The first insurance company employees' annual work plan
The year of 2_x is coming. 2_x work plan is formulated as follows in order to complete various indicators issued by the company, strengthen work style construction, improve ideological understanding, strictly implement company terms, enhance work enthusiasm and initiative, improve auto insurance claims service, comprehensively improve work performance and improve service quality:
I. Specific work objectives
1. Improve the timeliness of claims service, strictly implement the claims service time stipulated by the company, ensure that customers can complete claims in the shortest time, and reasonably protect their rights and interests.
2. Improve service level, service quality and customer satisfaction.
Second, the main work initiatives
1. Learn relevant business knowledge seriously, improve your ability to solve problems, shorten the claim period, increase the claim limit and simplify the claim process.
2. Merge the post of nuclear loss and compensation, speed up the limitation of cases, strengthen the tracking service of open cases and shorten the closing cycle.
3. Strengthen the notification before underwriting. Strengthen the one-time notification service when making claims,
4. Reduce the price difference and repair the difference when the loss is fixed. By means of standardization of working hours, maintenance of spare parts system, etc., the service commitment of claim settlement without price difference is introduced to reduce differences.
5. Further enhance the image of service etiquette of the claim settlement personnel, especially some problems encountered in language, behavior, dress and vehicle management norms. By setting standards and strengthening inspection, the service attitude of claim adjusters is ensured to be of high quality.
6. Take the initiative to care about customers and reduce complaints from letters and visits. Earnestly implement the return visit system for customers who are in danger, and improve the satisfaction of closing the case by sending SMS and indemnity SMS. In case of possible disputes, preventive measures should be taken in advance. Timely discovery and timely rectification.
Third, enhance team awareness and establish a good working atmosphere.
Enhance mutual understanding with other employees of the company and be proficient in business communication. Learn from each other, make progress together, improve their working ability and professional level, and truly become a good helper of leaders and a good partner of colleagues.
Fourth, establish the spirit of ownership and actively make suggestions for the company's development.
The economic benefits of the company are directly related to everyone's own fundamental interests. Actively make suggestions for the company's development, put forward reasonable suggestions, establish the idea of putting the company's interests first, and do our best to contribute to the company's development.
Five, improve service efficiency, establish a good corporate image.
To do a good job in service, we must strive to improve the efficiency of door-to-door service, adopt humanized service, speed up work, improve service quality and level. Establish a new image of the company in an all-round way, and truly form high-quality, civilized and efficient services.
1, civilized office, clean environment, civilized language, thoughtful service and standardized office behavior.
2. Improve work efficiency, maintain high efficiency from all aspects of work, and make fast, simple and flexible working methods recognized by customers.
3. Do a good job in tracking service and keep good communication with customers at all times to ensure that customers' problems are solved in the shortest time.
In the work of 2_x years, I am determined to make new contributions to the development of the company and the insurance industry under the correct leadership of the company, with firm confidence, pioneering and enterprising, solid work, truth-seeking and pragmatic, and innovative development.
Annual Work Plan II for Employees of Insurance Company
First, work ideas. Actively implement the company's series of important instructions on development, keep pace with the times, work diligently, actively and seriously participate in various studies organized by the company, carefully understand and turn them into their own ideological weapons. As a back office worker, his words and deeds also represent the image of the company, so it is more necessary to improve his quality, set high standards for himself and strengthen his professional knowledge and skills. At the same time, I am law-abiding, love my job, and have a strong sense of responsibility and dedication.
Second, business. I am mainly responsible for the printing, sorting and filing of counter documents. On duty week, I go to work at 8: 30 every morning. I always clean the office area first. At the beginning of the month, I sent an email to the company's financial staff to declare the number of valuable and priceless documents I want to apply for. According to the company's document management personnel, 1 and 16 are our monthly collection dates, and I can only apply for half a month's usage at a time. When I apply, I should estimate a quantity for the next half month according to the nearest odd customers and try to keep the order. Every time the documents arrive, they should be tied with a rubber band in 25 copies, and the company policy should be covered with a special seal and marked. In fact, it is very simple to run a car insurance, and it is not a complicated technical activity. Any five things, such as invoices, compulsory insurance policies, signs, commercial insurance policies and insurance cards, can be given to the insured with a commercial insurance clause, but it needs enough care and patience. When there are many customers, check them carefully to prevent wrong orders and reduce unnecessary troubles. The rest is to sort out the typing list, apply for less insurance, and notify less. If there are any insufficient documents, please delete them first. After the salesman completes the data, he will file 25 forms of filing list in the system, and put the archived customer data into kraft paper filing boxes (4 sets are a box), mark the box number and filing number, and put them into filing cabinets for preservation. Every day's work is typing, typing, typing again, sorting, sorting and sorting again. Although my job is boring, I know that my job is an important part of the company's business, and I must work hard and go all out. In recent years, the competition in the insurance market is very fierce, so our front desk should try its best to satisfy customers in pre-sales service.
Third, the good aspects of work.
1, based on the overall situation and the whole, cut into the thinking of the problem from the macro level, better handle the relationship between the whole and the part, self and self, and consider things from the overall situation.
