How to write an insurance company's work plan 202 1

First, the working 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, the commercial aspect.

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 our business. We 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.

How to write the work plan of insurance company +0

First, the overall goal

1. Strengthen the training of the company's senior managers, enhance the operators' business philosophy, broaden their thinking, and enhance their decision-making ability, strategic development ability and modern management ability.

2. Strengthen the training of middle managers in the company, improve the comprehensive quality of managers, improve the knowledge structure, and enhance the comprehensive management ability, innovation ability and execution ability.

3. Strengthen the training of the company's professional and technical personnel, improve the level of technical theory and professional skills, and enhance the ability of scientific research and development, technological innovation and technological transformation.

4. Strengthen the technical level training of the company's operators, constantly improve their business level and operational skills, and enhance their ability to strictly perform their duties.

5. Strengthen the academic training of employees, improve the scientific and cultural level of personnel at all levels, and improve the overall cultural quality of employees.

6. Strengthen the qualification training of managers and industry personnel at all levels, speed up the work of holding certificates, and further standardize management.

Two. Principles and requirements

1, adhere to the principle of teaching according to needs and stressing practical results. According to the needs of the company's reform and development and the diversified training needs of employees, we will carry out training with rich content and flexible forms at different levels to enhance the pertinence and effectiveness of education and training and ensure the training quality.

2, adhere to the principle of independent training, supplemented by outsourcing training. Integrate training resources, establish and improve the training network with the company training center as the main training base and the surrounding colleges as the outsourcing training base, do basic training and routine training with independent training as the main training, and do relevant professional training through the outsourcing base.

3, adhere to the "company+colleges" joint school model, the principle of amateur learning. According to the needs of the company, the mainstream and related institutions jointly run schools, offer advanced undergraduate courses in related majors, organize employees to use weekends and holidays to concentrate on teaching, and combine self-study to complete their studies and obtain academic qualifications.

4. Adhere to the principles of training personnel, training content and training time. In 20xx years, the senior management personnel have participated in business management training for a total of not less than 30 days; The accumulated training time for middle-level cadres and professional and technical personnel is not less than 20 days; The accumulated training time of general employees' operation skills is not less than 30 days.

Third, training methods.

1, invited experts face to face

Hire external experts to conduct relevant training on the professional knowledge and market analysis that the company urgently needs at present.

2. Internal training of the company

Organize company leaders and business backbones to communicate within the company, play the role of training, and improve the professional and technical knowledge of company employees.

3, network platform training

Buy related CDs for video lectures.

Four. Management and guarantee of training

It is suggested that the administrative department should be responsible for formulating the company's training management system. From the formulation of pre-training plan, implementation of training theme and content, training development, knowledge consolidation after training, etc., the process is clarified and the system regulations are formed as one of the bases for employee performance appraisal to ensure the actual effect of various training courses carried out by the company.

Verb (abbreviation of verb) training and implementation

1, focusing on the actual case study of the internal management and operation of Dida Insurance Company, and learning from the successful case analysis of other enterprises, we can use the stone of success to attack the jade of Dida Insurance and effectively improve the effectiveness of the course.

2. Lecturers and consultants transmit advanced management methods and concepts through training, guide case analysis and discussion, and ensure the advanced, rational and effective course.

3. In some courses, external teachers and internal lecturers (senior and intermediate cadres) are combined to ensure the effectiveness of the courses and students' interest.

4. After each training module is completed, TTT training and drills are provided, so that the participating employees can apply what they have learned. How to convey their learning experience through actual drills and improve the skills and level of training subordinates, thus ensuring the sustainability of learning.

Today, with the great development of enterprise reform, we are faced with opportunities and challenges given by the new period. Only by maintaining the vitality and vigor of staff education and training can we create a team of staff with strong ability, sophisticated technology and high quality to adapt to the development of market economy, so that they can better play their talents and make greater contributions to enterprise development and social progress.

Human resources are the first factor of enterprise development, but our enterprise always feels that it is difficult to keep up with the talent echelon, and it is difficult to select, educate, use and stay excellent employees. Therefore, how to build the core competitiveness of enterprises, talent training is the key, and talent training comes from the continuous learning and training of employees, constantly improving their professional quality and knowledge and skills, and building a high-performance team, so that enterprises can move from Excellence to Excellence and remain evergreen forever!

How to write the work plan of insurance company +0

In XX years, with the care and support of leaders at all levels and all colleagues in the provincial branch, XX Company completed the preparatory work and successfully opened its business. In business development, it has also achieved good results, occupied a certain market share, and successfully completed various task indicators issued by provincial companies. On this basis, the company summed up the 20XX years' work experience, and combined with the actual situation in the region, formulated the following work plan:

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 XX years, the company will pay close attention to business 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. Good articles are easy to record.

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 XX years of hard work, our company has occupied a certain market share and has a huge customer base. With the continuous development of business, the importance of customer service will be particularly prominent. Therefore, XX Company will strictly regulate customer service within 20XX years 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 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, surveying and determining losses, explaining terms, and making claims and complaints in strict accordance with post responsibilities and business operation procedures.

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.

4.20XX Complete the expansion of XX marketing service department and YY marketing service department before June of XX. At this point, the service network construction in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for corporate customers.

3. Accelerate business development, increase market share and make the company's insurance brand bigger and stronger.

Based on the premium income of 30,000 yuan in 20XX, the proportion of various types of insurance is: motor vehicle insurance 85%, non-auto insurance 10%, and personal insurance 5%. In 20XX, the central branch company drew up the business development plan, and realized the annual premium income of XXXX million yuan. Various insurance plans accounted for 75% of motor vehicle insurance, 65,438+05% of non-auto insurance and 65,438+00% of personal insurance. The implementation 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 20XX, 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 make the auto insurance business reach a new level.

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 XX.

3. Actively do a good job in agency business with banks. From June 5th, 438 to xx1October, through active efforts, our company has signed concurrent agency cooperation agreements with China Bank, China Construction Bank, xx Bank, xx Bank and XX Bank. In XX, we should concentrate on strengthening business communication with major banks, so that banks can fully understand the brand and advantages of China Insurance, strive to increase the support and policy inclination of banks in agency business, strive for new breakthroughs in bank agency business, and realize the strategic goal of insurance structure adjustment.

In the new year, although the market competition will be more intense, under the correct leadership of provincial companies, China Branch will open up new ideas, forge ahead, create new achievements, and strive to make the company's insurance business bigger and stronger.