Summary refers to the written materials that social groups, enterprises and individuals review, examine, analyze and evaluate their achievements, gain experience, find out gaps, learn lessons and some regular understandings after a certain period, a certain project or a certain work is completed. This is a good way to increase their talents. Let's write a summary. How to write a summary is correct? The following is a summary of my personal work in the insurance industry. Welcome to reading. I hope you will like it.
Summary of Personal Work in Insurance Industry 1 20xx is the first complete year for me to enter xx Property Insurance, and it is also a year of more intense competition in the insurance market in xx area, and it is also a crucial year for the company to expand its market and develop continuously. Unconsciously, at the beginning of the new year, the important work of 20xx is summarized as follows:
Looking back on 20xx years, there are fruitful joys, difficulties in tackling key problems with colleagues, and melancholy when encountering difficulties and setbacks. Faced with new challenges such as system reform, I began to study hard on the basis of 20xx years, trying to learn and master all kinds of business knowledge and skills from all aspects, improve my business ability, and be familiar with many workflows and operations of sales management positions.
1, diligent collection, diligent sorting and diligent statistical analysis are a habit I have developed since I took over my job. We know that real number is the cornerstone of an enterprise's survival and development. Only by providing leaders with real and valuable business data, unit leaders will not make wrong decisions and will not fall into a vicious circle of development. It is my compulsory course to ensure the correct update of daily underwriting ledger, make statistical analysis of all kinds of business data and send short messages in time. I also make statistics and publish weekly data according to the requirements of the leaders every week, and I am ready to provide useful information about recent business operations to the unit at any time.
2. Accounts receivable is an important responsibility of sales management positions. Every month, I will contact the sales staff to check and remind them according to the accounts receivable list provided by the financial department, and prepare the corresponding personal accounts receivable list for the sales staff. Our company also has a lot of bills with long aging. I will export the list from the report system from time to time to remind the sales staff.
3. The management of updating data is also an important part of my work. At the beginning of 20xx, the branch began to attach importance to the renewal of insurance, and began to distribute the list of renewal institutions every month. However, due to the problem of system entry in our company, it is impossible to distinguish the actual entry situation. Every month, I will match the list and account number issued by the branch, re-edit the actual salesman, and make arrangements for the sensory and actual printing needs of each team. Distribute the practical list to each team and renewal department about one month in advance, so as to carry out the renewal work smoothly. Usually, when the salesman needs my renewal data, I will try my best to help him inquire.
It is my important job to deal with the expense settlement. Every month, I will make a list of agency business according to the paid-in list provided by the finance department, and send the list to the sales staff for invoicing or direct settlement of handling fees. In this respect, I have developed a rigorous and meticulous style and have more interaction with sales staff. I will enthusiastically answer and deal with all kinds of questions about checking the list and settling the expenses.
5. The statistics of various statements also take up a lot of time in my work, as well as the monthly insurance data statements to the association; For government departments, there is also a quarterly report on government bidding vehicles; There are card performance statistics of the branch business management department, as well as monthly performance statistics, long-term team assessment, new car awards, expense summary tables, etc. Work for the marketing department of the branch. In addition, there are statistics such as monthly expansion allowance and billing allowance of the channel department.
The above is also a small part of my work. In addition, I am also responsible for the statistics of sales series assessment data, the verification of branch capacity data and the verification and modification of cost control system data. I also made a lot of achievements in the above work in 20xx. For example, the data modification and performance statistics of the monthly fee control system have always been at the forefront of the organization, without delaying the payment of wages. My data processing ability has also been greatly improved than before. I have learned many new skills of ECEL and saved a lot of work processing time. Of course, there are also shortcomings, because of the complexity of data, many manual processing will inevitably make mistakes and need to be checked and corrected. I'm also impatient, and I tend to be impatient or impatient in some work.
Generally speaking, my work every month is more substantial, and I also have the following summary for this year's work:
1), keep a positive heart and a good attitude when doing things. Keep a steady mind, don't be swayed by considerations of gain and loss, the road is your own choice, leave when you come, and concentrate on doing the current thing.
