Work summary is a kind of applied writing, which is to think rationally about the work that has been done. The following is a summary of the probation work of the insurance company I collected for you, for reference only!
Chapter 1: Overview of probation period of insurance companies. According to the guidance of the human resources department of the municipal company, the training work of our company in 2008 is based on? Use internal resources, adopt various means, pay attention to practical skills, and gradually improve quality? According to the principle, we appointed our internal trainer, Comrade Yan Jidong, to participate in the training organized by the provincial company and achieved the second good result in the province. At the same time, actively respond to the work notice issued by the human resources department of the municipal company, organize trainers and business backbones, and formulate internal training plans in detail in combination with the business priorities and actual work of the unit, combined with centralized teaching in shifts and on-site communication. Good training results have been achieved. At the same time, organize community managers, account managers and front-line business personnel to collect cases. Submit a marketing service case. Finally, our company formulated the training effect evaluation, and distributed after-school training questions, employee training questionnaires and training assessment registration forms.
Training object and training content
The training personnel mainly include: 10 business personnel, 10 community managers (including urban and rural areas), 5 rural turnkey personnel (covering global rural outlets), 5 commercial customer centers and 4 major customer centers, and the training lasts for 78 class hours.
The main training contents are organized and implemented in strict accordance with the spirit of the notice issued by the municipal company and in combination with the actual situation of Yangling:
(1) Basic services and processes (including basic knowledge of broadband services, latest tariffs and troubleshooting). As our bureau has set up special data maintenance for broadband maintenance, the knowledge of broadband installation is beyond the training scope of this training institution. * * * Training hours are counted.
(2) New business training: The marketing department of our bureau has set up fixed-line product managers, data product managers and PHS product managers, and organized product managers and internal trainers to carry out training for different businesses, mainly for fixed-line color ring back tones, business color ring back tones, farmhouse music and other value-added services, as well as the recent new marketing policies of our bureau, and the training methods are centralized and unified.
(3) Service marketing skills training in the business hall, combined with the unified training organized by provincial companies, mainly includes service etiquette, quality service awareness, service communication skills, business complaint handling skills, active marketing, positive attitude and team building. The training method combines on-site training with interactive learning. At the same time, on-site evaluation is adopted after class to strengthen the learning effect.
(4) Farmers' customer marketing and service skills training: mainly including the adjustment of farmers' customer mentality, the method of collecting information, the preparation work before customers visit, the seven-step method to deal with customer complaints, how to effectively promote and how to prevent the risks encountered in sales.
(5) Practical problems encountered in actual marketing and solutions training: zero-time home marketing, dismantling and retaining policies.
(6)crm system business training: front desk comprehensive acceptance, dedicated line system, work order processing system, etc.
Training team members and division of labor
The leaders of our bureau attach great importance to the training work, and specially set up a group of speakers: internal trainer-Yan Jidong, data product manager-Chen Yulong, business support-Zhang Caimei, PHS product manager-Fan Xin, and sales staff training-Xin Yuan. Each student carries out arc interactive training according to their own business characteristics. The training group is divided into three groups: business group, community manager and business customer group. Summary of activity process
rate of progress
Compared with the planned progress, this year's training is due to the influence of business marketing. There is a certain gap between the overall progress and the actual progress. Our branch will further strengthen the implementation in the future.
workload
This year, due to new business, our bureau has adopted many new policies: Spring Bud Action, deposit and gift concessions, treasure chest, telephone traffic signing, etc. The business of my E family is updated quickly. In order not to affect the normal operation and production of the company, all training will be arranged in the evening, Saturday and Sunday, and the trainers will work overtime. Community managers, especially farmers' managers, overcome difficulties and actively participate in training, which has a great workload.
Problems existing in the training process
Combining with the actual situation of the company, some new training methods, such as group discussion and interactive sharing of training experience, have been adopted in the training work. During the training, the following problems appeared:
(1) The classroom learning atmosphere is not active enough, and some students are nervous and don't know what to say when answering questions and discussing in groups.
(2) The theoretical study is not well integrated with the actual marketing process. For example, the trainer spent two class hours explaining in detail how to promote the relevant knowledge of activities, but there are many factors in the actual rural marketing that the farmer manager did not consider. First, it rained when planning marketing, and the venue and venue were not arranged in advance. Therefore, after this training, we should pay attention to the specific application of training concepts and methods in practical work.
(3) Some employees do not pay attention to training, do not participate in training, and arrive late and leave early.
(4) The evaluation and tracking after training are not in place.
Training effect evaluation
Through a series of training, the marketing service skills of front-line personnel have been comprehensively improved, the concept of customer service has been strengthened, and the corporate culture has been strengthened, mainly as follows:
(1), through the service marketing skills training in the business hall, the mental outlook of the business personnel has been greatly improved. Some people used to wear no makeup. Through the training of service etiquette, the salesperson realized that it was disrespectful to customers not to wear makeup. At the same time, through the training of business service etiquette, business personnel pay attention to the standing posture, sitting posture, receiving user bills and other issues in Xiao Si Festival.
In addition, the method of handling user complaints in the business hall has also been greatly improved through training. Seven-step method is adopted to deal with users' complaints, which eliminates most users' incomprehension of telecom services and other tariffs in the bud.
(2), community managers (including farmers' managers) through? Marketing and service skills of farmers' managers? After the training, I first made clear my responsibilities. As a community manager, what else should you do in marketing besides normal maintenance? Such as information collection, customer visit, customer marketing trilogy, complaint handling skills, promotion of relevant knowledge and so on.
(3) Strengthen the corporate culture concept of learning groups.
