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Work summary report of insurance company 1

In the third quarter, under the correct leadership of provincial and municipal companies and the unremitting efforts of all employees of our company, the business of insurance companies has made breakthrough progress. All work in the third quarter developed healthily and steadily. Let's talk about the achievements and shortcomings in the third quarter in combination with my specific responsibilities.

First, the working ideas

Actively implement a series of important instructions from provincial and municipal companies on the company's development, face the increasingly fierce competition in the insurance market, keep pace with the times, work hard, be pragmatic and seek efficiency, strive for first-class, further change ideas, reform and innovate, strengthen core competitiveness, and carry out diversified operations. Through hard work, the company has maintained a good development trend and made due contributions to the sustainable development of insurance companies. Strengthen all aspects of learning and strive to improve their professional quality and management level.

Second, enterprise management.

1. Make weekly, monthly, quarterly and quarterly sales plans according to the quarterly sales tasks assigned to us by the municipal company. When making a plan, we should be practical, according to the characteristics of various types of insurance and customers, as well as the achievable goals. After the goal is determined, I follow the principle of implementing everything and supervising everything, and ensure the smooth completion of the goal plan by strengthening the management and monitoring of the process.

Third, shortcomings in the work.

Due to more business, sometimes mistakes are inevitable in 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 short, since the third quarter, I have been strict with myself, self-denial, improving employees' understanding in thought and adopting strict system norms in action. The employees of the company take continuous development and construction as their own responsibility, are determined to reform and innovate, and standardize their operations, and have made great achievements. The new third quarter is coming, and the competition in the insurance market will be more intense. In order to maintain a good development trend, the company must further emancipate its mind, renew its ideas, break through itself and gradually increase its marketing efforts. In the new third quarter, I will meet the future challenges with full passion and confidence, so that my work will reach 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 report on the work of insurance companies II

According to the data in the financial statements, by the end of May, Suzhou Branch had realized a cumulative premium income of 1965 17600 yuan, an increase of 4 1054900 yuan and a year-on-year increase of 264 1%. Cumulative compensation fee 10535 16000 yuan, an increase of 23,309,400 yuan or 2841%compared with the same period of last year; The reported profit was 9201.28 million yuan, a decrease of 4,702,500 yuan, a year-on-year decrease of 33.79%.

(1) The traditional business developed steadily.

In order to ensure the realization of various business indicators throughout the year and the implementation of the Twelfth Five-Year Plan, development has always been regarded as the "top priority" of our company, and the traditional channel business has developed steadily. Auto insurance premium income was 65,438+06,965,438+06,465,438+00,000 yuan, an increase of 22,650,300 yuan or 65,438+05.46%; Non-auto insurance premium income was 6,543,807,860 yuan, an increase of 6,543,807 yuan, an increase of 20.53%.

(2) Breakthrough of policy business.

Through making special reports to relevant government departments and increasing communication, we finally got a good opportunity to start supplementary medical insurance for serious illness in cooperation with the Municipal Social Security Center. In the process of starting a business, the company gave full play to its professional advantages and provided meticulous and thoughtful services, and achieved initial results in promoting medical insurance, which was fully recognized by relevant government departments. Breakthrough was made in the policy business, and the premium income from signing a bill for critical illness medical insurance 1656760 yuan.

(3) The construction of grass-roots teams has been strengthened.

In the selection and appointment of leading cadres, we can adhere to the "people-oriented" principle, dare to break the concept of selecting and employing people based on seniority and seeking perfection and blame, make good use of talents in all directions, and enrich outstanding talents to the leading bodies of various institutions in time. Through continuous adjustment, the overall structure of the teams of various operating institutions has been gradually optimized, and the comprehensive quality, cohesion and combat effectiveness of grass-roots teams have been significantly enhanced.

(4) Deepen the connotation of premium auction admission and team assessment methods.

