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“新”华泰人寿再出发 本土化之路如何走
经济观察报· 2025-07-16 15:08
7月10日,华泰人寿官网披露,经公司第七届董事会第二十二 次会议审议通过,并经国家金融监督管理总局北京监管局任职 资格审查核准,自2025年7月10日起,由牛增亮担任公司总 经理职务。这意味着华泰人寿空缺三年的总经理人选终于获得 监管认可。在外资保险巨头安达集团完全掌握公司话语权后, 华泰人寿的管理层调整基本告一段落。 作者: 姜鑫 封图:图虫创意 20岁的华泰人寿保险股份有限公司(下称"华泰人寿")正站在新的起点上。 7月10日,华泰人寿官网披露,经公司第七届董事会第二十二次会议审议通过,并经国家金融监督 管理总局北京监管局任职资格审查核准,自2025年7月10日起,由牛增亮担任公司总经理职务。 这意味着华泰人寿空缺三年的总经理人选终于获得监管认可。在外资保险巨头安达集团完全掌握公 司话语权后,华泰人寿的管理层调整基本告一段落。 同日,安达集团旗下安达人寿也发布重要人事消息,任命郑少玮为安达人寿区域总裁。据记者了 解,郑少玮将主要负责股东方与华泰人寿之间的沟通协调,促进双方的战略协同,并直接向安达人 寿总裁汇报。 7月10日,在华泰人寿于昆明举行的一场发布会上,郑少玮与华泰人寿管理层接受了经济观察报等 媒体 ...
“新”华泰人寿再出发 本土化之路如何走
Jing Ji Guan Cha Bao· 2025-07-16 14:51
Core Viewpoint - Huatai Life Insurance Co., Ltd. is undergoing significant management changes and strategic realignment under the leadership of newly appointed General Manager Niu Zengliang, with a focus on local development and strategic collaboration with its major shareholder, Chubb Group [1][2][4]. Management Changes - Niu Zengliang has been appointed as the General Manager of Huatai Life, effective July 10, 2025, marking the end of a three-year vacancy in this position [1][2]. - Other key appointments include Su Mei as Chief Risk Officer and Xi Yue as Chief Actuary, with Han Yue joining as Vice General Manager and Chief Financial Officer [2]. Shareholder Influence - Chubb Group has increased its stake in Huatai Life, now holding over 50% of the shares, which has transitioned Huatai Life from a joint venture to a foreign-controlled company [3]. - The strategic support and capital injection from Chubb Group are deemed crucial for Huatai Life's financial stability and long-term development [4]. Strategic Initiatives - Huatai Life has launched a new five-year strategy titled "1+2+3," focusing on customer-centricity, innovation, and three strategic pillars: Health and Wellness 3.0, Elite Agent 3.0, and Digitalization 3.0 [5]. - The company aims to address the evolving needs of customers in a low-interest-rate environment by enhancing service offerings and integrating various resources related to health, education, and retirement [5][6]. Product and Service Development - Huatai Life is developing a comprehensive service system centered around key life topics such as education, retirement, and health, integrating innovative insurance products with service solutions [5]. - The company has introduced the "Tai Enjoy Smart Living" home care service, which connects safety, health, and lifestyle needs through smart devices and a 24/7 online service team [6]. Marketing and Training Enhancements - The Elite Agent 3.0 strategy has been upgraded to improve recruitment, training, workplace environment, and recognition systems for agents, aiming to build a trusted sales channel [6][7]. - Collaborations with renowned educational institutions are being established to provide tailored training programs for new agents and supervisors, enhancing their confidence and management capabilities [7].
华泰人寿推出“保险+”全生命周期守护体系
Guo Ji Jin Rong Bao· 2025-07-15 11:49
Core Viewpoint - Huatai Life Insurance Co., Ltd. has launched the "Insurance+" full lifecycle protection system, focusing on health, education, and retirement, integrating resources and innovative insurance products to provide comprehensive solutions for all life stages [1][2]. Group 1: Health Protection - The company introduced a "three-level health protection system," offering a comprehensive service framework from health protection to critical illness medical care [1]. - Level one protection targets healthy individuals, promoting proactive disease prevention through a "seven-expert management" model involving various health professionals [1]. - Level two protection focuses on sub-healthy individuals, providing "Le Enjoy Family Doctor" services for early disease detection and intervention [1]. - Level three protection is aimed at individuals with existing health issues, utilizing a network of over 700 direct payment medical institutions and international medical services to optimize treatment processes [1]. Group 2: Education Services - Huatai Life offers flexible annuity products to help parents meet educational funding needs and has launched the "Rui Enjoy" growth education service [2]. - The education service features full-age coverage, direct access to quality resources, and customized one-on-one planning for children aged 4 to 24, covering various developmental aspects [2]. Group 3: Retirement Solutions - The company has upgraded its "Health and Wellness 3.0" strategy to address the shift from passive to proactive retirement planning [2]. - It offers products like flexible annuities, whole life insurance, and tax-advantaged personal pension insurance for sustainable retirement funding [2]. - The "Tai Enjoy" health and wellness service provides a comprehensive system for various retirement scenarios, including worry-free travel, smart home safety, and professional medical care [2]. Group 4: Travel and Leisure Services - Huatai Life has introduced the "Tai Enjoy Travel" segment, catering to the needs of active seniors by linking quality wellness bases across the country [3]. - The company offers diverse travel resources, including CCRC wellness communities and high-end boutique hotels, with exclusive benefits for customers [3]. - A "companion service" is included, providing assistance with travel planning, health management, and professional support during trips [3]. - The number of domestic wellness travel partners has reached 15 [3].
金融监管总局发布《金融机构产品适应性管理办法》;国有险企长周期考核增五年周期指标;险资扎堆举牌港股获15%超额回报;|13精周报
13个精算师· 2025-07-12 02:56
四部门:开展货车司机护航专项行动,赠送互助保险 国办:印发《关于进一步加大稳就业政策支持力度的通知》 一周新闻速览 监管动态 国家金融监管总局:发布《金融机构产品适应性管理办法》 七部门:鼓励托育服务机构投保托育服务机构责任险、企业财产保险 国务院:推进再保险国际化进程 财政部:国有商业险企今年起全面落地三年以上长周期考核,增加五年周期指标 发改委:"十四五"期间长护险参保人超1.8亿 医保局:新增商保创新药目录,2025年医保目录调整正式启动 医保局:截至6月30日已有337个地区开通医保钱包 人社部:退休人员基本养老金上调2% 人社部:2026年扩至全国!职业伤害保障试点扩围启动 央行金融市场司江会芬:债券通"南向通"参与投资者将扩容至非银机构 香港证监会梁凤仪:扩大南向通参与机构范围,加入券商、保险公司、理财及资产管理公司 公司动态 友邦保险:收购上海松江2252套公寓 太平人寿:2025年上半年累计完成理赔约44.7万件 中国太保:7月18日A股每股派发现金红利1.08元(含税) 新华保险:与邮储银行签署战略合作协议 大家保险:不再设立监事会 大家保险:"城心养老"商标成功获批 人事变动 弘康人寿:举 ...