Work summary of insurance company 1

At the beginning of 20xx, I joined the xx insurance company where I am now, and I am honored to join this company as a salesman. Although I am just a newcomer, I have grown and improved a lot after a year of tempering and training in sales positions. Looking back on one year's work experience, I find that there are many pains and tears behind my growth, but these have become the past tense. What I have to do now is to rearrange my mood, sum up my work experience in the past year, and then embark on a new journey to meet the challenges of the new year.

First, in the face of mistakes in work

This year, because I have never been in contact with the insurance industry or tried any sales work, joining this company as a newcomer is not only a new job, but also a huge challenge for me. As a newcomer, mistakes will inevitably occur in the work and be criticized by the leaders. But in the face of these mistakes and difficulties in my work, I have no choice but to face the difficulties. I sum up the wrong work experience, find out the reasons for the mistakes, and make corrections in my future work. I have questions that I don't understand and many troubled customers. After work, I will spend more time studying problems and more energy communicating with customers. If I can solve it myself, I will try my best to solve it myself. If I really can't solve it by myself, I will actively seek the help of my colleagues and ask them for help. Through the accumulation of these experiences, I have improved my ability to solve problems on my own and made fewer mistakes in my work.

Second, facing the pressure at work.

As a salesperson, especially in the insurance industry, you must have a strong ability to withstand pressure. Because the company has requirements for the performance of our sales staff every month, we have to bear the pressure of selling xx policy performance every month. It shouldn't be difficult for their old employees, but it is a difficult goal for me as a novice. In the first few months, I didn't sell a single order, and even began to doubt my ability, but I finally persisted and turned the pressure into a driving force to move on. Through our own efforts and sincere service, we finally won the trust of our customers and ushered in one fruitful achievement after another.

This year is over. In the past year, I have survived all the hardships, the days when I ate instant noodles all day without any achievements, and the days when I made mistakes and was scolded all day. I believe that in the next year, as long as I work hard and persist, my life will become better.

Summary of insurance company work II

With the passage of time, I spent another happy year in xx. Looking back on this year's work process, as every employee of the company, we deeply feel the vigorous development of Yongan and the spirit of struggle of xx 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 should be included in an assessment of the branch, which is not only the task of the claims department, but also related to the branch of xx, so it is a problem that we should pay attention to every month. Therefore, in the estimation, for the unknown case volume, collect all kinds of information, such as asking customers, asking surveyors, asking missing parts, asking the models of the three, and so on. And ask as comprehensively as possible to minimize the estimation deviation. In this process, I will meet all kinds of customers, and they have a good attitude and are very cooperative, which makes me feel very gratified; My bad attitude makes me puzzled and I can't smile. ...

What's even more depressing is that the Chinese New Year is coming, and I have to predict my holiday work in advance here, which makes it even more difficult to predict the work summarized in the annual work. Not only the workload is heavy, but also the cases are estimated for two days a day, with a maximum of xx cases a day. Even if all of them are entered into the price verification system, they should be copied down one by one and checked before being entered into the system to estimate the annual work summary. And two-thirds of the cases were not recorded, that is, making phone calls and making dozens of phone calls. Knowing all the hits is enough. The key point is that you can't even estimate the loss adjuster, because many cars can't be repaired and disassembled because the repair shop is closed in the New Year, so you can't know, but the estimation work doesn't stop because you can't know, so I have to get close numbers, so I often have to make several phone calls on a case, so estimation is a tricky job, but I still reflect the deviation rate very well.

Next is the customer's consultation and complaint. 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 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, I not only learned the ability to communicate with all kinds of customers, but also learned and improved the knowledge of claim settlement. Especially in xx, the number of complaints is only 1, which is still invalid, and it is obviously reduced, which makes me very happy. This not only shows that our staff abroad have improved their theory, technology and communication, but also shows that I usually consult customers.

Finally, the sales case of 20xx is well done. Under the correct leadership of the leaders, with the mutual help of colleagues and my usual efforts, the number of outstanding cases has always been in a good position, and it will be even better in 20xx years.

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. 20xx I will work harder to overcome them, and I will stay at a higher level in communication with customers. I want to learn from the old. 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 wish Yongan great achievements and scale in xx.

Summary of insurance company work 3

I have worked in xx insurance company for xx years. With the enthusiastic help of colleagues and leaders, after X years of experience, I have grown from an insurance novice to an important person in charge of professional and sophisticated enterprise insurance. In my post, I can provide good insurance consulting services for customers, attract new business for the company and make due contributions to the company's development. In the company, I abide by the law, unite with the collective, and complete the tasks assigned by the leaders and superiors with my colleagues. The following is my summary of 20xx's work.

One, continuous learning, to participate in training, so that the level of business continues to improve.

There is no end to learning. Although I am familiar with all aspects of the company, I am still not satisfied with the status quo. In order to continuously improve their business level, they actively participate in various business study, training and examinations organized by superior companies and branches as well as the department. I am diligent in learning, good at creating, constantly strengthening my professional quality training, constantly improving my business operation skills and basic skills of serving customers, mastering my due professional business skills and service skills, and being able to handle various businesses skillfully.

