Summary Report of Business Department of Insurance Company 1
I worked in an insurance company in China for four years. With the
Summary Report of Business Department of Insurance Company 1
I worked in an insurance company in China 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 my work in the first half of 2008.
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.
Summary report of insurance company business department II
Over the past year, under the correct leadership of provincial and municipal companies, and through the unremitting efforts of all employees of the company, the company has made breakthrough progress in business, taking the lead in breaking through the premium income of10 million yuan in the 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
Conscientiously 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, lead employees in various departments to further change their concepts, reform and innovate, cope with the increasingly fierce competition in Linyi insurance market, strengthen their 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 potential. 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 potential and management potential.
Continuously improve the overall quality level of the company's business personnel. Over the past year, I have always regarded the cultivation of professional quality of personnel in the exhibition industry as an important material for 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 follow the principle of "everything is implemented and everything is supervised" 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 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 employees' intention and creativity.
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 has not only brought protection to customers, but also increased the company's premium income, which really kills two birds with one stone. Through unremitting efforts, our department has achieved a premium income of-yuan, including-yuan for auto insurance,-yuan for non-auto insurance and-yuan for 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 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 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 year is coming, and the competition in the insurance market will be more intense. If the company wants to continue its good development trend, it must further emancipate its mind, renew its concept, 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 employees, our company will be able to work hard with one heart and one mind and help each other in the same boat to create more brilliant achievements.
Summary report of insurance company business department 3
Time flies, blink of an eye-2008 is coming to an end! As a member of the insurance company.
First of all, I would like to thank the leaders for their help, support and guidance in the coming year. At the same time, during this work period, there are gains and losses, and now the work of-is introduced as follows:
1, improve their own quality and perform their duties.
In February this year, I stepped into an insurance company and engaged in the unfamiliar industry of insurance. For a graduate who has just left school to engage in a new industry, he will face new challenges and tests to a greater extent. In order to meet the needs of current work, we should always put learning first and improve our comprehensive quality. Personality is to enhance our understanding of insurance and be a real insurer. As a confidential clerk in the office, my main job is uploading and publishing, file management, file management and piecemeal things. These seemingly simple things need enough patience to do. I remember the first time I took out the document, it was revised and printed again and again, which even made me feel discouraged and annoyed. However, after that, company leaders can take pains to take every document seriously, even. Attitude determines everything, and I will continue to work hard to do my own thing.
2. Perform the tasks assigned by the leaders.
As for myself, in addition to doing my job well, of course, I have to carry out the things assigned by the leaders. At the same time, cooperate with the work arranged by the leaders attentively, so as to be diligent in legs, hands and mouth, and not afraid of hardship and fatigue. I work conscientiously, try my best to share my worries for the leaders and improve my work efficiency.
3. Problems in the work.
In this year, there are many shortcomings, such as failing to summarize effective, simple and clear working methods, and lacking in-depth understanding of insurance theory and business knowledge. In the future work, I will work harder to improve myself, constantly sum up experiences and lessons, and let my unremitting efforts create due value. At the same time, if there is anything wrong in the work, leaders need to criticize and point it out.
I believe that under the correct guidance of leading cadres and the joint efforts of all employees, insurance companies will certainly do bigger, stronger and more brilliant!
Summary Report of Business Department of Insurance Company 4
This year, I worked as a teller, carefully handled the work of various customers and provided them with good services. I handled all aspects of insurance consultation and claim settlement dutifully, without any mistakes. At the same time, I got a deeper understanding of insurance, knew what my work was like, and made some growth. The following is a summary of my work this year.
The day when I first joined the insurance company as a teller was actually not far from now. This year can be said to be mainly about study. I am also actively familiar with the work at hand and do well during this period. At the beginning of this year, I couldn't come to work in the company either, and I was actively familiar with the company's insurance at home. At that time, I came to the company for a few months, which made me very worried about whether I could stand on my post. However, these concerns must be translated into action. I will also carefully understand what insurance we have and how to introduce it to our customers. At the same time, how to communicate with colleagues in the process of handling work. As a teller, I also know that I don't have the authority to handle a lot of work, but I need the help of my colleagues, especially in claims settlement. If I am not familiar with it, it will also bring trouble and loss to the company.
Fortunately, I did my duty well, and there were no problems that my colleagues helped me fill out. At the same time, when I encounter some problems in my work, I will think about how to do a good job. At the same time, I feel that time is very full, and my work is very busy every day, but I am also very happy to see that my customers have been dismissed or the recommended insurance has been sold, and I have worked for a year. The accumulated experience also enables me to handle all kinds of affairs smoothly in my post. Of course, some things can be done better. If some work here is handled well, my colleagues will have less trouble and let me know how my work is done. Some shortcomings have also been improved in my research. Of course, some aspects still need to continue to learn in order to make progress. When there is a promotion opportunity, I can also seize it, and at the same time I will continue to do a good job in insurance sales. I didn't do very well in this respect. Since I am in an insurance company, I should recommend our company's products and do a good job in sales no matter what position.
One year has passed, but I also know that I will continue to work hard as a teller in the coming year. At the same time, I will continue to learn, actively improve my skills and abilities in all aspects, especially in selling insurance, and the methods to optimize my work in my post.
Summary Report of Business Department of Insurance Company 5
Over the past year, with the kind care of the company leaders and the enthusiastic help of other experts, I have changed from an insurance layman to a person who can independently engage in and carry out insurance marketing business. I didn't do anything illegal in my own business post, and worked together with the employees of the company to successfully complete all the tasks assigned by the leaders and superiors. The following is my work report for the past 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.
The second is to 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 business skillfully, understand the business products operated by the company and carry out targeted publicity and promotion.
Three. Successfully complete all tasks assigned by branches and departments.
Over the past year, I have been able to work diligently, conscientiously, leave early and return late, stick to my post, contribute silently, and actively complete 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.
Over the past year, 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 past year, I am pleased with my achievements, but I also find that there are still some gaps and shortcomings compared with the best employees. 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.
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