202 1 insurance planner's year-end personal work summary (1) 1. The plan was implemented early and the measures were feasible.
At present, the manager's office of our company comprehensively analyzes the changes in the insurance market in xx area and the premium income in the whole year of last year, and decomposes the indicators issued by the superior company into monthly plans, which are statistically implemented month by month, effectively ensuring the timely monitoring and adjustment of the plan implementation.
Fully consider the optimization of insurance structure and the quality of business underwriting when formulating annual tasks, further clarify the assessment methods, and take comprehensive payout ratio as the important data for year-end assessment.
Second, seize the market.
This year, we will stabilize auto insurance and corporate property insurance, expand the new car market and new projects as the top priority of our business. On the basis of grasping the number of businesses, we resolutely abandoned the "junk" businesses that have repeatedly lost money.
1. In order to ensure the timely return of the renewal business, we require all business departments to report the renewal business ledger on a monthly basis, and the manager's office will supervise the assessment, and ask to intervene in public relations in advance. Once there is any omission, it will be announced in the whole company immediately, so that other personnel can participate in the competition, thus consolidating the original business, greatly reducing business losses and ensuring the market share of major insurance products.
2. It is to establish a contact network with the relevant departments of the local government, learn about new projects and new projects in advance, establish a friendly and cooperative relationship with the traffic police department and automobile dealers, and ask them to help us collect and bring new car information, so as to be aware of the potential new business and new market, fully grasp the market initiative, and fill the business instability factors caused by objective reasons such as competition.
Don't let go of the lost business. We not only make clear the business ledger of 202 1, but also ask the business background to list the businesses lost in the exhibition process of 202 1 and decompose them into relevant departments, and ask to strengthen public relations and find out the reasons for the loss of warranty. If it is really the enterprise that stops production and resells scrapped vehicles, the manager will bring the exact proof; If you lose the game, you will never quit passively, but take the initiative to attack, listen to opinions and suggestions at home, improve service means, break through one by one, and strive for comprehensive returns.
4. It is the size of the catch that can be guaranteed. Because factors such as enterprise restructuring, changing production and capital have a great influence on enterprise property insurance, coupled with factors such as competition, the difficulty and cost of exhibition industry have greatly increased. In view of these situations, we fully mobilize, unify our thinking, form a joint force from top to bottom, and face difficulties. Responsibility should be assigned to people, the manager in charge should be involved in the insurance premium of more than 50 thousand yuan, and * * * has public relations.
Third, survive in competition and develop in competition.
There are xx insurance companies, marketing departments and agencies engaged in property insurance business and short-term health insurance business in xx area, vying for business in our county. However, the population in xx area is small and the scale of enterprises is small. Our company should deal with the operating pressure brought by external competition, continue to be calm and objective, seek countermeasures according to reality, and launch brand wars and service wars with competitors.
1. is to be the main leader of the local government. The manager's office of the company has reported to the main leaders of the county party committee and government for many times, focusing on how our company can increase its support for local economic construction and carry out its work around the local government center. Our company wholeheartedly participated in the national entrepreneurship research activities and visited individual and private economic enterprises with county leaders, which not only made the county party committee and county government satisfied with our company's enthusiastic participation in local government work, but also correctly adjusted the business development direction of our company, brought insurance protection to small and medium-sized enterprises and actively served them. Really let the county party committee and government feel that xx Property Insurance Company is sincerely serving the local government and is worthy of support, trust and help, thus giving a great tilt to our work.
2. Go deep into old customers' enterprises, hire information officers and liaison officers in customer enterprises, and grab top-level business from other insurance companies to join our company, so as to win "backflow" business and make the work of other insurance companies in a passive state.
3. The service is more humane and intimate. At the beginning of the year, members of the company's manager's office made all-in-one visits to the major system backbone enterprises in the county and asked them to put forward their opinions and suggestions on our work. This move has been fully affirmed by enterprises. They believe that the initiative of company leaders to come to the door is the full embodiment of xx property insurance quality service, which makes customers trust our company more.
4. It requires all middle-level management cadres to go out of the office, personally visit all small and medium-sized enterprises, personally explain the terms and promise the service items to all newly insured customers, keep in constant contact with enterprises, implement zero-distance contact, and bring services to all links as long as customers need them.
5. In accordance with the commitment to social services and industry bans, strict internal control, with claims and underwriting as the starting point, comprehensively improve the overall service level of the company.
