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Personal year-end summary of insurance company
7 personal year-end summary of insurance company

A hectic year is coming to an end. In this year's work, our working ability and experience have increased, and we feel it necessary to make a summary of our work. The following is my personal year-end summary of the insurer, I hope you like it!

Personal year-end summary of the insurer (selected article 1) In a blink of an eye, I have been working in the company for nearly half a year. In less than half a year, this is an important journey in my life. During this period, with the help of leaders and the care and support of comrades, I gradually adapted to the working environment, successfully completed all the work I undertook, and made some progress in my personal quality and professional work ability, laying a good foundation for my future work and study. Looking back on my work and life in the past six months, I have gained a lot. Now I will summarize my study and work in the past six months as follows:

First, strengthen study and improve quality.

First of all, I carefully studied the detailed rules of enterprise management and strictly required myself to abide by them, further strengthening my sense of responsibility and group consciousness. Secondly, in business study, I humbly ask my colleagues around me, and try to get familiar with the working environment and content in the shortest time and accumulate business knowledge by watching and listening more.

In addition, according to the arrangement of the company, I attended the induction training for new employees. During the training period, through the education of manager Dai and manager Wang, I got a deeper understanding of the company's development process and corporate culture, which laid a good foundation for me to work better.

Second, work hard and finish the work.

During the half-year working in the company, through the patient guidance of leaders and colleagues, I can basically complete the daily work of the office on the basis of familiarity. During this period, my specific work mainly includes the following aspects:

1, responsible for the delivery of the decoration company. Many goods of the decoration company are easily damaged, so when I go to the courier company to receive the goods, I should carefully check whether the goods are complete and damaged, and accurately check the payment. After returning to the decoration company, I will make a good handover with the warehouse management personnel of the decoration company.

2. Be responsible for leading the new car listing work of customers who buy cars in each store of the company. Some salesmen in various stores of the company are not very clear about the requirements for filling in the new car registration form, which requires us to carefully check the procedures of each listed customer, check whether the frame number and engine number on the vehicle are consistent with the procedures, and correct any mistakes in time, so as not to delay the time at the vehicle management office because of formalities.

I started to be responsible for auto insurance in March and June. As I have never been exposed to automobile insurance, I know little about insurance. So I have to learn while doing, so that I can think hard, remember more and ask more questions, and strive to master the working methods as soon as possible and adapt to the job as soon as possible.

Over the past six months, I have gradually grown and matured in my study and work, but I know that I still have many shortcomings, such as lack of work ability and innovative consciousness, and my knowledge level needs to be improved.

In the future, I will try my best to do the following. I hope leaders and comrades will supervise and guide me:

1, consciously strengthen the study of professional knowledge, learn from colleagues around you, and gradually improve your knowledge level and business ability.

2. Overcome the impatience when you are young, be down-to-earth, improve your work initiative, and be not afraid of many things or small things, and improve yourself in bit by bit practice.

3. Constantly improve self-cultivation, strengthen service awareness, and strive to do their own jobs and contribute to the brilliant future of the company.

Personal Year-end Summary of Insurance Company (Selected Part II) Some time ago, my work was not satisfactory. During this period, I deeply reflected. Here, I criticized and reflected on my work some time ago, and summarized how to do my work well in order to make up for it in the future.

The following is my humble opinion summarized in my work, hoping to help me in my future work.

First, establish a global concept and do a good job.

No matter what kind of work you are engaged in, establishing a sense of overall situation is the primary issue, and on-site technical service is no exception. I think the overall situation of after-sales service work is to "establish corporate image and maximize customer satisfaction and loyalty to the company's products." "Maximizing the protection of customers' interests is an important part of improving the core competitiveness of our products. While doing a good job of after-sales service, we should also publicize the company's products and collect information on the performance of the company's products so as to improve them in time and make the products better meet the requirements of field use.

Second, being good at communication is better than assisting coordination.

On-site technical service personnel should not only have strong professional technical knowledge, but also have good communication skills. Problems with a product are often due to improper use and operation, rather than poor quality reflected by customers. So at this time, we need to find out the crux, communicate with customers, standardize operations, avoid distrust of products, and even damage the corporate image. It is a powerful publicity for the company's brand image to communicate with customers in daily work and satisfy customers.

Third, master professional skills and be diligent in on-site observation.

With the continuous development of the electronics industry and the increasing competition, how to do a good job in computer after-sales service is also a powerful card to strengthen the brand competitiveness of the company. As a technical service personnel, we should be diligent in observation, think independently, communicate with colleagues on the spot, and strive to continuously improve our professional level. Every excellent after-sales service represents customers' further trust in our products.

