Summary of the work of the company's back office staff

Summary of the work of the backstage staff of the company

I joined XXXX Company in 20XX and worked in X and X for ten years. He is currently working in the agricultural insurance department. Mainly responsible for rural performance statistics, the production of daily battle reports, the issuance of various awards and the provision of various data for leaders. With the support and help of my leaders and colleagues, I constantly strengthened my work skills, and earnestly completed various tasks with an attitude of Excellence, and my work skills have been greatly improved. At this moment, this job can be said to be handy for me, laying a good foundation for my future work and life. The working scenario is summarized as follows:

First, keep your feet on the ground and work hard.

I know that the office is a department with complicated work and heavy tasks. As a back office, he shoulders the heavy responsibility of leading assistant, and at the same time, he has to take into account many experts in normal operation. He must study hard to be independent, whether in work arrangement or in dealing with problems. Take matters assigned by leaders seriously, handle them in time, without delay, delay or perfunctory; As long as it is within the scope of the principle, there is nothing wrong with the employees themselves, without making faces or being glib. Down-to-earth to do every subtle work, dare not have the slightest negligence.

Second, the correct style and correct position.

At work, I insist on a diligent, pragmatic and efficient work style and do every job well. Obey the leadership division of labor, regardless of gains and losses, do not pick the weight. We only pay attention to the importance of work, regardless of each other's thickness, and strive to do any work well in the least time. Never delay anything assigned by the leaders.

In a word, at work, I have gained a lot through hard study and continuous exploration. I firmly believe that I can do it well as long as I work hard. I believe I can have a good development on the platform of sales office and make more contributions to the development of the company.

Summary of the work of the back office staff of the second company

Being engaged in insurance, a strange industry, will face new challenges and tests to a greater extent for a person who has never been exposed to insurance. It's almost two years now. In order to meet the needs of my current job, I always put learning first and improve my overall quality. The exception is to improve your insurance knowledge and become a real insurer. The key year of 20XX property insurance reform is to cope with new changes, implement new mechanisms and implement new regulations. In the past two years, I have been growing up with the help of company leaders and colleagues. Next, I will make a summary of the work of 20XX based on my own specific situation.

First, the working ideas

Carry out a series of important instructions of the company on development, keep pace with the times, work hard, participate in various studies organized by the company, carefully understand and turn them into self-ideological weapons.

As an office worker, my words and deeds also represent the image of the company, so I need to improve my quality, set high standards for myself and strengthen my professional knowledge and skills. At the same time, I am law-abiding, love my job, and have a strong sense of responsibility and dedication.

Second, the commercial aspect.

I am mainly responsible for the printing, sorting and filing of counter documents. On duty week, I go to work at 8: 30 every morning. I always clean the office area first. At the beginning of the month, I sent an email to the company's financial staff to declare the number of valuable and priceless documents I want to apply for. According to the company's document management personnel, 1 and 16 are our monthly collection dates, and I can only apply for half a month's usage at a time.

When I apply, I should estimate a quantity for the next half month according to the nearest odd customers and try to keep the order. Every time the documents arrive, they should be tied with a rubber band in 25 copies, and the company policy should be covered with a special seal and marked.

In fact, it is very simple to run a car insurance, and it is not a complicated technical activity. Just five things, invoice, compulsory insurance policy, logo, commercial insurance policy and insurance card, and a commercial insurance clause can be given to the insured, but it needs enough care and patience. When there are many customers, check carefully to prevent wrong orders and reduce unnecessary troubles.

The rest is to sort out the typing list, apply for less insurance, and notify less. If there are any insufficient documents, please delete them first. After the salesman completes the data, he will file 25 forms of filing list in the system, and put the archived customer data into kraft paper filing boxes (4 sets are a box), mark the box number and filing number, and put them into filing cabinets for preservation.

Every day's work is typing, typing, typing again, sorting, sorting and sorting again. Although my work materials are boring, I know that my work is an important 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 very fierce, so our front desk should try its best to satisfy customers in pre-sales service.

Third, the good aspects of work.

1, based on the overall situation and the whole, cut into the thinking of the problem from the macro level, better handle the relationship between the whole and the part, self and self, and study from the overall situation when things happen.

2, peace of mind, modesty, enterprising, good interpersonal relationship.

Fourth, shortcomings in the work.

1, limited by experience and vision, it is necessary to strengthen political cultivation and industry business research, seriously study business knowledge, overcome ourselves and improve ourselves.

2, must strengthen the ability to communicate with people.

3. We must strengthen our adaptability.

Summarizing the work of one year, although there are necessary improvements and achievements, there are still some shortcomings in some aspects. For example, there are not many creative work ideas, and individual work is not perfect enough, which needs to be improved in future work.

In the new year, I will seriously study various policies and regulations, strive to make my ideological consciousness and work efficiency reach a new level in an all-round way, and make greater contributions to the development of the company.

Chapter III Summary of Backstage Staff's Work in the Company

20XX is the fourth year that I joined X Company. During this year, with the careful guidance of leaders at all levels and the enthusiastic help of my colleagues, I successfully completed all the tasks of the year, made great progress in my work and thinking, and improved my political consciousness and professional quality. The annual work is summarized as follows:

First, improve the sales management of all channels with compliance as the starting point.

My post is the insurance backstage, and my daily work is mainly to establish and manage intermediary files, salesman training files, marketing management platform maintenance, relevant data submission, personnel training and compliance management. In addition, it also includes daily communication with relevant departments of banks, intermediary departments of life insurance companies and bancassurance departments, cooperation with superior companies to track the performance of bancassurance and all-round expansion, application for funds for major projects of the company, and assistance to business departments in making proposals and tenders. In order to strengthen the standardized management of intermediary business, I will continue to study compliance documents in my usual work, communicate with leaders and superior companies in time, sum up experience in practice, and ensure that intermediary business is carried out in accordance with laws and regulations.

Second, strengthen information research and enhance the ability of writing expression.

In order to improve my writing ability, I am diligent in writing in my daily work. After work, I read the company's documents and materials, learn with an open mind and apply what I have learned to practical work. Over the past year, I have drafted 9 summary materials, 12 self-inspection reports, 10 investigation materials and 8 compliance essays.

Three, complete other tasks assigned by the leadership.

While earnestly completing my job, I also actively participated in various activities organized by the company. At this year's workers' congress party and the company's fifth anniversary celebration party, my colleagues and I presided over and participated in the evening program arrangement, and exercised our organizational and language skills.

Fourth, persist in ideological and political study.

As a China * * * party member, I will keep on studying hard and learn endlessly. Learn at work, learn in books and learn in practice. Take learning as a good living habit, constantly improve your cognitive ability and cognitive scope, and constantly improve your comprehensive cultural quality and ability to cope with various complicated situations. Only by continuous learning can we keep pace with the times, master the latest technology and the most effective methods, and create new achievements in our posts.

In my work, leaders and colleagues have played a good exemplary role. Many good working methods and professionalism reflected in my work are worth learning. I also found many shortcomings in my practical work: First, my writing ability is poor, and my writing ability needs further study and improvement. Second, there is not enough innovation in work, and I am not good at thinking and finding problems, and I am not good at refining and summarizing work scenes through words. These shortcomings greatly restrict the embodiment and improvement of my ability in my future work. In my future work, I will definitely study harder, strive to improve my ideological awareness and work ability, and strive for greater improvement.