Research On The Optimization Of Training Program For Individual Insurance Sales Newcomer In Insurance Company Q

Since 2021,the opening year of the 14 th Five-Year Plan,China’s insurance industry has entered a period of adjustment,and the personal insurance market is undergoing a comprehensive transformation of agents to "professionalization and vocationalization",resulting in a sharp decline in agents across the industry.The loss of agents has led to the challenge of new premiums for individual insurance policies.In the face of the pressure,personal insurance companies are actively optimizing their manpower development strategies,improving the quality and structure of their manpower and gaining room for development through transformation.At the same time,the new generation of technologies represented by big data,cloud computing,blockchain and artificial intelligence are changing the operation logic of the insurance industry,reshaping the industry’s business model and driving changes in the industry.The training management line how to adapt to the changes of the times,break through the traditional training model,improve the practice standard of agents,and enhance the productivity of newcomers,is an important issue in the current insurance industry to seek optimization and breakthrough in the human development strategy.This thesis analyzes the current situation of the training of new personal insurance marketers and optimizes the deficiencies and omissions in the training process.This thesis mainly adopts literature research method,questionnaire survey method,and interview method,through reviewing a large number of domestic and foreign employee training literature and optimization programs,conducting questionnaire survey on 130 personal insurance marketers,and combining the data and conclusions from 15 interviewees to understand the current situation and problems of training for new personal insurance marketers.In response to the problems,we used the ADDIE model to build an optimization framework,improved the needs analysis,cross-applied the training needs gap analysis model to analyze the needs;improved the basic design,upgraded the training concept,and redefined the training cycle for new recruits;focused on diversified development,and added special courses to meet the differentiated training requirements;and focused on effective implementation.Focus on effective implementation(Implementation)to optimize the teacher team,technology-enabled training methods;the formation of a complete evaluation(Evaluation),combined with the Kirkpatrick four-level assessment model for employee reaction layer,behavior layer,learning layer,results layer training evaluation,in order to more comprehensive grasp of the effectiveness of employee training.This thesis proposes a more scientific approach to optimize the training system for personal insurance newcomers by addressing the five major problems of personal insurance marketing newcomer training in Company Q.The conditions required for the implementation of the proposed program also revolve around the work reality,giving the program implementation system guarantee,information guarantee,and data support.In the process of analyzing the program,the application of ADDIE model,training needs gap analysis model and training effect evaluation model is combined to extend and expand the theoretical knowledge of training for new personal insurance marketers.Through the improvement and optimization of existing training issues,the aim is to optimize Q’s human resources training,to promote the training knowledge to the actual needs of the work,to realize the efficient allocation of training resources,to improve marketers’ By improving and optimizing the existing training issues,we aim to optimize the human resource training of Company Q,shift the training knowledge to the actual needs of the work,achieve the efficient allocation of training resources,improve the standard of practice and work efficiency of the marketing staff,improve the quality of the personal insurance marketing team,enhance the economic efficiency of the company,and provide some reference basis for the training of similar enterprises.