来源：保观 近年来，多个行业和巨头公司因AI导致的组织重构和战略调整，进行了大规模裁员。比如亚马逊因为 AI大幅提升了效率，减少了部分岗位的需求，预计在全球裁员1.4万名管理岗位；又比如微软在今年5月 和7月一共裁员1.5万人，微软对此表示如今公司内部20%到30%的编码都是由AI编写。 不出意外AI驱动的大规模裁员浪潮还是吹到了保险业。 近日，保险巨头安联计划在未来12至18个月内减少其旅游保险业务中的1500至1800名员工，这一消息在 业内引发广泛讨论。而此次大规模裁员的背后，主要是由于人工智能的加速布局，开始对高度依赖人工 的岗位造成巨大冲击。 安联拟裁减1800个岗位， AI对保险业的冲击开始显现？ 11月26日，据业内知情人士透露，全球保险巨头安联将重塑全球业务流程，拟在未来12至18个月内在旅 游保险业务部门裁员1500至1800人。 据悉，安联的旅游保险业务由旗下专业子公司安联世合（Allianz Partners）运营。作为全球旅行保险与 救援服务的龙头之一，其核心产品包括单次、年度、邮轮、欧洲专属及高端旅行险，提供医疗、救援、 行李托运、航班等全方位保障，旗下服务网络覆盖200多个国家和地 ...

Allianz SE and Oaktree Capital Management agreed to set up a reinsurance syndicate on the Lloyd’s of London market, the latest example of a private capital firm pushing into the non-life sector.The vehicle, named “Syndicate 1890,” will begin underwriting from Jan. 1, according to a statement on Monday. It will receive a share of Allianz’s reinsurance programs while Oaktree will fund the syndicate and manage its assets. The amount Oaktree is putting into the vehicle is in the hundreds of millions of US dolla ...

Core Points - CANCOM SE has released a voting rights announcement in accordance with the German Securities Trading Act, indicating a change in voting rights held by Allianz Global Investors GmbH [1][2] - Allianz Global Investors GmbH has reduced its voting rights in CANCOM SE from 9.17% to 4.97% as of November 25, 2025, representing a decrease of 4.20 percentage points [4][5] - The total number of voting rights in CANCOM SE is reported to be 31,515,345 [4] Group 1: Issuer Information - The issuer is CANCOM SE, located at Erika-Mann-Straße 69, Munich, Germany [2] - The Legal Entity Identifier (LEI) for CANCOM SE is 391200T4AUN1BPBXAO14 [2] Group 2: Notification Details - The notification was triggered by the acquisition/disposal of instruments and a change in the breakdown of voting rights [3] - The date on which the threshold of voting rights was crossed is November 25, 2025 [5] Group 3: Voting Rights Breakdown - The current voting rights held directly by Allianz Global Investors GmbH are 4.97%, with no indirect voting rights reported [4][5] - The previous notification indicated that Allianz Global Investors GmbH held 9.17% of voting rights [4] Group 4: Additional Information - The announcement includes details about the chain of controlled undertakings, with Allianz Global Investors GmbH being a significant entity holding 4.97% of voting rights [9]

Core Insights - Allianz, a German insurance group, plans to cut up to 1,800 jobs in its travel insurance division, primarily affecting call centers due to the increasing adoption of artificial intelligence [1] Company Summary - The job cuts are a response to the growing trend of artificial intelligence replacing manual processes within the insurance sector [1] - The affected positions are mainly located in call centers, indicating a shift towards automation in customer service roles [1] Industry Summary - The move reflects a broader industry trend where companies are leveraging technology to enhance efficiency and reduce operational costs [1] - The integration of AI in the insurance industry is expected to continue, potentially leading to further job reductions in traditional roles [1]

Business Strategy - Allianz Partners is considering potential job cuts [1] - The company aims to increase the use of AI [1] Industry Trend - The insurance industry is exploring AI adoption [1]

Group 1 - The article does not provide any specific content related to a company or industry [1]

Core Viewpoint - Generali Group is restructuring its organizational framework by appointing Giulio Terzariol as Group Deputy CEO to enhance the execution of its strategic plan "Lifetime Partner 27: Driving Excellence" and improve governance across its core businesses [1][3]. Group Structure Changes - The new appointment aims to strengthen the management of the Group's insurance business and oversee Banca Generali, aligning with the directives of the Group CEO [3][5]. - The CEO Insurance position will be eliminated immediately upon Terzariol assuming his new responsibilities [4]. Leadership and Experience - Philippe Donnet, Generali Group CEO, emphasized that achieving the goals of the strategic plan is the top priority, and the organizational changes reflect this ambition [5]. - Terzariol has been with Generali since January 2024 as CEO Insurance and has a background with Allianz SE, where he served as Group CFO for six years [6][7].

Core Points - An Allianz insurance agency in Montluçon, France, received a package bomb, resulting in severe injuries to the agency head's son [1] - The incident is being investigated as attempted murder by the authorities [1] - Allianz strongly condemns any violent or criminal acts against its employees, operations, or property [1] Incident Details - The injured individual, a 34-year-old son of the agency head, suffered serious injuries to his hands and chest due to the explosion of a grenade hidden in the package [1] - Prior to this incident, another Allianz branch in Toulouse was attacked, with a local anarchist group claiming responsibility for vandalizing the office due to Allianz's insurance services for an Israeli military company [1] - The connection between the two incidents remains unclear [1]

Core Points - A bomb package was received by an Allianz insurance agency in Montluçon, France, resulting in severe injuries to one individual [1][3] - The injured party is the 34-year-old son of the agency's head, who suffered serious injuries to his hands and chest due to a grenade explosion hidden in the package [3] - The incident is being investigated as an attempted murder case by the authorities [3] - Allianz strongly condemned the violent act against its employees and operations [3] - A related attack occurred a few days prior at another Allianz branch in Toulouse, where a local anarchist group claimed responsibility for vandalizing the property due to dissatisfaction with Allianz's insurance services for an Israeli military contractor [3] Company Response - Allianz expressed its strongest condemnation of violence or criminal acts targeting its employees, operations, or property [3]

Core Insights - China Life Insurance Co. Ltd. has surpassed Allianz SE to become the largest life insurance company globally, with Ping An Insurance (Group) Co. of China Ltd. ranking third [2][3][4] - The ranking is based on reserves and liabilities related to life and health insurance, as well as investment contracts, reflecting the true scale and risk exposure of life insurance businesses [3][4] Group 1: Company Rankings - The top three life insurance companies in the world are China Life Insurance Co. Ltd. ($798.07 billion), Allianz SE ($769.19 billion), and Ping An Insurance ($683.01 billion) [3][4] - The S&P Global Market Intelligence report indicates that North American companies dominate the list, with 19 firms, including 15 from the U.S. [2][3] Group 2: Growth Metrics - China Life Insurance experienced the fastest year-over-year growth in reserves among the top 20 global life insurers, with a significant increase of 19.90% [4]