中文提要：
近幾年來銀行與證券公司紛紛將營業之觸角伸向保險業務，台灣保險業發展至今，已經面臨了轉型的關鍵點。在今日競爭激烈的環境中，企業是否具競爭優勢，端賴企業是否有能力吸引人才、發展人才及留住人才。保險業人力資源專業人員到底要有那些專業職能才能勝任工作，才足以讓組織具有競爭和創新的能耐，進而提升企業競爭優勢，便成為本研究之重點。另外本研究之目的在於建立一份具信度、效度之保險業人力資源專業人員「職能評鑑量表」，以利其提升工作績效，並使人力資源管理對組織建立競爭優勢。
本研究實施的步驟，主要分為五個階段，分別為：文獻探討與工作分析、問卷調查與深入訪談、量表編製、正式施測以及結果分析。經過訪談多位國內知名保險業人力資源領域中、高階主管專家及參考國內、外許多學者的文獻，整理出保險業人力資源專業人員職能要項共95項，經由重要性分析後得出73題項，再做問卷施測及統計分析。經過因素分析後，確立保險業人力資源專業人員職能量表題項32題，並將這32個職能題項分成5個構面，，各構面的信度為：自我發展（α＝.9479）、診斷規劃與輔導（α＝.9358）、功能性人力資源管理（α＝.9345）、產業環境與特性了解（α＝.8982）、勞資關係與法令了解（α＝.7350）。顯示探索性因素分析後的「保險業人力資源專業人員職能評鑑量表」具有相當良好的信度。 最後階段是進行效標關聯效度考驗，利用Pearson積差相關分析求出構面組與工作績效之相關係數，結果顯示各職能構面與自評及他評績效都具有顯著相關，表示本量表具有良好的效標關聯效度。

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