XX year is a year of more intense competition in XX life insurance market, and it is also an important year for the development of XX insurance. Under the correct leadership of the general manager's office of China Branch, XX Insurance 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 China Branch, took business development as the work theme throughout the year, made clear business ideas, grasped business priorities, and worked hard, and achieved good results. In order to bring useful reference to the future work, the work situation and work plan of XX Insurance in XX years are now reported as follows:
I. Operating Performance and Work Summary for XX Years
By the end of 65438+February, 1, with the joint efforts of all business colleagues and back office staff, XX Insurance realized a new single premium income of XX million yuan, including forward premium of XX million yuan, wholesale premium of XX_ yuan and accident insurance premium of XX million yuan, and completed the forward payment index issued by the branch two months ahead of schedule; From June to February, there were 65,438 marketing agents, including XX, with a holding rate of XX %；; XX supervisors at all levels, including _ department manager and _ director. Business scale and team manpower are stable.
Looking back on the course of XX years, it embodies the spirit of tenacious struggle and persistent struggle of XX Taibao people. Focusing on the work priorities of different stages and aiming at the actual situation of each stage, we carefully adjusted our thinking and followed the development pace of the company, and mainly adopted the following specific work measures:
(1) Strengthen your confidence ideologically, make a clear direction, fully understand the market situation, seize opportunities and face challenges.
Since the beginning of this year, XX peer companies have competed with us in all aspects. Their personalities are China Renshou, Huatai, Taikang, PICC and other large and small companies. In this market environment, only the hard truth is to catch up and develop with your heart. XX people fully understand the spirit of their superiors and realize that they must not passively turn around the planning indicators of the city company, but try their best to open up the market. These are two different development concepts and will achieve completely different development 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 XX insurance is fundamentally enhanced, and XX insurance presents a proactive, healthy and upward mental outlook.
(II) In view of the business priorities in all stages of the year, our department cooperated with the arrangement of China Branch, summed up the actual situation of our insurance, started the competition plan in time, and promoted the performance in a targeted manner.
Personality is that in the Hundred Days War in July this year, the competition scheme of "All Britain gathers in the Great Hall of the People" was launched, the stars were planted, the benchmark was set, and the slogan of "Visit every day, make achievements every week, increase staff every month and reach the standard in 100 days" was hung in various workplaces, which effectively strengthened the team cohesion. Through 100 days, all the internal and external staff fought bloody battles, and finally achieved the top ten achievements in the province, and XX was in danger of going to the Great Hall of the People.
(3) For the training of individual insurance groups, clarify the responsibility orientation, strengthen post awareness and work responsibilities, and let the on-site partners and backstage staff have a clear direction and perform their duties.
1, strengthen the sense of purpose and enhance the sense of leadership for team leaders.
2. Strengthen the sense of honor, training and cultivation of elite masters.
3. Adjust the department structure, clarify the post responsibilities, and do a good job in team support and service for the internal employees of individual insurance companies.
(4) Pay attention to basic management, improve the quality of the team and keep the team stable; Grasp the product business, improve size premium, and ensure the goal is achieved.
1, basic work, based on long-term development, is the direction that XX Insurance has been adhering to for a long time. The basic management of XX and XX 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.
In the morning meeting management, XX Insurance attaches great importance to it, and requires the Group to make great efforts to ensure the effect of each morning meeting, which has achieved remarkable business results in the past year. In order to do a good job in attendance management, Binhai Insurance revised the attendance management method at the beginning of the year, canceled the theory of part-time, put forward a clear attendance reward and punishment mechanism for everyone, established institutional awareness throughout the jurisdiction, and made clear the hard truth of "you can only go to work if you have a job number", guiding the team to further correct the atmosphere and develop a good work style.
2. While grasping basic management, do a good job in organizing and ensuring product briefings and carry out various forms of customer appreciation activities. Since July this year, Personality has held individual performances at various outlets, which has achieved good results and won the recognition of the field staff.
Second, some problems existing in XX work:
1, the development of personnel recruitment is lagging behind, the overall quality of the team is still low, and the personality is county team. It is necessary to supplement high-quality talents and explore high-end customer markets.
2. Newcomers' single-out rate, positive rate and retention rate are not high, and the phenomenon of big entry and big exit still exists.
3. The responsibilities and work potential of some supervisors can't keep up with the needs of market development, and the overall level needs to be improved.
4. 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, XX as an idea.
In view of the experience and shortcomings of XX, XX risks should do the following work:
1. Continue to follow the rhythm of the municipal company and carry out various tasks according to the deployment of the general manager's office.
2. 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.
3. Do a good job in sales support, build a sales platform, and promote the growth of elite teams.
4. Vigorously carrying out recruitment activities is the personality of the county's recruitment work.
5. Establish a perfect grading training system, pay special attention to the training of formal personnel and newcomers, link academic education with agent examination training, and improve the level of personnel at all levels.
6. 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 China Branch, with the full cooperation of XX Branch, and with the joint efforts of all employees in the backstage and office of various insurance companies, we will certainly be able to achieve more remarkable results and let the flag of CPIC fly forever.
