The insurance company's year-end summary 1 20xx's work in the first half of the year is drawing to a close. It's almost eight months since I joined Pacific Insurance Company. Looking back on my work in the past six months, with the support and help of my colleagues in the company, I have further contacted insurance and society, challenging my work ability and learning ability. During this work, there are gains and losses, so calm down and sum up your work achievements and gains in order to find out the shortcomings and facilitate future work. The work in the past six months is summarized as follows:
First, improve self-awareness.
Since joining the company, I have clearly known the strictness and importance of this position. Focus on "compliance and legality", while working, keep in mind various underwriting policies, learn underwriting professional knowledge, adjust knowledge structure, improve self-awareness and grasp the ability of policy implementation. Study hard, ponder carefully, and strive to: calmly respond to customer inquiries and make accurate, clear and simple answers. Strive to achieve standardization, specialization and standardization.
Second, the daily work summary
What is always in front of me every day is a seemingly ordinary insurance policy. The daily work is to enter, enter, enter again, issue a bill, issue a bill, and then issue a bill. But every time I record and send a bill, I can't leave the company to complete the annual task for half a year. It seems that my work is boring, but I know that if I do every business carefully and carefully, I can keep the risks out. Reduce risks and improve business quality. Constantly enrich and improve yourself at work, leaving no regrets.
Summarizing the work and study in the first half of the year, my experience is that we must do "four diligence" in our work, namely:
1, eye care (read more, follow the example of old employees and learn their business experience and methods).
2, foot work (run more, understand the needs of car dealers and customer service, and keep abreast of market trends).
3. Be careful (report the problems found to the leaders in time and deal with them in time).
4. Hand service (summarize relevant records in time to lay a solid foundation for future work).
Third, the plan for the second half of the year
In the second half of the year, I will be strict with myself as always. While constantly improving and refining the work, we should conscientiously study professional knowledge, lay a solid professional foundation, integrate theory with practice, and constantly improve our business ability. Live up to the trust and care of the leaders. Seriously practice the "Pacific Insurance Dream", be proud of the company, and make your own contribution to the steady, efficient and rapid development of our insurance business. Strive to complete the premium task issued by the company in advance.
Fourth, the main work measures
1. Strengthen the sense of hardship and update the management concept. Change the working status of the waiting list, strengthen communication with the car dealer Commissioner and sales manager, and know the proportion of our business in the car dealer in time, which laid the ideological foundation for the company to do a good job in all aspects.
2. Analyze the car dealers, and make an analysis according to the situation reflected by the car dealers' insurance commissioners and their own understanding, and make early arrangements and deployments to strive for initiative.
3, aim at the target, highlight the key points, and do all the work in a down-to-earth manner. Understand the tendency of car dealers, such as sending for repair and turning against profit.
4. Strengthen publicity and public relations to improve corporate image. Publicity and public relations are pioneers in the development of insurance business, which improves the visibility of the company.
5. Actively explore the market. Maintain uncooperative car dealers and strive for long-term development.
V. Seriously implement the company's rules and regulations.
1, discuss and formulate reasonable rules and regulations, and document them to ensure rationality.
2. In the process of formulating the system, not only will people who violate the regulations be punished accordingly, but also some incentive measures will be put forward in time to spur and improve the enthusiasm of employees to implement the system. Achieve the purpose of motivation.
3, clear responsibility, responsibility to people.
I still have many shortcomings in my work. I didn't think deeply and carefully enough. Besides, I haven't been in the company for a long time and my working ability is not strong enough. I will continue to study and improve myself. Facing the increasingly fierce market situation, I will devote myself to my work and strive to complete the annual plan.
