Summary of key work of insurance companies 1

Time flies, a year's work will soon become history, and 20 years will soon pass. With the joint efforts of all staff, the full support and concern of the company leaders, with the aim of serving customers, focusing on optimizing services, expanding markets and promoting health insurance, and from the perspective of customer interests, we have successfully completed the service and business management for 20 years through solid efforts.

Forge ahead and carry out a series of important instructions from provincial and municipal companies on the company's development, keep pace with the times, work diligently, be pragmatic and seek efficiency, strive for first-class, and lead the employees of the interactive department to further change their concepts, reform and innovate, cope with the increasingly fierce competition in the insurance market, strengthen their core competitiveness, and carry out diversified operations. Through hard work and struggle, the company has adhered to a good development trend.

The interactive department is responsible for the work: now I report to the company leaders the work of the so-and-so interactive department from 20 to 2008: compared with previous years, the business of so-and-so has developed better this year. These are all through the joint efforts of all the staff, only then has the big breakthrough in business. By the end of the 20th century,165438+1October 30th, XXX interactive system had realized a premium of 5,454,270 yuan. Among them, group insurance 1 1.4882 million yuan, bancassurance 3.355 million yuan, individual insurance 24,000 yuan, renewal insurance 36.388 million yuan, special needs 1.924 million yuan. On the basis of last year, this achievement can not be achieved without the correct leadership of the superior company and the strong support of the employees of the interactive department.

Disadvantages in the work: due to the complexity of the work, there are many businesses in charge, and sometimes mistakes are inevitable in the busy work. For example, sometimes the service is not timely and the statistics are biased. Sometimes you are impatient in your work, and sometimes you are eager for success, which affects the progress and quality of your work; I can't handle some work relationships well. In Meixian market where insurance is sold, although the world is wide, it is very difficult to increase the number of employees. Therefore, the team building of an interactive department is a big problem.

In short, over the past year, I have been strict with myself, self-denial, improving employees' understanding ideologically, and adopting strict rules and regulations in action. Under my leadership, the staff of the interactive department take continuous development and construction as their own responsibility, and take "honesty first, steady operation, value first and serving the society" as their business purpose, and have made great achievements.

The new year is coming, and the competition in the insurance market will be more intense. If the company wants to continue to adhere to the good development trend, it must further emancipate its mind, update its concepts, break through itself, and gradually increase the development and marketing of the team. In the new year, I will meet the future challenges with full vitality and confidence, so that my work will go to a new level. I believe that under the correct leadership of the superior company and the joint efforts of all the staff, our company will be able to work hard with one heart and one mind to create more brilliant achievements!

Summary of key work of insurance companies II

Time flies and 20 years are coming to an end. Over the past six months, under the care and guidance of leaders and colleagues, through our unremitting efforts, the work has achieved necessary results, but there are still many shortcomings. Looking back on the past year, the work is summarized as follows:

1, around the goal, implement the plan and pay close attention to business work.

The plan is implemented early and the measures are implemented. At the beginning of the 20th century, my manager's office made a comprehensive analysis of the regional insurance market changes and the annual premium income in the past 20 years, and decomposed the indicators issued by the superior company into monthly plans, monthly inventories and monthly implementation, effectively ensuring the timely monitoring and adjustment of the plan implementation.

When formulating the annual task, we should fully consider the optimization of insurance structure and the quality of business underwriting, further clarify the assessment methods, and take the comprehensive payout ratio as the important data for the year-end assessment.

2. Seize the auto insurance market, increase the expansion of new projects and projects, and resolutely abandon the "garbage premium".

This year, on the basis of stabilizing auto insurance and corporate property insurance, expanding the new car market and new projects, we resolutely abandoned the "junk" business that suffered repeated losses.

First, in order to ensure the timely payment 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 and evaluate it, and ask to intervene in public relations in advance. Once there is any omission, it will be announced in the whole company immediately, and 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.

