Personal summary of insurance front desk work 1
There are gains, and reviewing the previous work is also a challenge to my later w
Personal summary of insurance front desk work 1
There are gains, and reviewing the previous work is also a challenge to my later work, so make a summary and briefly review my recent work.
First, pay close attention to business and ensure quality and quantity.
I'm engaged in insurance, so naturally I have to do business. In my recent job, I paid great attention to my business, and I tried my best to handle insurance business and complete every business. To do a good job in insurance, we must give consideration to both quality and quantity. In my recent work, I seized every customer and tried my best to help them with their business. At the same time, when recommending insurance, we also recommended other types of insurance to our customers, which won them the opportunity to handle a variety of insurance, and strived to handle every order smoothly, earn benefits for the company and strive for more rights and interests for customers. In a very short time, I reached the company's performance standards, and also accumulated many customers for myself, paving the way for future work.
Second, I participated in the company's staff training.
The company held training activities, and I actively participated in them, because I felt that I still had a lot to do well, so I seized the opportunity in this training. In the training class, study hard on insurance business knowledge and how to better promote insurance and do a good job in the company's insurance business. I can apply what I have learned in training to my work and try my best to smile and serve customers in the insurance business.
Third, personal shortcomings.
Execution, not very good. Usually, when my superiors assign tasks, I won't do them right away, but I will put them off later. If it is delayed, it will be easy to forget, so the implementation will not be in place, and it will not be completed in time when I think about it in the future, which is not good for the company. Therefore, there is a special need for improvement in this respect. Then there is the idea of work is not very clear. In the process of work, you can't follow the process well, but there will be deviations, so when you finally finish the work, you can't form a detailed plan.
The above is a summary of my personal work. There are gains and losses in my work, but overall, this insurance job has made me gain a lot. In my recent job, I basically completed what the company asked me to do, but there are still loopholes. Therefore, in the long-term work in the future, I will strive to improve my own problems, make up for the shortcomings, strive to win more benefits for the company, and constantly improve my future work career. I hope my leaders and colleagues will give me support.
Personal summary of insurance front desk work II
Time is always fleeting. I have gained a lot by working at the front desk for one year. Since taking office, I have worked hard to adapt to the new work of the working environment and the front desk, and earnestly performed my duties and completed all the work. Summarize this year's work.
First, the daily work content
Transfer calls, accurately transfer visitors' calls, and treat * disturbing calls gently to improve work efficiency. Receive and guide visitors, and cooperate with the personnel department to register the information of candidates. Address book update, in view of the company's large personnel transfer and many new employees, the address book cannot be changed in time, which affects the communication between departments and between customers and the company. Therefore, we should do a good job in follow-up work, update the address book in time, and often communicate with various departments in future work to get correct information in time. Attendance, register and input fingerprints for new employees, and make supplementary attendance records.
Record daily work and clean the front desk and VIP room. Do a good job in cleaning the offices of the general manager and chairman. Receive daily newspapers and emails and hand them over to relevant personnel in time. Distribute company documents, distribute documents to all departments in time, and quickly convey the company's policies and measures. Before the meeting, inform the staff to attend the meeting on time and prepare tea. Tea should be added in time at the meeting. Clean the meeting room after the meeting. Register the temperature every day, turn on the air conditioner according to the regulations and make records. Check the front desk lighting, VIP room and warehouse locks after work to ensure that the air conditioner and computer power are turned off.
Second, the existing problems
You don't do things carefully enough, you don't think comprehensively, and sometimes you forget things. At present, the company has a large turnover of personnel, and there are many and frequent people going in and out, which has caused some omissions.
Third, give yourself advice.
As the front desk of the company, in addition to being down-to-earth and doing things seriously, we should also pay attention to communication with various departments. Understand the development of the company and the work content of each department. With these knowledge reserves, you can answer the questions of visitors in time and accurately, and transfer the calls of callers accurately. On the premise of doing things according to regulations, we should also pay attention to methods, be firm in attitude, speak euphemistically, and strive to improve service quality. Be considerate and careful in doing things. Sometimes a small problem can make a big mistake, so always think of the consequences first. Work progress and problems encountered in the process of work should be fed back to superiors because they cannot be handled in time. Strengthen the study of etiquette knowledge. Studying at work is not enough. After work, you must also learn relevant professional knowledge and understand the common sense of etiquette that you must abide by when interacting with people.
Through thinking, I think that no matter which position, no matter what job, it is a part of the overall organizational structure of the company, and it is for the overall goal of the company. The company's service to customers begins with welcoming guests at the front desk, and a good beginning is half the battle. With the understanding of its importance, I further thought about how to do my work well. So I will definitely work harder in the days to come!
Personal summary of insurance front desk work 3
In _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ According to the requirements of the company, combined with the actual work of the department in _ _ _ _ _ _, I made the following summary of the work in 20__ _ _, and made a work plan for 20__ _. Now the plan summary report is as follows:
I. Review of the work in _ _
In _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ The assessment indicators formulated by the company have been well completed.
(a) pay close attention to the effectiveness of the work and implement the assessment indicators.