Year-end summary of insurance companies 2 xx is a year of more intense competition in xxx life insurance market, and it is also an important year for the development of xxx individual insurance. Under the correct leadership of the General Manager's Office of China Branch, xxx 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 actively and effectively carried out the work, and achieved good results. In order to provide useful reference for future work, the work situation and work plan of xxx insurance in xx years are 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, xxx Insurance realized a new single premium income of xxxx million yuan, including forward premium of xxxx million yuan, wholesale premium of XXXX million yuan and accident insurance premium of XXXX million yuan, and completed the forward payment index issued by the branch two months ahead of schedule. 1-In February, there were xxxx marketing agents, including xxxx holders, with a holding rate of XX%. There are xx supervisors at all levels, including X department managers and X directors. 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 xxx Taibao people. Focusing on the work priorities of different stages and aiming at the actual situation of each stage, we actively 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 this year, xxx peer companies have been competing with us in all aspects, especially China Renshou, Huatai, Taikang, PICC and other large and small companies. In this market environment, only catching up and developing actively is the last word. Xxx people fully understand the spirit of their superiors and realize that we should actively explore the market instead of passively focusing on the planned targets of the municipal company. 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 xxx insurance is fundamentally enhanced, and xxx insurance presents a proactive, healthy and upward mental outlook.
(II) In view of the business priorities in all stages of the year, our department actively 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. Especially 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, and the slogan of "Visit every day, make achievements every week, increase staff every month, and reach the standard in 100 days" was established, which effectively enhanced 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 realized xxx insurance in the Great Hall of the People.
(3) For the training of individual insurance groups, clarify the responsibility orientation, strengthen the post awareness and responsibility awareness, and let the on-site partners and back office 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 xxx insurance has been insisting on for a long time. The basic management of xx and xxx 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, xxx insurance attaches great importance to it, and requires group training to make great efforts to ensure the effect of each morning meeting, and 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 the basic management, we should do a good job in organizing and ensuring the product briefing, and carry out various forms of customer appreciation activities, especially since July this year, we have actively held individual special sessions at various outlets, which have achieved good results and won the recognition of on-site personnel.
Second, some problems existing in xx work
1, the development of personnel recruitment is lagging behind, and the overall quality of the team is still low, especially for county teams, which need 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 sense of responsibility and working ability 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 xx's experience and shortcomings, xxx Risk Department 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 carry out recruitment activities, especially in county towns.
5. Establish a perfect grading training system, do a good job in formal and new personnel training, bridging education and 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 xxx Branch, and with the joint efforts of all backstage staff, we will certainly be able to achieve more remarkable results and let the flag of CPIC fly forever.
Year-end summary of insurance company time flies, and a year has passed in a blink of an eye. Under the careful cultivation and guidance of the leaders and my continuous efforts, I have gained a lot both ideologically and at work. In retrospect, although I didn't make great achievements, I successfully completed this year's financial work under the correct guidance of the leaders and department heads of the group company. I feel very gratified and have been working hard. Personal work in 20xx years is summarized as follows:
First, standardized management of expenses
(1) Control expenses in strict accordance with the standard management system of expenses within the Group, such as fixed subsidy for fares, fixed subsidy for travel expenses, and business entertainment expenses according to different provinces and cities. When filling out the expense documents, check whether the invoices are complete and effective, and whether other expenses are reasonable, and make classified accounting to all departments, so as to lay a foundation for verifying the expenses of all departments when formulating the financial budget next year and better understand each expense incurred by all departments.
Second, the basic work of accounting
(1) Standardize the preparation of accounting vouchers, strictly check the rationality of the original vouchers, and see whether the accounts are consistent. Strengthen the management of accounting files, so that every contract, agreement and even document uploaded and issued by the company can be bound into a book for future reference.
(2) Prepare the financial statements required by the group company according to the specified time and requirements, so that the leaders can timely and accurately understand the internal funds, expenses, costs and profits of the company.
(3) declare all taxes on time every month. In the mid-year tax inspection of the group company, I actively cooperated with the leaders to complete the tax inspection of the company in previous years.
(4) Continuously strengthen the management of the company's fixed assets. What kind of fixed assets are added to each office? They are accounted according to the purchase report and physical invoice signed by the leaders, verified by all departments and responsible persons, and registered for future reference. Fixed assets that are sold to other units due are scrapped or cleared by the fixed assets management module.