Four, the level of technical knowledge and practical skills

I have gained some experience in my past work. My attitude is very important in my work. I want to have a passion for my work and keep a sunny smile, which can narrow the distance between people and facilitate communication with customers. Especially after-sales service, positive thinking and peaceful mentality can promote the progress and smoothness of the work, and good methods, skills and judgment are needed in after-sales salary to make the work go smoothly.

Personal Year-end Summary of Insurance Company (Selected Part III) The intense and substantial 20 years have passed, and my first working year in the company has ended smoothly. In order to sort out the work in the past 20 years, sum up the experience, find out the gaps and better carry out the work in the past 20 years, we will summarize the work in the past 20 years and make a simple plan for the work in the future.

First, the new contract work

The new contract is 20__ years. First, the underwriting will be carried out smoothly when the business volume continues to rise. Secondly, after taking over the underwriting of the new contract at the end of 20__ _, we have already understood its basic situation, and improved its business quality in 20 _ _ _, changing its bottom position in business competition.

Second, the medical insurance work

In 20__ years, individuals handled more than 1000 health insurance policies and renewed more than 300 health insurance policies, which ensured the smooth payment renewal. However, due to the shortage of manpower in the previous departments, they began to study and work without strict training, and some mistakes also appeared.

In 20__ years, the medical insurance work will be front-end, which may affect the timeliness due to institutional reasons. The scheme here is: firstly, try to ensure the timeliness of the two cores of health insurance and renewal, and secondly, try to make the underwriting conclusion reasonable, legal and compliant.

Third, the business competition work

In the second half of 20__ year, the key index of the new contract competition is that the individual is responsible for supervising the index of the problem parts, which is one of the key indexes of KPI. In the first half of the year, the proportion of problem cases in the province greatly exceeded the assessment target of the head office. After accepting this task, the individual actively and comprehensively communicates with the backstage, and with the help of the leaders, changes the management mode of post supervision to remind in advance and follow the whole process. The proportion of defective parts in the province dropped from 10% to about 7%, which greatly exceeded the expected target.

Twenty years of commercial competition will continue. As the supervisor of the problem parts, one is to continue to publish the analysis of the problem parts in the middle of the month, and the other is to work with the background to find the best solution to the long-standing problem that "this data does not match the original data of the system".

For the problem proportion, the target is 1 month adjustment, estimated at around 7%, and then it will enter the promotion period, and it is planned to reach the assessment target of 6% in the 20 years after the first quarter.

Fourth, the meeting record work

Regular departmental meetings play an important role in the work. Holding regular departmental meetings 2 1 time in 20 years, which is the embodiment of the change of thinking of the nuclear insurance department and the course of one year's work. Individuals are responsible for the arrangement of meeting minutes and the formation of words. Meeting minutes can be successfully completed in 20 years, but there is a disadvantage of poor timeliness. Because the content of the meeting will be published online, its timeliness will be very important.

The goal of 20__ years is to ensure that the minutes of the meeting are completed before the end of business on the second working day after the meeting.

Verb (abbreviation of verb) Department database work

In 20__, the company launched a network database, and individuals collated and uploaded more than 70 pieces of various materials.

There are no specific requirements for 20__ _ _ pieces. At present, we plan to sort out and upload a series of materials. One is the training data series of the head office (20__-20__, the previous training data of the head office), and the other is the insurance product series. For the newly launched insurance products and hot-selling insurance products, the terms and regulations will be sorted out and uploaded.

Business training and experience accumulation of intransitive verbs

In 20__ years, we will take advantage of our geographical position and increase the pre-training and work support for our department. Secondly, according to the situation of each month, organize relevant analysis in time and share it with you. Finally, write relevant courseware according to the specific work requirements.

The above is just a brief review and overview of the work of _ _ _. I believe that under the leadership and with the cooperation of partners, the work of _ _ will certainly achieve more brilliant results than _ _.

The insurer's personal year-end summary (excerpt part IV) time has passed, and another year has passed happily in _ _. Looking back on this year's work, as every employee of the company, we deeply feel the vigorous development of _ _ and the spirit of struggle of _ _ people. This year's work, with gains, lessons and summaries, is a connecting link for a passionate person. Therefore, summing up the annual work, the work this year is summarized as follows:

First of all, at work

This year is also a busy and fulfilling year. My job is mainly to estimate and enter cases, deal with customers' inquiries and complaints about insurance and cases, sort out and close cases and so on. Among them, the input of valuation and the customer's consultation and complaint are two important tasks of the claims department. Whether the estimation is accurate or not should be included in an assessment of the branch, which is not only the task of the claims department, but also a company-related issue, which should be paid attention to every month. Therefore, when estimating, collect all kinds of information for the unknown situation.

