Summary of the four selections of insurance companies 1 I have been an insurance company for four years. During this year, with the careful education of leaders at all levels and the enthusiastic sponsorship of colleagues, I successfully completed all the tasks of the whole year, and my insurance business skills and knowledge have been greatly improved, and my ideological consciousness and professional quality have been improved.
I. underwriting work
1. Take over the insurance application for business development, modify the application, invite public bidding for insurance, make inquiry, etc.
2. The following bank shall review the policy input and be responsible for checking the input insurance information with the original insurance application.
3. When issuing compulsory liability insurance for motor vehicles, input travel tax information at the same time.
4. Print the insurance policy after underwriting.
5. Be responsible for insurance policies, approvals and other documents that are tense according to the types of insurance.
Second, the financial work
1, cash receipts, including cash premium, should be sent to the bank in real time, and the deposit slip should be sent to CIIC Finance in real time.
2. Confirm the customer's credit card payment and transfer payment system, and do a good job of financial docking with China Branch.
3. Do a good job of literature collection and sales. This year, due to more single points in business departments, document management is under great pressure. In order to do a good job of sorting out documents, I added a lot of classes and paid a lot of time and energy. 4. Operation of all payment systems in the business department.
Three. Trafficking governance
1. Print the renewal list in advance and give it to the business personnel.
2. Bind, print and review the monthly personal agency fee statement.
3. Binding, printing and reviewing the monthly statement of part-time agency fees.
4. System agent channel and fee entry control.
Four, agricultural insurance underwriting work
As a professional policy agricultural insurance company, our company has developed a single variety of agricultural insurance business in urban areas in the past work, and there is still a big market for us to develop. As the underwriting post of the sales department, I think this is both an opportunity and a challenge. In the first half of this year, I was responsible for the agricultural insurance underwriting of the central branch, and successfully completed the agricultural insurance underwriting in the afternoon.
The underwriting work I am engaged in actually corresponds to four departments: auto insurance department, non-auto insurance department, finance department and agricultural insurance department. After all, I will not do agricultural insurance in the second half of this year. The seemingly simple underwriting work is actually not simple. The daily handling of punishment is very complicated and trivial, and it is easy to make mistakes if you are not careful. I know that my job is a tight part of the company's business, and I must work hard and go all out. In recent years, the competition in the insurance market is extremely fierce, and our counter staff should try their best to satisfy customers in pre-sales affairs.
At work, I can tolerate the overall situation and the whole, cut into the thinking of the problem from a macro perspective, better handle the relationship between punishing the whole and the part, the ego and the ego, and consider things from the overall situation. Peace of mind, modesty and positive attitude. Limited by experience and vision, we should also strengthen our self-cultivation and business research, study business knowledge seriously, overcome ourselves and improve ourselves.
In my future work, I will study all kinds of insurance knowledge and use it to guide my practical work. Be more familiar with underwriting policy and expense policy, and improve professional skills. Redouble efforts to improve yourself, sum up experience and lessons, so that you can better do the work and service of employees. At the same time, if you have difficulties in your work, you need the sponsorship of your colleagues.
Work Summary of Insurance Company 2 During my 20xx years of work, under the correct guidance of the renewal fee office of xx Insurance Company, with the joint efforts of all my colleagues and the help and cooperation of all departments of the company, I have made certain achievements in my business work this year and successfully completed all the tasks arranged by the company. In order to further enhance my work ability, improve my actual work performance, and strive to improve the work efficiency of my xxx insurance company. According to the requirements of the company, combined with the actual work of the department in 20xx, I summarized my work in 20xx as follows:
I. Review of Work in 20xx In 20xx, I made xxx improvements, which reached over xxx% in the current month, and the operation of xxx policy clients was over xxx%. Outstanding achievements have been made in the insurance work, which reflects the sincere service of our department and effectively improves the performance of our company's renewal fee. 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.
The arranged performance work is planned. I break down the tasks assigned by the leaders in 20xx into weekly tasks, so that they can be implemented every week with performance basis, and effectively ensure the implementation of my own tasks, so as to follow up and improve in time during my work.
(two) to strengthen the whole insurance work, and effectively improve the level of renewal.
Since the beginning of this year, while paying close attention to my work performance and carefully sorting out the whole insurance work, I have stopped customers who intend to surrender in time, paid close attention to the actual interests of customers, and explained them in detail from the perspective of customers' interests, so that customers can understand the benefits and guarantees of participating in insurance 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. 20xx work plan
In my work in 20xx, I will closely combine my work practice in 20xx, rectify the shortcomings of the previous year and improve my work performance, so as to better complete my work from our department, actively encourage my interest in renewing insurance, further carry out the insurance renewal work in Cui Jin, do a good job in preservation, 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 and customer protection and truly achieve a win-win situation.
Work summary of insurance company 3 I joined PICC P&C in 20xx, which is the fifth year. In this short time, I deeply feel that 20xx is a year of rapid development for xx Branch. Under the correct leadership of the manager's office, and with the joint efforts of all departments and staff, the branch has fully completed the annual task. As a member of xx Company, I am proud of it.
