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1
Mrkvica, Jakub. „Návrh rozvoje motivačního programu regionálních manažerů v jedné z agentur vybrané společnosti“. Master's thesis, Vysoké učení technické v Brně. Fakulta podnikatelská, 2018. http://www.nusl.cz/ntk/nusl-442343.
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Diploma thesis deals with Development Propsal of a Motivation Program for Regional Managers in the Southern Moravia Agency which is one of eight agencies of the examined company. Diploma thesis first focuses on the theoretical basis of solved problems, then on the analysis of internal and external influences on the solved problems. At the end of the thesis the proposals are submitted. These proposals should lead to improvements in the motivation and adaptation system and reduction in staff turnover in the Southern Moravia Agency.
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Kruťa, Adam. „Metodika pojišťovacího zprostředkovatele v rámci životního pojištění“. Master's thesis, Vysoké učení technické v Brně. Fakulta podnikatelská, 2016. http://www.nusl.cz/ntk/nusl-240554.
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The influence of globalization is strengthening in all markets including the insurance market. In the past few years, new trends are bringing out various changes. People are becoming aware of the risks associated by not being covered by insurance and the exposure of financial loss that they could face. Due to this awareness, there are more questions that need to be raised by the insurer. Are the clients being provided enough coverage? What types of criteria should be set? All these questions are being asked by the insurance provider in order to alleviate any problems/loss and identify all the risks up front in order to prepare for these possible scenarios. Most people in the Czech Republic are becoming more aware of the bad current situation of the social system. Therefore, more people are coming to private financial insurance consultants. Life insurance have experienced many changes the past 10 years in which it is now able to offer the same complex coverage as in rich western countries. Clients are now looking for variety and flexibility. The question is how to set up these products correctly? I have been involved in professional insurance for the past several years and have developed methodical guidelines using both my knowledge and experience aimed at helping these clients be covered for these unforeseen circumstances and protect their finances.
3
Nevolová, Markéta. „Analýza procesu získávání a výběru obchodních poradců v pojišťovací společnosti“. Master's thesis, Vysoká škola ekonomická v Praze, 2013. http://www.nusl.cz/ntk/nusl-192492.
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The Master's Thesis is focused on the process of recruitment and selection of applicants for business consultant positions in an unnamed insurance company. The position is characterized by frequently repeated demand for recruitment of new workers. Therefore the requirements for effectiveness of the process of recruitment and selections of suitable applicants increase. The goal of the Master's Thesis is to evaluate current effectiveness of partial steps of the process and uncover ineffective parts of the process. Based on uncovered ineffective sub-processes a set of recommendations which would help increase the overall effectiveness of the process will be given.
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Gajová, Adriana. „Komparace produktů životního pojištění na českém trhu“. Master's thesis, Vysoká škola ekonomická v Praze, 2011. http://www.nusl.cz/ntk/nusl-113317.
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The aim of this thesis is to describe and compare selected life insurance products provided by the best known insurance agencies, highlight the complexity of these products, point out the differences in their insurance terms and give a try to assess the degree of divergence in relation to the client. The theoretical part deals with general principles of life insurance, explains each insurance risk and defines the many benefits that these products bring to the customers. Marginally, this thesis also argues over the ethics of selling life insurance products and financial interests of insurance brokers on these products.
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Placr, Adam. „Založení malého podniku pro finanční a hypoteční specialisty“. Master's thesis, Vysoké učení technické v Brně. Fakulta podnikatelská, 2019. http://www.nusl.cz/ntk/nusl-402060.
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This thesis focuses on the establishment of a small business in which financial and mortgage specialist’s work. The main objective of this thesis is, based on the current situation on the financial consultancy market, an analysis of the external environment and a research in establishing and developing a company, to draw up a proposal, using the PERT method, for a procedure for establishing a small business for the financial and credit specialists, such that it is viable and competitive.
6
Chen, Chih-chung, und 陳智忠. „The Study of Training Insurance Consultant“. Thesis, 2009. http://ndltd.ncl.edu.tw/handle/88683827072254611253.