In the face of customers' inquiries and complaints, the first thing I do is to find out the ins and outs of this case and ask my colleagues for advice on the unclear terms, so that I can answer customers' questions well and give them some good suggestions, which can often make customers "satisfied." Of course, there are also difficult customers, but they can all be solved in the end. This is my happiest thing. In dealing with consultation and complaints, we can not only learn the ability to communicate with all kinds of customers, but also learn and improve the knowledge of claim settlement. I am very happy that the number of complaints has decreased significantly this year. This not only shows that our staff outside have improved in theory, technology and communication, but also shows that I usually handle customer consultation well.

Second, business.

Completed the business tasks assigned by the company this year, and achieved a double harvest of performance and benefits. In order to meet the needs of the company's business development, managers have assigned certain business tasks and conducted regular assessments every quarter. Faced with considerable pressure, I successfully completed my annual task through my own efforts. During this period, I met all kinds of customers. By patiently answering customers' questions and trying to explain the terms systematically, I finally satisfied customers and bought our insurance products. Although I encountered a lot of small troubles in the middle, these experiences made me increase my business knowledge and understand the hard work of salesmen better.

Third, labor discipline.

This year, the company issued the corresponding labor discipline reward and punishment documents, and I did my work conscientiously and responsibly in strict accordance with the spirit of the documents, without being late or leaving early. Try not to ask for leave at ordinary times. If you have to ask for leave, apply to the superior leader in advance and hand over the work. Does not affect the normal operation of the department's daily work. I take the concept of "basing myself on my job and working hard", and I am diligent, pragmatic, conscientious and finish my work on time. Unite comrades. I have been working hard in my work, putting my work first and finishing the work entrusted by the leaders in time.

Due to the different nature of the work, the forecast is pragmatic and should be completed within the specified time. Otherwise, it is overtime, so overtime is inevitable. Usually, I will consult my leaders and colleagues humbly, so that I can find problems in my work and try my best to solve them. I can seek innovation to improve my work efficiency and skills. In work and life, I live in harmony with my colleagues, love each other, learn from each other and help each other.

Although I have made some achievements in my work, there are still many shortcomings. I will work harder to overcome them next year and maintain a higher level in communication with customers. I will "learn to be an excellent official". We should constantly learn insurance professional knowledge, enrich ourselves, constantly improve our business level, better serve our customers and make some contributions to our customer service department. I hope to carry forward the achievements and expand the scale next year.

Personal year-end summary of the insurer (excerpt 5) Over the past year, under the general command of the company, all colleagues in the Group Insurance Department have actively understood the work intention and instructions of the head office, and strived to expand their business in the increasingly fierce market competition and fulfill the task indicators issued by the company. The summary is as follows:

I. Staff management and operational research

1. At the beginning of the year, according to the working intention of the head office of the company, the internal personnel of the group insurance department were reconfigured to actively mobilize the enthusiasm of the group insurance salesmen and insurance assistants.

2. Formulate a management system that conforms to the actual situation of group insurance, hold a good morning meeting of the department, timely convey the spirit of instructions from superiors, discuss the problems existing in the work, arrange to learn new business-related knowledge and new underwriting matters, and let salesmen correctly guide enterprises to understand employee accident insurance, reduce adverse business selection and reduce payout ratio.

3. Strengthen communication between department personnel, unify thoughts and working methods, urge department personnel to manage activities well, and urge and better cooperate with salesmen to expand their business in multiple directions.

4. Formulate business promotion plans for the "good start" and "national hegemony" competitions, and promptly publicize and urge all salesmen to do a good job in business management after approval by the Head Office.

5. Formulate management and assessment methods for group insurance salesmen for 20 years, and adjust some management and assessment methods accordingly.

