The busy and substantial work has come to an end. After a period of accumulation and precipitation, we have made great progress and changes. It's time to write a work summary and analyze the work in the past period. I believe many friends don't know how to write a work summary. The following is my summary of the work of the insurance company (5 general remarks). Welcome to share.
Over the past six months, under the correct leadership of the general manager's office of the head office and the branch office, Qingdao Property Insurance Branch has overcome difficulties, gathered strength, made breakthrough progress in business, achieved the goal of the general manager's office of the branch office, achieved the development requirements of half time and half tasks, and exceeded 20 million yuan in premium income. This is a great news for our Qingdao branch, which has greatly stimulated the work enthusiasm of all employees and the enthusiasm of directors for starting a business, laying the foundation for the smooth development of all work in the second half of the year. This is a great victory for the partners under the wise leadership of the general manager's office.
Combined with the specific tasks assigned to me by leaders at all levels, I will report my work in the second half of the year to all leaders and partners, share my work results with you, and sincerely hope that you can help me improve my shortcomings and defects in my work. My work in the second half of the year mainly starts from the following aspects.
First, set an example at work and be a good waiter, propagandist and combatant.
Actively implement a series of important instructions from the head office and branches on the company's development, work diligently, be pragmatic and seek efficiency, take the lead in setting an example, do a good job, stick to their posts day and night with the partners in the customer service department, serve the company's business development well, closely focus on the center of "Ten Values, Accelerate Development, Sincere Service and Improve Efficiency", further change personal concepts, quickly integrate into the work of the company's big family, and carry out work creatively. Facing the increasingly fierce competition in the insurance market, we strengthened the claims service for business, assisted the business departments to negotiate business in the front line, provided good customer service, straightened out the workflow of the claimants, held various classes on our own initiative, and made more than 20 self-made learning courseware, which did what ordinary employees should do to boost the morale of the partners, straighten out the workflow and improve their work skills. Let the partners master the investigation process of personal injury, property loss and health insurance in a short time through the forms of transmission, help and belt. Standardized the on-site investigation process, investigation report of major cases, court trial skills, investigation skills, demolition skills, damage assessment and price verification skills, carried out diversified training, and used QQ group to explain insurance knowledge, claim settlement process, insurance cases, laws and regulations, business compliance, business etiquette, exhibition skills, unity and cooperation for partners and elites in the front line of business. For Qingdao Branch, I have been taking the professional quality training of customer service personnel as customer service construction for half a year.
In order to fully understand the claims process and customer service related contents of the insurance products currently provided by the company, with the help of the leaders of various departments of the branch, I carefully studied the terms and management regulations, and quickly combined with my own work experience, made inferences from other aspects, strengthened my study, and strived to improve my professional quality and service level. As a worker in the insurance industry, I shoulder the important responsibility and mission entrusted by the superior leaders. The company's partners also need me to pass on, help and lead. The company's processes need to continue to be standardized, and I need to take the lead in implementation. So I attach great importance to the study of insurance theory and the improvement of my own skills. Pay attention to guiding work with scientific methods, standardize your words and deeds, establish a strong sense of responsibility and dedication, constantly improve your professional ability and post-holding ability, and win the recognition of partners with sincerity and tolerance.
Second, give full play to practical skills, make good publicity for partners, be good friends and serve well.
"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 put forward more than 30 suggestions to the head office and branches in writing within half a year to do what I should do for the development of the company. I am responsible for supervising the customer service department's nuclear insurance post, file management, and coordinating filing; Lead the follow-up investigation of major cases; Medical nuclear damage; Nuclear loss of person and property in auto insurance; Personal injury investigation; Non-automobile insurance survey; Organize training; Litigation trial; Customer complaints and other work. Only by constantly improving various management systems and methods and truly putting them into action can we achieve results and see results. To this end, I have mainly done the following work
1, obey the leadership of the branch, successfully complete the tasks assigned to me by the general manager's office, work out the workflow, and study hard with my partners. When making a work plan, we should follow the principle of seeking truth from facts, deliver, help and guide according to the characteristics and skills of each partner, and determine the learning direction and achievable goals of each partner according to the responsibilities and work characteristics and situation of the customer service department. After the goal is determined, I follow the principle of "everything is implemented and everything is supervised", and through strengthening process guidance, I can ensure the smooth completion of various tasks and carry out my work creatively.