202 1 year-end personal work summary of insurance planners (II) I. Work contents
1, preliminary examination, registration and delivery of insurance policies.
2. Registration of policy collection and issuance.
3. Reports, including the data reports of each agency as of the current month, the data reports of each channel (regional manager) as of the current month, the data reports of each promotion office as of the current day, and the daily data summary report, and the monthly summary report of last month shall be made in the following month.
4. Inventory management, mainly refers to the receipt and receipt registration of a product.
Second, it is a summary of personal achievements and shortcomings.
Personal achievement: the first aspect is the preliminary examination. Carefully review the insurance application to ensure that it is correct before submitting it for scanning and entry, so as to reduce the occurrence of subsequent problems and improve the underwriting speed. The second aspect is the report. Every day, the report issued by the head office is further processed and counted, so that the agency can know its business volume in time. For teachers, they can know the progress of their tasks in time and know what they are doing. By analyzing the data, they can make a better plan for the follow-up work. Personally, I think work achievement is work harvest for me, and harvest means learning a lot of knowledge and accumulating some experience.
Insufficient work: to be honest, at first I thought it was just a small case, soeasy. However, after working for a period of time, some problems appeared, such as the wrong ID number, bank card number and postal code. Let me deeply realize that this is not a simple job, because the simpler the job, the more sloppy it is, and the preliminary examination needs to be careful. When there are many lists, I use them more easily and carelessly. This needs to be corrected. Another point is the lack of business knowledge, business level needs to be improved.
Third, the work plan for next year
First of all, continue to do the previous work and obey the arrangement of the leader;
Second, strive to do their own job, do a good job of backup services, and work with teachers to build a better platform for Guohua and Jingdai;
Third, continue to learn business knowledge and improve your business level. Then I hope to have the opportunity to listen to the teacher's class, because there is a certain gap in understanding between watching and explaining many things by myself.
Personal feelings:
1 The theory and knowledge of insurance, as well as the current situation of the insurance industry, have given me a more objective and comprehensive understanding of insurance. To be honest, before I came into contact with the insurance industry, my understanding of insurance was that insurance was deceptive, and my understanding of the insurance industry was very narrow and one-sided. After a real understanding, it is found that insurance is becoming more and more important for too many accidents in today's society.
2. Have a preliminary, true and proper understanding of the workplace, make clear the direction of efforts and improvement, and learn valuable interpersonal skills and experience through contact with leaders and teachers. As a newly graduated student, I feel very honored to have the opportunity to work and study in Guohua. When I was a student, I wanted to work as soon as possible, but I didn't know anything about the workplace. Only after work can I have a clear understanding. Everyone has specific operational procedures in the workplace.
It has cultivated my diligent, practical, earnest and responsible working attitude. Although the initial test does not require any technical content, it is a job that needs you to take seriously and carefully. It may be that a wrong number is written, the content is vacant, etc., which will bring many problems. In what position, you should set an example and be responsible for everything you do.
I hope everyone is healthy and happy. Because the teacher often travels, it is very hard and tired. The so-called body is the capital of revolution. We guarantee that good health can be better put into our work, so we must pay attention to our health and strengthen our exercise!
202 1 summary of personal work of insurance planners at the end of the year (3) 202 1 is an unforgettable year and a year that has been tested by xx insurers. Since the official opening, our employees have overcome difficulties with the courage of pioneers and achieved remarkable results. By the middle of X years, they have completed the signing premium of xx million yuan and fully completed the tasks and goals issued by the provincial company. These achievements have proved our enterprise spirit of "being particularly hard-working". The work done by 202 1 is summarized as follows:
First, firmly grasp the "first priority" and firmly establish a sense of development.
The company has infiltrated the development concept into the hearts of every employee who loves insurance franchisees from the beginning of preparation. For new companies entering the insurance market in our city, how to occupy a place in the fierce market competition and realize extraordinary and leap-forward development is an urgent task for every employee. The leaders of the company unified their thinking, taking the business development idea of 202 1 put forward by the provincial company as our guiding ideology to cut into the market, and held several staff meetings to unify their thinking, brainstorm ideas, put forward ideas and subdivide the market.
Second, in-depth market research, make a positive stocking plan.