Second, the accident insurance work

Xue Ping Insurance: First, do a good job in the service of Xue Ping Insurance as always. The salesman is required to visit the school twice a month, and communicate with the school leaders or managers in time if there are any problems. Ensure that the school has compensation cases and hand them over to the company in time, send the compensation back to the school or parents in time, and fully perform our honest service. Second, in order to ensure the stability of the insurance market in Xue Ping, we cooperated with PICC to carry out the insurance exhibition in Xue Ping, fully implemented the spirit of the document issued by the Provincial Insurance Association, clarified the insurance charging standard in Xue Ping again, and arranged for marketers to communicate with school leaders and managers in an all-round way to listen to their opinions on the company's services. With the strong support of the company's head office, we strengthened our contact with the leaders of the Municipal Education Bureau and won the strong support of the leaders of the Municipal Education Bureau, which laid a solid foundation for the successful completion of the renewal of insurance in Xue Ping this year. Third, before the school holiday, the group insurance department visited major schools. All the service personnel of Xue Ping Insurance braved the heat to deliver more than 10,000 copies of Xue Ping Insurance, a letter to parents of students and a medical service guide to all parents of students in a few days, and completed the preliminary work of Xue Ping Insurance, and finally successfully completed the task of Xue Ping Insurance in _ _ _.

Accident insurance for employees: First, in order to better communicate with business owners, listen to their opinions on the company's claims service and understand the company's safety production situation, visit major customers with accident insurance premiums above RMB _ _ _ _, and further deepen the trust and support of enterprises to our company. The second is to discuss matters needing attention in accident insurance with customer service department. Insure in strict accordance with the number of people required by the terms, increase the rate, strengthen the adjustment, and ensure underwriting. Third, in the case of fierce competition in the accident insurance market, do a good job in the after-sales service of enterprises. Usually, we should visit enterprises more to show our concern and attention. If the enterprise has a claim, it should be handed over to the company in time and returned to the enterprise as soon as possible. This year's employee accident insurance, under the fierce competition between industrial injury insurance and other companies, has had a great impact on the sales of accident insurance in our company.

Three. Engage in insurance business

With the strong policy support of the company's head office, all salesmen have made great efforts to develop the exhibition industry, but the insurance business market has been shrinking and the business has fallen sharply compared with the same period last year. First, actively visit enterprises at ordinary times, better communicate with business owners about enterprise welfare funds, further understand the human resources and financial situation of enterprises, and finally achieve the purpose of promoting orders. The second is to do a good job in the new development of the insurance market and find a new way out in the current difficult market environment.

Fourth, progress.

This year, under the guidance of the head office, we recruited _ _ people from the marketing department and set up the comprehensive development department to try new business development channels. So far, the accident insurance premium has reached _ _ million, and some achievements have been made in the attempt, but no results have been achieved. Next year, we will continue to explore and make this team a new growth point of the company's accident insurance business.

Verb (abbreviation of verb) suggestion

First, under the influence of the current policy, the expansion environment of group insurance business is becoming more and more severe, and the difficulties in exhibition industry are objective. Therefore, it is suggested that the company pay attention to group insurance and give support to the operation of the external environment. Second, it is suggested that the company leaders should attend the meetings of the Group Insurance Department, communicate with the salesmen and give guidance and help on business ideas.

Sixth, the work ideas for next year

1, do all the work before Xue Ping insurance charges.

Work-related injury insurance will be fully rolled out in the whole city next year, so the impact of work-related injury insurance will be reduced. On the basis of consolidating the existing accident insurance, we will open up new sources of accident insurance, especially some agency business.

3. According to the current development of the new rural cooperative medical system, find the breakthrough point, so as to seek ways of cooperation and increase new business growth points.

4. Explore the property insurance market and try workplace marketing.

5. Accelerate the construction and development of the comprehensive development team, and with the strong support of the company's head office, make more efforts and make more articles on integrated marketing.

6. Strengthen the team building of group insurance salesmen.

Personal Year-end Summary of Insurers (Selected Part VI) At the beginning of 20 _, I joined _ _ insurance company and engaged in life insurance work that I was not familiar with. Over the past year, with the kind care of the company leaders and the enthusiastic help of other experts, I have changed from an insurance layman to a person who can independently engage in and carry out insurance marketing business. In his own business post, he has not done any illegal acts, and cooperated with the employees of the company to successfully complete the tasks assigned by the leaders and superiors. The following is a summary of my work in the past year:

First, strive to improve political literacy and ideological and moral level.

Actively participate in all kinds of political study, theme education, vocational education activities, organizational activities and recreational activities organized by superior companies, branches and departments, without being absent without reason; Can adhere to the correct political direction, take the initiative to improve their political literacy and ideological and moral level from all aspects, and make continuous progress ideologically and politically.

Second, strive to improve professional quality and service level.

Actively participate in all kinds of business study, training and examinations organized by superior companies, branches and departments, study diligently, be good at creation, constantly strengthen the training of their own business quality, constantly improve their business operation skills and basic skills of serving customers, master their due professional business skills and service skills, handle all kinds of business skillfully, understand all kinds of business products operated by the company and carry out targeted publicity and promotion.