Second, establish a contact network with relevant departments of local government, get the list of new projects and new projects in advance, establish friendly and cooperative relations with various departments and automobile dealers, and ask them to help us collect and provide new car information, so as to be aware of potential new businesses and new markets, fully grasp the market initiative, and fill the unstable factors of business caused by objective reasons such as competition.

Third, don't stop trading at a loss. We not only make clear the business ledger of 20 years, but also ask the business background to list the businesses lost in the course of 20 years' exhibition and decompose them into relevant departments, and ask for more public relations to find out the reasons for warranty losses. If it is indeed an enterprise that stops production or resells scrapped vehicles, the agent shall provide exact proof; If you lose the game, you will never quit passively, but take the initiative to attack, listen to opinions and suggestions, improve service means, break through one by one, and strive for comprehensive returns.

The fourth is to grasp the size together, and protect it if you can. Because enterprise restructuring, production conversion, capital and other factors have a great impact on enterprise property insurance, coupled with competition and other factors, 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. Do the responsibility to the people, for the premium of more than 50 thousand yuan to implement the intervention of the manager in charge, * * * with public relations.

3. Survive in competition and develop in competition.

—— There are 10 insurance companies, marketing departments and agencies (China Property Insurance, China Life Insurance, Pacific Property Insurance, China Property Insurance, Ping An Property Insurance, Ping An Life Insurance Company of China, Tianan Property Insurance, Winbond Agent and HSBC Agent) engaged in property insurance business and short-term health insurance business in the region, and another 1 company (local property insurance) found competition in our county.

First, do a good job in the main leadership of local governments. The company manager's office has reported to the main leaders of the county party committee and government for many times, focusing on how our company can strengthen its support for local economic construction and carry out its work around the local government center. Our company actively participated in national entrepreneurship research activities and visited individual and private economic enterprises with county leaders, which not only satisfied the county party committee and county government with our company's enthusiastic participation in local government work, but also correctly adjusted the business development direction, provided insurance protection for small and medium-sized enterprises and actively served them. Really let the county government feel that PICC P&C Company is sincerely serving the local government and is worthy of support, trust and help, thus giving great inclination to our work.

The second is to go deep into old customers' enterprises, hire information officers and liaison officers in customer enterprises, join our company from other insurance companies, and strive for "return" business, which makes the work of other insurance companies passive.

Third, the service is more humane and intimate. At the beginning of the year, members of the company's manager's office paid a lump sum visit to all 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 PICC P&C insurance quality service, which makes customers trust our company more.

Fourth, all middle-level cadres are required to go out of the office, all small and medium-sized enterprises must visit in person, all new insurance customers must personally explain the terms and services, keep in constant contact with enterprises, and implement zero-distance contact. As long as customers need it, they must be on call to provide various services. Fifth, in accordance with the prohibition of social services and industries, strict internal control, taking claims and underwriting as the starting point, and comprehensively improving the overall service level of the company.

4. Take diversification as a breakthrough to increase market share.

According to the current situation of source protection, the manager's office decided to take motorcycle insurance, family property insurance, student and personal accident insurance as sporadic insurance this year after careful analysis and research. First of all, we contacted the law enforcement department and asked them to help us with motorcycle insurance business. At the same time, we got in touch with the county education commission, and the team members coordinated with the deputy magistrate in charge of education and the director of the education commission many times, and finally gained their trust, which made a breakthrough in our school insurance business.

5. Carry out labor competition to promote the healthy development of the cause of "two insurances".

Since the beginning of this year, according to the competition requirements of the superior company, we have actively cooperated with the labor competition activities such as "Happy New Year Insurance", "Happy Family" and "Happy Family" in the first quarter, and organized surprise activities such as motorcycle, liability insurance and accident insurance by ourselves, creating a healthy and lively business development atmosphere in which you chase after each other and forge ahead in unity. Especially in the "Happy Family" assault launched at the end of the year, our company withstood the unfavorable factors of the decline of family property insurance and the lack of insurance resources at the end of the year, rationally decomposed the objectives, implemented them layer by layer, put pressure on ourselves, ran enterprises and institutions, and ran individual families one by one, and finally exceeded the tasks assigned by the municipal company with a good score of 1.40%.