(5) Calculate employees' salaries and expenses on time every month, accurately count the loans of the group company and its subsidiaries, and provide the leaders with the latest and most accurate information on company funds.
Three. Financial accounting and management
(1) According to the requirements of the leaders, make an inventory of xx department from time to time, make statistics on the income, cost and expenses of retail department and catering department, and timely and accurately grasp their business dynamics. At the same time, some suggestions are put forward for the management of retail department for reference in future accounting and management.
(2) Calculate the business tax and personal income tax correctly, pay taxes in full and on time, actively cooperate with the tax authorities to use the new tax declaration software, maintain communication and contact with the tax authorities, and obtain their support and guidance.
(3) Due to the loopholes and defects caused by lax management of internal transactions in the past, the book amount was too large, which occupied most of the company's capital flow. While settling the project arrears, we will increase the inventory of current accounts and carefully check the customer transactions with too long service life.
(4) In June of 5438+00, the dividend of 20xx was calculated according to the company's profit last year and paid in place. Dividend in strict accordance with the matters assigned by the leaders, and deduct the arrears before paying.
(5) Actively cooperate with the acceptance of xx Highway and other projects by the Engineering Department last year and this year.
Four, efforts to complete the temporary work assigned by the leadership.
As a grass-roots worker, I am fully aware that I am an executor. No matter when and where, I never care about the work assigned by the leader, and I can finish it on time and hard. When I encounter problems, I try my best to ask them and try to satisfy the leaders.
Problems in the work of verbs (abbreviation of verb)
No matter how meticulous the work is, it is inevitable to make mistakes. There are still many things to be changed in this year's work:
1, financial accounting knowledge to learn too much, need to study hard to improve their professional quality.
2. Study hard, understand the principles of compiling consolidated statements as soon as possible and apply them.
3, sometimes sloppy at work, it is worth improving.
The new year means a new starting point, new opportunities and new challenges. I am determined to make persistent efforts to learn business knowledge, and under the correct guidance of company leaders and department leaders, I will pass the next level.
The insurance company's year-end summary 4 "Earnestness, pragmatism, innovation, passion" is the key word of the post set for itself this year. In the work of xx years, I always use specific' work performance' to interpret the true meaning of these words, and use my own practical actions to prove that I can do better!
When xx year is about to pass, it is a little gratifying and a little regrettable to recall the "oath" I made at the beginning of the year. Of course, with the vigorous development of the whole company, what I see more is my vision and hope for the future of Binhai Life Insurance.
You can't take the Wan Li Road without accumulating steps. In the past year, due to lack of work experience, I exposed some problems in practice. Although I hit many walls, I also got many opportunities to hone. These opportunities are practical and effective for me.
With these indispensable experiences, compared with last year's business level, I will obviously feel more comfortable and more efficient in my work now. In fact, the so-called get twice the result with half the effort, the so-called accumulation of thin hair, is to accumulate as much progress as possible every day, even if it is only a few "trivial" details, which will be a great help to the work over time. You know, the difference between professionalism and unprofessionalism lies in those seemingly insignificant, but in fact it is very important.
This is the most profound and beneficial experience in my work since next year. In my future work, I will continue to adhere to the consistent work motto of "be lenient with others and be strict with myself", and at the same time, I will continue to improve and refine my work, further enrich myself through the combination of theory and practice, and enhance my business ability from the technical level.
"A 100-foot club head is farther." In 20xx, I will definitely work hard with a new attitude and a new look, never live up to the expectations of leaders and colleagues, make a good start resolutely, and make due contributions to the steady, rapid and efficient development of Yancheng Pacific Insurance.
Insurance claim settlement is an important part of insurance business, which is related to whether the legitimate rights and interests of the insured can be effectively protected and the ultimate goal of insurance. The speed and quality of insurance claims are one of the important standards to measure the business quality of insurance companies.