2) Listen more, learn more, ask more questions, think more, and do things in a planned and organized way.
3), no matter what technology, professional or not, it doesn't matter, it can improve work efficiency and apply what you have learned.
In a year's time, I also want to make some suggestions to the company: First, I hope to improve the software and hardware system and let my handicraft era end early. Second, I hope that the division of labor of each post can be more clear, the corresponding responsibilities are clear, and the responsibility system for work distribution is not shirked.
Looking back and looking forward:
1), hoping to keep up with the company's rhythm and carry out all the work according to the deployment of the general manager's office.
2), do your own basic work, to ensure the correctness and timeliness.
3) Do a good job in sales support, build a data platform, and promote the growth of each team.
4), more professional and more technical.
Summary of personal work in the insurance industry 2 I joined the big family of property insurance in 20__. In this year, under the correct leadership of the branch under the manager's office, with the concerted efforts of Qi Xin from all departments and with the joint efforts of all employees, I am proud to be a member of _ _ _ company, and the development and growth of the company cannot be separated from the hard work of every employee.
I. Personal Development and Work Completion
In my 20 years, my work has been divided into two stages. In the first half of the year, I mainly did group training and agency services in the sales department. The management of marketing service department began in the second half of the year. The annual task target of the sales department of our department is _ _ _ _ million. By the beginning of _ _ _, the annual task has been completed. By _ _ _ _, our premium income will be about _ _ _ million, exceeding the task target by about _ _ _. In 20__ years, the department assigned me a task target of _ _ million. As of _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ In addition, _ _ Marketing Service Department completed the annual premium task of about _ _ million, up _ _% year-on-year, and completed the premium plan for the third and fourth quarters issued by the company and departments.
Second, the existing problems and deficiencies
In the 20 years of work, I have made some achievements and improved my ability, but there are still many shortcomings:
1, thinking is not liberated enough, and doing things is not bold enough. Whether it is the group training or the management of the marketing department, the pace is limited by thoughts and horizons. They dare not boldly imagine everything, are too cautious, and are used to relying on experience and judgment.
2. I am not good at allocating time reasonably, so that I don't have enough time to strengthen my study and cultivate my own quality in complicated affairs.
3. Management experience is not very rich, and the artistry and skill of management need to be strengthened and improved. Because the management time is not long, management ability is still lacking. I hope the leaders can give me more advice and criticism in the future, so that I can gradually improve my management ability and work level.
4. I don't have enough communication with various departments and colleagues. I hope to increase communication opportunities through various activities of the company.
Three. Thinking and prospect of 20 years' work
The year of 20__ was a year in which our company sought development and made great strides. Work will be more difficult, and fierce competition will bring us more pressure. We should face the reality, turn pressure into motivation, and exchange continuous progress for greater development. In the new year, I will start from the following aspects:
1, enhance the awareness of active learning. Arrange time reasonably at work, strengthen self-study, and constantly improve professional quality and management ability.
2. Pay attention to team consciousness and overall situation consciousness. Work actively, face difficulties and pressures correctly, actively seek solutions, and strengthen the team building of marketing service department.
3. Deeply understand the life, work and study of marketers, change the display mode of marketers from the perspective of innovation and development, and improve their work efficiency and loyalty.
4. Strengthen the management of departmental marketing personnel, ensure the stable and orderly development of departmental business, and strive to fully complete all the task indicators issued by the company.
5. Raise the threshold, broaden the channels, increase the recruitment of marketing personnel, and attract outstanding social talents to join our marketing team in line with the principle of "Que Ning is not rotten, and the best is employed". At the same time, strengthen the training of department personnel.
Finally, I believe that in 20__, we will do better and the company's tomorrow will be more brilliant!
Summary of Personal Work in Insurance Industry 3 In the first half of this year, under the strategic deployment of "optimizing the structure, grasping the rhythm, complying with laws and regulations, and operating profitably" by the head office, and under the correct guidance of the general manager's office of the provincial company, our company effectively responded to the changes in the market situation, accelerated its business development in an all-round way, steadily improved its own capabilities, and better benchmarked its core indicators in the local market. The work in the first half of this year is summarized as follows:
(1) Ensure the steady development of business compliance.
