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Professional training
All of Zurich's insurance consultants
undergo systematic training -
the first step in giving our valued customers excellent
professional service. The gradual Three
Step Training Series, the intensive Project
Genesis and Leadership and Management
Programme attest to our commitment to professional
training. Our professional consultants are also nurtured
and trained in our Zurich Insurance Group
(Hong Kong) Professional Development Centre, a
well-equipped institute with an extensive library of reference
materials.
Zurich sets a good example for the insurance industry
in terms of special programmes co-organized
with external institutes. Our consultants are
constantly upgrading their skills and keeping themselves
up-to-date by participating in various Continuing
Professional Development Programmes and special
topic training.
Also, our pioneering Sales Automation
and Management System allows our consultants
to accurately analyze our customers' individual protection
and financial needs - further proof of Zurich's dedication
to excellent service.
Systematic training
Zurich firmly believes that
only the most knowledgeable and dedicated insurance consultants
can provide our customers with top-of-the-line service.
Through systematic training with the Zurich Professional
Development Programme (PDP) our insurance consultants
gradually acquire new skills and knowledge in the insurance
industry, insurance knowledge, professional ethics,
as well as individual and professional development.
Over the years we have added new elements to the PDP,
including the implementation of internal licensing and
transforming the courses into modular units. Apart from
compulsory courses, we also provide electives so that
our consultants can upgrade themselves in a more flexible
way. Zurich is the one of the insurance company with
a system of promotion that is pegged to training.
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Three Step Training Series
- Fast Track Training Series: It
is specifically designed for new consultants to acquire
basic insurance knowledge as quickly as possible.
- Be A Trusted Advisor Training Series:
Focuses on developing established consultants to become
trusted advisors by introducing advanced insurance
knowledge, state-of-the-art business development and
customer relations management strategies.
- Excel In Management Training Series:
Focuses on improving managers' performance and developing
critical management skills in planning, recruiting,
selecting agents, coaching, training, motivation,
team building, communication, breakthrough thinking
and changes management.
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Project Genesis
Zurich has always been a pioneer
in the industry in introducing new and innovative concepts.
To transform our force of professional agents into a team
of trusted advisors, we launched Project Peak in 2002
and Project Genesis in 2003. Following a Best Practice
Model, we will develop our agents into professional advisors
with whom our valued customers entrust their financial
service needs.
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Leadership and Management Programme
Zurich Insurance Group (Hong
Kong) is renowned for professionalism and innovation and
we have always taken a leading role in introducing new
ideas to the insurance industry in Hong Kong. In 2003,
we introduced Leadership and Management Program to better
equip our managers to cope with the rapid changing business
environment and intense competition in the financial services
sector. In line with our growth strategy, we are going
to strengthen our managers' recruitment and selection
competencies.
In 2004, expanding our direct sales force is a strategic
focus and this is achieved by the implementation of
the Leadership and Management Program that aims at enhancing
our managers' capability of recruiting and retaining
talent. Our managers are going to receive a 42-week
intensive and comprehensive development program. This
program will take the forms of classroom training, one-on-one
consultation and post course coaching. This is a very
practical program in which managers will acquire ready-to-apply
ideas and best practices.
The Leadership and Management
Program comprises 7 modules: Selecting the Best, Recruiting
the Best, Leadership and Management, Leadership for
Productivity and Profitability, Managing A Client Bank,
Serving A Client Bank and Increasing Selling Time. Each
module is followed by extensive follow-up tasks that
enable delegates to sink in learning and put what they
have learned to practice. Armed with new ideas and techniques,
our managers are going to business.
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Special programmes co-organized with
external institutes
To upgrade our courses, Zurich
Insurance Group teams up with local universities and other
professional organizations to offer training courses:
- Sales management training,
MPF advanced training and Executive MBA Programme
co-organized with Lingnan University.
- Investment knowledge and
management skills training and Professional Diploma
in Business Management co-organized with the Hong
Kong Productivity Council.
- MPF training co-organized
with the Vocational Training Council.
- Seminars on Corruption
Prevention and Professional Ethics co-organized with
the Independent Commission Against Corruption.
- Certificate in Securities
Dealings and Current Development on MPF System 2002
co-organized with the Hong Kong Securities Institute.
- Seminar on "Equal
Opportunities and the Insurance" co-organized
with the Equal Opportunity Commission.
- Seminar on Mood Disorders
co-organized with the Hong Kong Mood Disorders Centre
of The Chinese University of Hong Kong.
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Continuing Professional Development
Programmes
Most of the Zurich's professional
training courses are recognized by the Hong Kong Council
for Academic Accreditation. After completing their courses,
our consultants can accrue CPD credits with the Insurance
Authority and the Securities and Futures Commission of
Hong Kong. At the same time, they can clock CPD hours
with the Mandatory Provident Fund Schemes Authority.
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Special topic training
In view of the intense competition
in the Hong Kong insurance market, many insurance companies
tailor make their products to meet clients' individual
needs. As clients become more knowledgeable about insurance
products, they expect insurance agents to have a thorough
understanding on the solutions they offer. To cope with
this change, we have organized several products training
courses. The first one we have launched is "Motor
Insurance" which covers product positioning, design,
compliance, claim procedures and product comparison. We
use a lot of case studies as the main learning methodology
so as to make the course more interesting and practical.
Participants can learn more about motor insurance in a
shorter period of time.
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Sales Automation and Management System
As the pioneer in making the
insurance industry more professional, Zurich Insurance
Group launched the Sales Automation and Management System
(SAM) in 2000, an amalgamation of high technology and
practical experience. SAM, designed by experienced experts
with the active participation of insurance consultants,
combines technology and modern management models to provide
a comprehensive sales and management system for our insurance
consultants and managers. With SAM they can accurately
analyze their customers' individual insurance and financial
needs and offer professional and customer-oriented solutions.
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Zurich Insurance Group (Hong Kong) Professional Development
Centre
Zurich has established its own Professional Development
Centre to provide all-round support for our consultants'
upgrading needs. The centre occupies an area of 10,000
square feet, has excellent facilities and provides a good
learning environment. Classrooms of different sizes can
be set up easily. There is also a well-equipped library
of academic and self-help publications, as well as examination
papers of accreditation courses for your reference.
Address: Suite 3407-12, Tower
1, The Gateway, Tsim Sha Tsui, Kowloon.
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