Semi-annual summary report of insurance industry 1
It is the fifth year to join the big family of _ _ property insurance. In this short time, I deeply feel that the first half of this year is the half year of rapid development of _ _ company. Under the correct leadership of the manager's office, and with the joint efforts of all departments and staff, _ _ Company has completed all tasks in an all-round way. As a member of _ _ company, I am proud of its development and growth.
Firmly believe in politics ideologically, persist in studying political theory, constantly learn scientific theoretical knowledge, blaze new trails, keep pace with the times, and practice the commitment to your 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, collecting information and studying 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 did a good job as an agent, helping them fill in the bill, calculate the premium, explain the business, analyze the needs and do customer work, and established a good relationship with them, which also laid the foundation for my work in the marketing department. _ _ After the Marketing Service Department was put into business, I devoted myself to grass-roots marketing. As a pilot of the company, the marketing service department has no previous experience to learn from and the staffing is not in place, so I run the market alone, distribute leaflets, visit customers and work part-time in other places.
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.
Strengthen the training of newcomers, increase the number of marketing personnel, and conduct one-on-one training for new contracted personnel in the marketing service department. Signatories have mastered the relevant regulations through systematic study of theory and operation, and can sign bills 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.
In the first half of my work, I have made some achievements and improved my ability, but there are still many shortcomings: my mind is not emancipated enough and I am not bold enough to do things. 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. I am not good at allocating time reasonably, so I don't have enough time to strengthen my study and cultivation in complicated affairs.
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. I don't have enough communication with various departments and colleagues. I hope to increase communication opportunities through various activities of the company.
Semi-annual summary report of insurance industry II
In the first half of this year, under the strategic deployment of the Head Office of "optimizing the structure, grasping the rhythm, complying with laws and regulations, and operating profitably", 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 well 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.
Semi-annual summary report of insurance industry 3
At the beginning of 2020, I joined _ _ insurance company and worked in an unfamiliar _ _ insurance company. Over the past six months, with the kind care of the company leaders and the enthusiastic help of other masters, I have changed from an insurance layman to a person who can independently engage in and carry out insurance marketing business. In his own business post, he has not done any illegal acts, and cooperated with Qi Xin, an employee of the company, to successfully complete all tasks assigned by the leaders and superiors. The following is a summary of my work in the first half of the year.
First, strive to improve political literacy and ideological and moral level.
Actively participate in all kinds of political study, theme education, vocational education activities, organizational activities and recreational activities organized by superior companies, branches and departments, without being absent without reason; Can adhere to the correct political direction, take the initiative to improve their political literacy and ideological and moral level from all aspects, and make continuous progress ideologically and politically.
Second, strive to improve professional quality and service level.
Actively participate in all kinds of business study, training and examinations organized by superior companies, branches and departments, study diligently, be good at creation, constantly strengthen the training of their own business quality, constantly improve their business operation skills and basic skills of serving customers, master their due professional business skills and service skills, handle all kinds of business skillfully, understand all kinds of business products operated by the company and carry out targeted publicity and promotion.
Third, strictly enforce the rules and regulations
In the past six months, we have strictly implemented the rules and regulations, internal control system and service regulations of superior companies and branches, insisted on using civilized language, and never acted beyond our authority or abused power for personal gain. There are no customer complaints and other irregularities. Behave yourself in your spare time and don't participate in gambling, _ _ and other bad behaviors.
Four, complete the tasks assigned by the branch and department.
In the first half of the year, I have been able to work hard, leave early and return late, stick to my post, contribute silently, and actively complete various tasks assigned by the branch and the department. Can take the initiative to take into account the marketing work and tasks of the department, and actively market e-banking business, various bank cards and other intermediary businesses.
Over the past six months, with my love for the insurance industry, I have gone all out to perform my work and post responsibilities, and tried my best to do all the work according to the requirements of my superiors. Some achievements have been made, which have been well received by leaders and comrades. Looking back on the first half of the year, I am pleased with my achievements, but I also find that there are still some gaps and deficiencies compared with the employees in Xiu Xiu. But I have the confidence and determination to find the gap in my future work, bravely overcome the shortcomings and deficiencies, further improve my overall quality, and do a good job that I should do.
Semi-annual summary report of insurance industry 4
Time is a wonderful thing. Sometimes I feel slow, sometimes I feel fast. In the past six months, I also lamented that it really passed too fast. I have changed a lot in the past six months. I have gained a lot from my own growth, and I have successfully completed my own performance to make myself affirmed.
At the beginning of the year, I also successfully passed the probation period, ready to do a good job, but unexpected things will always change our lives and work. During the Spring Festival, the epidemic was serious, which not only isolated us at home, but also prevented us from carrying out a lot of work. However, the company responded urgently, introduced new insurance against the epidemic, and allowed us to work online at home, which also allowed us to develop customers and business. It's just a change in the way you work, but as long as you get used to it, you can actually do it well and have little experience. I am willing to accept either way. Although I want to learn new types of insurance, I really do it actively and develop customers. I have done well at home these days and have been affirmed. The insurance work also made me clear that there should be sales everywhere at any time. It is necessary to seize the opportunity, whether it will succeed or not, but we still have to work hard, so I also actively develop, find customers and recommend our new insurance products through online means.