Under the careful guidance of all departments of the provincial company, we strictly abide by the underwriting policy and expense policy issued by the superior company every month to ensure the steady improvement of business quality. While the business is developing steadily, the operating costs and profitability continue to improve, and the overall scale benefits show a coordinated development trend. Aiming at the blind spot problem of claim settlement, find the crux and further optimize the workflow. For example, in strengthening the management of damaged materials, the management system and the handover of claims and finance are constantly refined, so that the phenomenon of "running, running, dripping and leaking" is effectively controlled.
While taking control measures, the company also strengthens the professional ethics and professional work skills of claim settlement personnel through regular training meetings every Friday to prevent moral hazard from affecting the claim settlement work. Through the control of these effective measures, the company's claims indicators remain at a good level.
Two. The internal control and compliance work was further improved to protect the business development.
Improve the compliance awareness of all employees by promoting compliance management. Advocate daily compliance work: that is, take the inspection content of the regulatory authorities as the guide of daily practical work and the focus of our self-inspection; The work system of the superior company is effectively applied to practical work, which improves the sense of responsibility of employees. According to the actual situation of the company's development, the management measures of various lines within the company are revised and supplemented regularly and reasonably. Improve the foundation of internal control and compliance through the whole chapter system.
Third, the main problems
Due to the inertia of business development thinking, it is considered that the new underwriting policy is "too strict and too dead" and there is no way out for business development. I don't quite understand the refined management intention of the superior company, which shows that our company's ability to adapt to market changes and adjust business strategies is weak, which leads to the company's business development lagging behind in the first half of the year, and the overall time schedule lags behind the goals set by the provincial company, making business development difficult throughout the year. The implementation of the new basic law is not in place, which makes the sales team have no good system to ensure management and a large turnover of personnel. There are no stable professional sales staff in all sales channels, which affects the construction of standardization team. The company's business is still dominated by internal staff sales, with intermediate business and interactive business accounting for a relatively low proportion.
According to the requirements of general and provincial companies for customer service, we have done a lot of work in customer service specification, and the overall customer service has been improved to a certain extent, but it is still far from implementing the standardized customer service specification: there are still some problems in basic service etiquette, such as irregular dress, irregular service terms, loose service links for external customers and internal employees, and slow work attitude. Counter staff are often complained by external customers and internal employees, which is not in harmony with the company's business development.
Strong execution is an important guarantee for us to unify our thoughts, goals and actions. However, the overall execution of the company is weak, mainly in the following aspects: (1) the implementation of the work arrangements and work requirements of the superior company is not timely, meticulous and perfunctory; There is a phenomenon that all departments and subordinate institutions of the company have orders and prohibitions on the company's system and work requirements, go their own way, and are lazy to resist in the implementation. It has greatly affected the improvement of the company's management level.
With the continuous development of the company, the original rough management mode can no longer meet the development needs of the company, and the degree of refined management is not high in salary performance management, staffing management, service standard implementation result assessment, underwriting claims service process, risk management and control of key positions and so on.
Summary of Personal Work in Insurance Industry After four or three months' probation, I worked hard, made a lot of progress and learned a lot that I didn't have before. I think this is not only a job, but more importantly, it gives me an opportunity to study and exercise. From this stage on, I found that the knowledge I longed for was coming to me continuously and slowly digested in this melting pot. This is experience. Thank you very much for your concern.
I deeply realized the company's down-to-earth and serious working attitude from boss to colleagues, which made me more alert to myself and do a good job. Although each company's system and regulations are slightly different in details, the general direction and purpose are the same. So, I soon got used to the workflow here and tried to cooperate with everyone's work. Although there are some mistakes, I actively correct them to avoid making them again.