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碩士世新大學
企業管理研究所(含碩專班)
97
This study focuses on the training for the on-site insurance consultants that are sent to a bank A by an insurance company B which is established or funded by bank A. Since 2008, the bancassurance has become one of the main channels of selling new policies for the life insurance industry. Banks at the same time generate revenue by charging handling fee. However, bank representatives may not be sufficiently resourceful, and on-site insurance consultants are needed for assisting the training of the bank staff and selling process. They also act as a coordinator between the bank and the insurance company. Therefore, there is a demand to create and train on-site consultants. The materials and date needed for this study is collected by four methods: direct participation, observation, in-depths interviews and literature review. This study collects all training programs insurance company B uses to train on-site consultants, and further examines the following elements of the trainings: reasons to conduct the training, courses involved, preparation process, actual execution of the training, training effect evaluations, and follow-ups. This study also includes interviews of on-site insurance consultants, their supervisors and the trainers who train the consultants. The interviews are about training goals, how the goals are met, how the training effects are evaluated, and the interviewees’ feedbacks and expectations on the training programs. In conclusion, the study has found that the training programs of insurance company B emphasize on the work trainings, and react fast to the messages of the market. However, these programs do not address the consultants’ self-development or self-management. The programs are well-rounded to train new consultants, but not sufficient to help senior members.
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賴慧文. „A study of banking financial consultant selling behavior on life insurance products“. Thesis, 2008. http://ndltd.ncl.edu.tw/handle/20132961129135930281.
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8
Vincent, Meng, und 孟柏安. „Factors Affecting the Willingness for Financial Consultant to Sell Insurance Product-Strategy of Bank Wealth Management Department“. Thesis, 2016. http://ndltd.ncl.edu.tw/handle/t2xyvv.
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碩士國立臺灣師範大學
高階經理人企業管理碩士在職專班(EMBA)
104
With the speed change of domestic financial environment, the major business income which already past due to from the past that banks rely on the margin profit from loan and deposit. Now, it offers the customization service charge or transaction fee of financial service. In the early years, the main marketing channels were direct sales of the insurance companies and general insurance agencies. As the consumers’ acceptance toward insurance products becomes wider, thus giving rise to other marketing channels, among which the insurance marketing channels in banks have the fastest development. The personal financial planners have been the hot position of banks. To discuss the actual operation of the insurance and the effects of willingness of financial consultants deeply, the subject of this study was to discuss the current development of bank insurance, the channel and the factors that affect the willingness for financial consultants. Expected the issue can provide benefits to the banking and insurance industry to promote bank insurance in the future. The subject of this study was financial consultants that sell insurance products in Taiwan. Questionnaire survey was conducted to investigate the factors affecting the willingness for financial consultant to sell insurance product. In total, this study distributed 163 surveys and obtained 156 valid samples. Data were analyzed with SPSS for descriptive statistics and factor analysis. The research findings suggest that: 1.The orientations of effecting financial consultants of selling insurance products are: Policy-oriented, Active-oriented, Customer-oriented and Performance-oriented. 2.According to financial consultants experience, the factors can be divided into four dimensions: the advantage of insurance company, the competitiveness of products, incentive events and business systems, in which the advantages of insurance company, incentive events and business systems affects Policy-oriented, Active-oriented and Customer-oriented.
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Huang, Ming-yang, und 黃銘揚. „A Comparative Study on Wealth Management： Citibank, Yuanta Securities, Cathay Life Insurance, Good Securities Investment Consultant as Examples“. Thesis, 2013. http://ndltd.ncl.edu.tw/handle/66861113119020969747.
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碩士國立臺灣大學
經濟學研究所
102
In 2007, subprime mortgage crisis occurred in the U.S, which worsened to affect financial organizations in 2008. Because of lacking financial supervision and regulations, it led to banking liquidity crisis and later financial tsunami. In September, 2008, the financial tsunami caused recession in several European countries, leading to reduction of tax revenue and increase of social welfare expenditure. Besides, due to the poor financial discipline in several countries, the debts among European countries increased drastically and in turn caused debt crisis. FED and ECB then introduced a series of bailout plans; the money overflow caused great turbulence in the global stock market, and the decrease of interest rate led to lower interest margins in Taiwan banks. With the coming of "low-profit" times, public investment management has undergone big changes and so does allocation of financial property, leading financial industries to focus on wealth management. Banks, securities industry, life insurance industry, and consultative industry have their intrinsic differences regarding wealth management. This study aims at discovering the advantages and disadvantages of the four above-mentioned financial industries in wealth management. For each industry, one representative organization is chosen. The researcher analyzes their strengths and problems in terms of four aspects: merchandise, regulations, tax, and business. The study then provides solutions and advice on wealth management for the four industries, as well as suggestions for investors to choose a financial organization that suits them.