Second, improve ideological awareness and make continuous progress ideologically and politically.

All along, I have maintained a positive attitude and actively participated in various political studies, theme education, vocational education activities, organizational activities and recreational activities organized by superior companies and branches, 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.

Third, do not violate the rules, do everything according to the rules and regulations, work wholeheartedly, and complete the company's tasks ahead of schedule.

I always cherish the heart of serving the people and benefiting the company. No matter in handling business or other work, I can strictly implement the rules and regulations, internal control system and service regulations of superior companies and branches, adhere to civilized language, do not act beyond my authority, abuse power for personal gain, and have no customer complaints or other irregularities. Spare-time life, not participating in gambling, buying illegal lottery tickets and other bad behaviors. In my usual work, I have been conscientious, diligent, leaving early and returning late, based on my post, silently contributing, and actively completing various tasks assigned by the branch and this department. Can take the initiative to take into account the marketing work and tasks of the department, and actively market e-banking business, various bank cards and other intermediary businesses.

In a word, insurance business has become a part of my life. With persistence and enthusiasm, I will stick to it and strive to complete my work and post responsibilities. Over the past six months, I have worked hard in all aspects according to the requirements of my superiors, and achieved certain results, which have been affirmed by my leaders and praised by my colleagues. While making achievements, I also found that there are still some gaps and deficiencies compared with my partners in Xiu Xiu. But I am confident and determined to shorten the gap with them in my future work, be brave in overcoming shortcomings, make up for deficiencies, work hard and further improve my overall quality.

Summary of insurance company work 4

Over the past year, under the correct leadership of provincial and municipal companies and with the unremitting efforts of all employees of our company, xx Insurance Company has made a breakthrough in its business, taking the lead in breaking through the premium income of10 million yuan in the whole province. This year, our company completed the annual marketing task assigned by the provincial company two months ahead of schedule, and all the work developed healthily and smoothly. Let's talk about my achievements and shortcomings in the past year in combination with my specific responsibilities.

First, the working ideas

Actively implement a series of important instructions from provincial and municipal companies on the company's development, keep pace with the times, work diligently, be pragmatic and seek efficiency, strive for first-class, and lead employees in all departments to further change their concepts, reform and innovate around the center of "based on reform, accelerating development, sincerely serving and improving efficiency", and face the increasingly fierce competition in Linyi insurance market, strengthen core competitiveness and carry out diversified operations. Through hard work and struggle, the company has maintained a good development trend.

Strengthen all aspects of learning and strive to improve their professional quality and management level. As a leading cadre, I shoulder the important responsibilities and missions entrusted by the superior leaders and all employees, and the company's operating principles and policies need me to implement. Therefore, I fully believe that these materials belong to the secretary resource network, and plagiarism is strictly prohibited. We should pay attention to the study of insurance theory and the cultivation of management ability. Pay attention to guiding work with scientific methods, standardize your words and deeds, establish a strong sense of responsibility and dedication, and constantly improve your business and management capabilities.

Continuously improve the overall quality level of the company's business personnel. Over the past year, I have always regarded the cultivation of the professional quality of personnel in the exhibition industry as an important part of team building, implemented targeted training plans with the manager's office, and strengthened the construction of leading bodies and staff.

Second, enterprise management.

"Without rules, there would be no Fiona Fang". In order to make a company develop steadily, it is necessary to formulate norms and strengthen management. Management is an input, and this input will certainly produce benefits. I am in charge of business work and need to ask for benefits from management. Only by constantly improving various management systems and methods and truly putting them into action can we achieve results and see benefits. In enterprise management, I have mainly done the following work:

1. Make weekly, monthly, quarterly and annual sales plans for all departments according to the annual sales tasks assigned by the municipal company. When making plans, we should seek truth from facts and determine the reasonable and achievable goals of each office according to the characteristics of each insurance, customers and the situation of each office. After the target is determined, I will strengthen the process management and monitoring according to the principle of "everything is implemented and everything is supervised" to ensure the smooth completion of the target plan of each department and office.

As the manager in charge of business, I attach great importance to the team building of each exhibition department. Always pay attention to the ideological and professional quality education of department managers and department members. Over the past year, I have organized mobilization meetings and business seminars for many times, carried out business training activities, organized everyone to learn knowledge and seek experience, and improved the overall quality of employees. The training focuses on learning insurance theory and exhibition skills, emphasizing the cultivation of team spirit. Learning has promoted the continuous improvement of the quality of each team and laid a solid foundation for the company's sustained and stable development.

3. Help the manager's office to comprehensively promote the innovation of salary system and constantly consolidate the basic management of the company. Establish a salary system reform linked to posts and performance. This year, I comprehensively promoted the reform of enterprise salary system, focusing on the "four modernizations" of job clarity, salary socialization, bonus performance and welfare diversification. The employment mechanism has been initially established, which can fully stimulate the enthusiasm and creativity of employees.

Third, the department is responsible for the work.

