for my growth this year.

I usually have the habit of studying at night at home. Of all things, I like making posters and movies best. Posters are made to quickly update the layout of the workplace and give my partners a visual impact. I have been collecting exhibitions for two years. To some extent, the collection exhibition is really like my home, and it is my duty to keep it fresh at all times. Making movies is the professional accomplishment of group training, which can solve the difficulties encountered by partners more clearly. It's a pity that I don't understand things deeply now, so I always seem a little confused when sorting out my thoughts. I will definitely improve in this respect in the future. In the future, I will learn from my superiors more humbly and improve my ability. In the second half of this year, I focused on training myself to get in touch with the market and understand it, so I also made great efforts, sometimes accompanying old collectors to visit customers and sometimes accompanying new collectors. This also allows me to accumulate a lot of special materials, because only by understanding the difficulties of salesmen can we really solve them; In order to better carry out the work, I have made friends with a group of like-minded insurance practitioners by using the accumulation of previous training and the construction of my own website. Information is also important in the insurance industry. I am very happy to discuss insurance-related topics with companies all over the world, which has also accelerated my growth.

7. Besides being the organizer of the exhibition, I know that I am also a member of the marketing department, so during this year, I can also actively complete the tasks assigned by the marketing department, cooperate with other departments, participate in various activities organized by the company, and do a good job in logistics and hosting the product briefings and related large-scale activities of the company and departments. Of course, in the process, I also learned enough overall planning and planning skills. Thank you again for giving me the opportunity to exercise like this.

Of course, I know I'm still far from excellent Yong ying, because I also have many shortcomings.

First of all, the heart is not heavy enough, the work arrangement is still lack of continuity, and the work plan is often disrupted by oneself. Sometimes I feel overwhelmed.

Secondly, it is more emotional. This problem is caused by my own personality, so I always feel that it is difficult to do "six no requirements" for leaders.

In addition, it lacks professionalism. After working in an insurance company for two years, even the hospitalization allowance for auspicious cards can only be 90 yuan at most. I just found out some time ago that my insurance policy is nothing to see. After communicating with the salesman, I found that they didn't know, and I was ashamed. It was entirely my fault that caused this situation. I didn't learn it thoroughly at first. I must strengthen my study in practical operation in the future. In the past, I became the best mentor for collectors in the exhibition industry.

It's easy to be a Yong ying, but it's not easy to be an excellent Yong ying. I hope that in the next 9 years, I can work better, solve problems for leaders and take a big step forward on my own road of group training.