So, soon, I was integrated into the big family of xx and did my job seriously. I like it here, and I am willing to use it as a platform to exercise myself, develop together with the company and make my own contribution. For me, no matter where I am, in which company, as long as I am lucky enough to be a member of it, I will be full of enthusiasm, serious, sincere and active. This is the basic principle of being an employee. Team spirit is a virtue advocated by every company. In my opinion, the development and cooperation between companies is very important. Without the cooperation of various departments and colleagues, the company's work progress will be hindered, the work efficiency will be greatly reduced, and the company's benefits will naturally be damaged. This is not good for the company or the individual.
In xx, my main responsibility is the back office of the insurance company, responsible for counting the work reports of business personnel in various districts and the preliminary examination of monthly expense reimbursement. At the same time, be responsible for checking monthly accounts, data and information transmission with dealers in various districts.
In the past three months, I realized how important it is to have heart, concentration, care and patience at the same time in my work. Take monthly reconciliation with dealers as an example. I want to do the accounts of nearly 100 dealers, concentrate on doing the accounts of each dealer, do the accounts of each dealer carefully, and patiently reconcile with each dealer.
In the process of work, I deeply feel the urgency of strengthening my own study and improving my own quality. First, I want to learn from books, insist on squeezing out a certain amount of time every day to constantly enrich myself, correct my attitude, improve my methods, and absorb all kinds of "nutrition" extensively; The second is to learn from colleagues around you. I always keep a modest and prudent attitude in my work, and learn from their hard-working and pragmatic work style and problem-solving methods. Third, learn from practice, apply what you have learned to practical work, test what you have learned in practice, find out the shortcomings, improve yourself, and prevent and overcome the tendency of superficial knowledge.
To do a good job, I think the most important thing is to have a sense of responsibility. If you have a responsibility, you will try your best to finish it and do it well. If you love your job, your job will love you. Companies often preach that everyone should do their job well. This is an invisible responsibility, urging me to work hard in this direction and constantly improve and upgrade.
There is a song that sings well, "Look at success or failure. Life is heroic, just start all over again. " My understanding of it is: if you succeed, don't be proud, and continue to work hard to achieve greater success; Don't be discouraged if you fail, sum up the lessons of failure and strive for success next time. In any case, we must always maintain a positive and optimistic attitude in our work and life in order to work better and live more wonderfully.
Summary of Personal Work in Insurance Industry 5 Our company has done very well in the past six months, and the company has reached a state of continuous progress. At present, there is a large market for insurance work, but there is also great competition. How to make our company stand in such a big environment is a very realistic problem. This half year is really rare, and our company has made some breakthroughs in this half year. This state is very good.
First of all, the company's development in the past six months is also very stable. Although there are not many changes, the internal staff are very hard and slow. There are some good things, of course, which need to continue. It's not that easy to do insurance work. It is also very necessary to further improve yourself. Doing business really needs to have an objective understanding of yourself, and some things should be done well continuously. I am also very concerned about my ability to work these days. I've been thinking about myself seriously. I should work harder and pay more attention to this aspect. As a manager, this needs to be clear. The continuous play in the first half of the year has indeed improved significantly.
Over the past six months, the employees in the company have been very United, and everyone is very attentive to their work. We can still do better in this environment. There is no doubt that the next work can be done better, and some employees have performed well. The company is developing in a better direction, and this direction must be adhered to at all times. Only in a stable state can the company develop better. There is nothing wrong with the company's work policy. Only by carrying out relevant work can we continue. Over the past six months, we have accumulated many customers, which is the result of our joint efforts. It is very important to find the right position of insurance work and not to miss the opportunity.
This half year has also reached a critical period, and some things need to be improved. Our company is also slowly developing and perfecting. In the process of work, everyone's attitude is very good, and the atmosphere of the company is getting better and better, not only in performance, but also in the working atmosphere. I'm sure that although I'm stable now, I must not relax. We must maintain this working atmosphere. It is rare for everyone to create an atmosphere together. I briefly reviewed the experience in the first half of the year and realized a lot. Some things should continue to develop, and we need to work harder in the second half of the year. * * It is better to do a good job in insurance and continue to do these well.
