I. Main Work Measures and Results in the First Half of the Year 20 18

In daily work, mainly responsible for customer maintenance, cooperate with customers to develop a reliable credit plan. During this period, Jiangmen Keye Electric Appliance Manufacturing Co., Ltd. opened a bank acceptance bill with a total amount of 30.34 million yuan and an average daily deposit of 20.58 million yuan. Jiangmen Ke Sheng Electromechanical Co., Ltd. has an international settlement of about 27 million US dollars and a tax refund of 37.43 million yuan; Qingyuan Tengfei Rubber & Plastic Co., Ltd. has a cumulative discount of 3.2 million yuan; Up to now, the projects of Guangdong Anbang Security Technology Prevention Co., Ltd., Gome Jiangmen Branch and Jiangmen Keye Electric Appliance Manufacturing Co., Ltd. are being approved by the Head Office.

Second, the main problems and solutions

1. Weak professional knowledge. I haven't been in contact with the company's business for a long time, and my professional knowledge of the company's business is not solid enough. In the future, I should strengthen the study of professional knowledge while expanding my business.

2. Less customer resources. At present, customer resources are basically zero. Although there are foreign employees, there are few customer resources at present. We should tap the upstream and downstream customer resources through the current average household resources, and strive to broaden our own customer acquisition channels.

Three. 20 18 objectives and measures for the second half of the year

In the second half of the year, we should first improve our customer resources and deposits, and then improve our professional ability and strengthen the study of professional knowledge.

Personal summary report

Name: Zhang Yang.

Position: Marketing Manager

I. Environmental cognition

Understanding of modern commercial social environment

This time, I was fortunate to have experienced three days in the manufacturing industry, and every day was very fulfilling. I am both marketing and sales, and I feel great pressure! Because the competition between the same industry is too fierce. Especially when grabbing orders, it is true that the more powerful the company, the more advantageous it is. At the same time of fierce competition, there have also been some things that violate business ethics. Although it was stopped in time, it can still be seen that the business environment is not so pure. Of course, our company abides by professional ethics and does not participate in illegal things. It is also the injured party.

Understanding of realistic enterprise management

First of all, I don't think the CEO is managing the enterprise alone. The marketing department's analysis of the market situation, the sales department, the production department's production and sales of products, and the purchasing department and the financial department are all for the overall interests of the enterprise. Therefore, I think the management of enterprises can not be separated from the unity and cooperation of various departments. Secondly, CEO still plays a key role in enterprise management. What is needed is that the CEO should have a resolute work style and dignity that does not match the task, so as to handle the business of the enterprise more efficiently. At the same time, the CEO must have a keen eye and correct enterprise management ideas, so as to make correct decisions on the development of enterprises and be more conducive to enterprise management.

Cognition of the position of the company

I am the manager of the marketing department and the sales department. The main responsibilities of the marketing manager are: first, do a good job in analyzing the market demand of each quarter in advance and plan the sales and budget of each quarter; After doing a good job in the preliminary market research, communicate effectively with the production department and the purchasing department to ensure the effective production of the company's products. Next, we should do a good job of preliminary research for different customers and then understand the market situation. At the same time, do a good job in market maintenance and investment, invest in advertising for the company, and improve the market influence rate. After completing the first few quarters, make statistics and analysis of sales performance, organize analysis and discussion of sales situation from time to time, and put forward research and improvement of sales management methods. The main responsibilities of the sales department: First of all, based on the overall situation, keep close contact with production, marketing, finance, procurement, administration and other departments, and strengthen cooperation with relevant departments. Organize the preparation of quarterly sales plans, sign supply contracts in a timely and reasonable manner, ensure the completion of sales plan indicators, save sales expenses, withdraw funds in time, and speed up the company's capital turnover. Secondly, negotiate sales with trading companies and strive for favorable sales prices according to market conditions and company conditions. At the same time, do a good job in sales statistics, do a good job in sales analysis, and adjust production in time. At the same time, the sales department should also be responsible for the logistics and transportation of the goods sold to ensure the smooth delivery of the goods to the destination.

Cognition of teamwork

Personally, I think teamwork is very important and plays a vital role in the success or failure of an enterprise. If there are differences within the enterprise and there is no unity, it will inevitably lead to uncoordinated work between departments, which will further affect the business interests of the enterprise. Therefore, all departments within the enterprise must unite to improve efficiency and promote the business development of the enterprise.