In order to ensure the smooth progress of the preparatory work, the company's preparatory group conducted market research seriously at the beginning of its establishment. According to the requirements of the Provincial Insurance Regulatory Bureau, the head office and the provincial branches, the preparatory team has worked out the preparatory work schedule, detailed the preparatory work to every working day, and put forward detailed work plans and implementation plans in the aspects of site selection, decoration, preparatory fund budget, organizational structure setting and personnel recruitment and training. , so as to achieve the clear objectives and specific measures of the preparatory work.
Third, adhere to the principle of "grasping with both hands and being hard with both hands", so that the management and development of the company can go hand in hand.
Management is the eternal theme of enterprises, and system is the guarantee of management in place. Successful enterprises come from excellent management, and excellent management comes from excellent systems. In order to ensure that all the work can be carried out in an orderly manner after the opening of the company, we have refined the internal control system formulated by the head office and provincial companies during the preparation period, and formulated a series of management systems in combination with local specific conditions.
According to the management mode of "intensive management, standardized management, programmed operation, standardized operation, high-quality service and institutionalized construction" of the superior company, we will establish a management platform, firmly establish the idea that "management is no small matter, management is productivity", correctly handle the contradiction between accelerating development and strengthening enterprise management, and put forward the slogan of "seeking benefits from management". All employees are consistent, give full play to everyone's subjective initiative, and conscientiously implement various policies, regulations and business processes.
While paying close attention to market development and development, the company also actively does a good job in team building, management and staff training. Starting from the political and ideological quality and business skills, the company strives to improve the sense of ownership of each employee, so that they can fully understand the terms system, market strategy, corporate culture spirit and business development ideas of China Insurance during training.
Fourth, survive in competition and promote development in service.
In the face of increasingly fierce market competition, insurance companies, especially new companies, should not only provide insurance products that meet the diversified, differentiated and personalized needs of policyholders, but also provide customers with zero-distance insurance services as far as possible. Therefore, at the beginning of its establishment, we advocated all employees to establish the concept of "business development and service first", relying on the strength background of xx insurance brand and company to win customers and markets with high-quality, personalized and humanized services before, during and after insurance, thus promoting the rapid development of the company's business.
Looking back on the past year, we have no regrets about joining the company; Looking forward to the future, the future will be more bumpy and difficult, but we firmly believe that with the correct leadership and strong support of the provincial company, the company will open up new ideas, be brave in fighting, use our hard work and wisdom to create more brilliant achievements, and work hard for the company's insurance cause!
202 1 summary of personal work of insurance planners at the end of the year (iv) 202 1 is a year of more intense competition in the xx market and an important year for the development of xx insurance. The work of 20021and the work plan for 2022 are reported as follows:
I. 202 1 Operating Performance and Work Summary
By the end of X, with the joint efforts of all business colleagues and back office staff, xx Insurance has realized a new single premium income of xx million yuan, including a futures premium of xx million yuan, a wholesale premium of xx million yuan and an accident insurance premium of xx million yuan, and fulfilled the futures delivery index issued by the branch X months ahead of schedule;
Looking back on the course of 202 1, it embodies the spirit of tenacious struggle and persistent struggle of xx insurers. Focusing on the work priorities of different stages and aiming at the actual situation of each stage, we carefully 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.
This year, xx peer companies have been competing with us from all aspects, especially xx, xx, xx and other large and small companies. In this market environment, only the hard truth is to catch up and develop with your heart. Xx people fully understand the spirit of their superiors and realize that they must not passively turn around the planning indicators of the city company, but try their best to open up the market. These are two different development concepts and will achieve completely different development results.
(II) In view of the business priorities in all stages of the year, our department 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.
(3) For the training of individual insurance groups, clarify the responsibility orientation, strengthen post awareness and work responsibilities, and let the on-site partners and backstage 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.
Second, some problems in the work
1, the development of personnel recruitment is lagging behind, the overall quality of the team is still low, and the personality is county team. It is necessary 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 responsibilities and work potential 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, imagine
In view of the experience and shortcomings of xx, xx risks 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 carrying out recruitment activities is the personality of the county's recruitment work.
5. Establish a perfect grading training system, pay special attention to the training of formal personnel and newcomers, link academic education with 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 xx Branch, and with the joint efforts of all employees in the backstage and office of various insurance companies, we will certainly be able to achieve more remarkable results and let the flag of CPIC fly forever.