Overview of key work of insurance companies 3

Over the past year, under the general command of the company, all the colleagues in the Group Insurance Department have tried their best to understand the work intention and instructions of the head office and strive to expand their business in the increasingly fierce market competition in order to complete the task indicators issued by the company. The summary is as follows:

First, staff management and business learning:

1. At the beginning of the year, according to the working intention of the head office of the company, the internal personnel of the group insurance department were reconfigured, and the group insurance salesman and co-insurance assistant were mobilized to show their enterprising spirit.

2. Formulate a management system that suits the actual situation of group insurance, hold a good morning meeting of the department, timely convey the spirit of instructions from superiors, discuss the problems existing in the work, arrange to learn new business-related knowledge and new underwriting matters, and let salesmen correctly guide enterprises to understand employee accident insurance, reduce adverse business selection and reduce payout ratio.

3. Strengthen communication between department personnel, unify thoughts and working methods, urge department personnel to manage activities well, and urge and better cooperate with salesmen to expand their business in multiple directions.

4. Formulate the business promotion plans of "Getting off to a Good Start" and "China Life Championship". After the approval of the head office, timely publicize and urge all salesmen to do a good job in business management.

5. Formulate management and assessment methods for group insurance salesmen in, and adjust some management and assessment methods accordingly.

Second, the accident insurance work:

Xue Ping Insurance: First, do a good job in the service of Xue Ping Insurance as always. The salesman is required to visit the school twice a month, and communicate with the school leaders or managers in time if there are any problems. Ensure that the school has compensation cases and hand them over to the company in time, send the compensation back to the school or parents in time, and fully perform our honest service. Second, in order to ensure the stability of the insurance market in Xue Ping, we cooperated with PICC to carry out the insurance exhibition in Xue Ping, fully implemented the spirit of the document issued by the Provincial Insurance Association, clarified the insurance charging standard in Xue Ping again, and arranged for marketers to communicate with school leaders and managers in an all-round way to listen to their opinions on the company's services. With the strong support of the company's head office, we strengthened our contact with the leaders of the Municipal Education Bureau and won the strong support of the leaders of the Municipal Education Bureau, which laid a solid foundation for the successful completion of the renewal of insurance in Xue Ping this year. Third, before the school holiday, the group insurance department visited major schools. In just a few days, all the service staff braved the hot summer to deliver more than 10,000 copies of Xue Ping insurance, a letter to parents of students and a medical guide to all parents of students in time, thus completing the preliminary work of Xue Ping insurance and finally successfully completing the task of Xue Ping insurance in January.

Accident insurance for employees of enterprises: First, in order to better communicate with business owners, listen to their opinions on the company's claims service and understand the situation of safe production of enterprises, visit major customers with accident insurance premiums above-10,000 yuan, and further deepen the trust and support of enterprises to our company. The second is to discuss matters needing attention in accident insurance with customer service department. Insure in strict accordance with the number of people required by the terms, increase the rate, strengthen the adjustment, and ensure underwriting. Third, in the fierce competition situation, do a good job in after-sales service of accident insurance market. Usually, we should visit enterprises more to show our concern and attention. If the enterprise has a claim, it should be handed over to the company in time and returned to the enterprise as soon as possible. This year's employee accident insurance has had a great impact on the sales of accident insurance in our company under the fierce competition between industrial injury insurance and other companies.

