Time flies, we are busy, and inadvertently it will be the end of the year. Looking back on the past year, we also found the shortcomings and problems in our work. It's time to take a look at our work this year and sum it up. I believe that writing a year-end summary is a headache for many people. The following is the year-end summary of the career manager of the insurance company I compiled for you, hoping to help you.

Year-end summary of workplace manager of insurance company 1 Over the past year, under the general command of the company, all colleagues in the group insurance department have actively understood the work intention and instructions of the head office, and strived to expand their business in the increasingly fierce market competition and fulfill the task indicators issued by the company. The summary is as follows:

First, staff management and business learning:

1. At the beginning of the year, according to the working intention of the head office of the company, the internal personnel 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". After the approval of the head office, timely publicize and urge all salesmen to do a good job in business management.

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

Second, the accident insurance work:

Xue Ping Insurance: First, do a good job in the service of Xue Ping Insurance 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. Second, in order to ensure the stability of the insurance market in Xue Ping, we cooperated with PICC to carry out the insurance exhibition in Xue Ping, fully implemented the spirit of the document issued by the Provincial Insurance Association, clarified the insurance charging standard in Xue Ping again, and arranged for marketers 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 company's head office, we strengthened our contact with the leaders of the Municipal Education Bureau and won the strong support of the leaders of the Municipal Education Bureau, which laid a solid foundation for the successful completion of the renewal of insurance in Xue Ping this year. Third, during the pre-holiday period, the Group Insurance Department visited major schools. In just a few days, all the service personnel of Xue Ping Insurance braved the heat to send more than xxx copies of Xue Ping Insurance "A Letter to Parents of Students and Medical Service Guide" to the school in time, and sent them to all parents of students to do a good job in the preliminary work of Xue Ping Insurance, and finally successfully completed the task of Xue Ping Insurance in xx.

Accident insurance for employees in enterprises: First, in order to better communicate with business owners, listen to their opinions on the company's claims service and understand the situation of safe production in enterprises, visit major customers whose accident insurance premium is more than xxx million yuan, and further deepen the trust and support of enterprises in our company. The second is to discuss matters needing attention in 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. Third, 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 company's head office, all salesmen 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. First, actively visit enterprises at ordinary times, better communicate with business owners about enterprise welfare funds, further understand the human resources and financial situation of enterprises, and finally achieve the purpose of promoting orders. The second is to do a good job in the new development of life insurance market and find a new way out in the current difficult market environment.

Fourth, summary.

This year, under the guidance of the head office, xxx people were recruited from the marketing department to set up the comprehensive development department to try new business development channels. So far, the accident insurance has obtained the premium of xxx million, and some achievements have been made in the attempt, but the best effect has not yet been achieved. Next year, we will continue to explore this team and make this team a new growth point of the company's accident insurance business.

Verb (short for verb) suggests:

First, 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. Second, it is suggested that the company leaders should attend the meetings 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 development of the new rural cooperative medical system, find the breakthrough point, so as to seek ways of cooperation 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 company's head office, make more efforts and make more articles on integrated marketing.

6. Strengthen the team building of group insurance salesmen.

Year-end Summary of Workplace Managers of Insurance Companies in 2 xx Under the leadership of the Party Committee and General Manager's Office of Zhongzhi Branch, and with the close cooperation of all departments and grass-roots companies of Zhongzhi Branch, the Finance Department, as always, has done a good job in daily financial accounting, refined various management, and made long-term and short-term arrangements for financial work, so that financial work can play a better role in a standardized and institutionalized environment. Adhere to Scientific Outlook on Development, further update the concept, clarify the working ideas, take the company's benefit as the primary goal, and make due contributions to improving the company's profitability and stepping into the road of healthy development.

Looking back on the financial work in xx years, apart from the daily basic work, there are mainly the following aspects:

(1) Do a good job in the final accounts for 20xx years.

According to the accounting schedule of the branch, all employees of our department work overtime according to the requirements of the branch, and Qi Xin makes concerted efforts. For all the work listed in the schedule, we collect information in advance, make preparations, carefully check all the data, and submit all the data and various statistical reports to the branch on time. According to the requirements of the head office and the unified deployment of the branch, the quality and accuracy of the data were verified, the details of accounting subjects were carefully checked item by item, and the accounting was adjusted with the branch according to the actual situation, so that the data of the account set was more clear and accurate.

