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Measures for the Administration of Marketing Teams of Insurance Companies (II)
Method 1 of insurance team management: make good use of competitive incentives

Business work is a challenging job, with performance targets every month, and it is also a relatively frustrating job. Team leaders must make good use of various competitions or other incentives if they want to continuously create high performance of the team, and it must be normal. Every month, the team leader should have a business promotion method to continuously motivate every marketer in the team. Therefore, there must be some temptation in the award setting to make everyone excited; We should also take care of everyone in the team to the greatest extent, and don't let rewards become the patent of star marketers. If the performance is good, most people can still get rewards, and the cohesion of the team will naturally be strong.

Insurance team management method 2: strengthen team cooperation.

Life insurance teams pay more attention to team consciousness than ordinary teams. There will always be all kinds of business competition among life insurance teams, and the fighting spirit of each team to win the championship can only produce higher performance by relying on the implementation of team consciousness and the emphasis on team honor. A single-handed salesperson can certainly create achievements, but strengthening teamwork can make the team grow, because many inexperienced newcomers need the assistance of experienced salespeople to cooperate with each other to complete the sales process and create more achievements. If a person has achieved high performance but is unwilling to help other members of the team, it is like a star player in the team. If he doesn't know how to work as a team, he still can't win. The cohesion of the team is often accumulated bit by bit in these coordinated operations.

Insurance team management method 3: guide a positive attitude

Psychologists believe that people suffer from procrastination mostly to avoid what they should face. Therefore, the supervisor should help his subordinates quit procrastination and be guided by their mentality. 1) If subordinates are very resistant to having to go to work, then guide subordinates to try to imagine his good mood when he stops procrastinating to finish a task, or his bad mood when he can't finish the task. 2) If subordinates are worried that they may fail, tell themselves that they don't need to complete the whole work goal at one breath, and just start doing the first step or the first two steps. 3) If a subordinate is particularly afraid of one task in the to-do list, then guide him to start with other tasks, preferably what he is most willing to do. The accumulated motivation will help him solve more difficult tasks in the future. 4) Establish the subordinate's self-discipline consciousness, start from the trivial things in his work, and help him to quit the habit of procrastination slowly.

Method 4 of insurance team management: strict supervision and guidance

Supervisors need to establish a sense of team responsibility and do a good job of supervision and guidance. For example, follow up the work of subordinates weekly and monthly, coach or remind subordinates who are behind schedule, and keep abreast of the sales progress of the whole team at any time. If the supervisor can supervise and guide the work of his subordinates like a teacher checks the students' homework, under the pressure of supervision, the subordinates will have discipline in their hearts and their work will not be too lax.

Model essay on team management measures of insurance companies

In order to strengthen the management of the team leader, promote the company to effectively increase staff, ensure the stability of the team leader, and promote the sound, rapid and sustainable development of the business. These measures are formulated.

First, the formation principle.

1. Team standard: each team 1 team leader, with at least 6 people (including the team leader), with no upper limit.

2. Team classification:

According to the formation of the team, the team can be divided into the following two types:

(1) original team: an original team is established for the first time according to team standards, and its team leader and members are not affiliated with the company's existing team.

(2) Fission team: A new team formed by existing players according to team standards is a fission team.

3. Team ownership:

(1) New players: New players must fill in the references truthfully, and the team leader must be the player's direct references.

(2) Existing players:

① Unattended team members: If the team members are unattended due to the withdrawal of the former team leader, the affiliated institution may apply to the headquarters to be taken over by other teams of the institution. After being signed by the proposed team leader and the members of the taken-over team to confirm the ownership, it shall be reported to the sales center of the head office for approval, and the promotion department of the branch office shall adjust the system data.

② Players who are not affiliated with the team: affiliated organizations will assign special personnel to engage in their business activities.

Management, consultation and support.

4. Team leader: anyone except the heads of institutions at all levels, financial personnel and claim adjusters can form a team according to the team formation standards.