Year-end summary of insurance company 5. The second collection and exhibition channel of marketing department, under the correct leadership and support of the company manager's office for half a year, closely revolves around the working policy of "maintaining growth, adjusting structure, preventing risks and promoting stability" implemented by the general manager's office of the city company. All the back office and field personnel keep making progress, and Qi Xin has made concerted efforts for half a year and achieved due results.
First, resolutely adjust the premium structure, enhance the connotation value of premium, and stabilize the pavilion team.
Since xx, the exhibition department has closely focused on the company's work direction, taking the products delivered in 10 and above as the main business indicators in xx, digging deep into the selling points and values of products delivered in xx and above, and promptly publicizing and promoting the benefits of product sales in xx and above to all exhibition partners, and all exhibition partners responded attentively. As of June 27th, the second exhibition department has completed the premium of xx years and above. Through the sales of insurance products with a term of six months or more, it not only enhances the company's intrinsic value, but also plays an intentional role in stabilizing the team. Many collection partners have realized the essence of life insurance protection by selling the above insurance products, and also established the company's reputation among the company's vast number of widowed customers.
Second, consolidate the organizational foundation, expand organizational development, and establish a "three high" team.
Organizational manpower development is the theme of the sustainable development of life insurance. Since xx years, the exhibition department has deeply realized this point. At the beginning of the year, efforts were made to increase the number of employees through talent market, online recruitment and peer introduction. Through hard work, the certified manpower of the exhibition department has increased from 35 at the beginning of the year to 49 at present, exceeding the half-year manpower development requirements of the municipal company and basically achieving the development goal of 50 people for the whole year. While increasing the number of employees, we will strictly intensify screening, transport outstanding talents to build a "three high" team, and at the same time increase training to build a professional sales team.
Third, advocate * * * to jointly create wealth, set up a typical drive, and everyone can successfully create wealth.
Wanzhong Wealth Creation Competition is an important measure of provincial companies, which has played a very powerful role in promoting the actions of all front-line marketers. After entering xx, my exhibition department carefully analyzed the experience of previous years and summed up the intentional role driven by the model. Personality is the team of the collection exhibition. How to set a benchmark in the younger team and drive all exhibition partners to create wealth has become the focus of recruitment and retention this year. Strengthen the training of newcomers, set up special personnel to follow up all newcomers who enter the company, and the supervisors at all levels cooperate closely. Up to now, FYC, the new partner of xx in the exhibition department for more than half a year, has reached 665,438+0,402 yuan, which has played an intentional role in driving the newcomers and urging the old partners.
Fourth, sum up experience in time, carefully analyze the reasons, and quickly adjust the working ideas.
At every stage of the work, the collection and exhibition department should summarize and evaluate it. Although some achievements have been made in the past six months, there is still a big gap compared with the development requirements and advanced companies. While carrying forward the above achievements, 20xx still has a lot of work to adjust to better and faster adapt to the development of the situation and keep up with the pace of the company.
1. While continuing to develop business for xx years and above, increase the sales of short-term accident insurance and short-term health insurance, develop more targeted topics, and bring strong support to exhibition partners.
2. Strengthen basic management. Conduct weekly inspection on the interview rate and activity management of exhibition collectors, and summarize them at different levels every month, so as to cultivate the habit of all exhibition collectors to adhere to effective visits.
3. Improve regional business activities. According to the opportunity, combined with the characteristics of the company and each region, we will hold appropriate community activities, implement regional exhibitions, truly promote regional management, and establish the brand influence of China Life.
4. Do a good job in 532 management for partners at all levels. Improve the effective manpower ratio of the team and stabilize the team foundation.
5. Strengthen the training and study of supervisors at all levels. As the basic backbone of the company organization, supervisors are the cornerstone of the management team. In the second half of the year, we will strengthen the training of supervisors and improve their independent management awareness and management potential.
6. Cultivate team culture and cohesion. In the second exhibition, the team culture of "winning touch with sincerity, winning respect with professionalism and making Excellence a habit" went deep into daily management and gradually established team influence.
The above is a simple summary of the exhibition collection work in the past six months. Please criticize and correct the shortcomings.