2. Peace of mind, modesty, active life and good interpersonal relationship.
Fourth, shortcomings in the work.
1, limited by experience and vision, it is necessary to strengthen political cultivation and industry business research, seriously study business knowledge, overcome ourselves and improve ourselves.
2, must strengthen the ability to communicate with people.
3. Adaptability must be strengthened.
Annual Work Plan III for Employees of Insurance Companies
First, strengthen business management and build a high-quality and standardized underwriting service system. Underwriting is the source of insurance company's operation, the important basis of risk management and control, and the basic guarantee of insurance company's survival. Therefore, in _ _, the company will pay close attention to operation and management, and improve its risk management and control capabilities.
1. Review underwriting business in time, control underwriting risk by using risk management technology and pricing system, determine underwriting rate and ensure underwriting quality. Conduct a preliminary review of the underwriting business beyond the company's authority, sign opinions and submit them for approval to ensure the strict underwriting of this business.
2. Strengthen the management of information technology departments, improve all kinds of insurance business processing platforms, establish a perfect underwriting basic database through the construction and use of electronic underwriting business processing system, and prepare relevant reports and underwriting analysis. At the same time, do a good job in market research and regularly prepare medium and long-term business plans.
3. Establish and improve the risk assessment system of major subject matter business and special risk business to ensure reasonable risk control, and at the same time implement relevant reinsurance or reinsurance management regulations according to the risk status of the business to ensure the reasonable dispersion of underwriting risks.
4. Strengthen underwriting and underwriting norms, strictly implement the clause rate system, master the operation of the new core business system, conduct comprehensive and systematic training for underwriting and underwriting personnel of China Branch, improve their comprehensive business skills and quality, and provide a good guarantee for the company's business development.
Second, improve the quality of customer service and build a first-class customer service platform. With the increasing number of competitors in the insurance market, all insurance companies have strengthened their competition for market business, but insurance companies are not engaged in tangible products, but in services to avoid risks or venture capital. Therefore, it is extremely important to build a high-quality customer service platform. When service becomes the core content and competition of insurance companies, customer service becomes a service culture with unique ideas. After years of efforts, our company has occupied a certain share in the market and has a huge customer base. With the deepening of business development, the importance of customer service will be particularly prominent. Therefore, CIIC will strictly regulate the customer service of in _, and put the first-class customer service management platform into use and implementation.
1. Establish and improve the voice service system, increase the publicity of the hotline, and push the hotline to the society in various forms, so that many customers can fully understand the powerful supporting functions of the company's voice service system, thus improving their market competitiveness and realizing customer satisfaction.
2. Strengthen the training of customer service personnel, improve their comprehensive skills and quality, and strictly abide by them? Warm, thoughtful, high quality and efficient? Adhere to the service tenet? Active, fast, accurate and reasonable? Principle, in strict accordance with the provisions of the job responsibilities and business operation process, do a good job in receiving reports, surveying and determining losses, explaining terms, and making claims and complaints.
3. Set up full-time and part-time branches with the central branch as the center, covering the whole region. In the initial stage, China Branch will set up three full-time survey and loss assessment personnel, and at the same time, cooperate with part-time survey personnel to improve the overall quality of business personnel of China Branch, effectively improve the quality of survey and loss assessment claims, and realize accurate survey, reasonable loss assessment and quick claims settlement.
4. Complete the extension work of two service organizations, namely _ _ Marketing Service Department and yy Marketing Service Department, before June of _ _ year. At this point, the construction of service outlets in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for corporate customers.
Third, speed up business development, increase market share and make the company's insurance brand bigger and stronger. Calculated by the annual premium income of RMB _ _ _ _, the proportion of various types of insurance is: motor vehicle insurance 85%, non-auto insurance 10%, and personal insurance 5%. In, the business development work plan formulated by the central branch company aims to realize the annual premium income of _ _ million yuan, and the proportion of various types of insurance is planned to be 75% for motor vehicles, 65,438+05% for non-auto insurance and 65,438+00% for personal insurance. The realization of the plan will be completed from the following aspects.
1. Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In _ _ _ _, the auto insurance business should consolidate old customers, strive for new customers, focus on the development of fleet business and new car underwriting business, and achieve a new level of auto insurance business.
2. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises, focus on public relations with enterprises with good benefits and low risks, establish good relations with enterprises, strive for a package of insurance for property, personnel and vehicles, and at the same time do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in _.
3. Actively do a good job in agency business with banks. On June+10, 5438, our company signed a part-time agency cooperation agreement with _ Bank, _ Bank, _ Bank and _ Bank through active efforts. In _ _, we should concentrate on strengthening business communication with major banks, so that banks can fully understand the brand and advantages of China Insurance, and strive to increase the bank's support and policy inclination for our agency business, and strive to be agents in banks.
This year, although it is still affected by the financial turmoil and the market competition will be more intense, under the correct leadership of the provincial company, China Branch will open up new ideas, strive for progress, create new achievements, and strive to make the company's insurance business bigger and stronger!
