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李慧:爱与坚守 险中温情
Xin Jing Bao· 2025-12-17 03:34
在大众视野里,保险行业常常被误解与偏见笼罩着,然而有这样一位女性,她以坚韧与智慧在保险领域 中披荆斩棘,用真诚与专业重塑人们对保险的认知,她就是李慧。 李慧与保险的缘分始于一次生活的变故。初到香港时,语言不通、人脉匮乏,她并未立刻投身保险,而 是经历了一段摸索期。真正促使她下定决心踏入保险行业的是源于家人因缺乏保险保障,在患病时无法 选择最佳治疗方案的无奈与悲痛。那一刻,她深刻意识到保险对于普通家庭的重要性,于是她决心深入 了解保险,为自己和家人配置保障,同时也希望能帮助更多的人避免类似的遗憾。 还有一位客户,因对保险存在偏见,与李慧相识十多年从未提及保险。直到他自己购买的保险成为孤儿 单,理赔无人跟进时,才意识到保险代理的专业与负责的重要性。他提着礼物找到李慧,李慧不仅免费 帮他跟进之前的保单,还重新为他规划了保险方案。如今,他们已成为亲密无间的朋友。 在团队建设方面,李慧有着清晰的规划和理念。她要求团队成员秉持终身学习、专业卓越、诚信正直、 团结互信的价值观,带着感恩的心为客户建立家庭保障网。她亲自为团队成员培训,常常到半夜。自己 也不断学习新知识,涵盖家办、信托、传承、保障、税务、全球经济发展走向、科技 ...
百年人寿山东分公司个险管理本部刘英娜:十一年寿险升级路,做有温度的保险代理人
Qi Lu Wan Bao· 2025-09-16 00:14
Core Insights - The article highlights the transformative journey of Liu Yingna in the insurance industry, showcasing her growth from a novice to a benchmark in her company, emphasizing the importance of dedication and continuous learning in achieving success [1][4][11]. Group 1: Professional Growth - Liu Yingna started her career in the insurance industry in 2014 and has since issued 1,132 policies with a total coverage amount of nearly 1 billion yuan, serving 521 clients [1]. - Over 11 years, she has experienced significant personal and professional growth, enhancing her skills and confidence, which has allowed her to effectively communicate and present in front of large audiences [4][11]. Group 2: Value of Insurance - Liu Yingna's experience with claims processing has deepened her understanding of the insurance industry's value, particularly in providing financial support during critical times, as illustrated by a case where a client received 200,000 yuan from critical illness insurance and over 500,000 yuan in medical reimbursements [8]. - The article emphasizes that each insurance policy represents a commitment to safeguarding clients' futures and maintaining their dignity, thereby contributing to the happiness of countless families [8]. Group 3: Commitment to Learning and Community - Liu Yingna actively seeks opportunities for professional development, including obtaining certifications as a financial planner and participating in advanced training programs, which has broadened her network and knowledge [11]. - She is also committed to social responsibility, participating in charitable activities and donating a portion of her income to support autism rehabilitation education, reflecting the industry's potential for positive societal impact [13].
新华保险威海中支资深业务经理毕丽玲:以专业筑盾,用温情护航
Qi Lu Wan Bao· 2025-07-14 10:55
Core Insights - The article highlights the professional journey of Bi Liling at Xinhua Insurance, showcasing her growth from a novice to an industry elite recognized with the IDA International Dragon Award [1] Group 1: Professional Development - Bi Liling entered the insurance industry in 2010, facing initial skepticism from clients regarding the value of insurance [5] - To build her expertise, she adopted a rigorous learning approach, balancing market visits and client interactions with in-depth study of insurance terms and financial regulations [5] - Her ability to simplify complex insurance concepts and tailor protection plans for families became her strength in overcoming client biases [5] Group 2: Client Relationships - The most valuable outcome for Bi Liling is not just performance metrics but the trust and satisfaction of clients, exemplified by a case where she assisted a client in receiving a significant insurance payout after a medical emergency [7][8] - Her proactive approach in following up with clients and ensuring they understand their coverage has led to strong client loyalty and referrals [8] Group 3: Team Leadership - As her career progressed, Bi Liling took on team management responsibilities, fostering a culture of mentorship and knowledge sharing within her team [10] - She encourages team members to learn from setbacks and shares practical strategies for client engagement, promoting a collaborative environment [10] Group 4: Work-Life Balance - Bi Liling balances her professional commitments with family responsibilities, embodying the role of a dedicated daughter, supportive partner, and inspiring mother [12] - Her ability to manage multiple roles effectively has earned her recognition as a positive influence within her team and the broader company [12] Group 5: Future Aspirations - Looking ahead, Bi Liling aims to continue her mission of providing comprehensive insurance solutions, driven by her commitment to professionalism and empathy [12]