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Chang, I.-Fan, und 張依帆. „The Research on the Banking Financial Consultant’s Selling Insurance Products“. Thesis, 2005. http://ndltd.ncl.edu.tw/handle/26428688864893426781.
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碩士實踐大學
企業創新發展研究所
93
[ABSTRACT] Under the impact of financial liberalization, open market for competition and the influences of streamlining business idea, Bancassurance market in Taiwan, generated a great performance for the insurance products in its development. Nowadays, banker has tried to provide normal employees with financial information, in order to transform them into financial consultants. By doing this, with relation to performance, it would promote the growth of the insurance products, which made the consultants a significance role in the Bancassurance region. This article is based on the working status of financial consultants, to discuss the main issue of what might affect the sale of the product. External issue would be company policy and work stress. As for the internal issue, it would be the attitude of the selling insurance products and reflects back to the influences of one's personality. The impact of sale behavior generated by the company internal training program and the professional competency of the consultants would also be one of the things to investigate. This research first takes place by surveying 38 members of life insurance brokers and agencies as the subjects of the study to discuss. Base on the survey result as the foundation for the outline of case studies, and then proceed the interview. The interview takes place over 13 local and foreign banks, with 15 financial consultants working in finance product sales department. Record the content during each interview, and convert the recording data into text. Then, by using meaningful coding and grouping database methods, would rename the files in proper places. From analyze result we can find, upon the background of the banking system, there is a difference of looks between branches and traditional banks, mostly depend on the development process for wealth management banks. For external analysis, since each company has sale policies differ from others, would create a total different sale process as well. Under the stress send out by the company, sales in return would not be able to cover the customers' needs, if they want to meet their monthly quota. For personal analysis, background experiences do not have an impact upon promoting product; however, personality would affect the attitude while dealing with customers. During training courses, the percentage for insurance lessons is very rare to see. On the deeply level, would only know the instruction of the product, which does not help the sales to understand more about the financial management. Sales reaction normally affected by the above reason, also depends on recommendation motive, sales determinant of insurance products and hidden facts influences. The results of this research have shown, company policies will have a great impact towards sales, generating pressure while dealing with clients, in which indeed have an influences for merchandise the product. The result of internal trainings and personal insurance knowledge needs to be improved in order to meet customer standards. By going through the results of this research, hopefully would be useful to the development of bank transactions, also to become an issue for company policy decisions in the future. Keyword：Bancassurance Selling Behaviors Selling Attitude
11
Vorster, Pieter-Spies. „Establishing management practices and influential factors for the effective recruitment and development of successful financial consultants“. Thesis, 2012. http://hdl.handle.net/10210/7663.
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M.B.A.Currently in the long-term insurance and investment industry, the failure rate of brokers and agents are so high that thousands of rands are lost every month in training and development of these consultants. "The average cost to bring an agent through the first four critical years in the business can be as high as $250,000 in some companies" (King, 1999:7). Brown and Hinchcliffe, (1999:16), acknowledges that the turnover rate is approximately fifty percent within the first year of a new recruit joining the industry. These statistics indicate that the cost and failure rate of consultants could have a significant impact on the profitability of an insurance company. But when does a consultant actually fail? Failure of a consultant results when he/she does not achieve contract status (i.e. has low levels of production) as well as a consultant that resign from the industry by cancelling his/her contract to promote and sell insurance and investment products with a life insurance company. Considering the statement by King (1999:7), that insurance companies spend fortunes on training, this must aid in reducing the failure rate of consultants. It is believed that the support staff and business principles of Liberty Life Association of Africa Limited (Liberty) are of high standard and that the formal training received by new recruits are also of the highest standards (including methods of training) (Dotta, 1999:100). Furthermore, the training programmes and curriculum are governed by law to meet governmental regulations. Thus the question is posed: If the support services, training and development is fulfilling the needs that new and existing consultants might need to succeed, why then is there still such a high failure and turnover rate of financial consultants within Liberty? To determine possible factors that can cause failure it is necessary to analyse the insurance industry as well as the nature of the consultants' duties. This will enable a fundamental understanding of the career as well as the people performing the tasks thereof. The aim of this research project is to analyse current employee data, recruiting and management procedures so as to establish possible trends for successful recruiting and management of fmancial consultants in the insurance industry with particular reference to Liberty Life.