(two) do a good job in the declaration of various taxes.

According to the unified deployment of the branch, our department will check the tax returns issued by the branch and distribute them according to the branch, and declare our business tax, urban construction tax, education surcharge, price adjustment fund, stamp duty and personal income tax on time and point by point every month. At the same time, do a good job in the coordination and communication of tax-free insurance, and declare the national tax quarterly. At the same time, this year, we also declared and paid our disabled deposit and trade union funds to the tax authorities.

(3) Do a good job of self-inspection.

According to the notice issued by the branch, we conducted a self-examination on the authenticity of financial data and the internal control of the company in xx years, and reported the results of self-examination and rectification, and cooperated with the finance of the branch to conduct a self-examination on accounting standards. Check the consistency between the repayment and renewal business data of the insured loan and the financial data every month.

(4) Do a good job in centralized financial management.

According to the requirements of centralized management of the head office and branches, our company has realized that the head office will pay all payment services such as surrender, payment and claim settlement, and the branches will pay the fees of ICBC, Agricultural Bank of China, China Construction Bank, rural credit cooperatives and Postal Savings Bank. In the collection business, 98.63% of the new insurance business realized centralized withholding by the head office, and 92.76% of the renewal business realized centralized withholding by the head office. Our department actively coordinates and handles all kinds of problems in the process of centralized receipt and payment.

(5) Do a good job in bank account and fund management.

In accordance with the principle of "separate revenue and expenditure in finance, full payment of premiums and centralized payment of compensation and expenses", we will continue to strengthen fund control next year. Income households will implement centralized management by the head office this year to ensure timely and full disbursement of income households' funds; According to the requirements of centralized management, the fourth-level institutions of our company do not set up bank accounts, and all fees, payments, indemnities and other payment services are paid by all branches in a centralized manner.

According to the needs of centralized management, in order to reduce the risk of funds, the cashier of our department will urge and supervise each branch to deliver the cash premium collected to the bank in time every day to ensure that the head office can concentrate the funds to the income households of the head office every day. The administrative cashier will also track the funds in real time through online banking and manage them in time, thus bringing greater benefits to the enterprise.

(6) Do a good job in cost control and budget management.

In order to realize the benefits of the company, it is necessary to strengthen the control of various expenses and establish a daily expense list with the administrative personnel department of China Branch to strengthen the control of various expenses in the future. Branches implement the expense budget allocation system for branches, that is, each branch first budgets its own premium scale, and then fills in a unified "expense budget table" according to the premium scale and daily expenses. Based on this table, the branch will pay the fees to the third-and fourth-level institutions on a monthly basis, and resolutely refuse to pay the part that exceeds the budget; According to the strict control of the provincial company, we will strictly control the expenses of the third-and fourth-level institutions according to the requirements of the branch, that is, strengthen the strict control of the expenses of the fourth-level institutions beyond the fixed expenses, and explain the situation to the branch and list the purposes of each expense demand. The branch will examine and approve the expenses of this fee according to the actual situation and pay the expenses, thus achieving the purpose of reducing unnecessary expenses. In xx, we adopted the method of controlling key subjects by subjects, and controlled hospitality, vehicle fees, telephone charges, office supplies and electronic consumables according to the requirements of the branch. Under such strict control, our company has greatly saved the above expenses this year. Xx, our department will control all subjects separately and use them according to the schedule. All expenses beyond the schedule will not be reimbursed.

(seven) do a good job in statistical work of all kinds of data.

Do a good job in the registration and summary of various accounts, do a good job in reporting the statements of foreign institutions and higher-level institutions at the beginning of the month, provide various cost indicators in time at the end of the month, and timely reflect the operating benefits and expenses of business departments and insurance products. At the same time, according to the training content of the branch, list the data of various indicators as much as possible, so as to facilitate the leaders to fully grasp all kinds of operating conditions, facilitate the general manager's office to make corresponding policy adjustments according to the indicators, and provide good data support for the realization of the company's ultimate benefits.

(8) Do a good job in file management.

According to the requirements of the branch, our company will keep all financial vouchers for five years and then hand them over to the branch for safekeeping. During the storage period, do a good job in the classification, sorting and protection of files, and at the same time do a good job in the fire prevention and safety of files.

