I worked in China xx Insurance Company for four years. With the enthusiastic help of my colleagues and leaders, after four years' experience, I have grown from a novice to a professional and experienced person in charge of enterprise insurance. In my post, I can provide good insurance consulting services for customers, attract new business for the company and make due contributions to the company's development. In the company, I abide by the law, unite with the collective, and complete the tasks assigned by the leaders and superiors with my colleagues. The following is my summary of 20xx's work.

One, continuous learning, to participate in training, so that the level of business continues to improve.

There is no end to learning. Although I am familiar with all aspects of the company, I am still not satisfied with the status quo. In order to continuously improve their business level, they actively participate in various business study, training and examinations organized by superior companies and branches as well as the department. I am diligent in learning, good at creating, constantly strengthening my professional quality training, constantly improving my business operation skills and basic skills of serving customers, mastering my due professional business skills and service skills, and being able to handle various businesses skillfully.

Second, improve ideological awareness and make continuous progress ideologically and politically.

All along, I have maintained a positive attitude and actively participated in various political studies, theme education, vocational education activities, organizational activities and recreational activities organized by superior companies and branches, 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.

Third, do not violate the rules, do everything according to the rules and regulations, work wholeheartedly, and complete the company's tasks ahead of schedule.

I always cherish the heart of serving the people and benefiting the company. No matter in handling business or other work, I can strictly implement the rules and regulations, internal control system and service regulations of superior companies and branches, adhere to civilized language, do not act beyond my authority, abuse power for personal gain, and have no customer complaints or other irregularities. Spare-time life, not participating in gambling, buying illegal lottery tickets and other bad behaviors.

In my usual work, I have been conscientious, diligent, leaving early and returning late, based on my post, silently contributing, and actively completing various tasks assigned by the branch and this 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.

In a word, insurance business has become a part of my life. With persistence and enthusiasm, I will stick to it and strive to complete my work and post responsibilities. Over the past six months, I have worked hard in all aspects according to the requirements of my superiors, and achieved certain results, which have been affirmed by my leaders and praised by my colleagues. While making achievements, I also found that there are still some gaps and deficiencies compared with my partners in Xiu Xiu. But I am confident and determined to shorten the gap with them in my future work, be brave in overcoming shortcomings, make up for deficiencies, work hard and further improve my overall quality.

2.202 1 personal work summary of insurance company

Over the past year, under the correct leadership of provincial and municipal companies and the unremitting efforts of all employees of our company, xx Insurance Company has made a breakthrough in its business, taking the lead in breaking through the premium income of10 million yuan in xx. This year, our company completed the annual marketing task assigned by xx 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, and strive for first-class. Facing the increasingly fierce competition in the insurance market, the company has strengthened its core competitiveness and diversified operations. Through hard work, the company has maintained a good development trend and made due contributions to the sustainable development of Dida Insurance Company.

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.

There are no rules, 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 follow the principle of implementing everything and supervising everything, and ensure the smooth completion of the target plan of each department and office by strengthening the management and monitoring of the process.

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 year, 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 focused on work clarity, salary socialization, bonus performance and welfare diversification; Four goals, comprehensively promote the reform of enterprise salary system. 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 major client business mainly comes from the capital company. According to the characteristics of the fleet of Shengzi Company, on the basis of the original vehicle insurance, I first opened the freight insurance for commercial 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 xx yuan in the whole year, including the auto insurance premium of xx yuan, the non-auto insurance business of xx yuan, and the maturity of payout ratio xx yuan. 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 a word, over the past year, I have been strict with myself, self-denial and dedication, using my own leading role to improve employees' understanding in thought and strict system norms in action. Under my leadership, the employees of the company take continuous development and construction as their own responsibility, honesty as the first, steady operation, value as the first, and serving the society as their business purpose, and have made great achievements.

The new 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 year, I will meet the challenges of the future with full passion and confidence, so that my work will reach 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!

3.202 1 Personal Work Summary of Insurance Company

As a cashier, I have done my duty in four aspects: receipt and payment, reflection, supervision and management, and achieved good results in various businesses. The work of the past year is summarized as follows:

First, the daily work:

1. Contact the relevant departments of the bank to complete the employee salary payment in an orderly manner.

2. Clean up the list of customers' arrears and cooperate with relevant departments to complete the collection of arrears.

3. Check the insurance list, handle the handover formalities with the insurance company, and handle accident insurance for our employees.

4. Make 200x financial statements and statistical statements, and send them to relevant authorities in time.

Second, other work

1, strictly implement the cash management and settlement system, check the cash and accounts with the accountant regularly, and report and deal with any discrepancy in cash amount in time.

2. Recover the company's income in time, issue receipts, recover cash in time and deposit it in the bank, and never pay cash.

3, according to the basis provided by the accountant, timely pay employees' wages and other payable funds.

4. Adhere to financial procedures, strictly check and calculate (invoices must be signed by the manager, acceptor and approver before reimbursement), and invoices that do not meet the procedures will not be paid.

4.202 1 Personal Work Summary of Insurance Company

A qualified office worker must have strong professionalism, high sense of responsibility, pragmatic working attitude, high political quality and professional skills, be familiar with business and office work, have extensive knowledge and reasonable knowledge structure, as well as rigorous and capable work style, hard-working professionalism and indifferent ideological realm of fame and fortune.

First, the eyes are diligent.

