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Dissertations / Theses on the topic 'Insurance consultant'

Author: Grafiati

Published: 28 June 2021

Last updated: 29 July 2025

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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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2

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

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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

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4

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 b

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5

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.

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6

Chen, Chih-chung, and 陳智忠. "The Study of Training Insurance Consultant." Thesis, 2009. http://ndltd.ncl.edu.tw/handle/88683827072254611253.

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碩士<br>世新大學<br>企業管理研究所(含碩專班)<br>97<br>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 coordinat

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7

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, and 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<br>國立臺灣師範大學<br>高階經理人企業管理碩士在職專班(EMBA)<br>104<br>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 c

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9

Huang, Ming-yang, and 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<br>國立臺灣大學<br>經濟學研究所<br>102<br>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 a

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10

Chang, I.-Fan, and 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<br>實踐大學<br>企業創新發展研究所<br>93<br>[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.

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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.<br>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 consulta

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12

Lin, Ya-Ching, and 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<br>淡江大學<br>企業管理學系碩士在職專班<br>99<br>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 busi

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13

Wen-kai, Yeh, and 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<br>國立高雄應用科技大學<br>金融資訊研究所<br>99<br>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

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14

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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15

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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16

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 ind

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17

Cabral, Teresa Corrêa De Pinho. "Consulting project for Ageas group Portugal regarding the topic: integration of a remote physical therapy solution." Master's thesis, 2020. http://hdl.handle.net/10362/132411.

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The project focuses on Grupo Ageas health care insurance and worker ́s compensation business lines with the purpose of understanding how SWORD Health, are mote physical therapy provider, can be integrated and piloted in both contexts. In order to reach this goal several analyses were developed to address the external and internal environment, willingness of the consumer to choose this type of provider, and resources, process and evaluation methods required to implement a pilot as well as the benefits of such implementation. Several recommendations were shaped to answer the overriding question

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18

Figueiras, Mariana Gonçalves. "Consulting project with the topic: “boosting customer loyalty by increasing brand engagement and offering value-ADDED solutions”." Master's thesis, 2021. http://hdl.handle.net/10362/131500.

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The Consulting Project focuses on the strategic assessment of the potential value creation of a loyalty program in the context of the insurance industry and also on the development of one for Tranquilidade–including its value proposition; structure; mechanics; and financial impact assessment. The fulfilment of this pair of objectives was accomplished by conducting external and internal analyses, in order to identify not only the opportunities and threats in the insurance industry but also top in point Tranquilidade’s strengths and weak nesses to succeed in it. The Team proceeded to formulate h

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19

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 service

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20

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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21

Marques, João Fonseca. "Consulting project for Ageas group Portugal regarding the topic: “integration of a remote physical therapy solution” Individual Topic: “Impact estimation of a remote therapy solution integration in Médis”." Master's thesis, 2021. http://hdl.handle.net/10362/132566.

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22

Hao, Lin Yu, and 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<br>東吳大學<br>企業管理學系<br>102<br>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 rel

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23

Froes, Maria, João Miguel Duarte de Oliveira Gonçalves, Le Bo, Manuel Guilhermino Fernandes Gomes Correia, and 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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24

LIN, I.-HSIN, and 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<br>銘傳大學<br>風險管理與保險學系碩士在職專班<br>105<br>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

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25

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.<br>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 t

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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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27

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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28

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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29

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.

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