I. Personal Development and Work Completion
When I was 20xx, my work was divided into two stages. In the first half of the year, I mainly did group training and agency services in the sales department. In the second half of the year, I began to manage xx Marketing Service Department. The annual task target of our sales department is1450,000. By the beginning of 10, the annual task has been completed. By the end of February, it was 65438+3 1, and the premium income of our department was about1800,000, which exceeded the task target by about 25%. In xx years, the department gave me a task target of 320,000. By the end of 65438+February, 3 1, I had completed the premium income of 620,000 (including motorcycle170,000), excluding the new motorcycle business, which was calculated as 450,000, exceeding the planned target by 40%, with a year-on-year increase of 60% in xx. In addition, the marketing service department of xx completed the annual premium task of about 465,438+0.7 million, a year-on-year increase of xx%, and completed the premium plan reached by the company and various departments in the third and fourth quarters.
The following is my specific work performance:
Firmly believe in politics ideologically, persist in studying political theory, constantly learn scientific theoretical knowledge, blaze new trails, keep pace with the times, and practice the commitment to your ideals with practical actions. Study hard at work, study hard and actively demand progress. As a group training post, I know the importance of doing a good morning meeting. In order to improve the quality and enrich the form of the morning meeting, I put learning first, cherish every opportunity for the city company to organize learning, discuss with peers and strengthen the skills of group training; Use all the time to strengthen their own learning and improve their own quality, such as reading a lot of books on marketing management and insurance knowledge, listening to expert lectures, logging on insurance-related websites to collect information, and learning ppt production; In order to ensure the smooth organization and accurate expression of the morning meeting, in addition to fully preparing the content, we should also consider the handout, keep practicing, cut down the time, and adjust the speed and expression. Every morning meeting is well thought out and carefully prepared. At the same time, I have done a good job as an agent, helping them fill in the bill, calculate the premium, explain the business, analyze the needs and cooperate with customers, and established a good relationship with them, which also laid the foundation for my work in xx marketing department. After xx Marketing Service Department was put into operation, I devoted myself to grassroots marketing. As a pilot of the company, the marketing service department of' everything is difficult before it is easy' has no previous experience to learn from, and the staffing is not in place (that is, the pre-contract personnel are not in place), so I went to the market alone, distributed leaflets, visited customers, and worked part-time in the background and on the spot. According to the custom of villages and towns, they sometimes go early, hand out leaflets and then rush back to the marketing department to sign the bill. On weekends, they run several towns a day; Sometimes customers arrive just after work, and I won't refuse or complain. After handling the business for customers with enthusiasm and thoughtfulness, I dragged my tired body home with the night. At the same time, he also accompanied the agent to do exhibitions, check risks, cooperate with the filling and delivery of bills, and do a good job for customers. When there are contradictions among marketers, they should actively communicate to solve problems and improve their loyalty. Many holidays and weekends also work overtime to provide good services for marketers. After the opening of xx Marketing Service Department, in less than five months, the premium income was 2 million, the actual business increased by 35%, and the stage premium task issued by the superior was completed efficiently and with high quality. In addition, it also strengthens the training of newcomers and marketers, and conducts one-on-one training for new signing personnel who enter the marketing service department. Through systematic study of theory and operation, ticket signing personnel have mastered the relevant regulations and can sign tickets skillfully; In daily business or private life, we often contact people who meet the requirements of increasing staff and tap prospective employees. In the work, this spirit of daring to innovate, dare to fight hard, be serious and responsible, and bear hardships and stand hard work has also been recognized by everyone. Positive and enthusiastic about life, all-round development. I actively participate in various activities of the municipal branch and its subsidiaries. In the debate contest held by the city branch summit, my team won the first place in the debate topic "Who gives priority to the development of price strategy and service strategy" with excellent results; As a member of the League branch, I also actively organize members to carry out various activities. On May 4th Youth Day in xx, the branch organized a visit to Qiu Memorial Hall. As a member of the trade union, I have conceived relevant activity plans from the immediate interests of employees. In the "employee sports skill competition" activity, I carefully planned and formulated rules to ensure the implementation of the activity.
Second, the existing problems and deficiencies
1, thinking is not liberated enough, and doing things is not bold enough. Whether it is the group training or the management of the marketing department, the pace is limited by thoughts and horizons. They dare not boldly imagine everything, are too cautious, and are used to relying on experience and judgment.
2. I am not good at allocating time reasonably, so that I don't have enough time to strengthen my study and cultivate my own quality in complicated affairs.
3. Management experience is not very rich, and the artistry and skill of management need to be strengthened and improved. Because the management time is not long, management ability is still lacking. I hope the leaders will give me more advice and criticism in the future, so that I can gradually improve my management ability and work level.
4. I don't have enough communication with various departments and colleagues. I hope to increase communication opportunities through various activities of the company.
Third, the working ideas and prospects
20xx is a year of development and leap for our company. Work will be more difficult, and fierce competition will bring us more pressure. We should face the reality, turn pressure into motivation, and exchange uninterrupted progress for greater development. In the new year, I will start from the following aspects:
1, enhance the awareness of active learning. Arrange time reasonably at work, strengthen self-study, and constantly improve professional quality and management ability.