In addition to business management, I also served as the manager of the first marketing department. There is only one salesman in a marketing department, and my business is mainly big customers. My major client business mainly comes from the capital company. According to the characteristics of the fleet of Shengzi Company, on the basis of the original vehicle insurance, I first set up freight insurance for local freight cars. The opening of freight insurance not only provides protection for customers, but also increases the company's premium income, which really kills two birds with one stone. Through unremitting efforts, our department completed the annual premium income of xx yuan, including auto insurance premium of xx yuan, non-auto insurance business of xx yuan, and the maturity of payout ratio is. Become an important guarantee for the company's development.

Summary of insurance company work 5

20xx is coming to an end in a challenging and passionate work. Over the past year, under the command of the company's general manager's office, all the colleagues in the group insurance department have actively understood the work intention and instructions of the general manager's office, strived to expand their business in the increasingly fierce market competition, and strived to complete the task indicators issued by the company. The group insurance work for the whole year of 20xx is summarized as follows:

First, staff management and business learning:

1. At the beginning of the year, according to the working intention of the general manager's office of the company, the internal staff 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 the business promotion plans of "Getting off to a Good Start" and "China Life Championship", and after being approved by the general manager's office meeting, promptly publicize and urge all salesmen to do a good job in business management.

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

Second, the accident insurance work:

Single insurance:

(1) Do a good job in student insurance service 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.

② In order to ensure the stability of Xue Ping insurance market, we cooperated with PICC in the exhibition industry of Xue Ping insurance, fully implemented the spirit of the document issued by the Provincial Insurance Association, clarified the charging standard of Xue Ping insurance again, and arranged for salesmen 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 general manager's office, we strengthened our contact with the leaders of the Municipal Education Bureau, and got the strong support of the leaders of the Municipal Education Bureau, which laid a solid foundation for the smooth completion of Xue Ping insurance renewal this year.

(3) before the school holiday, the group insurance department visited major schools. In a few days, all the service staff braved the heat to deliver more than 1xxxx copies of Xue Ping Insurance, a letter to parents of students and a medical service guide to all parents of students in time, thus completing the preliminary work of Xue Ping Insurance and finally successfully completing the task of Xue Ping Insurance in September.

Accidental injury insurance for enterprise employees

1. In order to better communicate with business owners, listen to their opinions on the company's claims service, and understand the situation of enterprise's safe production, at the end of 2005, we visited major customers whose accident insurance premiums were above xxxx yuan, which further deepened the trust and support of enterprises to our company.

2. Discuss the precautions of 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.

3. 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. Engaged in life insurance business:

With the strong policy support of the general manager's office, all marketers have made great efforts to develop the exhibition industry, but the life insurance business market has been shrinking and the business has fallen sharply compared with the same period last year.

1. Visit the enterprise actively at ordinary times to better communicate with the business owners about the welfare expenses of the enterprise, so as to further understand the human resources and financial situation of the enterprise and finally achieve the purpose of promoting orders.

2. Do a good job in the new development of life insurance market and find a new way out in the current difficult market environment.

Under the guidance of the general manager's office this year,

Recruited X from the marketing department, set up a comprehensive development department, and tried new business development channels. So far, X has collected accident insurance, and some achievements have been made in the attempt, but the best results have not 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 (short for verb) suggests:

1. 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.

2. It is suggested that the company leaders attend the meeting 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 situation of the new rural cooperative medical system in Yongkang, find the breakthrough point, seek cooperation ways and increase new business growth points.

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

5. Accelerate the construction and development of the comprehensive development team, and with the strong support of the general manager's office, think more and make more articles on integrated marketing.

6. Strengthen the team building of group insurance salesmen. The Group Insurance Department will, as always, strive to explore and find a better development path in the current severe group insurance market.

Summary of insurance company work 6

Joined xx branch in 20xx, engaged in unfamiliar life insurance work. Over the past year, with the kind care of the company leaders and the enthusiastic help of other masters, I have been able to independently engage in and carry out insurance marketing business from an insurance layman, without any illegal acts in my own business position, and better complete the tasks assigned by the leaders and superiors together with the employees of all departments. The following is my work report for 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 some progress in ideological and political affairs.

Second, strive to improve professional quality and service level.

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

Third, strictly implement various rules and regulations.

Over the past year, I have been able to strictly implement the rules and regulations, internal control system and service regulations of the superior company and branches, adhere to the use of civilized language, do not exceed my authority, do not abuse power for personal gain, and have no customer complaints or other illegal acts. Self-discipline in spare time, not participating in gambling, not buying xx and other bad behaviors.

Fourth, complete the tasks assigned by branches and departments.

In the past year, I was able to work hard, work hard, go out early and return late, stick to my post, contribute silently, and actively complete various tasks assigned by branches and departments. Can actively take into account the marketing work and tasks of the department, and actively market e-banking business, various bank cards and other intermediary businesses.

Over the past year, with my love for insurance marketing, I have tried my best to fulfill my work and post responsibilities, and tried my best to do all kinds of work according to the requirements of my superiors. Some achievements have been made and won the praise of leaders and comrades. Looking back on the past year, I am satisfied with my achievements, but at the same time, 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 work hard, find the gap in future work, bravely overcome shortcomings and deficiencies, further improve my overall quality and do a good job.