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Lin, Ya-Ching, und 林雅菁. „The Study of factors affecting financial consultants''s performance of life insurance“. Thesis, 2011. http://ndltd.ncl.edu.tw/handle/12022649854971471023.
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碩士淡江大學
企業管理學系碩士在職專班
99
Recent years, the banking business has achieved remarkable effectiveness in wealth management where bancassurance business is the sudden emergence of an important business. According to the Insurance Association statistics, the bank insurance business premium income account for the ratio of premium income increased year by year. Until the end of 2010, this proportion has risen to 65.25% that far beyond the proportion of traditional life insurance company salesman premium income. In fact, financial consultants play a pivotal role in booming bancassurance business. Financial consultants, on the first aspect, have to face the performance objective which company given from system side, and enrich their learning constantly so that meet a wide variety of financial services demand for their customers. The second aspect is that financial consultants have to engage in the competition and cooperation between their boss and peer in their branch, hoping to acquire resources and support from organization. To understand the impact of financial performance commissioners of Insurance factors, the study questionnaire and mailed questionnaires through entities to finance the banking commissioner targeted for data collection. A total of 221 copies, 200 copies of valid questionnaires, and the effective response rate was 90.4%. The study will try to start in the cognitive financial commissioner activity of behavior and the internal behavior organization in two aspects so that explore whether the insurance business performance would be affect by the perceived organization support, perceptions of organizational politics, money attitude, or professional commitment. Therefore, the main research objectives of this study are as follows: First, explore the relationship between financial consultants with perceived organization support and their insurance business performance. Second, explore the relationship between financial consultants of the perceptions of organizational politics and their insurance business performance. Third, investigate the relationship between financial commissioner''s money attitude and their insurance business performance. Fourth, investigate the relationship between financial consultants with professional commitment and their insurance business performance. The results of this study are as follows: First, financial consultants with perceived organization support have a positive significant effect on their insurance business performance. Second, there is no significant influence between financial consultants of the perceptions of organizational politics and their insurance business performance. Third, there is no significant impact between financial commissioner''s money attitude and their insurance business performance. Fourth, financial consultants with professional commitment have a positive significant effect on their insurance business performance.
13
Wen-kai, Yeh, und 葉文凱. „Will the Fund Company’s Brand Affect Life Insurance SolicitorSelling Investment-oriented Insurance Products Behavior?-A Case Study in F Investment Consulting Company“. Thesis, 2011. http://ndltd.ncl.edu.tw/handle/64205357494183623055.
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碩士國立高雄應用科技大學
金融資訊研究所
99
The studying case for this assay is based on the five major life insurance agents who contracted with the F investment company. The research is base on the following two major. The brand strategy affects the selling investment-oriented insurance products and allocation for investment insurance fund. Training and services providing by fund company or life insurance company could not only be the most efficient option but also used as a reference. The empirical results are as follows: 1.The studying showed no significant difference in which the agent should be aware of the financial market situation on the demographic variables. 2.There is no significant difference on marketing effect and products’ training providing by Fund Company toward the demographic variables, in addition to the region, in Tainan and Kaohsiung, is different than in Pingtung 3.The demographic variables for the fund companies on the subject of the difference between return:There is significant difference on designation. Department managers and business communications which there was no significant difference between the commissioner. However, for the target rate of return, it is diversity among Communications Department Manager and Director of Operations, Business assistant manager, business manager especially the differ between Communications Department Manager and Director of Operations. 4.The demographic variables affect the marketing strategy for life insurance companies sell life insurance agents behaviors. There is significant difference on region. The various marketing strategies should be performed in different areas. In particular, there is difference between the life insurance agents in Kaohsiung and Pingtung. 5.There is no difference in demographic variables on the funds of the company held talks on the sale of financial differences. In conclude,Fund financial support for life insurance companies held seminars for the sale of life insurance agents will, It is also no significant difference.
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Matos, Ana Carolina Gameira Verga. „Consulting project for an insurance company "from reactive to preventive: ongoing services & promotion recommendations“. Master's thesis, 2021. http://hdl.handle.net/10362/123982.