Annual Work Plan IV for Employees of Insurance Company
Under the correct leadership and support of the company, closely around the office of the general manager of the city company? Maintain growth, adjust structure, prevent risks and promote stability? Work policy, all back office staff keep forging ahead and work together with * * *. After a year's hard work, all the main work has achieved certain results. Focusing on the goal, implementing the plan, paying close attention to business work, implementing it early, decomposing it into monthly plans, taking stock every month and implementing it every month, effectively ensuring the timely monitoring and adjustment of the implementation of the plan.
The following is the specific work plan of the insurance company in the background for 20_ years:
First, change ideas, actively adapt to the new management mode and exhibition mode after the shareholding system reform, continue to strengthen the education of competition awareness and crisis awareness, strengthen and use data management, and introduce incentive mechanisms.
Second, correctly handle the relationship between scale and benefit, current and long-term, bigger and stronger, strengthen overall public relations, pay attention to the quality of business underwriting, and choose and occupy the market with the fastest speed and best quality.
Third, continue to strengthen communication with public security, traffic police, education, health and other departments, strive for their assistance, and strive to improve the underwriting rate of five small vehicles, Xue Ping insurance, campus liability insurance and medical liability insurance.
The fourth is to strengthen claims service. Efforts should be made to improve the on-site survey rate, adopt humanized service and treat it differently, speed up claims settlement, improve service quality and improve the external exhibition environment.
Fifth, in view of the competition, pay close attention to the development measures of the same industry, increase public relations, take active and effective methods to participate in the competition, consolidate the market share of the original insurance products, actively expand new business and ensure new customers.
In order to achieve this strategic transformation goal of the company, higher requirements are put forward for each of our employees. Specific to our comprehensive teller, not only the workload is greatly increased, but also our business level should reach a higher and more comprehensive level.
20_ years put forward the following requirements for the company's back office staff:
1. Be strict with yourself at all times, do a good job in this major, actively and conscientiously complete every task, strictly abide by the company's rules and regulations, and earnestly perform their duties.
2, through the accumulation of daily work, find their own shortcomings, use spare time to learn the company's terms, unremitting study of various insurance knowledge, and use it to guide practical work. Through watching more, learning more and practicing more, I will constantly improve my business skills.
3. Actively participate in every study and training activity organized by the company, so as to improve their professional working ability and level more quickly.
4. Strive to pass the company's intermediate insurance examination in 20_ years.
To sum up, I have come into contact with many new things, produced many new problems, and learned a lot of new knowledge and experience in my 20_ year work, which has improved my ideological understanding and working ability. In the new year's work, we will continue to strive to provide better services to customers and contribute to the company's greater benefits.
Annual Work Plan for Employees of Insurance Company 5
With the care and support of the company leaders and all colleagues, we have achieved good results in business development and successfully completed the company's task indicators. On this basis, we summed up our work experience this year and formulated the following work plan in combination with our actual work:
First, strictly implement the company's terms, strengthen business management, and build a high-quality and standardized underwriting service system. Underwriting is the source of the company's operation, the important basis of risk management and control, and the basic guarantee for the company's survival. Therefore, in _ _, the company will pay close attention to operation and management, and improve its risk management and control capabilities.
Second, standardize and implement the company's terms of service, improve service quality, and build a first-class service platform. We are not dealing in tangible products, but in services to avoid risks or venture capital. In today's increasingly transparent market and fierce competition, service has become the core competitiveness of our company and has been integrated into our company's values. Customer service is the concrete embodiment of this concept. In _ _, we will strictly regulate customer service, establish a first-class customer service system, and truly provide quality service to customers of every company.
Third, speed up business development, consolidate Zhengzhou's market share and expand Henan's market share. On the basis of annual premium income of billion yuan, the company plans to realize annual premium income of billion yuan in, among which: the plan will be implemented in the following aspects.
1. Carefully organize and plan, resolutely accomplish the planned objectives, and lay a solid foundation for the annual objectives.
2. Vigorously develop channel business, deeply expand Zhengzhou market, fight hard for local business in Henan, advance in an orderly manner, and expand and consolidate Henan market share.
Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In _ _ _ _, the auto insurance business should consolidate old channels and old customers, expand new channels and win new customers, and focus on developing channel business, fleet business and new car underwriting business, so as to make the auto insurance business reach a new level.
4. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises and institutions, focus on public relations with units with good benefits and low risks, establish good relations with units, strive for a package of insurance for property, personnel and vehicles, and at the same time do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in _.
5. Other aspects: Do other insurance business well; Strengthen cooperation with various insurance units; Actively participate in the fierce competition of various insurances.
Fourth, do a good job in team building, do a good job in employees and insurance salesmen, continue to improve the allocation of human resources, and provide human security for the company's business development. In _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ , make good use of talents, retain talents, and provide a strong human guarantee for the business development of _ _ _.
Five, improve the management mechanism, strengthen the execution. This year, we will start with the system, modify and supplement the existing rules and regulations of the company and the required scope, improve the previously imperfect rules and regulations, and make them more in line with the needs of the company's operation and management. Compile a book and distribute it to every employee, and study hard. Really manage people with the system and do things with the system, so as to improve the execution. _ is a brand-new year. With the joint efforts of all staff, the company will enter a brand-new development stage.