All personnel can give orders across countries and regions, which is the performance of the team.

6. Team members can also be formed across regions.

Second, the job responsibilities

1 to promote the team's business objectives;

2. Promote the goal of increasing the number of team members;

3. Responsible for the daily management of the team and the business skills training of team members;

4. Implement the policies and standards issued by the company;

5. In case of surrender, accounts receivable, positive and negative bills, customer complaints and other violations. The team leader and the parties shall bear the administrative responsibility and the liability for compensation.

Third, the advance and retreat mechanism

1, access mechanism

(1) The person in charge of the application team shall sign the following documents:

Those who hold the insurance agent qualification certificate sign the insurance agent contract, agreement and commitment letter, while those who do not hold the insurance agent qualification certificate sign the agreement and commitment letter.

(2) Members of the application team shall sign the following documents:

Sign insurance agency contracts and agreements with insurance agent qualification certificates, and sign agreements without insurance agent qualification certificates.

2. Exit mechanism

(1) The team leader shall not be replaced in principle. If the team leader is changed due to resignation, transfer, etc., the proposed team leader shall handle the handover procedures of the team, which shall be reported to the sales center of the Head Office for approval after being audited by the affiliated institution.

(2) In principle, a team member may not quit the team, but a new team may be formed by fission.

Fourth, the incentive mechanism

(A) the team leader management bonus

1. The team leader can enjoy the management bonus of the team leader during his term of office.

2. Premise of bonus payment: (1) The accounts receivable of the team have been cleared; (2) At least 6 people (inclusive) pay the fee effectively every month, and each person pays the premium? 1000 yuan/month. If any index is not completed, the team leader's management bonus cannot be paid.

3. The scope of the bonus provisions

The performance of all team members can only be accrued by the team leader at the next higher level, which means that the team leader of the original team can include all the performance of the team (including himself) in the accrual scope of the management bonus of the team leader; The performance of the team leader of fission team is not included in the management bonus accrual scope of the team leader;

4. Bonus payment method: bonus managed by team leader = premium paid by the team? The proportion of bonuses awarded is as follows:

(2) Support subsidies for new team leaders

1. The team leader of the newly established team will enjoy a 3-month support subsidy from the month when the team is established. Specific measures are as follows:

2. If the newly formed team reaches the standard in the current month, the support subsidy and team leader bonus will not be repeated.

3. If the newly established team fails to meet the standards in the current month, it will enjoy the management bonus of the team leader.

(III) Bonus payment time: Bonus will be paid to the card on the 20th of the following month.

(4) Quarterly reward

When the accumulated quarterly premium of the team reaches 6,543,800 yuan and above, if the monthly assessment of the month fails to meet the standard and the management bonus of the team leader cannot be accrued, the paid-in premium that is not included in the award promotion scope of the month can be paid according to the corresponding award promotion ratio as the quarterly reward of the team leader; When the accumulated quarterly premium of the team reaches 6.5438+0.5 million yuan, the team leader will be given 654.38+0.000 yuan as a quarterly reward at one time.

(5) Tourism incentives

If the team leader wins a long-term award of 65,438+0,000 yuan for two consecutive quarters in the first half or the second half of the year, the company will organize a domestic tour for the team leader;

Reward the top 30 leaders of the national team for a domestic tour;

(6) Training reward

The annual premium is 8 million yuan, and less than 50% of the team leaders in payout ratio,

As an institutional management talent, it is included in the company's talent pool for management, and as an institutional management, it organizes special training as needed.

Reserve candidates for team managers of insurance companies.

Verb (abbreviation of verb) This scheme has been implemented since May 1 2009, and the sales center of the Head Office reserves the right of final interpretation.

Timetable:

Team leader change declaration form

This has nothing to do with your purpose.

What you used to be, but what you will become. Nothing is impossible, and I am afraid I can't think of it.

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