Due to the working characteristics of customer service department, I attach great importance to providing backup support for all business departments. As long as I can do it, I will actively do it, and assist the leaders of business departments to negotiate business, train employees, solve difficulties, try my best to serve the leaders, do a good job in communication and reporting, and obtain the work support of the leaders. Concerned about the needs of business departments, with a sunny attitude, positive fighting spirit, good professional quality and job skills as the first-line service, it has been well received by business departments. Many times to help business departments organize business mobilization meetings, business seminars, carry out business training activities, and organize everyone to learn knowledge, find experience and strengthen quality. The training focuses on learning insurance theory, professional quality, presentation skills, mentality adjustment, team spirit and other knowledge, making my contribution to the company's sustained and stable development.
3, under the leadership of the general manager's office, constantly consolidate the basic management of customer service department. Establish a standardized management mode of one person with multiple posts. Focusing on post diversification, clear process, unified tools and standardized work, we will comprehensively promote the transformation of customer service system. Initially advocated a positive, proactive and rigorous work style, as well as an atmosphere of collective honor and responsibility. Yan Peng, Shao Li, Kai Wei and other comrades showed their dedication to their posts, while Dehui, Chuanbin and Shi Liang forgot to eat and sleep, worked hard, jobbery, and rose to the challenge. They are all excellent investigation teams that I can learn from. I also inspired them, inspired them, moved them, and moved towards higher goals and requirements. With the domineering spirit of being the first, the courage of not admitting defeat, and the ambition of caring for each other, we have successively seized major Italian, health and insurance cases of refusing to pay compensation, together with the driving without a license case, and recovered the share of responsibility for a particularly serious auto insurance case, totaling more than 500,000 yuan. This is the result of the wise leadership of the head office and branches, and also the result of the division of labor and cooperation of all partners in the customer service department.
Third, start from scratch, start from small things, and contribute my strength to the development of the company.
Due to the aging of the bathroom water pipe, the valve is not sensitive enough, and the water is rushing. Every time I hear it, I immediately run to close it. I turn off the lights in the corridor as soon as I get off work; Today's work is not finished yet. I often work overtime until the wee hours. Through example, it also influenced and promoted the initiative of Dehui, Chuanbin, Yan Peng and other comrades, as well as the sense of responsibility of never giving up until the task is completed. It also makes me moved and proud to have teammates like them.
Fourth, shortcomings in the work.
Due to the uncertainty of customer service, the cases are ever-changing. In addition, I am in charge of a lot of business work, which is also very complicated and difficult, and sometimes mistakes are inevitable in my busy schedule. For example, sometimes instructions are not timely and communication is not in place; Sometimes, impatience and eagerness to achieve success in work affect the progress and quality of work; Sometimes I am too radical, impatient and impatient when dealing with some working relationships. These are all areas that I need to improve in my work in the second half of the year. I need to continue to learn from my comrades, sum up my experience and lessons, and continue to improve and improve.
Over the past six months, I have been strict with myself, self-denial and dedication to public service. With my own exemplary role, I have improved my understanding in my thoughts and adopted strict institutional norms in my actions. Driven by my words and deeds, under the leadership of the general manager's office of the branch, with the efforts of the customer service partners and the assistance of various departments, all the colleagues in the customer service department take it as their responsibility to continuously learn and improve the service level.
Take "honesty first, steady operation, value first, serving the society" as the service tenet. Be determined to reform, innovate constantly, standardize operation, strengthen internal quality, create external image, and respond to every day's victory with full passion.