Three. Engaged in life insurance business:

With the strong policy support of the company's head office, all marketers have made great efforts to develop the exhibition industry, but the life insurance business market has been shrinking, and the business has fallen sharply compared with the same period last year. First, I usually take the initiative to visit enterprises, better communicate with business owners about enterprise welfare funds, and further understand the human resources and financial situation of enterprises, so as to finally achieve the purpose of promoting orders. The second is to do a good job in the new development of life insurance market and find a new way out in the current difficult market environment.

Four, the guidance of the head office this year is:

Recruiting from the marketing department-people set up a comprehensive development department to try new business development channels. Up to now, accident insurance has received a premium of-100 million yuan, and achieved the necessary results in the attempt, but it has not yet achieved results. We will continue to explore next year and make this team a new growth point of the company's accident insurance business.

The verb (short for verb) suggests:

First, under the influence of the current policy, the expansion environment of group insurance business is becoming more and more severe, and the difficulties in exhibition industry are objective. Therefore, it is suggested that the company can attach importance to group insurance and give support to the operation of the external environment. Second, it is suggested that company leaders should attend more meetings of the group insurance department, communicate with salesmen, and give guidance and help on business ideas.

Six, next year's work ideas:

1, do all the work before Xue Ping insurance charges.

2. Work-related injury insurance will be fully rolled out in the whole city next year, so the impact of work-related injury insurance will be reduced. On the basis of consolidating existing accident insurance, new sources of accident insurance will be opened up. What is abnormal is some agency business.

3. According to the development status of the new rural cooperative medical system, find the breakthrough point, seek cooperation methods and increase new business growth points.

4. Explore the life insurance market and try workplace marketing.

5. Accelerate the construction and development of the comprehensive development team, and with the strong support of the company's head office, think more and make more fuss about integrated marketing.

6. Strengthen the team building of group insurance salesmen.

Overview of key work of insurance companies 4

2008 is the fourth year that I joined Pacific Life Insurance Company. Looking back on the past year, I am deeply touched. During this year, under the guidance of company leaders and with the help and cooperation of colleagues, I grew up in my study and work and gradually matured. Now I will make a summary report on my work, study and thoughts for the next year, so that I can further improve myself.

Since joining the company, I have been engaged in comprehensive backstage work of Baishui Marketing Department. The comprehensive backstage is the logistics support personnel of the company. The daily key work is the preliminary examination of underwriting, acceptance of guarantee, acceptance of claims and daily financial work of the marketing department, in addition to the uploading and distribution of company documents, file management and file management. 95500 coordinated return visit; Go through the formalities of field personnel entering and leaving the company, and receive other tasks assigned by customers and leaders at the counter.

In order to cope with the company's growing business volume and increasing customer service needs, our marketing department has also added a comprehensive teller, and I have changed from being fully responsible for the comprehensive teller work of Baishui Department to being mainly responsible for the daily safety handling and financial work of the marketing department. However, this does not mean that we have reduced our workload. On the contrary, China Pacific Insurance will face the future, fully implement the strategic transformation of "customer demand orientation", and strive to build a "first-class insurance financial service group with sustained growth in value and international competitiveness". In order to achieve this strategic transformation goal of the company, higher requirements are put forward for each of our employees. Specific to our comprehensive teller, not only the workload is greatly increased, but also the business level should reach a higher and more comprehensive level.

So at 20- I made the following demands on myself:

1. Be strict with yourself at all times, do a good job in this major conscientiously, make progress and complete every task conscientiously, strictly abide by the company's rules and regulations, and earnestly perform post responsibilities.

2. After the accumulation of daily work, I found my own shortcomings, used my spare time to study the company's terms, and persistently learned all kinds of insurance knowledge, and used it to guide practical work. See more, learn more and practice more in the future, and constantly improve your business skills.

3. Be brave and enterprising to participate in every learning and training activity organized by the company, and improve your business skills and level faster.

4. Strive to pass the company's intermediate insurance examination in 2008.

In terms of financial reimbursement, we must strictly abide by the company's financial system, strictly examine financial invoices, and resolutely refuse to reimburse invoices that do not meet the procedures.