(nine) to enhance service awareness and do a good job in various services.

Our department requires all personnel in the finance department to provide personalized service for customers according to the company's requirements; For the staff of grass-roots companies, we should help them wholeheartedly, actively provide cooperation for the collaborative work between departments, provide good services, and make all the work smoothly.

Work plan:

Because the company is in a very important year of transformation and development in 20xx, it has received many new measures and regulations from the superior company and introduced many new policies, which is in a period of rapid change. Therefore, it is urgent to strengthen the study of various principles and policies and adjust various financial management work in time according to the policies issued by the company. Moreover, due to the gradual implementation of centralized financial management, all the work processes of financial work need to be adjusted accordingly to ensure the smooth progress of daily financial work. In 20xx, we will strengthen financial management, strengthen cost control and improve the quality of backup services. In short, in the future financial work, we should further strengthen learning and training, quickly adapt to the provisions of the new system and process, strictly implement the various systems and decisions formulated by the branch, and make due contributions to the realization of the company's benefits.

Year-end summary of professional managers of insurance companies With the strong support of various offices and municipal branches, various tasks were successfully completed in 3-20xx years. Some achievements have been made in business development, team management, education and training.

First, pay close attention to business development and achieve remarkable results.

I want to be the main person in charge of the business department. Grasping business development is my central task and I can't relax at any time. I will focus on several specific tasks around this center:

1, science plan.

In the past two years, the business development plan has been formulated on the basis of a large number of investigations and studies, according to the guiding ideology of the party committees of the head office and provincial companies, and combined with the opinions of relevant departments of the organs.

2. Do a good job.

Whether the business plan can be realized depends on promotion. In the past two years, we have organized and implemented eight major business promotion activities, all of which have achieved good business promotion results. 20xx May-July, because dividend insurance has just been listed, and the market is still affected by high-interest capital allocation, the situation of dividend insurance listed for three months is not very good. In order to reverse the situation as soon as possible, we led the working group to make careful planning and preparation, and took a product promotion meeting with the characteristics of this province as a breakthrough, which set off the climax of dividend insurance sales, with the highest promotion meeting reaching10 million yuan. In September and June of 20xx, the "extraordinary action" labor competition, with dividend insurance sales as the main content, earned 390 million 60-day premiums, surpassing Guangdong and Shanghai at that time. Because of the rapid planning, deployment and action, the monthly premium of "Hongtai Cup" planning activities is 2.3 billion, surpassing Shanghai and Guangdong again. In the past two years, the scale and speed of individual insurance business in our province have been in the forefront of inland provinces.

3. Make a good summary.

Business planning, business promotion, good summary and policy implementation are the keys to improve productivity. In the past two years, we have adhered to the principle of good faith, and after each activity, we have timely summarized and arranged the implementation of relevant policies, especially the commitments in the competition activities, and have not let a salesman down. When they visited the sales staff in the grass-roots company, they said, "We didn't do this for anything else. We have been invoicing for more than ten days, just to see if the people in the provincial company are trustworthy. " During a lecture tour, I promised that I would visit anyone who can make a bill for ten days in a row this month. This makes me feel the importance of honesty and the powerful energy generated from it. Based on this, people who have kept their promises and never broken their promises in the past two years have established a good reputation among 40 thousand salesmen and formed a relatively strong cohesion and centripetal force.

Third, focus on team management and make every effort to build a new force for business development.

Team management is another central task of personal business. Mr. Zhang once pointed out that grasping the team means grasping the business. In the past two years, I have spent a lot of time on team management. The team of 20xx years was established when the business scale expanded rapidly a few years ago. Due to the seven interest rate cuts by the People's Bank of China, the insurance clauses changed rapidly from savings type to guarantee type, and the salesmen and customers were not prepared psychologically. The salesmen's performance declined rapidly, their income dropped sharply, and the team became very unstable. At that time, I felt a lot of pressure and did the following work in the face of the status quo:

1, fully understand the situation.

On the third day of his arrival, he led the working group to go deep into the grassroots and the front line, and talked face to face with the business support personnel. After dozens of days of investigation and study, we have basically found out six factors that affect the stability of the team, namely, policy scaffolding, administrative intervention, single terms, poor publicity, indiscriminate rewards and punishments, and lax system.

2, the right medicine.