At the beginning of this year, I closely combined with the requirements of the superior leaders of the department, conformed to my own work practice, and paid close attention to the actual results of my work. The performance arranged by the department is planned. I break down the tasks arranged by the leaders in _ _ _ _ _ into weekly tasks, so as to achieve weekly implementation and performance basis, effectively ensure the implementation of my own tasks, so as to follow up and improve in time during the work process.
(two) to strengthen the whole insurance work, and effectively improve the level of renewal.
Since the beginning of this year, I have been paying close attention to my work performance and carefully combing the whole insurance work. At the same time, I have stopped customers who intend to surrender their insurance in time, paid close attention to the reality of customers' own interests, and explained them in detail from the perspective of customers' interests, so that customers can understand the interests and insurance protection and enhance their awareness of renewal. In addition, I also actively use my spare time to actively study the coverage and conditions of different types of insurance, and gradually implement the renewal measures, so that my insurance work can be carried out steadily.
(C) to strengthen departmental management, highlighting the focus of work.
Since the beginning of this year, I have actually consolidated my own department management system and studied the relevant system norms of this department. Strictly ask yourself to renew each school according to the company's regulations and improve your renewal performance. In addition, I also pay close attention to the management rules and regulations and performance appraisal methods promulgated by the company, strictly abide by the departmental system, strengthen the theoretical basis of renewal, enhance my business ability, and actively carry out effective work.
Second, the existing problems
Although in this year's overall work, I successfully completed the tasks arranged by the company and realized the performance appraisal of the company. However, in the specific renewal work, I still have some problems, which hinder the realization of the benefits of our renewal work. For example, although my own professional quality is good, I hold the idea of being partial in form in my work, and there is no actual departmental work to actually carry out the renewal business. In addition, because I have been engaged in the renewal of insurance for a long time, the actual implementation of business work has been relaxed, and I have not contacted the customer in discouraging the renewal of insurance, resulting in a small number of business losses.
Three, 20__ year work plan
Every one of the 20 _ _ _ _ _ _ _ _ _ _ _ at work is _ _ _ _ _ _ _ In addition, I will closely cooperate with China Branch to do a good job in security, pay attention to the customer's surrender service in practice, and try my best to discourage surrender on the basis of honest service, so as to safeguard the company's interests, safeguard customer protection and truly achieve a win-win situation!
Personal summary of insurance front desk work 4
For the front desk work, it should be "the starting point of company image and service". Because for customers, the front desk is the first step for them to contact the company, and it is also the first impression of the company. The first impression is very important, so the front desk represents the image of the company to a certain extent. This year's work is summarized as follows.
I. Daily work
In my daily work, I will assist all departments to register, report and distribute all kinds of official documents, and sort out the documents that are not specifically classified and put them into labeled folders. Do a good job in sending and receiving all kinds of letters. Do a good job in sorting out low-value consumables. Cooperate with superior leaders to assist the work of various departments.
Do a good job in managing office supplies. Do a good job in the registration of office supplies, distribute them as needed, do not waste them, and count them on time, so as to replenish office supplies in time and meet everyone's work needs. Do a good job in maintaining office equipment. Assist the superior to do a good job of scheduling and duty during holidays to ensure the safety and security of the company during holidays. Complete other tasks assigned by the leaders seriously, on time and efficiently. In my daily work, I must follow the principle of precision, detail and accuracy, make careful preparations and arrangements, achieve standard work and standard posts, and strictly follow the rules and regulations of the office.
Secondly, in administrative work.
Do a good job in the service of all departments, strengthen the contact and communication with the information officers of all departments, and transmit information systematically and quickly to ensure the timely and accurate transmission of information within the company. Do a good job in employee service: feed back employee information to company leaders in time and do a good job as a bridge between employees and leaders. Assist the superior leaders to improve the company's rules and regulations.
Third, improve personal quality and professional ability.
Actively participate in the basic management training arranged by the company to improve their professional skills. Learn work experience and methods from leaders and colleagues, and quickly improve their own quality. Improve the level of knowledge through individual independent learning. Assist the human resources department to do all the work well. Complete other temporary work in a timely, serious and accurate manner.
I know that a person's ability is limited, but a person's development opportunities are unlimited. Now is the era of knowledge economy. If we can't improve our personal ability and professional level quickly, then we will be eliminated by this society. Of course, if you want to improve yourself, you must first have a good platform. I think the company is my best platform. I will certainly seize this opportunity to improve my work level and self-cultivation and realize my highest value.
The front desk work of the company is trivial and complicated. I will make a reasonable division of labor and arrangement according to the actual situation, conscientiously implement the post responsibility system, and ensure that the work is carried out in an orderly manner; We should also work creatively and constantly explore new ideas, methods and experiences in our work; At the same time, while enhancing work creativity, we must pay attention to doing things in place and not being offside, providing services without interfering in decision-making, and truly becoming a bridge between leaders' staff assistants and superiors and subordinates.
