| Summary: | 碩士 === 朝陽科技大學 === 保險金融管理系碩士班 === 97 === The financial services industry has been very important for the economic development of a country. The government realized that in order to enhance Taiwan’s international competitiveness, the only method is to improve the development of the financial services industry to increase Taiwan''s overall productivity and create new opportunities for sustainable development. Therefore, the key is to determine the reform to success or failure which the government should think of about the development of talents.
This study is an evaluation to the core competencies on Insurance finance agents’ performance, by using Six Sigma improving process DMAIC(define, measure, analyze, improve, control；DMAIC) and performance evaluation matrix method. It’s to view the difference between importance and excellence of core competence of insurance financial agents’. The purpose is to find the problems of the realization to the core competence of insurance financial agents’. It’s to provide consideration and actions to rise and nurture insurance financial agents’ core competence for insurance company.
For the present situation, we find in this study that, it is very important for insurance financial agents to know very well the ten core abilities including teamwork, communication and coordination, self-learning, making good relationship with customers, industry knowledge, legislation knowledge, financial planning, writing financial English, reading financial English, speaking financial English. However, they are actually not as good as expected, so this study suggested that insurance companies should improve the ten core items.
Besides, there are five core items. Those are frustration management, time management, stress management, computer and information search skills and computer data processing ability situated at the zone that excellent better than importance, it’s means those five core items need improvement but not so urgent. However, this research consider the operating cost of insurance company.This research suggest that enterprises resources should be maximum utilization. Of those five core items have to improve it maybe happen in waste resources. For this reason, this research think enterprises could deliver the program at low cost. If enterprises have enough resources, they could keep existing circumstance. On the contrary, if enterprises do not enough resources, they should transfer redundant resources to the ten core items.
Keywords：DMAIC、Core competency、Performance evaluation matrix
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