Second, professional cognition.

What are the majors involved in the training process?

I am a marketing major and a marketing manager, so I put what I have learned into practice. The applied professional knowledge includes enterprise strategy, marketing management, marketing environment, market organization and purchase behavior analysis, marketing research and forecast, competitive marketing strategy, product strategy, pricing strategy and promotion strategy.

The cognition and knowledge learning experience of these majors respectively.

Although I am relearning different professional knowledge, the experience is the same. The seemingly simple theoretical knowledge in books is still very difficult to apply in practice. Therefore, a marketing major student should not only talk on paper, but also make good use of what he has learned in practice. In addition, we should apply what we have learned, not be too dogmatic, and use what we have learned flexibly. At the same time, learn to draw inferences.

Third, quality training.

Improvement of speech ability

This time, I was very lucky to be the speaker who introduced PPT in our company. This is the first time I have spoken in front of everyone since I went to college. To tell you the truth, I'm still nervous. However, my control is still relatively good. At least in the eyes of others, I am still very calm and have no mistakes. This exercise is of great help to my speech level, and the accumulation of this experience will play a great role in improving my speech ability.

Improvement of communication skills

As the sales manager, I should be responsible for negotiating product sales with the trading company. Every time, we try our best to raise the price. After several cycles, my communication skills have really improved a lot. Also, this practical activity can have more opportunities to deal with classmates, and it is also an exercise of communication skills.

Improvement of organization and coordination ability

Although I am not the CEO of an enterprise, for the overall benefit of the enterprise, I occasionally borrow the rights of the CEO to instruct the manager of the finance department to handle some business. At the same time, I also pay great attention to the unity of the two, so this aspect is still good.

Improvement of leadership ability

In this respect, I can't say that I haven't made any progress at all. Although I didn't serve as CEO to lead the managers of various departments of the enterprise, I still saw how many CEOs led the enterprise and learned a lot.

Business negotiation and etiquette

As the sales manager, I have had business negotiations with the trading company. After several cycles, my negotiation ability has improved obviously. There is also the question of etiquette. I think I have done a good job in dressing and speaking.

Improvement of self-study ability

This is definitely an improvement. Because this is my first simulated internship in manufacturing industry, I have learned a lot by reading the business help instructions myself.

Improvement of judgment ability

Although there were mistakes in the analysis and judgment of the market situation and the judgment of the product sales price at the beginning, there were almost no mistakes later, and there were still improvements.

Improvement of application ability

It happened that I majored in marketing, so I used a lot of professional knowledge, that is, the application of professional knowledge. Fortunately, professional knowledge can be basically applied to the corresponding problems, and the application ability has been greatly improved.

Fourth, feel feelings.

What effects do you see, learn, use, think and experience have on your growth?

First of all, during the experiment, I also realized that I had many shortcomings. We should bravely face up to our shortcomings, learn the essence from others to correct our own, and strive to make up for our own shortcomings. There are some deficiencies in professional knowledge, and we have to strengthen our study. This regular experiment class just reminds us of our real work in the future. Pay attention to what should be paid attention to and correct what should be corrected.

As for the handling of interpersonal relationship, I think we should handle the relationship between colleagues well.

For teamwork, do a good job of team cohesion, unite as one, and * * * create brilliance together.

At the same time, I also saw many excellent students. Seeing that others are so excellent, you should not only envy them, but also work harder to surpass them one day. Keep your chin up!

Face up to your own shortcomings, but also look at your own advantages correctly and continue to carry forward.

Work summary of the employees of the insurance business department this year and work plan for next year.

During this year, under the leadership and guidance of department leaders, I earnestly performed my duties, successfully completed various tasks of this position, and assisted other departments to complete various key tasks. Now we will report this work on 20 17. The details are as follows:

I. Overall Work Report for 20 17

(a) do a good job in the supervision and management of claims business and service support.

In 20 17, according to the company's claims business management requirements, the department claims business management and daily service guarantee were completed with good quality and quantity. In terms of group insurance, in 20 17 years, the business department * * * handled group insurance claims 1524 cases, and the total compensation amount was 169 10000 yuan. Among them, there were 552 cases of compensation for supplementary medical group insurance projects by headquarters organs and enterprises, with a compensation amount of 342,000 yuan, accounting for 67.53% in payout ratio; Handled 727 claims for group insurance projects of medical funds of headquarters organs, with the compensation amount of10.063 million yuan and payout ratio10.000%; Handled 245 cases of compensation for China Film Publishing House's enterprise supplementary group insurance project, with the compensation amount of 286,000 yuan, accounting for 88.55% of payout ratio; The processing time of claims and reimbursement meets the requirements of business regulations, and the customer satisfaction reaches 100%. In terms of individual insurance, the sales department of 20 17 did not receive a personal insurance claim report.