2. Pay attention to team consciousness and overall situation consciousness. Work actively, face difficulties and pressures correctly, actively seek solutions, and strengthen the team building of marketing service department.
3. Deeply understand the life, work and study of marketers, change the display mode of marketers from the perspective of innovation and development, and improve their work efficiency and loyalty.
4. Strengthen the management of departmental marketing personnel, ensure the stable and orderly development of departmental business, and strive to fully complete all the task indicators issued by the company.
5. Raise the threshold, broaden the channels, increase the recruitment of marketing personnel, and attract outstanding social talents to join our marketing team in line with the principle of "Que Ning is not rotten, and the best is employed". At the same time, strengthen the training of department personnel.
Finally, I believe that we will do better in 20xx, and the future of xx Branch will be even more brilliant!
Work summary of insurance company 4 Time has passed, and another year has passed happily in xx. Looking back on this year's work, as every employee of the company, we deeply feel the vigorous development of Yongan and the spirit of xx people. This year's work, with gains, lessons and summaries, is a connecting link for a passionate person. Therefore, summing up the annual work, the work this year is summarized as follows:
First of all, at work
This year is also a busy and fulfilling year. My job is mainly to estimate and enter cases, deal with customers' inquiries and complaints about insurance and cases, sort out and close cases and so on. Among them, the input of valuation and the customer's consultation and complaint are two important tasks of the claims department. Whether the estimation is accurate should be included in an assessment of the branch, which is not only the task of the claims department, but also related to the branch of xx, so it is a problem that we should pay attention to every month. So when estimating, for the unknown case volume, collect all kinds of information, such as asking customers, asking surveyors, asking damaged parts, asking the models of the three, and so on. And ask as comprehensively as possible to minimize the estimation deviation. In this process, I will meet all kinds of customers, and they have a good attitude and are very cooperative, which makes me feel very gratified; Those who have bad attitudes make me puzzled and can't help smiling ... What's even more depressing is that the Chinese New Year is coming, and we have to predict the holiday work in advance, which makes it more difficult to summarize and estimate the annual work. Not only is the workload heavy, it is estimated that it will take two days a day, and xx cases a day at most. Even if all of them are entered into the nuclear price system, they should be copied down one by one for inspection, and then the annual work summary of the system estimation should be entered. What's more, two-thirds of the cases have not been entered, which means dozens of calls have to be made. Just make a phone call and you'll know everything. The key point is that you can't even estimate the damage, because many cars can't be repaired because they are near the garage, so you can't know, but the damage estimation work is not because you can't know. I want to get a close number, so I often have to fight several cases.
Next is the customer's consultation and complaint. In the face of customers' inquiries and complaints, the first thing I do is to find out the ins and outs of this case and ask my colleagues for unclear terms, so as to answer customers' questions well and give them some good suggestions, which will often make customers "satisfied". Of course, there are also difficult customers, but in the end they can all be solved. This is my happiest thing. In dealing with consultation and complaints, I not only learned the ability to communicate with all kinds of customers, but also learned and improved the knowledge of claim settlement. Especially xx, only 1 complained, but it was still invalid. Obviously reduced, which makes me very happy. This not only shows that our staff abroad have improved their theory, technology and communication, but also shows that I usually consult customers. Finally, the sales case of 20xx is well done. Under the correct leadership of the leaders, with the mutual help of colleagues and my usual efforts, the number of outstanding cases has always been in a good position, and it will be even better in 20xx years.
Second, business.
Completed the business tasks assigned by the company this year, and achieved a double harvest of performance and benefits. In order to meet the needs of the company's business development, managers have assigned certain business tasks and conducted regular assessments every quarter. Faced with considerable pressure, I successfully completed my annual task through my own efforts. During this period, I met all kinds of customers. By patiently answering customers' questions, we try our best to explain the terms systematically, and finally let customers buy our insurance products satisfactorily. Although I encountered a lot of small troubles in the middle, these experiences made me increase my business knowledge and understand the hard work of salesmen better.
Third, labor discipline.
This year, the company issued the corresponding labor discipline reward and punishment documents, and I did my work conscientiously and responsibly in strict accordance with the spirit of the documents, without being late or leaving early. Try not to ask for leave at ordinary times. If you have to ask for leave, apply to the superior leader in advance and hand over the work. Does not affect the normal operation of the department's daily work. I take the concept of "basing myself on my job and working hard", and I am diligent, pragmatic, conscientious and finish my work on time. Unite comrades. I have been working hard in my work, putting my work first and finishing the work entrusted by the leaders in time. Because of the different nature of the work, the forecast is very pragmatic, and it should be completed within the specified time, otherwise it will be overtime, so overtime is a promotion for yourself.
Although I have made some achievements in my work, there are still many shortcomings. 20xx I will work harder to overcome them, and I will stay at a higher level in communication with customers. I want to learn from the old. We should constantly learn insurance professional knowledge, enrich ourselves, constantly improve our business level, better serve our customers and make some contributions to our customer service department. I wish Yongan great achievements and scale in xx.