To sum up, in this year's work, I came into contact with many new things, produced many new problems, and learned a lot of new knowledge and experience, which improved my ideological understanding and working ability. In the new year's work, I will continue to work hard to provide better services to customers and contribute to the company's greater benefits.

Overview of key work of insurance companies

In 20- 2000, with the correct leadership of the Party Committee and General Manager's Office of the company and the guidance and help of the individual insurance sales department of the provincial branch, we focused on the training objectives and strategies formulated by the municipal system at the beginning of the year, paid special attention to the training of newcomers, strengthened the sales skills training of salespeople, pushed forward the presentation meeting of productive and high-quality products, and insisted on increasing staff, developing and diversifying business development. Through the implementation of the work, the city's systematic training has been strengthened and further developed.

I. Basic information

From 20 to 2009, our city organized 19 training courses for training new talents and promoting group managers, and trained 945 new talents. Among them, 576 newcomers participated in the training course 14; Group manager training course 3, training group managers 332; Lecturer and group training course 1, training 37 lecturers and group training. Hold 7 sessions of continuing education and training for marketing personnel, with the number of trainees11kloc-0/person. There are 2 full-time lecturers and 7 part-time lecturers/kloc-0.

Two. Main work and measures of education and training in 20 10 year

1. Focus on increasing staff and vigorously promote business development. Under a series of circumstances, such as difficulty in increasing the number of employees, intensified market competition and misleading our salesmen with high salaries and commissions in the same industry, the insurance department of the branch actively implemented the strategy and ideas of increasing the number of employees by means of policy guidance, strengthening the training of increasing the number of employees and cultivating new people, and held training courses for new people in a timely and high-density manner, which improved the training effect and the retention rate of new people and laid a solid foundation for future business development.

2. Strengthen supervisor training and improve management level. The supervisor is the backbone of the sales team, the backbone of the development of the whole marketing team, shouldering the heavy responsibility of grass-roots team management and front-line business development, and the core strength of the personal agent team. In order to improve the team management ability of middle and low-level supervisors, we held three training courses for group managers, and systematically trained the group managers and some branch managers of the city's system marketing team, which achieved good results, effectively improved the ability and level of the group manager management team, development and construction team and accompanying education subordinates, and effectively promoted team building.

3. Publicize the company's incentive policies and promote business development. We pay close attention to the company's development goals, actively cooperate with the business promotion policies of the city branch, make courseware, play the role of full-time and part-time lecturers, actively publicize and start business promotion planning schemes in different periods, improve the responsiveness of promotion policies among salesmen, and effectively promote business development.

4. Strengthen the training of activity management tools to consolidate and improve the implementation effect of the "two norms". Intensive training was given to supervisors at all levels on the correct and effective use of business models and business logs of the "Five Meetings" and morning meetings, which helped business partners solve problems, standardized the management of morning meetings, workplaces and salesmen, and effectively improved the implementation effect of the "two norms".

5. Through education and training, we will thoroughly implement the three fundamental mechanisms of morning meeting management, activity management and basic law assessment. With the help of the publicity and implementation of the Basic Law, on the basis of centralized training and group training for lecturers in the whole city, salesmen are trained at different levels in different workplaces to further improve the implementation level of the three fundamental mechanisms and improve their initiative, enthusiasm and creativity.

6. Classified training is closely integrated with the "532" business strategy. Lecturers, group trainers and team leaders actively cooperate to provide classified guidance and training to differentiated groups at all levels, especially low-performance groups, and publicize and guide effective manpower expansion.

7. Focus on the "three guarantees" and "three sales" models, and optimize the business structure through education and training. Lecturers and group training will analyze and explain the sales skills and insurance structure of low-performance personnel to ensure that their sales performance is significantly improved; Train the basic law and ensure the continuous increase of effective manpower through the explanation of interest points.