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The present project derives from insurers paradigm shift from reactors to preventers, with the purpose of discouraging sedentarism and stimulate healthy and active routine son its clients. This work project focus on Gen Xers and Millennials’ physical exercise habits, preferences, objectives and barriers. In order to address this challenge ,the work project contains several analysis comprehending the internal and external context, and culminates on a set of recommendations to answer the project' s ultimate objective, whilst guaranteeing strategic fit with the insurer.
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Pallone, Andrea. „"Insurance industry: challenges on IFRS17 development and implementation"“. Master's thesis, 2021. http://hdl.handle.net/10362/123292.
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This thesis comes from the consultancy world and a practical problem-solving business case.The aim reflects the will of analyzing the main challenges the imminent financial report standard, the IFRS 17, will lead to the insurance industry. In the first section, it will be defined the general meaning of the argument, then it will be deeply analyzed how the consulting firm in which I have been working with, developed the project for a well-known Italian insurance company. The final part wanted to find a link between the project and the studied academic literature review.
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Brites, Raquel De Machado Neto e. Santos. „Consulting project with the topic: “Ageas consulting field lab on a cyber risk value proposition –points of parity and points of differentiation in a beyond insurance offer”“. Master's thesis, 2021. http://hdl.handle.net/10362/124204.
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The project focuses on the strategic assessment of the potential value for insurer sincy berrisk and the development of a comprehensive and successful value proposition for Ageas in this market. To fulfil these objectives, external and internal analyses were conducted, to identify opportunities and threats of the cyber insurance market and Ageas’ strengths and challenges to enter in it. After wards, profitability indicators (market size and claims ratio) were measured to understand the potential for Ageas in this market. The team proceeded by formulating hypotheses and testing them through industry experts' interviews, customer indept hinterviewsandsurveys.Theoutcomeofthisprojectisasetofrecommendationsgroundedonthefivepillarsofanefficientvalue proposition– target segments, product (coverage, type and structure),“ go-to-market” plan, under writing solutions and a pricing concept –for B2B and B2C.
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Rodrigues, Filipa Beatriz. „Does low income mean no private health insurance“. Master's thesis, 2019. http://hdl.handle.net/10400.14/29673.
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The following dissertation consists of a consulting project for AdvanceCare aiming to perceive how the company can enhance its presence in the senior market. The focus was on retirees with a financial constraint as well on the products offered to this target: Light and Valor Mais. Firstly, it was tested that the factor that increase one’s reservation price to acquire a private health insurance is the available medical network. Furthermore, subscription and utilization price are the most critical factors when choosing a private health insurance, in contrast, to online medicine and extra services (nutrition workshops). Secondly, on average, willingness to pay for Light was around 9€ and for Valor Mais was around 12€, being the final price 12€ and 35€, respectively. In addition, willingness to pay, for both products, is positively correlated to the belief that quality service is relevant when choosing a health insurance as well if an individual is familiar with AdvanceCare. In contrast, it is negatively correlated to the belief that products do not add value; not interested in changing health plan, as well, if an individual is not familiar with the products. Thirdly, it was concluded that 20% of individuals, with an average income between 600€ and 1250€, were willing to pay for Light, targeted to low income individuals. Moreover, drivers that increase the probability of buying Light are subsidy of hospitalization, quality service and medical expenses. Two recommendations were made, one focused on the health insurance customization and other in the restructuration of Product Light.A seguinte dissertação consiste num projeto de consultoria para a AdvanceCare de modo a perceber como a empresa pode melhorar a presença no mercado sénior. A análise incide sobre reformados com uma restrição financeira e nos produtos oferecidos: Light e Valor Mais. Foi testado que a rede médica aumenta a disposição para pagar um seguro de saúde privado. Adicionalmente, o preço da assinatura e de utilização são os mais críticos na escolha de um seguro, contrastando com medicina online e serviços extras (workshops de nutrição). Além disso, a disposição de pagar pelo Light foi de 9 € e pelo Valor Mais cerda de 12 €, sendo o preço final de 12 € e 35 €, respetivamente. A disposição de pagar pelos dois produtos está positivamente correlacionada com a crença de que um serviço de qualidade é relevante num seguro de saúde e se um indivíduo conhece a AdvanceCare. Em contraste, está negativamente correlacionada à crença de que os produtos não adicionam valor; não estar interessado em alterar o plano de saúde e se um indivíduo não estiver familiarizado com os produtos. Concluísse que 20% dos indivíduos, com um rendimento médio entre 600 € e 1250 €, estavam dispostos a pagar pelo Light, destinado a indivíduos com baixo rendimento. Os fatores que levam ao aumento da probabilidade de adquirir o Light são subsídios à hospitalização, qualidade de serviço e o aumento das despesas médicas. Duas recomendações foram feitas focadas na personalização do seguro de saúde e na reestruturação do Produto Light.