The second half of the year has arrived, and the competition in the insurance market will be more intense. Customer service department is the pioneer of service business and customers, and the escort of the company to maintain a good development trend. Therefore, we should further emancipate our minds, start a business, renew our ideas, break through ourselves and work creatively. I will meet the future challenges with full passion and confidence, and ensure that the annual exchange rate reaches 86.5% (the head office standard is 83.5%); The expected deviation rate is 7% (8.6% of the Head Office); Comprehensive payout ratio 58% (Head Office 61%); The continuous improvement of customer satisfaction has brought our work to a new level. I believe that under the correct leadership of the superior company, under the leadership of the general manager's office, and with the joint efforts of all partners, the customer service department will work together and work hard, and our Qingdao branch will certainly be able to create more brilliant achievements, from victory to victory!
Work Summary of Insurance Company 2 I have worked in China xx Insurance Company for four years. With the enthusiastic help of my colleagues and leaders, after four years' experience, I have grown from an insurance novice to an important person in charge of professional and fine company 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 the work scene in the first half of 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 participated in various business study, training and examinations organized by superior companies and branches and our 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 all kinds of businesses skillfully.
Second, improve ideological awareness and constantly improve ideologically and politically.
All along, I have always adhered to an enterprising attitude and participated 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 improve both 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 the superior company and its subsidiaries, adhere to polite language, do not act beyond my authority, abuse power for personal gain, and have no customer complaints or other irregularities. Behave yourself in your spare time, and don't participate 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 and silently contributing, and made progress in completing various tasks assigned by the branch and this department. Be able to take the initiative to care about the marketing work and tasks of the department and actively market e-banking, 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. Over the past six months, I have worked hard in all aspects according to the requirements of my superiors, and I have also achieved necessary results, which have been affirmed by my leaders and praised by my colleagues. At the same time of my achievements, I also found that there are still necessary gaps and deficiencies between myself and my best partner. 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.
Time is really a wonderful thing, sometimes it feels slow, and sometimes it feels fast. In the past six months, I also lamented that it really passed too fast. I have changed a lot in the past six months. I have gained a lot from my own growth, and I have successfully completed my own performance to make myself affirmed.
At the beginning of the year, I also successfully passed the probation period, ready to do a good job, but unexpected things will always change our lives and work. During the Spring Festival, the epidemic was serious, which not only isolated us at home, but also prevented us from carrying out a lot of work. However, the company responded urgently, introduced new insurance against the epidemic, and allowed us to work online at home, which also allowed us to develop customers and business. It's just a change in the way you work, but as long as you get used to it, you can actually do it well and have little experience. I am willing to accept either way. Although I want to learn new types of insurance, I really do it actively and develop customers. I have done well at home these days and have been affirmed. The insurance work also made me clear that there should be sales everywhere at any time. It is necessary to seize the opportunity, whether it will succeed or not, but we still have to work hard, so I also actively develop, find customers and recommend our new insurance products through online means.
Besides getting good grades, I also study hard. Later, the epidemic was alleviated. When I returned to the company, my working style changed. So many aspects actually need to be studied, and I didn't waste them. Whether it's training, sharing with colleagues, or reading books by myself, I study hard and master it. After half a year, the more I learned, the more I lamented how ignorant I was before. Fortunately, I also studied. If you know a lot of knowledge, you really won't understand if you don't understand it. Mastering many methods is really helpful for sales. Thinking more and thinking from different angles will really make you grow. At the same time, I also feel that I have some problems that I have not found in my previous work and study. But through my own efforts, I have also improved and made my work better. I will continue to work hard and achieve better results in the second half of the year. The external environment has also improved, and everyone is paying more attention to insurance. I also want to seize this opportunity to make my sales more beautiful.
Summary of the work of insurance companies 4 Time flies, time flies. In a blink of an eye, it is the end of a year and the beginning of a new year. Time flies, the insurance company instantly ushered in the second spring, and instantly changed from a new employee to an old employee. Looking through this year's work log, I look back on this busy, full, nervous and happy year. Review 20xx years. There are fruits of joy, but also difficulties in solving key problems with colleagues. There are also difficulties and setbacks when you are depressed. The following is a brief summary of the main work in the past year:
Over the past year, according to the company's strategic deployment, we have grasped the initiative, made clear the objectives, taken solid measures, and made great progress with the concerted efforts of Qi Xin. This year, closely centering on the center of "based on reform, accelerating development, sincere service and improving efficiency", we kept pace with the times, worked diligently, sought truth from facts and served politely, and successfully completed all the tasks assigned by the leaders.