The back office reads documents, rummages through files and consults information every day. Don't look at the documents like passing clouds, and you have no impression. Read carefully, read the superior documents repeatedly, understand the spirit, thoroughly understand the principles and policies, remember the terms, and clarify the tasks; Carefully read the full text of the work report of the next leader, grasp the progress of the work, be familiar with the situation, see the problems, and facilitate guidance; Pay attention to learning experiences and practices from the documents of relevant departments, and learn from each other's strengths. For all kinds of business statements, we should read the instructions carefully and master the method, time and requirements of filling in.

Second, be diligent.

Be proactive in your work, accumulate work records and materials, and extract scenes, problems, data and work progress as needed.

Third, the mouth is diligent.

When dealing with daily affairs, we should consult the business department and other colleagues. We should ask, ask and urge people about unclear scenes, details and the whereabouts of things. Beyond the scope of their functions and powers, they should ask for instructions from the leaders in time, and they should not do whatever they want. Always ask colleagues and the masses to understand all aspects of the work scene, seek truth from facts, and report to the leaders and superiors in a timely and comprehensive manner.

Fourth, the legs are diligent.

According to the actual situation, often carry out research work, be familiar with and master the work dynamics, and keep in touch with the site and relevant business departments, exchange scenarios with each other, and support each other to do all the work well.

Five, the brain is diligent.

For all kinds of business statements, it is necessary to carefully analyze whether the completed form is related to the list of the previous year and last month, and whether there is any connection between the columns and projects in the same table. For the collected information, we should use our brains to analyze and study, adopt the methods of induction, comparison, determination, reasoning and analysis, pay attention to groping, accumulating and summarizing work experience, be good at observing and analyzing various social phenomena, see the essence through phenomena, master the dynamic analysis and research of special rectification, pay attention to finding problems, cultivate the habit of being diligent and good at thinking, and gradually improve the work level.

In short, the backstage post is a melting pot and a stage, which can not only exercise yourself, but also show yourself. As long as we constantly strengthen our own political and ideological quality, work style quality, professional quality and psychological quality, earnestly perform our backstage work duties, adhere to the "five diligence" and constantly explore and innovate, we can do a good job in backstage work.

Complete routine procedural work such as transaction management, document processing, scenario synthesis, report filling and document drafting. , and complete the temporary work assigned by the leadership, but also give advice to the leadership, give full play to the role of staff assistants, and assist the leadership in all aspects of work.

5.202 1 Personal Work Summary of Insurance Company

This year is a year of more intense competition in the life insurance market, and it is also an important year for the development of _ _ _ insurance. _ _ _ Insurance, under the correct leadership of the general manager's office of _ _ Company, earnestly implemented the requirements put forward by the general manager's office at the beginning of the year, closely focused on the work indicators issued by the branch and _ _, took business development as the work theme throughout the year, made clear the business ideas, grasped the business priorities, and carried out the work actively and effectively, and achieved good results. In order to provide useful reference for future work, the work of _ _ Insurance this year is summarized as follows:

I. Operating results

We take every opportunity to change all the concepts of internal and external logistics and change "I want to develop" into "I want to develop". For front-line sales staff, we have repeatedly stressed that it is fundamental to achieve performance and occupy the market. We should see the inexhaustible resources in the life insurance market and realize that making an insurance policy will occupy a market. Only by establishing a new concept of development, constantly occupying market share and competing with peers with service and morale can the marketing team be in an invincible position in the market tide. It is by conquering the ideological fortress and unifying the development concept that the cohesion of _ _ insurance is fundamentally enhanced, and _ _ insurance presents a positive and healthy mental outlook.

Strengthen the sense of purpose of team leaders and enhance their sense of leadership. Strengthen the sense of honor, training and cultivation of elite masters. For the internal staff of individual insurance companies, adjust the departmental structure, clarify the post responsibilities, and do a good job in team support and service. Basic work, based on long-term development, is the direction that _ _ insurance has been insisting for a long time, and the basic management of _ _ insurance has reached a new level. From the aspects of morning meeting management, attendance management, systematic training and workplace construction. We will strengthen the training bit by bit, so that all the work can be carried out in an orderly way, the team has formed regular work habits, the quality of the team has been continuously improved, and the stability of the team has been continuously enhanced. While grasping the basic management, we did a good job in organizing and ensuring the product briefing, carried out various customer appreciation activities, and actively held individual special sessions at various outlets, which achieved good results and won the recognition of the on-site staff.

Second, some problems in the work

The development of personnel recruitment lags behind, and the overall quality of the team is still low, especially for the _ _ team, which needs to supplement high-quality talents and open up high-end customer markets. The single-entry, full-transfer and retention rate of newcomers is not high, and the phenomenon of big entry and big exit still exists; The sense of responsibility and working ability of some supervisors can not keep up with the needs of market development, and the overall level needs to be improved; The overall activity of the team is insufficient, and the per capita production capacity and single piece premium are still low, which is far from the market requirements.

Third, the work plan for next year

Continue to keep up with the rhythm of the municipal company and carry out various tasks according to the deployment of the general manager's office. Do a good job in basic management and really improve the activity volume, performance improvement rate, attendance rate and per capita premium index of business personnel. Do a good job in sales support, build a sales platform, and promote the growth of elite teams. Vigorously carry out conscription activities, especially conscription work. Establish a perfect hierarchical training system, do a good job in training formal personnel and newcomers, link education with agent examination training, and improve the level of personnel at all levels. Continue to strengthen the construction of township workplaces and realize the large-scale development of existing township outlets. Promotion of various outlets.

Looking ahead, we are full of confidence in the future development. We believe that under the correct leadership of _ _ company, with the full cooperation of _ _ branches and with the joint efforts of all the internal and external logistics personnel of all insurance companies, we will certainly achieve more remarkable results and let the flag of _ _ fly forever.