In view of the above problems, with the consent of the general manager's office, the agent management meeting was held quickly to inform the situation and study countermeasures. Companies at all levels have formulated targeted solutions according to their different problems, and pointed out that the marketing team should be institutionalized in strict accordance with the Basic Law.

In June, 20xx, according to the work situation of cities and regions and the preparation and maturity of unifying all thoughts and systems for more than a year, the provincial company issued documents and decisively abolished the "Basic Law" of cities and regions. By the end of 20xx, the Basic Law was completely unified, which laid a solid foundation for the implementation of the new Basic Law. At the same time, the provincial company issued relevant documents on the relevant treatment and rewards of salesmen, and our department formed a working group to conduct two rounds of cross-inspection. During this period, with the help of the implementation of the "two norms", the amount of activities was increased, and then the new insurance products went on the market, the performance climbed, the income increased, the team was stable, and the work was effectively solved.

3, standardize behavior, rewards and punishments:

The stability of the team cannot be indulged blindly. On the one hand, correctly guide and publish the salesman's disciplinary behavior and punishment measures; On the one hand, resolutely deal with bad behavior. Especially in the second half of 20xx, when the competition was the fiercest, some people wavered and left Germany, and timely put forward the coping strategy of "clarifying interests, sincerely retaining them, sending them off enthusiastically and not accepting them again", which played a certain stabilizing role. Later, someone came to the same company for a while and wanted to come back. According to the change of the situation, they put forward "acceptable" and insisted on refusing to accept it. In this way, the strategy of differential treatment played an important role in the most intense period of talent competition.

4. Family management.

In the past two years, I have used various opportunities and conditions to meet and communicate directly with more than half of the salesmen in the whole system. At any time, we treat the salespeople with brotherly identity and affection, and convey the company's culture, ideas and development prospects to them most widely, forming a deep friendship and establishing a good company image. All these also play a very important role in team management.

5. Do a good job in three teams: lecturer team, supervisor team and elite team. Through effective work, more than 200 trainees, 90 lecturers, 75 senior supervisors, 680 intermediate supervisors and nearly 1,000 sales elites have been trained.

Fourth, pay close attention to education and training to create an effective guarantee system for business development and team management.

In the past two years, education and training have always been at the forefront of business development, supporting business development and team management.

The first is the training of the training team. What can't be forgotten so far is that in August of 20xx, the first phase of teaching in our province was carried out by our own strength, which lasted 14 days and 1 16 people participated. Due to adequate preparation, strict training, substantial content and full tracking, the training has achieved remarkable results. At present, this team is the backbone of teams at all levels, supporting the management of the team. At present, the strength of Yong ying has reached nearly 200 people.

The second is supervisor training. In the past two years, the supervisor team has been trained to the maximum extent, and nearly a thousand people have received different degrees of training.

The third is lecturer training.

In order to institutionalize, systematize and standardize the training and save the training cost, after two years' efforts, a team of full-time and part-time lecturers with 47 lecturers and 56 trainee lecturers has been established, which is in the forefront of the whole system. Fourth, the training of managers. In cooperation with the Ministry of Personnel, the Ministry of Education and Training and the Ministry of Information, different types of training courses for managers were held, which effectively improved the overall quality of marketing managers in the province.

Fifth, do a good job in several major basic tasks.

In order to make the personal business work in our province have a long-term development, we have done several major basic work.

The first is personal agent file management. Through inspection and appraisal, the team of nearly 50,000 people established standardized personal files according to the requirements of the head office and the China Insurance Regulatory Commission.

The second is information reporting. Since its publication in August, 20xx, Marketing Newsletter has been published for nearly 100 issues, which has timely informed the situation and exchanged information, and accelerated the information inheritance and mutual promotion. In particular, the "information through train" opened this year has been widely welcomed by grass-roots companies throughout the system.

The third is to establish an agent mass organization. Agent Business Development Research Association was established one after another, and the first annual meeting was held in July, 20xx. Established an elite club of agents, which was officially unveiled in May this year; The establishment of the agent "Love Society" enabled the agent to have its own organization, which supplemented and improved the company's corporate culture.

Fourthly, a perfect reporting system is established to ensure the scientific effectiveness of business data analysis.

Fifth, the implementation of the "two standards" provides an effective tool for the rapid development of business and the improvement of production capacity.

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