Summary of Personal Work in Insurance Industry for 20 Years Under the correct leadership of the General Manager's Office and with the joint efforts of colleagues, our company completed the annual task assigned by the branch in _ _ _, ranking first in the branch and the first tertiary institution in the branch to complete the task. In the past six months, it has been full of passion and challenges.
With the rapid development of the company's business scale, the number of business teams has gradually increased. Under the strict management of the insurance supervision department, my business management and professional skills have been improved more. The achievements and shortcomings of the past year are summarized as follows:
First, improve self-awareness.
Since I joined the insurance company, I have been engaged in underwriting work from the business management department. With previous work experience, I clearly know the strictness and importance of this position. Focus on "compliance and legality", while working, keep in mind various underwriting policies, learn underwriting professional knowledge, adjust knowledge structure, improve self-awareness and grasp the ability of policy implementation.
With the rapid growth of underwriting business, the problems encountered by the company in the process of underwriting are also increasing. I have been adhering to serious investigation, careful investigation, and strive to achieve: do not let go of a high-quality customer, do not put in a bad business, promote the company's compliance management, reduce risks, and strive to achieve standardization, specialization and standardization.
Second, the daily work summary
What is always in front of me every day is a seemingly ordinary insurance policy, and my daily job is to enter, enter and enter again. But every record I make and every bill I make cannot be separated from the company's completion of the annual task in half a year. It seems that the work is boring, but I know very well that only by carefully doing every business and strictly reviewing every bit of information can we shut out the risks.
Three, 20__ year plan
In the 20__ years of work, I will be strict with myself as always. While constantly improving and refining the work, I will also lead the staff of the department to seriously study professional knowledge, lay a solid professional foundation, combine theory with practice, and constantly improve their business ability. "Start from me, start from scratch, start from now", proud of the company, and make its own contribution to the steady, efficient and rapid development of the civil insurance business. Live up to the trust and care of the leaders.
Summary of Personal Insurance Work 7-20xx is an unforgettable year and a test year for China Branch. According to the spirit of the documents approved by the provincial company and the Insurance Regulatory Bureau, our company started the preparatory work in April and officially opened on May 10. At this point, all the work is on the right track and the company's development has begun to take shape. Since the official opening, under the correct leadership of the provincial party committee and the general manager's office, with the strong support of the municipal party committee, the municipal government and all walks of life, our employees have worked hard with the courage of pioneers and achieved impressive results. By mid-June, 5438+February, the accumulated signing premium was10.85 million yuan, and all the tasks and objectives issued by the provincial company were fully completed. These achievements have proved our enterprise spirit of "being particularly hard-working". The work completed in 20xx is summarized as follows:
First, conduct in-depth market research and make a positive preparation plan.
In order to ensure the smooth progress of the preparatory work, the company's preparatory group conducted market research seriously at the beginning of its establishment. According to the requirements of the Provincial Insurance Regulatory Bureau, the head office and the provincial branches, the preparatory team has worked out the preparatory work schedule, detailed the preparatory work to every working day, and put forward detailed work plans and implementation plans in the aspects of site selection, decoration, preparatory fund budget, organizational structure setting and personnel recruitment and training. , so as to achieve the clear objectives and specific measures of the preparatory work. On this basis, the preparation plan of the central branch company and the overall business ideas and goals for future development are formulated. Used to guide the normal development of the whole preparatory work. With the efforts of the preparatory group, the company's preparatory work has been concerned and supported by the municipal party Committee and the municipal government. Due to the proper arrangement of various plans and measures, the company successfully passed the acceptance of the Insurance Regulatory Bureau in May and was allowed to start business.
Second, firmly grasp the "first priority" and firmly establish a sense of development.