Third, strictly enforce the rules and regulations

Over the past year, we have strictly implemented the rules and regulations, internal control system and service regulations of superior companies and branches, insisted on using civilized language, and never acted beyond our authority or abused power for personal gain. There are no customer complaints and other irregularities.

Four, complete the tasks assigned by the branch and department.

Over the past year, I have been able to work diligently, conscientiously, leave early and return late, stick to my post, contribute silently, and actively complete various tasks assigned by the branch and this department. Be able to take the initiative to care about the marketing work and tasks of the department and actively market _ _ business and _ _ business.

Over the past year, with my love for the insurance industry, I have gone all out to perform my work and post responsibilities, and tried my best to do all the work according to the requirements of my superiors. Some achievements have been made, which have been well received by leaders and comrades. Looking back on the past year, I am pleased with my achievements, but I also find that there are still some gaps and deficiencies compared with the employees in Xiu Xiu. But I have the confidence and determination to find the gap in my future work, bravely overcome the shortcomings and deficiencies, further improve my overall quality, and do a good job that I should do.

Personal Year-end Summary of Insurers (Excerpt Part VII) This year is a year of more intense competition in the insurance market and an important year for the development of insurance. _ _ Insurance Under the correct leadership of the general manager's office of _ _ Company, we earnestly implement the requirements put forward by the general manager's office at the beginning of the year, closely focus on the work indicators issued by the branch and _ _, regard business development as the work theme throughout the year, clarify business ideas, grasp business priorities and be proactive. In order to provide useful reference for future work, the work of _ _ Insurance this year is summarized as follows:

I. Operating results

We take every opportunity to change all the concepts of internal and external logistics and change "I want to develop" into "I want to develop". For front-line sales staff, we have repeatedly stressed that it is fundamental to achieve performance and occupy the market. We should see the inexhaustible resources in the life insurance market and realize that making an insurance policy will occupy a market. Only by establishing a new concept of development, constantly occupying market share and competing with peers with service and morale can the marketing team be in an invincible position in the market tide. It is by conquering the ideological fortress and unifying the development concept that the cohesion of _ _ insurance is fundamentally enhanced, and _ _ insurance presents a positive and healthy mental outlook.

Strengthen the sense of purpose of team leaders and enhance their sense of leadership. Strengthen the sense of honor, training and cultivation of elite masters. For the internal staff of individual insurance companies, adjust the departmental structure, clarify the post responsibilities, and do a good job in team support and service. Basic work, based on long-term development, is the direction that _ _ insurance has been insisting for a long time, and the basic management of _ _ insurance has reached a new level. From the aspects of morning meeting management, attendance management, systematic training and workplace construction. We will strengthen the training bit by bit, so that all the work can be carried out in an orderly way, the team has formed regular work habits, the quality of the team has been continuously improved, and the stability of the team has been continuously enhanced. While grasping the basic management, we did a good job in organizing and ensuring the product briefing, carried out various customer appreciation activities, and actively held individual special sessions at various outlets, which achieved good results and won the recognition of the on-site staff.

Second, some problems in the work

The development of personnel recruitment lags behind, and the overall quality of the team is still low, especially for the _ _ team, which needs to supplement high-quality talents and open up high-end customer markets. The single-entry, full-transfer and retention rate of newcomers is not high, and the phenomenon of big entry and big exit still exists; The sense of responsibility and working ability of some supervisors can not keep up with the needs of market development, and the overall level needs to be improved; The overall activity of the team is insufficient, and the per capita production capacity and single piece premium are still low, which is far from the market requirements.

Third, the work plan for next year

Continue to keep up with the rhythm of the municipal company and carry out various tasks according to the deployment of the general manager's office. Do a good job in basic management and really improve the activity volume, performance improvement rate, attendance rate and per capita premium index of business personnel. Do a good job in sales support, build a sales platform, and promote the growth of elite teams. Vigorously carry out conscription activities, especially conscription work. Establish a perfect hierarchical training system, do a good job in training formal personnel and newcomers, link education with agent examination training, and improve the level of personnel at all levels. Continue to strengthen the construction of township workplaces and realize the large-scale development of existing township outlets. Promotion of various outlets.

Looking ahead, we are full of confidence in the future development. We believe that under the correct leadership of _ _ company, with the full cooperation of _ _ branch and the joint efforts of all the back-office staff, we will certainly be able to achieve more remarkable results and let the flag of _ _ fly forever.