Practice Report of AIA Shanghai Branch
I. Introduction of AIA Shanghai Branch
AIA Shanghai Branch was established on1September 25th, 1992, and is the first foreign insurance branch approved to be established in Chinese mainland. AIA Shanghai Branch currently provides a series of life insurance, accident insurance and health insurance products and services for Shanghai residents. Since its establishment, the company has introduced the international insurance concept, advanced management system and technology into the Shanghai market, which has greatly promoted the development and prosperity of the insurance industry in China. AIA Shanghai Branch has been committed to building a professional team of insurance salesmen and striving to provide quality services to customers.
In addition, AIA Shanghai Branch established AIA Fudan Actuarial Center in cooperation with Fudan University in 1994, which promoted the research and education of insurance industry in China and trained professional actuaries for China. The students of the center have achieved excellent results in the international actuarial evaluation recognized by the North American Actuarial Society. For more than ten years, AIA Shanghai Branch has been striving to introduce world-class insurance management experience and advanced technology to provide high-quality and perfect insurance services to the public. AIA is widely praised for its excellent service. In 2006, it was rated as the most reliable foreign life insurance company and the most intimate insurance brand in China. In 2007, it was rated as Shanghai Excellent Service Insurance Company, Top Ten Financial Service Institutions and Top Ten Insurance Company Brands. In 2008, it was rated as the top ten insurance companies in China, the best foreign life insurance company of the year, and 3. 15 credit brand (unit) to protect consumers' rights and interests. AIA Shanghai Branch will uphold its commitment to customers, provide protection for individuals, families and enterprises through quality services, and contribute to social stability and prosperity.
Second, the internship content
I am an intern in the operation department of the finance department of AIA Shanghai Branch. This department is mainly responsible for making monthly financial statements and providing data needed by the whole finance department at meetings. My work started with the simplest binding certificate, and the complexity and specialization requirements deepened step by step.
(1) Binding voucher
Although this work is simple, it is not easy to do it well. First of all, you should check whether the original vouchers such as invoices behind the vouchers used for binding are complete; And whether the amount is equal to the amount on the voucher; Are the numbers on the vouchers related, that is, are there any missing vouchers? After doing all the checks to make sure there are no mistakes, then start to thread the needle. Be sure to align the vouchers neatly before binding, so that the bound vouchers will not be uneven. After binding, you should fill in the cover of the voucher.
Every step here should be careful to ensure that there will be no mistakes, because financial vouchers cannot be altered, so you should ensure that every part is correct in the process of doing it and minimize the possibility of mistakes. I once made a serious mistake because of negligence. When filling in the cover of the voucher, the number was skipped by one place, which led to the wrong number in this book. In this way, I will remove all the vouchers and re-bind them. So my whole day's work has produced a binding voucher, which is the opening voucher. From that day on, as long as I arrange binding vouchers, I will be more careful and will never make any mistakes in this matter again.
From this incident, I learned that financial work is a very patient job. Sometimes your hot task will be a very small thing, but you should also finish it seriously. Blindly seeking speed will only make you get twice the result with half the effort. Moreover, in the face of simple and repetitive work, we must maintain our own mood, and we must never deal with it casually because the work is boring, and we must not affect the work mood because a good mood is the premise of smooth work.
(2) Organization documents
After I bound the vouchers for a period of time, Alex arranged for me to sort out the documents in our finance department. The cupboard is full of audit reports of all financial statements of our company since 2006. Alex asked me to sort by year, company and file type at once. This kind of work is not difficult for me. I am good at classifying documents, so I started to classify documents according to their covers instead of their specific contents. If there is a word different from the cover title, I will ignore it. But Alex saw me do this and asked me, "Do you know why I want you to organize the documents?" "Well, I don't know ..." "I just want you to know the difference between the financial statements of general insurance companies and those of other companies while sorting out the documents. What do they usually say? You solved it so quickly now. Have you read the contents of these documents? Or just according to the type of cover, so I didn't achieve my goal. "
I didn't understand until I heard it, and I soon changed my working attitude. Start to read the contents of the files in the cupboard carefully again, and then start the classification work after you understand them. Through a period of careful study and research, I found that the financial statement audit of insurance companies includes not only the basic financial statement audit we have learned in textbooks, such as the audit of balance sheet and income statement, but also some special items, such as the audit of solvency, and so on. After reading the content and classifying the files, we can not only classify the files better and more accurately, but also learn a lot of knowledge, which is more intuitive and profound than telling the teachers one by one. If you don't know, ask your tutor directly, so that you can have a general understanding of financial accounting in the insurance industry.
Through this incident, I understand a truth, even the smallest thing, as long as you do it seriously, you will certainly gain a lot of unexpected knowledge and insight. Never be rude, but be 100% accurate and strive for perfection. You can not only do a thing well, but also learn more knowledge and gain more confidence from sitting on it. In the process of doing things, we must listen more, see more and ask more questions. Don't be content with knowledge. Finish the task at hand.
(3) Cost analysis
Later, he was seconded to the budget and financial analysis department for an internship. There I happened to meet the analysis of actual expenditure and budget data that the department has to do every quarter. My tutor Tracy asked me to make the data she provided me into an EXCEL spreadsheet. Then they will analyze this form of data. Although I did a very simple thing, the teacher didn't ask me to do such a complicated thing as analysis. But in this process, I have mastered some common formulas and simple methods of EXCEL. These are not learned in the previous textbooks, but they are also essential in our daily work of financial accounting in the future. Mastering these formulas will be of great help to our financial work in the company in the future.
In addition, the budget data we need should be provided by other departments, so I need to cooperate with people from other departments to get the data I need. In this process, I have exercised my language ability and teamwork ability. And these abilities have increased my soft power as a job seeker, giving me a certain advantage in the fierce job competition. After gaining these valuable practical experiences, I am more confident in my ability.
Through studying in the budget department, I have better integrated into the big family of the finance department of AIA Shanghai Branch. Because I have spent some time between different departments, I am familiar not only with the responsibilities between different departments, but also with colleagues between different departments.
Second, the internship experience
In less than three months in AIA, I learned a lot of knowledge that I couldn't learn in textbooks before, and at the same time I actually used some familiar knowledge in textbooks. For example, I learned how to get along well with my colleagues in the department and how to communicate with my partners in time and effectively. I have only studied vouchers in textbooks before, but I have never seen what real vouchers look like. This time, I finally saw the real voucher through the internship and learned how to print and bind the voucher. The improvement of my professional skills was also reflected in my later job interview. I remember interviewing Nelson's accountant again and being asked a question related to EXCEL. I am very happy to hear this topic, because it is something I have done in AIA. I answered the other person's questions fluently, and the other person was obviously very happy. Although I didn't work in Nelson for other reasons, this experience made me feel that I benefited more from my internship in AIA.
In addition to the promotion and training of accounting professional knowledge, there is a brand-new understanding of me by industry accountants, that is, the understanding of insurance accounting. In the previous study, I didn't teach how to do insurance accounting alone, but after studying in the finance department of AIA Shanghai Branch, I got first-hand valuable information and got a certain understanding of insurance accounting. This is brand-new knowledge, which is very attractive to me. I like studying the similarities and differences between department and industry accounting. I really hope to have the opportunity to do finance between different industries in the future and experience the differences between them.
In a word, this internship has benefited me a lot, and I really appreciate the internship opportunity from AIA. The reason why I got the Offer I wanted when I was looking for a job later was inseparable from my internship in AIA.