Self-evaluation is an individual's self-summary at a certain stage. Self-evaluation can make us more efficient. Let's write a self-evaluation for ourselves. How to write self-evaluation so as not to become a mere formality? The following is my internal self-evaluation of insurance companies. Welcome to read the collection.
1 20xx is the fourth year that I joined Pacific Life Insurance Company. Looking back on the past year, I am deeply touched. During this year, under the guidance of company leaders and with the help and cooperation of colleagues, I grew up in my study and work and gradually matured. Now I want to make an appraisal report on my work, study and thoughts in the next year, so as to make myself further and progress.
Since joining the company, I have been engaged in comprehensive backstage work of Baishui Marketing Department. The comprehensive backstage is the logistics support personnel of the company. The daily key work is the preliminary examination of underwriting, acceptance of guarantee, acceptance of claims and daily financial work of the marketing department, in addition to the uploading and distribution of company documents, file management and file management. Coordinate return visits; Go through the formalities of field personnel entering and leaving the company, and receive other tasks assigned by customers and leaders at the counter.
In order to cope with the company's growing business volume and increasing customer service needs, our marketing department has also added a comprehensive teller, and I have changed from being fully responsible for the comprehensive teller work of Baishui Department to being mainly responsible for the daily safety handling and financial work of the marketing department. However, this does not mean that we have reduced our workload. On the contrary, China Pacific Insurance will face the future, fully implement the strategic transformation of "customer demand orientation", and strive to build a "first-class insurance financial service group with sustained growth in value and international competitiveness". In order to achieve this strategic transformation goal of the company, higher requirements are put forward for each of our employees. Specific to our comprehensive teller, not only the workload is greatly increased, but also the business level should reach a higher and more comprehensive level.
So in 20xx, I put forward the following requirements for myself:
1. Be strict with yourself at all times, do a good job in this major conscientiously, make progress and complete every task conscientiously, strictly abide by the company's rules and regulations, and earnestly perform post responsibilities.
2. After the accumulation of daily work, I found my own shortcomings, used my spare time to study the company's terms, and persistently learned all kinds of insurance knowledge, and used it to guide practical work. See more, learn more and practice more in the future, and constantly improve your business skills.
3. Be brave and enterprising to participate in every learning and training activity organized by the company, and improve your business skills and level faster.
4. Strive to pass the company's intermediate insurance examination in 20xx.
In terms of financial reimbursement, we must strictly abide by the company's financial system, strictly examine financial invoices, and resolutely refuse to reimburse invoices that do not meet the procedures.
After appraisal, I came into contact with many new things, produced many new problems and learned a lot of new knowledge and experience in this year's work, which improved my ideological understanding and working ability. In the new year's work, I will continue to work hard to provide better services to customers and contribute to the company's greater benefits.
Self-evaluation of insurance company's back office 2 20xx is a year of more intense competition in China insurance market, which is a common place for civil servants all over the country! At the same time, it is also an important year in the history of China's life. Xx Marketing Department earnestly implements the requirements put forward by the Municipal Insurance Committee and the General Manager's Office of the Municipal Company at the beginning of the year. The following is the annual work assessment of the insurance company's back office.
Focusing on the work indicators issued by the branch, taking business development as the theme of the whole year, clearing up business ideas, grasping business priorities, pioneering and enterprising, and achieving fruitful results.
20xx Annual Operating Performance and Job Evaluation:
By the end of165438+1October 30th, with the joint efforts of all business colleagues and employees, the 13th District Department had realized the new single premium income of RMB XXXX million, including the advance premium of RMB XXXX million, the wholesale premium of RMB xxxx million and the accident insurance premium of RMB xxxx million, and the accident insurance index issued by the municipal company was fulfilled two months ahead of schedule. From June 5438 to June 065438+1October, there were xxxx marketing agents in the whole region, of which xxxx were licensed, with a licensing rate of xx %；; There are xx supervisors at all levels, including X department managers and X branch managers. Business scale and team manpower are stable.
Looking back on the course of 20xx years, it embodies the spirit of tenacious struggle and persistent struggle of the people in xx District. Focusing on the work priorities of different stages and aiming at the actual situation of each stage, we made aggressive adjustments to keep up with the development of the company.
Strengthen your confidence ideologically, make a clear direction, fully understand the market situation, seize opportunities and face challenges.
The general manager's office has repeatedly stressed in various meetings that the market competition will become more and more fierce in the future, and peer companies will continue to compete with us from all aspects. In this market environment, only catching up and enterprising development is the last word. The whole department of xx fully understands the spirit of the superior and realizes that it can't passively turn around the planned goals of the municipal company, but should actively explore the market. These are two different development concepts and will achieve completely different development results. We take every opportunity to change people's ideas in the area 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.