2. Articles summarizing the work of insurance companies.
I have been insured for XXX for three years. In the past three years, I have been the head of the business department of a company. Looking back on this year's work, I have gained a lot and grown a lot. This year's work is summarized as follows:
I. Business Development
A sales department has an agent. With the care and support of company leaders and the joint efforts of everyone, our department has achieved good results in personal agency business over the past year. Over the past year, according to the annual sales task assigned by the superior company, our department has formulated the annual sales plan, and completed the task by monthly, quarterly, semi-annual and annual time-sharing. Due to the shortage of effective manpower in our department and the influence of XXX insurance and XXX electricity sales on auto insurance business, there are some difficulties in business development. In the face of fierce market competition, we have not given up our efforts. Through communication and unified understanding with superior departments, we have strived to increase the number of employees, and
We take stabilizing auto insurance and expanding the new car market as the top priority of our business. On the basis of grasping the number of businesses, resolutely abandon the "junk" businesses that have repeatedly lost money. At the same time, we have established a friendly and cooperative relationship with automobile dealers, and asked them to help us collect and provide new car information, so as to understand the potential new business and new market, fully grasp the market initiative, and fill the business instability factors caused by objective reasons such as competition. Together, we finally made a breakthrough in personal agency business.
Looking back on the work in the past year, although our department has made some achievements and completed various indicators and tasks issued by the company, there are still problems such as insufficient effective manpower and low sales ability. In this regard, we have also carefully analyzed the reasons. Only by constantly improving the overall quality level of business personnel can we expand into more and better businesses. In the future work, we will seize all kinds of learning and training opportunities to promote the continuous improvement of the quality of individual agents and lay a solid foundation for the company's sustained and stable development.
Second, the financial revenue and expenditure work
In addition to business development, I also do the financial collection and payment work of a business department. I actively cooperate with the work of the superior department, and can actively and effectively carry out my work in strict accordance with the financial management regulations of the superior company in my daily work, strictly check and carefully review, do a good job in daily settlement and monthly expense reconciliation and payment, and send it to the relevant competent departments in time.
Third, strengthen the study of professional knowledge.
Through the accumulation of daily work, I found my own shortcomings, and studied the terms of the company in my spare time, which enhanced my understanding of the significance and role of insurance. Usually, I also learn from the billing personnel and claim adjusters, and master the general process of insurance, underwriting and claim settlement, as well as the collection and use of general documents.
Over the past year, with my love for insurance, I have worked hard to fulfill my work and post responsibilities, and made great efforts to do all the work according to the requirements of my superiors. I have achieved certain results and won the praise of my leaders and colleagues. Looking back on the past year, I am pleased with my achievements, but I also find that I still need to improve in many aspects. 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.
3. Articles summarizing the work of insurance companies.
Running around, a year's time quickly disappeared in the footsteps. At the end of this year, we can finally stop for a while. Looking back on this past year, as an immature salesman, although there are still many shortcomings in his work, he is also making a little effort. Now that a year has passed, I have made many achievements and achievements. Here, I also want to summarize the situation in the past year, so that the next work can be smoother. The following is a summary of my personal work:
I came to the company on XX, XX, XX, and I still remember when I first came. I basically don't know anything, I don't know anything. After several months of training, I studied under Master xxx. I really learned a lot and improved a lot during this period.
First, ideological improvement.
In this period of work, I think the most important promotion is ideological progress. In the past, some students still felt that they didn't know the rigor of their work and what kind of mentality they should face their work.
But after listening to the teaching of xxx's predecessors, I began to understand that as a salesperson, it is meaningless to only make our products excellent. We don't do it, with a perfunctory attitude, which first keeps customers out! To do well, we must do well ideologically, manage ourselves ideologically and improve ourselves! Only in this way can we move forward in action!
Second, the improvement of work.
I still remember that not long ago, I would only recite sales promotion words rigidly, and I was not even confident that customers would choose my products. But with the gradual progress of the work. I learned a lot from my predecessors. I also gradually mastered some of my own skills. From how to choose customers to how to communicate, I have done a lot of practice and preparation, which makes my work smooth gradually. Of course, the most important thing is that I have the guidance of my predecessors, and his rich experience has given me many tips.
Third, personal shortcomings.
Although it has been a year, I still can't compare with those excellent colleagues in my work. The first is the gap in experience, the second is the understanding of the market, and the third is my personal efforts. In the future work, I will work harder to improve myself and do my work better.
Now that one year has passed, I have summed up the past 20xx years. In the next year, there will be more hopes and opportunities. I will try my best to finish my work, do my duty well and become an excellent salesperson.
4. Model essay on insurer's work summary
Joined xx Company at the beginning of the year, engaged in unfamiliar insurance work. 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 a summary report of my work in 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, seriously study relevant theories, actively strive 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
Over the past year, 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.
Four, complete the tasks assigned by the branch and department.
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. Be able to actively advocate and care about the marketing work and tasks of the department.
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 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.
5. Model essay on insurer's work summary
I have worked in xx Insurance Company for X years. With the enthusiastic help of colleagues and leaders, after X years of experience, I have grown from an insurance novice to a professional and experienced enterprise insurance manager. In my post, I can bring good insurance consulting services to 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 masses, and complete the tasks assigned by the leaders and superiors with my colleagues. The following is a summary of my work in 20xx.
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 my business level, I took part in all kinds of business study, training and examinations organized by superior companies and branches and this 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, raise awareness and make continuous progress ideologically and politically.
All along, I have been taking care of myself continuously, taking part in various political studies, theme education, vocational education activities, various 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 things according to the rules and complete the company's tasks ahead of schedule.
I have always been interested in making profits for 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 the superior company and its subsidiaries, adhere to polite language, do not exceed my authority, abuse power for personal gain, and have no customer complaints or other irregularities. In my usual work, I am always conscientious, diligent, leave early and return late, stick to my post, contribute silently, and complete all the tasks assigned by the branch and this department with my heart. Be able to take into account the marketing work and tasks of the department, and carefully 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 keep going and strive to complete my work and post responsibilities. In the past year, I worked hard in all aspects according to the requirements of my superiors, and achieved necessary results, which was affirmed by my leaders and praised by my colleagues. While making achievements, I also found that compared with my partners in Xiu Xiu, there are still necessary gaps and deficiencies. 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.