(II) Do a good job in organizing and training the products sold by the company.

In 20 17, according to the new regulatory policy, the company adjusted and upgraded the products on sale, and the sales department took this opportunity to carry out two training and learning activities for individual and group insurance products on sale. In order to effectively implement the product training and learning organization, make the training arrangement and training plan in advance, and organize the implementation according to the established plan. The content of training and learning mainly involves research and development background, product characteristics, and comparative analysis of advantages and disadvantages with similar products in the industry. After training and study, the professional knowledge level of sales staff in the sales department has been effectively improved and the business development of the company has been promoted.

(3) Do a good job in the implementation of the market analysis meeting.

According to the work arrangement of the departmental market analysis meeting, prepare the market analysis topic in April. By extensively studying the national macro-health policies, investigating the new development trends of the insurance market at home and abroad, we can deeply understand the main measures taken by the insurance industry in recent years, analyze and discuss how to provide comprehensive medical and health services and additional value-added services for China Post insurance customers, and complete the courseware production of the market analysis meeting in April as required.

(4) Do a good job in the research and analysis of strategic partners.

20 17 according to the arrangement of the company's key work projects, the strategic partner Didi Chuxing Company was investigated and analyzed, and the insurance cooperation ideas were discussed. At the beginning of 20 17, I visited Didi's headquarters in Beijing to learn about the basic situation of the other company, and according to the insurance demand of the other company, I analyzed the connection points in the insurance demand and formed an analysis report.

To lay a solid foundation for ensuring future project cooperation and service development.

(five) to do a good job in the management of business documents and files.

20 17 according to the adjustment and upgrade of the products sold by the company, ask for the terms of new products and related business documents in time to ensure the seamless connection between the sales of new and old products. By the end of 20 17, there were 982 business files 1 1, which ensured the timeliness of filing business files. In accordance with the requirements of "Eight Preventions" in file management, regular file inspections are carried out to ensure the safety of business files.

(six) do a good job in the management of management rights.

20 17 according to the personnel transfer situation of the department's operating posts, prepare the personnel adjustment information in time, and report the adjustment situation to the company, so as to reasonably avoid business risks and effectively ensure the normal development of business.

Second, the work of less than 20 17

20 17 also has some shortcomings in the process of promoting various tasks, mainly including the following two aspects:

First, we should further enhance the initiative of the work. In addition to completing the daily claims management and the work assigned by the leaders, we should also actively think and work hard.

Secondly, working conditions must be improved. The current work is always content with the status quo, not thorough and comprehensive in the process of work, and not good at summing up experience and analyzing problems.

Three. 20 18 year work plan

(1) Continue to do a good job in claims management and daily service support.

Continue to do a good job in claims management and daily service support of internal and external customer group insurance projects to ensure claims business indicators and customer satisfaction. Through accurate claims data analysis, this paper summarizes the problems, puts forward reasonable suggestions and measures, and effectively controls the avoidance and payout ratio of claims business risks.

(2) Further strengthen the management of group insurance claims indicators.

In 20 17, according to the requirements of the company, the group insurance claim limit was taken as the assessment index of claim service, and the statistical caliber of this index was extended to the date of claim acceptance. In order to steadily improve the group insurance claim index of the Division, further strengthen the dynamic monitoring of claim limit and problem management, and effectively improve the quality and efficiency of group insurance service.

(3) Increase temporary authority to cope with the peak period of claims.

In 20 17, the business department added the supplementary medical group insurance project of China Film Publishing House, and the number of claims will further increase. In order to ensure the quality and efficiency of claims service of each group insurance project unit at the end of the year, we should apply for business processing equipment and send temporary personnel for business training, and make all preparations in advance.

(four) to further enhance personal ability and improve work style.

Strengthen personal learning, keep abreast of regulatory trends and new policies, make suggestions for promoting the work of various departments and launching new projects, and effectively eliminate various risks. In dealing with affairs, we should learn more from superior leaders, keep in line with them ideologically, and learn how to do things, be able to do things, and not have an accident.