In order to thoroughly implement the company's strategy of strengthening the company, fully realize the company's compliance management, risk control and efficiency improvement, strengthen the basic management of claims, standardize claims operation norms, and optimize claims processing procedures; The leaders have arranged and organized trainings on professional theories, laws and regulations, terms and examples for many times, which enabled us to master more professional knowledge and laid a solid foundation for our work.
I have been engaged in closing cases since I joined the company, and I was transferred to file management for x months. Although the new work is complicated, it is a bit trivial and messy. This is really a new challenge for me. But after this period of struggle, in practical work, as long as there is a strong sense of responsibility, enterprising and rigorous work attitude, everything is not a problem. File management posts are very convenient for me now. After finishing the work, I will help close the case if necessary.
At work, I am strict with myself to ensure the smooth progress of the work. Love and respect their jobs, be loyal to their duties, be diligent and conscientious, be pragmatic in style, and have firm thoughts and beliefs; Full of work enthusiasm, do a good job and all the work assigned by the leaders. Finally, we should face up to our own shortcomings, improve ourselves through continuous learning, consult our predecessors and colleagues to make up for our shortcomings and deal with practical problems, so as to learn more from them and accumulate some experience in dealing with problems.
In short, I will redouble my efforts in my future work, and I will definitely listen to the arrangement of the audience leaders, work actively, learn insurance theory and business knowledge well, and make due contributions to the company's re-entrepreneurship.
Looking back at history and looking forward to the future, tomorrow is always full of expectations. Our energetic team will grow together with the young Tianan Insurance Company, and we will be able to achieve the company's goals and personal dreams, and we will be able to!
Summary of Insurance Company's Work 5 This year's time feels really fast, and unconsciously, one year has passed in the sales work. As the sales of insurance business, I have completed the sales task well in the past year, but also gained some growth, gained more understanding of the insurance industry and gained more sales experience. Here, I will summarize the insurance business this year as follows.
First, learn and improve.
In the work of insurance sales, I understand that if we want to do a good job, we must understand our products, make clear our target population and some sales skills. I haven't been in the insurance business for a long time, so far it has been more than a year. It can be said that there are still many things I don't understand when I first joined the work this year. Although I have been trained once, I still have a lot to learn. Knowing the types of insurance is also something I have to learn in sales, otherwise I can't give a good introduction to customers, and this year the company has also opened some new insurance businesses. For me, these are all basic studies, otherwise I can't communicate with customers. After learning about insurance, I also learned more about some sales skills. I understand that I am not so familiar with this industry and this insurance business, so I should study more and at the same time.
Second, the work harvest
While improving personal skills, we also strive to complete sales tasks and do a good job in insurance sales. Sometimes they are mistaken for liars and think that we are cheating. In fact, these are also caused by many people's ignorance of insurance, but people who really understand insurance are happy to recommend us. They can also find a suitable one from all kinds of insurance and buy it. The work is hard, but every time I sell an insurance policy. I think it is worthwhile to give customers a sense of security. No matter how hard and tired I am, I did the right thing and completed the sales task at the same time. I feel extremely happy. At the same time, in the process of sales, I also met people from all walks of life, broadened my knowledge, made me find more topics in the communication with customers, made friends with customers, and better promoted my sales work.
Third, there is insufficient work.
After a year's work, I have made great progress, but at the same time, I still have some shortcomings that need to be improved in the coming year. Sometimes when the performance is not good, you will be impatient, or you will feel anxious if you can't talk with your customers for a long time. These also need to be changed slowly, and I can't be impatient. As a salesman, I also need to be patient and do my business well. I also look forward to doing my business better in the new year.
;