Research On The Training Of Bancassurance Customer Managers Of QX Insurance Sichuan Branch

As QX Insurance’s Sichuan branch gradually shifts its development strategy from expansion to value enhancement,there is a growing need to accelerate the development of the bank insurance business,which serves as the company’s main driving force.Customer managers,as the frontline team responsible for business promotion,play a vital role and their capabilities are increasingly in demand.Training is crucial to improve their capabilities and qualities;however,enhancing the effectiveness and relevance of training to meet the development needs of the Sichuan branch’s bancassurance business is a significant challenge.This article delves into the current training landscape for QX Insurance’s Sichuan branch bancassurance account managers,identifies issues,and offers optimization suggestions to improve the training system.The goal is to cultivate a team of highly skilled and well-rounded bancassurance professionals to ensure business success.This study focuses on the training issues of Bank Insurance Customer Managers at QX Insurance Sichuan Branch.It adopts a combined approach of interviews and questionnaires to gather insights from Bank Insurance Customer Managers,training instructors,and relevant managers.By analyzing six aspects including training needs,implementation methods,content,instructors,evaluation feedback,and support mechanisms,and combining theories such as human capital theory,adult learning theory,competency model theory,and training needs analysis and evaluation theory,the following problems in the training of Bank Insurance Customer Managers at QX Insurance Sichuan Branch were identified: lack of individual analysis in training needs analysis,inadequate adaptation of training implementation methods to adult characteristics,absence of competency-based design and hierarchical management in the training curriculum system,insufficient quantity and capacity of training instructors,lack of practical implementation mechanism in training evaluation feedback,and organizational management culture that prioritizes business over training.In response to these issues,this article proposes optimization suggestions in six areas:(1)Establish a three-tier model-based training needs analysis;(2)Implement training implementation methods that align more with adult learning characteristics;(3)Develop a competencybased training curriculum system;(4)Establish a professional and sound training instructor system;(5)Formulate a training evaluation mechanism based on Kirkpatrick’s four levels model;(6)Build a training organizational management culture that emphasizes both input and promotion.By implementing the above optimization suggestions,it is expected to improve the quality of training for bancassurance account managers at QX Insurance’s Sichuan branch,effectively meeting the needs of business development.Furthermore,this study can also provide valuable insights and references for the training of bancassurance account managers in other insurance companies.