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Chapter II: Summary of probation work of insurance companies 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 have carefully studied the detailed rules of enterprise management, and set strict demands on myself and consciously abide by them, further strengthening my sense of responsibility and team 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:
First, I am responsible for the receipt and delivery of the decoration company. Many goods of decoration companies are easily damaged, so when I go to the courier company to receive and deliver goods, I must carefully check whether the goods are complete and damaged, and accurately check the payment. After returning to the decoration company, I will do a good job of handover with the warehouse management personnel of the decoration company.
The second is to be responsible for leading the new car listing of car buyers in various stores of the company. Some salesmen in the company's stores are not very clear about the requirements for filling in the new car registration form, and ask 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, correct the mistakes in time, and avoid delays due to procedures when arriving at the vehicle management office.
Third, I began to be responsible for auto insurance in June. Because I have never been exposed to auto insurance before, I know little about insurance. Therefore, I have to learn while doing, so that I can be diligent in thinking, 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.
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Chapter III: Summary of probation work of insurance companies I joined PICC P&C family in XX, that is, 1 year. In this short time, I deeply feel that XX is a year of rapid development. Under the correct leadership of the manager's office, with the concerted efforts of all departments and all employees, XX has fully completed its annual task. As a member of XX,
I. Personal development and work completion:
My half-year work is divided into two stages. In the first quarter, I mainly engaged in group training and agency services in the sales department. In the second quarter, I began to manage Dingjia Marketing Service Department. The annual task target of our sales department is 654.38+045,000. By the beginning of May, the task of half a year had been completed. By the end of June, 365.438+0, the premium income of our department was about 9 million, exceeding the task target by about 25%. The task target given to me by the department in the first half of the year is 1.6 million. By June 3 1, I had completed the premium income of 3 1.0 million (including 80,000 motorcycles), excluding new motorcycle business. Based on the calculation of 230,000, I exceeded the planned target by 40%, with a year-on-year increase of 60% in 20XX. In addition, XX Marketing Service Department realized the half-year premium task of about 2.08 million, up 65,438+09% year-on-year.
The following is my specific work performance:
I strengthened my political belief ideologically, persisted in studying political theory, actively approached the Party organization and wrote ideological reports regularly. Under the conscious training and tempering of the Party organization, I became a preparatory party member gloriously on June 9th, 20XX. This urges me to keep learning scientific theoretical knowledge, blaze new trails, keep pace with the times, and practice my commitment to my ideals with practical actions.
Study hard at work, study hard and actively demand progress. As a group training post, I know the importance of doing a good morning meeting. In order to improve the quality and enrich the form of the morning meeting, I put learning first, cherish every opportunity for the city company to organize learning, discuss with peers and strengthen the skills of group training; Use all the time to strengthen their own learning and improve their own quality, such as reading a lot of books on marketing management and insurance knowledge, listening to expert lectures, logging on insurance-related websites to collect information, and learning PPT production; In order to ensure the smooth organization process and accurate expression of the morning meeting, in addition to making full preparations for the content, we should also consider the lecture notes, keep practicing, cut down the time, and adjust the speech speed and expression. Every morning meeting is well thought out and carefully prepared.
At the same time, I have done a good job as an agent, helping them fill in the bill, calculate the premium, explain the business, analyze the needs and cooperate with customers, and established a good relationship with them, which also laid the foundation for my work in Dingjia Marketing Department. After Dingjia Marketing Service Department was put into operation, I devoted myself to grassroots marketing. Everything is difficult at the beginning? As a pilot of the company, the Marketing Service Department has no previous experience to learn from, and the staffing is not in place (referring to the fact that the pre-contract personnel are not in place), so I go to the market alone, distribute leaflets, visit customers, and work part-time in the back office and the field.
According to the custom of villages and towns, they sometimes go early, hand out leaflets and then rush back to the marketing department to sign the bill. On weekends, they run several towns a day; Sometimes customers arrive just after work, and I won't refuse or complain. After handling the business for customers with enthusiasm and thoughtfulness, I dragged my tired body home with the night. At the same time, he also accompanied the agent to do exhibitions, check risks, cooperate with the filling and delivery of bills, and do a good job for customers. When there are contradictions among marketers, they should actively communicate to solve problems and improve their loyalty. Many holidays and weekends also work overtime to provide good services for marketers.
After the opening of XX Marketing Service Department, in less than five months, the premium income was 2 million yuan, the business increased by 35%, and the stage premium task issued by the superior was completed efficiently and with high quality. In addition, it also strengthens the training of newcomers and marketers, and conducts one-on-one training for new signing personnel who enter the marketing service department. Through systematic study of theory and operation, ticket signing personnel have mastered the relevant regulations and can sign tickets skillfully; In daily business or private life, we often contact people who meet the requirements of increasing staff and tap prospective employees. In the work, this spirit of daring to innovate, dare to fight hard, be serious and responsible, and bear hardships and stand hard work has also been recognized by everyone.
Positive and enthusiastic about life, all-round development. I actively participate in various activities of the municipal branch and its subsidiaries. In the debate held at the city branch summit, my team is in? Who gives priority to price strategy or service strategy? In this debate, he won the first place in the debate group with excellent results; As a member of the League branch, I also actively organize members to carry out various activities. In 20XX? May 4th Youth Day? Tongliang Branch organized a visit to Qiu Memorial Hall; As a trade union member, from the immediate interests of employees, we should be in? Employee driving skill competition? During the activity, I carefully planned and formulated rules to ensure the implementation of the activity.
Second, the existing problems and deficiencies
In the first half of my work, I 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.
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