Insurance company backstage self-appraisal 3 My name is xxx, and I come from the customer service department in xx District. The topic of my speech today is: making the front line worry-free. 20xx joined the company in February and has been engaged in customer service since he entered the business processing center of xx Branch of Taikang Life Insurance Co., Ltd. ... just because he has been in the company for a short time, he needs to master a lot of professional knowledge. In order to cooperate with the smooth progress of other posts, I have been studying and accumulating, and gradually learned a lot of basic business knowledge, and at the same time improved my handling methods for unexpected and difficult problems, enriching my comprehensive level of business handling. Improve their own quality, firmly establish high-quality service awareness and noble professional ethics, improve work efficiency, in order to improve business processing skills and improve customer service. I am meticulous and careful, and I won't make any mistakes in my work. At the same time, we should also strengthen the mastery and understanding of basic knowledge for the functions and work of other related posts. Facing the customer's business consultation except payment, solve problems for customers accurately and professionally, and be a comprehensive and professional customer service staff. Under the training of basic business knowledge, cultivate self-cultivation of love and dedication.
To do a good job, we must first love this position, and then we can give full play to our abilities and do everything well for our customers. Serve customers with smile, professionalism and sincerity every day. I am warm and generous, considerate and make customers happy and satisfied. Do continuous improvement, perfect service, and establish a good image for establishing the company's high-quality and civilized service. Abide by company regulations, strengthen self-management awareness, be strict with yourself, and satisfy leaders with better working conditions. Let yourself become a qualified enterprise manager!
A bridge must have piers as columns, otherwise it is difficult to circulate thousands of people; A red rose must have a rhizome as a pillar, otherwise it is difficult to fragrance on Valentine's Day; Tall buildings should also have pillars, otherwise it is difficult to rise from the ground, and what is the pillar of our company? It is the professionalism of all employees. At all times and in all countries, dedication has been regarded as the motto of life by many people with lofty ideals, and it has also achieved many great achievements and fame. "For the sake of humanity, it is not surprising that words never stop" embodies the persistence of a generation of poet Du Fu in writing, who has done thousands of experiments and even experimented with his beard, which embodies the persistence of a generation of inventor Edison in the cause of invention. From graduation to today, I have joined the Taikang family for nearly half a year. Taikang, a united, active and dedicated team, has enabled me to complete a small transformation from a student to a member of society. The insurance industry is a service industry. Colleagues often say that "service is no small matter" and "service to despair". They not only do what they say, but also satisfy customers. The letter of commendation fully illustrates the professionalism of Taikang people. Our customer service staff travels between urban areas and suburban counties several times a week, sincerely communicating with enterprises and providing the best service face to face.
As the backstage staff of Taikang Life Insurance Zhengzhou Headquarters, our biggest mission is to take business development as the guide, take the company's honor as the premise, and do our job wholeheartedly without affecting the interests of business representatives.
So how can we really cooperate with the pace of marketing, so that our partners and customers who are at the forefront of business can rest assured of us?
First of all, from its own point of view, it is necessary to improve learning motivation, enhance professional skills, obtain information and knowledge quickly and comprehensively, adapt to the requirements of the development of the times, update ideas, and conform to the actual innovative thinking ability that is conducive to promoting development. Only by constantly learning and innovating, and improving their comprehensive quality, can we put our major into practice, serve our customers and business representatives with our professional knowledge, and improve our work efficiency. Combining with my own post, insurance rules, the continuous updating of insurance policies and the responsibility of insurance types, the examination and acceptance of insurance policies, the handling process of problem parts, and the timely publicity of morning meetings are all work areas that I need to learn and constantly reflect on. Through our own efforts, we will try our best to reduce the problems of the insurance policy, reduce the error rate of the preliminary examination and acceptance of the problems, improve the timeliness of the insurance policy, serve the marketing and business front line wholeheartedly in our work, fulfill our obligations, do a good job in logistics for the front-line partners, and let them take the lead in the business front line without worries.
Third, we must have a high degree of execution. For individuals, execution is the unity of "process, skill and will". When you think about it, you must take the initiative to implement it with actions. You must be quick and accurate, and you must be "big-minded, small-minded, meticulous and dare to take responsibility." "Fast" means that we need to act quickly and execute quickly, understand the needs of customers and business partners in time, and come up with ways to meet the needs of customers and business representatives in time; "Accuracy" means doing the right thing, doing the right thing, and the method you come up with must be effective. There are priorities, but all the work we have to do is very important. We should take seriously what business representatives, customers and our partners tell us and try our best to complete it. If we can't finish it, we should take it to heart and ask others. This can not only enrich our professional knowledge in other business fields, but also show our professional service level to customers and get favorable comments from others.
Finally, as stated in our employee manifesto, my salary comes from customers and business representatives. I will treat customers and business representatives with the attitude of treating my family and sincere and considerate service from the heart. My position, honor and dignity come from the company. I want to care about the collective as much as my family and actively become a member of a learning organization. The times I live in are full of changes, competitions and challenges. I am out of date and can be eliminated at any time. I must study, reflect and innovate. I am determined to defend the team honor and Taikang brand, create value with my own urban labor, give back to the society, take the development of the national insurance industry and the happiness and well-being of the people as risks, and grow together with Taikang Life Insurance! Really make the front line worry-free!
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