Third, the 20-degree education and training work plan

20-20 10 is a crucial year for the company's business development and team building, and the municipal branch has put forward new requirements for education and training. According to the needs of education and training for 20 years of business development and team building, we should strive to do the following work:

1. Carry out business education according to law to improve the quality of sales staff. According to the requirements of the insurance regulatory authorities and the requirements of the head office on building an international financial and insurance group, we will set up training courses for newcomers to operate in good faith according to law, and educate and train other marketers to operate in good faith and compliance with the law, thus forming a good atmosphere for the whole city to serve customers in good faith and operate in compliance with the law. It is necessary to use and organize new people to participate in the insurance agent qualification examination and training, strengthen the education and training of new people's insurance professional knowledge, relevant financial investment knowledge and basic laws and regulations knowledge, improve the quality of salesmen, and continuously meet the needs of the market and customers for insurance salesmen.

2. Constantly strengthen the training of increasing staff and strengthen the construction of marketing team. Only by constantly and repeatedly strengthening recruitment is an effective way to establish a marketing team, and only through education and training is an effective weapon for recruitment. We should take recruitment training as the top priority of the annual training work, continue to pay attention to the willingness to recruit, the training of new talents and the training of sales skills, improve the training and retention rate, and continuously expand the strength of the exhibition industry.

3 to adhere to the three basic mechanisms of morning meeting management, activity management and basic law assessment, and carry out multi-point and multi-faceted education and training. Make use of the morning meeting and combine the Basic Law to publicize the benefits of adding staff, especially for the supervisors. Through special morning meeting and training, let them realize conceptually the important significance of adding staff to the future team growth and development. Start with increasing the amount of activity, carry out in-depth and flexible training, and increase the amount of activity. 20- Hold more than 12 training courses to improve employees' willingness to increase employees, conduct comprehensive training for all employees under their jurisdiction, and effectively improve employees' willingness and skills to increase employees. Taking the quarterly assessment of passing the Basic Law as an important part of education and training, it is planned to organize four trainings with the quarterly assessment of passing the Basic Law during the year, which are divided into two levels: supervisors and salesmen. One month before the assessment, according to the assessment warning tips of the "early warning" system, all employees in the city were trained to help them analyze their performance, promote the balanced development of their business and successfully pass the quarterly assessment.

4. Focusing on the in-depth implementation of the "532" business strategy, the three performing groups of high, middle and low are given classified guidance and training to achieve overall improvement.

5. Around the in-depth implementation of the "three guarantees" and "three-oriented sales" models, while integrating and adjusting the sales responsibilities, sales methods, goal pursuit and performance models of teams and individuals, make full use of education and training to strengthen and improve the disadvantages of relying on new types of insurance to promote business and the situation of a large number of people entering and leaving, so as to achieve the purpose of solving the problem.

6. Actively cooperate with the work, increase supervisor training, and pay special attention to sales skills training. Actively provide training support for assessment units, organize and hold county-level training courses for new talents 18 or more, and provide effective exhibition industry strength for business development. Strengthen the training of supervisors at all levels, on the one hand, cooperate with provincial branches to organize the training of middle and senior supervisors, on the other hand, improve curriculum development, make use of existing curriculum resources, do a good job in the training of group managers and managers, and continuously improve the ability and level of managers and management teams at all levels. Do a good job in training to improve sales skills, organize curriculum development in combination with the company's policies and systems, do a good job in training all employees to improve sales skills, help low-performing personnel improve their performance, improve their low income and promote their retention.

7. Strengthen team building and improve service level. This year, according to the demand of marketing team construction and business development for education and training, and the current weak strength of our company's education and training team, we will increase the selection of part-time lecturers in colleges and universities and enrich the strength of the city's systematic education and training team. Take the combination of sending and self-study, improve the quality of full-time and part-time lecturers, and enhance the ability and level of supporting and ensuring the construction and development of service marketing team.

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