永达理张雷：守护客户十八载，以保险规划践行保险真义

Core Insights - The article highlights the transformative journey of Zhang Lei, a seasoned insurance professional, who transitioned from the IT industry to the insurance sector, driven by a personal tragedy that reshaped his understanding of the insurance's value [2][4][7]. Group 1: Career Transition - Zhang Lei began his career in the early 2000s in the IT sector, where he initially found success as an entrepreneur [4]. - The competitive landscape in the IT industry led him to seek new opportunities, ultimately leading to his entry into the insurance industry in 2007 [4][6]. Group 2: Personal Motivation - A tragic incident involving a former colleague, who declined an insurance policy and later died in an accident, profoundly impacted Zhang Lei, transforming his view of insurance from a mere job to a mission [7][9]. - This experience instilled in him a sense of responsibility to help families secure their futures through insurance [9][10]. Group 3: Industry Evolution - By 2013, the insurance industry in China was undergoing significant changes, shifting from rapid expansion to a focus on value and consumer awareness [13]. - Zhang Lei recognized the emerging trend of insurance brokerage as a vital part of the industry, driven by consumers seeking professional advice [13][14]. Group 4: Strategic Decisions - Zhang Lei joined Yongdali in 2014, attracted by its focus on retirement and pension insurance, anticipating the growing demand due to China's aging population [14]. - He emphasized the importance of professional training and long-term service in the insurance sector, believing that human interaction is irreplaceable in building trust and delivering value [14][16]. Group 5: Claims Experience - Zhang Lei's personal experience with a claim for his father's health insurance highlighted the challenges consumers face in the claims process, which often leaves them at a disadvantage [20]. - The successful resolution of this claim through Yongdali's professional claims service, "Yongyi Pei," underscored the company's commitment to customer support and the true essence of insurance [20].