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Figueiredo, Diogo De Abreu. „Consulting project for Ageas Group Portugal regarding the topic: “integration of a remote physical therapy solution”Individual Topic: “Integration of a remote therapy solution in Ageas Workers Compensation segment”“. Master's thesis, 2020. http://hdl.handle.net/10362/124211.
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Hao, Lin Yu, und 林鈺皓. „From the Viewpoint of Relationship Quality to Explore the Antecedents of Selling Intention and Advocacy intention of Bank Financial Consultants toward Life Insurance Products“. Thesis, 2014. http://ndltd.ncl.edu.tw/handle/q9678e.
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碩士東吳大學
企業管理學系
102
Abstract Before 2000, the life insurance sales channel is mainly based on direct sales, traditional brokers, and insurance agents in Taiwan. After “Financial Holding Company Act” applied, the boundary between banking, securities, insurance becomes less clear. Banks possesses more client resources and hence makes “Bancassurance” a most successful model among insurance distribution channels. In banking channel, financial consultants are responsible for selling life insurance products. As consultants are not employees of insurance company, there exists a special relationship between customers and them. How to effectively maintain high relationship quality and to increase selling intention and advocacy intention becomes a key element in marketing strategy for insurance companies. Insurance companies used to adopt relationship management to maintain the relationship between salesperson and them. Researches prove that high relationship quality helps improve the loyalty of the salesperson. However, it is ineffective to promote insurance products only by salesperson’s loyalty. The concept of how to enhance selling intention and advocacy intention is less addressed in relationship quality researches.This study based on relationship quality theory builds an integrated model to discuss the financial consultants’ selling intention and advocacy intention. Purposive sampling for financial consultants and structured equation model is used in the analysis within the scope of Bancassurance. The results shows that when the consultants feel trusted and satisfied with the insurance company, they are more willing to give commitment, which helps improve their selling intention and advocacy intention. Key words: Bancassurance, Relationship Quality, Selling Intention, Advocacy intention
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Froes, Maria, João Miguel Duarte de Oliveira Gonçalves, Le Bo, Manuel Guilhermino Fernandes Gomes Correia und Rita Santos Palhares Vieira. „Consulting project to explore and develop shared value initiatives for the corporate social responsibility department of ageas Portugal“. Master's thesis, 2018. http://hdl.handle.net/10362/37621.
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LIN, I.-HSIN, und 林宜欣. „Research on the Correlation Between Financing Consultants' Goal-Orientation and Job Performance-Using the Incentive Systems as the Moderating Variables (Using Banking Insurance as Case Study)“. Thesis, 2017. http://ndltd.ncl.edu.tw/handle/37774384100073563194.
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碩士銘傳大學
風險管理與保險學系碩士在職專班
105
This research aims to analyze the relation between insurance consultants' goal-orientation and their sales performance, with incentives as the mediating variable. In the insurance industry, insurance consultants are a special group of people who support their firms' profits and operations. Therefore, how to use proper incentives to improve their performance becomes their firms' most important topic. What is more, this research bases the analysis on the consultants' goal orientation and its impact on sales behaviors and sales outcomes. Many studies in the history already admitted there is a positive relation between them. Therefore, combing these past results, the research firstly analyze goal orientation, performance and incentives and their dynamic relations. Secondly, the research uses questionnaires to collect primary data. The analysis results show that： 1）there is a positive relation between learning orientation and job performance, 2) there is a positive relation between performance orientation and job performance, 3) different incentives have mediating effect on learning orientation and job performance, 4) different incentives have mediating effect on performance orientation and job performance.
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Ludick, Marne. „Analyses of experiences of vicarious traumatisation in short-term insurance claims workers“. Thesis, 2013. http://hdl.handle.net/10539/13112.