Personal summary of insurance front desk work 5
The front desk is the starting point to show the company's image and service. For customers, the front desk is the first step for them to contact our company, and it is also the first impression of the company, which is very important. So the front desk represents the image of the company to a certain extent. At the same time, the company's service to customers begins with welcoming guests at the front desk, and a good start is half the battle. Recognizing its importance, I must do my work carefully. The following is a summary of my work this year.
First, strive to improve service quality.
Answer every call carefully, memorize the extension numbers of all departments, transfer calls in strict accordance with the company's guidelines and do a good job. When customers visit, I will always pay attention to maintaining a good service attitude and will receive them warmly. Promote the company culture to customers in a suitable environment and answer customers' questions skillfully. Smiling, patient and meticulous, warm tips. In my spare time, I will strengthen the study of telephone skills and etiquette. Constantly recharge yourself to adapt to the rapid development of the company.
Second, pay attention to the health and image of the front desk and remind health personnel to clean up on time.
The pantry within its responsibility shall be kept clean, and the water dispenser shall be disinfected at least once a month. Replace the printer cartridge in time and maintain the front office supplies.
Third, do a good job in stationery procurement and learn some purchasing skills.
Understand the market price of purchased stationery, and further communicate with existing suppliers, hoping to reduce the original purchase price. And find more high-quality stationery suppliers. Choose suppliers with good quality, low price and considerate service. Save every penny for the company. Maintain more than two fixed suppliers.
Fourth, do a good job in warehouse management. Check the warehouse on time and classify the goods.
Strictly follow the company system, so that every entry and exit is registered. Check the integrity of the goods in time and report the loss or damage of the goods to the relevant departments in time.
Fifth, focus on the overall situation, regardless of personal gains and losses.
Whether it is during working hours or vacation time, if the company has a temporary task assignment, I will obey the arrangement and actively cooperate without looking for any reason to shirk it. As a member of _, I will dedicate my strength to serve the company. Usually actively participate in the activities organized by the company, strengthen the feelings between colleagues and communication between departments. And learn more about the company's basic situation and business content. In order to work better in the future, we will continue to lay the foundation.
Although the work at the front desk is sometimes trivial, everything should be done seriously. So I will do everything with my heart. Thanks to the guidance of department leaders and the opportunity given by the company, I will strengthen my study and work hard in the future!
Personal summary of insurance front desk work 6
20__ years slipped away inadvertently. Looking back on this year, I have gained a lot and accumulated a lot of work experience. Under the leadership of the leaders and with the help of my colleagues, I finished my work dutifully. As a clerk in the company, I know the importance of work, so I constantly improve my working ability and strive to do better during my work. The work of this year is summarized as follows:
First, treat the work meticulously.
The daily work of the front desk clerk is trivial and boring, which requires me to finish the work slowly and steadily, and minimize the trouble. I remember that when I made a visitor list, I accidentally filled in the wrong date, which caused a lot of unnecessary trouble for the company's follow-up audit. After this mistake, I learned a lesson and completed every task more seriously in my future work.
Second, be conscientious and have no regrets.
Earnestly do their own work and temporary work, manage various forms in a formal and standardized manner, and actively do daily housekeeping work under the direct leadership of _ _, so as to relieve the worries of superiors.
1. Do daily work patiently and meticulously: be responsible for answering incoming calls and consulting, carefully record important matters and convey them to relevant regional supervisors in time, without omission or delay; Responsible for the reception of visiting customers and maintain good manners; Responsible for the classification and filing of various documents, and send and receive company mail every day.
2. Document management: make various forms and documents at any time, and complete the printing, scanning and copying of documents according to the instructions of leaders and supervisors. Various inspection reports, training records and meeting records completed by the supervisor have been classified and filed in time for easy reference and management.
3. Archiving of employee files: classify and archive the files of current employees and former employees, and timely update the files of new employees after adding offers every month.
Third, shortcomings
In this year's work, I have been strict with myself, earnestly and timely doing all the work assigned by the leaders, humbly asking the leaders and colleagues about the problems encountered in my work, and constantly improving and enriching myself. I have been able to handle the daily work and other related work of this position well now. Of course, there are also many problems in the work, such as not being careful enough, not checking carefully when filling out the report; Lack of initiative, just working to finish the work; The work is not very solid, busy with daily chores, and the work has not risen to a certain height.
Four, 20__ year work plan
In addition to correcting the above shortcomings, I will work harder to meet the following requirements in 20__:
1, actively do a good job in daily safety:
① Keep the office clean and tidy;
② Do a good job in sending and receiving all kinds of mails;
③ Complete other temporary work assigned by the leaders seriously, on time and efficiently.
2, improve personal accomplishment and work ability:
① Continue to strengthen the study and systematic training of corporate culture concepts;
(2) Learn from leaders and colleagues how to have good work experience, improve their own quality quickly, and better serve their jobs; ③ Strengthen the ability of communication and cooperation with others.
20__ years have passed, and in 20__ years, I will strictly demand myself to do every task with my heart. Although I am still lacking in experience and ability, I believe my efforts will pay off. As long as companies understand each other, communicate with each other and cooperate with each other, I believe tomorrow will be better.