Besides getting good grades, I also study hard. Later, the epidemic was alleviated. When I returned to the company, my working style changed. So many aspects actually need to be studied, and I didn't waste them. Whether it's training, sharing with colleagues, or reading books by myself, I study hard and master it. After half a year, the more I learned, the more I lamented how ignorant I was before. Fortunately, I also studied. If you know a lot of knowledge, you really won't understand if you don't understand it. Mastering many methods is really helpful for sales. Thinking more and thinking from different angles will really make you grow. At the same time, I also feel that I have some problems that I have not found in my previous work and study. However, through my own efforts, I have also improved and made my work better. I will continue to work hard and achieve better results in the second half of the year. The external environment has also improved, and everyone pays more attention to insurance. I also want to seize this opportunity to make my sales more beautiful.
Semi-annual summary report of insurance industry 5
Over the past six months, _ _ _ _ _ _ _ insurance company has made a breakthrough in business under the correct leadership of provincial and municipal companies and the unremitting efforts of all employees of our company, taking the lead in breaking through the premium income of10 million yuan in the whole province. This year, our company completed the annual marketing task assigned by the provincial company two months ahead of schedule, and all the work developed healthily and smoothly. Let's talk about my achievements and shortcomings in the past year in combination with my specific responsibilities.
First, the working ideas
Actively implement a series of important instructions from provincial and municipal companies on the company's development, keep pace with the times, work diligently, be pragmatic and seek efficiency, strive for first-class, and lead employees in all departments to further change their concepts, reform and innovate around the center of "based on reform, accelerating development, sincerely serving and improving efficiency", and face the increasingly fierce competition in Linyi insurance market, strengthen core competitiveness and carry out diversified operations. Through hard work and struggle, the company has maintained a good development trend.
Strengthen all aspects of learning and strive to improve their professional quality and management level. As a leading cadre, I shoulder the important responsibilities and missions entrusted by the superior leaders and all employees, and the company's operating principles and policies need me to implement. So I attach great importance to the study of insurance theory and the cultivation of management ability. Pay attention to guiding work with scientific methods, standardize your words and deeds, establish a strong sense of responsibility and dedication, and constantly improve your business and management capabilities.
Continuously improve the overall quality level of the company's business personnel. Over the past year, I have always regarded the cultivation of the professional quality of personnel in the exhibition industry as an important part of team building, implemented targeted training plans with the manager's office, and strengthened the construction of leading bodies and staff.
Second, enterprise management.
"Without rules, there would be no Fiona Fang". In order to make a company develop steadily, it is necessary to formulate norms and strengthen management. Management is an input, and this input will certainly produce benefits. I am in charge of business work and need to ask for benefits from management. Only by constantly improving various management systems and methods and truly putting them into action can we achieve results and see benefits. In enterprise management, I have mainly done the following work:
1. Make weekly, monthly, quarterly and annual sales plans for all departments according to the annual sales tasks assigned by the municipal company. When making plans, we should seek truth from facts and determine the reasonable and achievable goals of each office according to the characteristics of each insurance, customers and the situation of each office. After the target is determined, I will strengthen the process management and monitoring according to the principle of "everything is implemented and everything is supervised" to ensure the smooth completion of the target plan of each department and office.
As the manager in charge of business, I attach great importance to the team building of each exhibition department. Always pay attention to the ideological and professional quality education of department managers and department members. Over the past six months, I have organized mobilization meetings and business seminars for many times, carried out business training activities, organized everyone to learn knowledge and seek experience, and improved the overall quality of employees. The training focuses on learning insurance theory and exhibition skills, emphasizing the cultivation of team spirit. Learning has promoted the continuous improvement of the quality of each team and laid a solid foundation for the company's sustained and stable development.
3. Help the manager's office to comprehensively promote the innovation of salary system and constantly consolidate the basic management of the company. Establish a salary system reform linked to posts and performance. This year, I comprehensively promoted the reform of enterprise salary system, focusing on the "four modernizations" of job clarity, salary socialization, bonus performance and welfare diversification. The employment mechanism has been initially established, which can fully stimulate the enthusiasm and creativity of employees.
Third, the department is responsible for the work.
In addition to business management, I also served as the manager of the first marketing department. There is only one salesman in a marketing department, and my business is mainly big customers. My main customer business mainly belongs to _ _ _ _ company. According to the characteristics of _ _ _ _ company's fleet, on the basis of the original vehicle insurance, I first set up freight insurance against plagiarism of industrial trucks in the city. The opening of freight insurance not only provides protection for customers, but also increases the company's premium income, which really kills two birds with one stone. Through unremitting efforts, our department completed the premium income of 9009549.94 yuan, including auto insurance premium of 8250 160. 12 yuan, non-auto insurance business of 759389.82 yuan, and payout ratio. Become an important guarantee for the company's development.
Fourth, shortcomings in the work.
Due to a lot of work and many business responsibilities, sometimes it is inevitable to make mistakes in a busy schedule. For example, sometimes the service is not timely and the statistics are biased. Sometimes you are impatient in your work, and sometimes you are eager for success, which affects the progress and quality of your work; I can't handle some work relationships well.
In short, in the past six months, I have been strict with myself, self-denial, improving employees' ideological understanding with my own leading role, and using strict system norms in action. Under my leadership, the company's employees take continuous development and construction as their own responsibility, take "honesty first, steady operation, value first, and serve the society" as their business purpose, and have made great achievements in reform, continuous innovation, and standardized operation.
The new half year is coming, and the competition in the insurance market will be more intense. In order to maintain a good development trend, the company must further emancipate its mind, renew its ideas, break through itself and gradually increase its marketing efforts. In the new half year, I will meet the future challenges with full passion and confidence, so that my work will go to a new level. I believe that under the correct leadership of the superior company and the joint efforts of all the staff, our company will be able to work hard with one heart and one mind to create more brilliant achievements!
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