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Thesis (Ph.D.(Psychology))--University of the Witwatersrand, Faculty of Humanities, 2013.The research entailed a comprehensive study of vicarious trauma in short-term insurance claims workers, compared to trauma counsellors and a control group of holiday booking consultants. A well-known, comprehensive model of compassion fatigue/secondary traumatic stress, developed for therapists formed the basis of the study. The research attempted to determine whether this model can be applied more widely to include administrative populations exposed to traumatised clients on a regular basis. To this end, the model was deconstructed into its eleven constituent parts and each element was investigated in addition to other variables of interest to the study. This was done to determine the importance and applicability of each model element and other selected variables to the administrative context. A mixed methods approach was utilised, which combined quantitative and qualitative data. The results yielded by the study were collectively utilised to construct an etic and an emic voice from the research. At the same time, effects from vicarious trauma were considered from an overarching bio-psychosocial stance, systematically gauging effects on various levels of functioning. Scores from quantitative measures on secondary traumatic stress, negative cognitive schemas, empathy, social support and compassion satisfaction were statistically analysed, which revealed significant differences between the worker groups. Widely accepted relationships between the study variables were tested and found to hold true within and across groups. Regression analysis determined the roles of empathy, social support and compassion satisfaction in vicarious trauma, as measured by secondary traumatic stress and negative cognitive schemas. In addition, constructivist selfdevelopment theory was employed to interpret the negative cognitive effects from vicarious traumatisation. Qualitative data were utilised to further elucidate the role and nature of vicarious trauma in each of the worker groups. The themes of exposure to client suffering, detachment, level of empathic engagement, personal trauma history and difficult life demands were unearthed from the qualitative data, which illuminated the importance and role of each of these elements to claims workers. Other areas of interest, being utilisation of sick-leave as a means to cope, work-related illness, attitudes towards professional counselling, feelings evoked by traumatised clients, and the language utilised by workers in response to client traumata were investigated. Further effects on participants as well iv as effects that reach beyond the person were identified and examined. Effects on the social and work contexts were also elucidated. Finally, interesting themes that emerged spontaneously from the data were considered. The consideration of the various model elements and other areas of interest systematically revealed that administrative workers dealing with traumatised clients are also affected by the process of vicarious trauma. Furthermore, the model was found to be largely suitable to the context of claims workers. However, the model was expanded to augment its usability within the more general administrative domain. Finally, the overarching aim was to enrich, contextualise and elaborate on the experiences of claims workers within their unique work context, to facilitate insight and a deeper understanding of vicarious trauma in more administrative populations that have largely been overlooked in research.
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Magalhães, Manuel Claro De Carvalho Figueiredo. „Consulting project for an insurance company "from reactive to preventive: an incentive to a healthier and more active lifestyle" - partnerships & financial screening recommendations“. Master's thesis, 2021. http://hdl.handle.net/10362/122965.
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Pinto, Rita Tavares Rodrigues Lopes. „Consulting project for an insurance company "from reactive to preventive: an incentive to a healthier and more active lifestyle" - physical exercise program structure recommendation“. Master's thesis, 2021. http://hdl.handle.net/10362/122966.
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Marques, Carolina Clérigo e. Silva. „Consulting project for an insurance company "from reactive to preventive: an incentive to a healthier and more active lifestyle" - ongoing services & promotion recommendations“. Master's thesis, 2021. http://hdl.handle.net/10362/123983.
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The present project derives from insurers paradigm shift from reactors to preventers, with the purpose of discouraging sedentarism and stimulate healthy and active routines on its clients. This work project focus on Gen Xers and Millennials’ physical exercise habits, preferences, objectives and barriers. In order to address this challenge, the work project contains several analysis comprehending the internal and external context, and culminates on a set of recommendations to answer the project’s ultimat objective, whilst guaranteeing strategic fit with the insurer.
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Suh, Ho Sung. „Consulting project for the optimization of the automative providers network of Europ assistance Portugal: outlook of the external context of the roadside assistance industry“. Master's thesis, 2020. http://hdl.handle.net/10362/107273.
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To better understand the challenges of EuropA ssistance Portugal, it was examined the global context of Road side Assistance (RSA) industry, key trends ,the insurance market, Porter Five Forces model and a benchmark of the Portuguese companies. The RSA industry has been facing various challenges across the world, name lycommoditization and pressure from competition; ho wever ,it is stillgrowing, albeit mode In Portugal, the demand for RSA is growing, main lydueto the increasing number of old vehicles in circulation, which makes the mmore likely torequire assistance services.