Insurance company back office entry process

Resume, job application form, ID card, graduation certificate (degree certificate is better), resignation certificate, household register, bank card

Methods/steps

1. Onboarding of field staff

Because domestic insurance companies currently mainly adopt the sales model of individual life insurance, insurance companies need a large number of field sales personnel. However, insurance companies are not accessible to everyone. All conditions must meet the company's relevant regulations (which vary from company to company), but generally the entry requirements are looser than those for internal staff. Generally, applicants must have a high school education or above, preferably between 25 and 35 years old, and have no language barriers. Preference will be given to locals or those with extensive network resources.

First of all, if you apply for insurance company field staff through various channels, you need to fill in a job registration form and attach your resume. After preliminary review, the company's human management or supervisory staff will be invited to start a business. At the briefing meeting, you will be clearly informed about what insurance is, what kind of job you will be engaged in, what you need to do, what you can get, etc. You can decide again whether you are willing and suitable to do it based on your understanding.

Then, the company will notify you to participate in the company's newbie class and pay the company training fee (it varies by company, about 100 to 200 yuan). The main content of the newbie class is probably to introduce the company and the industry. wait. Another important content is agent exam coaching. However, the current agent examination is no longer organized by the insurance industry association in the past, but seems to be conducted by the insurance companies themselves. After taking the agent exam and obtaining the agent qualification certificate, you are initially qualified for employment. Those who pass the agent examination will have the right to sign an agency contract with an insurance company and then attend a pre-job training class (some companies will sign an agency contract only after attending a pre-job training class). A risk deposit of 500 yuan is generally required when signing a contract (if there is no bad behavior such as misleading sales, it can be refunded when the agency contract is terminated).

The last is the pre-job training class. This training mainly explains some of the company's flagship products and sales techniques, as well as intensive training.

Complete all the above training to officially join the insurance company and become a sales field staff.

2. Onboarding of back-office staff

The back-office staff of insurance companies are mainly responsible for training, performance coaching, marketing planning and other work, and enjoy the company's official staff of five insurances and one housing fund.

The recruitment of insurance company back-office personnel is completed in accordance with the formal enterprise recruitment process. The conditions are relatively high. Generally, a bachelor's degree or above is required, and professional and technical positions require graduation from related majors. Some large insurance companies are willing to recruit job seekers without work experience, while some small insurance companies or certain companies that are in urgent need of a certain position generally require life insurance-related work experience.

First of all, you need to submit your resume and fill in the job application form. After HR review, you will be notified of the interview. Generally, at least 5 interviews are required: HR of the employer, general manager of the organization, HR of the branch, general manager and branch manager of the branch. The general manager of the company must conduct interviews one by one (the specific number depends on the company and temporary arrangements). After leaders at all levels have passed, HR will notify you to provide relevant information and prepare for joining. Entry materials include: copy of ID card, copy of academic qualifications (degree), copy of household registration (not required by some companies), resignation certificate (except fresh graduates), physical examination report (self-paid physical examination, project regulations), etc. The last step is to sign a labor contract. Currently, insurance company labor contracts are divided into fixed-term labor contracts and non-fixed-term labor contracts. Domestic companies use fixed-term labor contracts, which are generally signed every three years; foreign-funded companies use non-fixed-term labor contracts, which do not need to be renewed. Signing a labor contract with an insurance company is considered as formal employment, entering the probation period, and participating in new employee training.

3. Onboarding of managers

The managers referred to here are middle-level leaders of insurance companies. Personnel at this level are generally not recruited from the public in the insurance industry, and are basically recommended by insiders. The process also follows the recruitment process for internal staff.

END

Notes

The insurance companies referred to here are mainly life insurance companies

There are no field staff and internal staff of insurance companies The difference between good and bad. Because the value orientations are different, there is no conflict of interest. On the contrary, because of the division of labor and collaboration, the two complement each other. Job seekers need to make their own choices based on their own conditions.

Extended reading: How to buy insurance, which one is better, and step-by-step instructions to avoid these "pitfalls" of insurance