The company has infiltrated the development concept into the hearts of every employee who loves insurance franchisees from the beginning of preparation. For new companies entering the insurance market in our city, it is an urgent task for every employee to occupy a place in the fierce and even ruthless market competition and realize extraordinary and leap-forward development. The leaders of the company unified their thinking, taking the 20xx business development idea put forward by the provincial company as our guiding ideology to cut into the market, and held many staff meetings to unify their thinking, brainstorm, subdivide the division of labor and pool their wisdom. While developing direct selling business and personal agency business, the General Manager's Office of Zhongzhi Company also attaches great importance to the construction of business development channels and strives to build a multi-channel and all-round insurance product sales network. Through active efforts, our company has successively signed part-time agency cooperation agreements with China Bank, China Construction Bank, China Industrial and Commercial Bank, China Agricultural Bank and Fujian Industrial Bank in a relatively short period of time, laying a good foundation for the comprehensive and rapid development of bank agency business in the future.
Third, adhere to the principle of "grasping with both hands and being hard with both hands", so that the management and development of the company can go hand in hand.
Management is the eternal theme of enterprises, and system is the guarantee of management in place. Successful enterprises come from excellent management, and excellent management comes from excellent systems. In order to ensure that all the work can be carried out in an orderly manner after the opening of the branch, we have refined the internal control system formulated by the head office and provincial companies during the preparation period, and formulated a series of management systems in combination with local specific conditions. According to the superior company of "intensive management, standardized management, programmed operation, standardized operation, quality service and institutionalized construction", we have firmly established the idea of "management without management" and "management is productivity", correctly handled the contradiction between accelerating development and strengthening enterprise management, and put forward All employees are consistent, give full play to everyone's subjective initiative, and conscientiously implement various policies, regulations and business processes. While paying close attention to market development and development, the company also starts with political and ideological quality and business skills, and actively does a good job in team building, management and training of employees. Efforts should be made to improve the sense of ownership of every employee, so that they can fully understand the terms system, market strategy, corporate culture spirit and business development ideas of China insurance during the training. In 20xx, we * * * held four business trainings, and the number of participants reached 180. Through centralized training and decentralized guidance, the overall quality, professional level and risk prevention awareness of the team have been improved, enabling the company to develop. Since its establishment, * * * has underwritten and issued 2,240 insurance policies, realized the signing premium of 6,543.8+008,500 yuan, accepted 654.38+085 reports, investigated and handled 654.38+04 cases on behalf of the company, and closed 665.438+0 cases, accounting for 94% of the closed cases.
Fourth, survive in competition and promote development in service.
In the face of increasingly fierce market competition, insurance companies, especially new companies, should not only provide insurance products that meet the diversified, differentiated and personalized needs of policyholders, but also provide customers with zero-distance insurance services as far as possible. Therefore, at the beginning of its establishment, Zhongzhi advocated all employees to establish the concept of "business development and service first", relying on the strength background of China insurance brands and companies to win customers and markets with high-quality, personalized and humanized services before, during and after insurance, thus promoting the rapid development of the company's business. Therefore, how to improve service quality and build a first-class customer service platform is also the top priority of our work. With the increasing competition in the insurance market, all insurance companies have intensified the competition in market business, but insurance companies are not engaged in tangible products, but a service 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 also becomes a kind of service. Therefore, China Branch strictly standardized customer service at the beginning of its establishment, implemented China Insurance's first-class customer service management platform, and established and improved the voice service system, so that many customers can fully understand the powerful supporting functions of the voice service system, thus improving their market competitiveness and achieving customer satisfaction.
At the same time, strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly follow the service tenet of "enthusiasm, thoughtfulness, high quality and high efficiency", adhere to the principle of "initiative, quickness, accuracy and reasonableness", and do a good job in receiving reports, investigating and determining losses, explaining terms, and making claims and complaints in strict accordance with post responsibilities and business operation rules. Practically practice the business philosophy of "market-oriented, customer-centered".
In 20xx years, with the correct leadership of the provincial company and the joint efforts of all employees, our company has done some work and made some achievements, but there is still a big gap with the requirements of the head office and the provincial company. In 20xx, China Branch will conscientiously implement the spirit of the provincial conference in accordance with the requirements of the General Working Ideas for 20xx of the provincial company, so as to realize the synchronous and rapid development of speed, scale and benefit.
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