On the basis of fully studying and decomposing the task objectives, the bidding system will be more perfect by further strengthening the task bidding. The auction activities have been actively participated by grassroots organizations, which makes the auction site colorful and climax after climax. The original plan admitted that the bid premium was150,000 yuan, and the result was 27 million yuan, which exceeded the expected pre-tender price of120,000 yuan. The activity effectively promoted the rapid development of county commerce. In addition, the county-level marketing department implements two-way assessment and two-way management, the tasks are directly assigned by the branch, and the sales expenses are allocated in one lump sum according to the business channels and nature, which makes the marketing department headed by the deputy manager glow with vitality, and the average growth rate of the five marketing departments is higher than the city average.

(5) air data, problem-oriented, and corresponding remedies.

By drying data, finding gaps and comparing management, we can improve the accounting level of all units and operating institutions, improve the management decision-making ability, and strengthen the management consciousness of managers of operating institutions. At the same time, through data mutual supervision, smooth communication, gradual rectification and bundled assessment, the company's soft management power is continuously improved.

(6) Optimize the transformation to ensure the effectiveness of auto insurance.

Seize the favorable opportunity for the regulatory authorities to regulate the market order of property insurance, always adhere to lead the market regulation, operate according to law to promote development, and effectively turn the achievements of regulating the market order into an important driving force for development. First, take me as the mainstay, lead the market, take benefit assessment as the basis of business development, and do not follow the trend. The second is to study the benchmark market and learn from each other. Industry cooperates with self-discipline to promote standardized development. The third is to take the lead in standardizing operations and promoting industry self-discipline. Auto insurance business has ensured effective growth while promoting the coordinated development of the industry and increasing market share.

(seven) the mass line education activities were carried out in an orderly manner, and the relevant regulations were put in place.

The party's mass line education practice is not only an important work at present, but also a long-term strategic task. —— The municipal branch combines educational practice activities with various key management tasks, and transforms the achievements of educational practice activities into specific practices to promote rapid business development and improve efficiency, so as to pay equal attention to both activities and work and ensure the smooth completion of various work objectives and tasks.

(8) Deepening compensation reduction, and many indicators have achieved results.

Through the implementation of last year's salary reduction action, phased results have been achieved. This year, we reorganized the six major risk links and more than 20 risk nodes in claims settlement, adopted different intervention risk management and control methods, formulated dynamic management and control strategies, and made timely adjustments when problems were found. Constantly adjusted in the implementation, constantly improved in the improvement, and achieved good results.

(nine) internal and external cooperation, up and down linkage, the smooth realization of "a good start" and "two and a half".

Since the beginning of this year, in the face of the growing impact of the main competitors in the market, we have achieved a "good start" in the first quarter through various internal measures, methods and the implementation of the first-line support competition. In the second quarter, relying on our many years of foreign public relations experience and extensive contacts, we signed a contract for critical illness medical care of 65,438+0,656, and 760 yuan's premium income laid a solid foundation for realizing "double half" in the second quarter.

Summary report on the work of insurance companies

1, the plan was implemented early and the measures were practical.

At the beginning of 20-2000, the manager's office of our company made a comprehensive analysis of the regional insurance market changes and the annual premium income in 20-2000, and decomposed the indicators issued by the superior company into monthly plans, which were counted and implemented month by month, 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. Experience of personal development view

2. Seize the auto insurance market, increase the expansion of new projects and projects, and resolutely discard garbage premiums.

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.

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 governments, get the list of new projects and new projects in advance, establish friendly and cooperative relations with traffic police 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 to return business, so that the work of other insurance companies is in a passive state.

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 newly insured customers must explain the terms and promise the service items in person, keep in constant contact with enterprises, implement zero-distance contact, and provide services in all aspects as long as customers need them.

Fifth, in accordance with the commitment to social services and industry bans, strict internal control, taking claims and underwriting as the starting point, and comprehensively improving the overall service level of the company.

Summary report on the work of insurance companies

First, improve political literacy and ideological and moral level.

Be brave to participate in all kinds of political study and education, vocational education activities, organizational activities and recreational activities organized by superior companies and branches and departments, and be absent without reason; Can adhere to the correct political direction, take the initiative to improve their political literacy and ideological and moral level from all aspects, and improve both ideologically and politically.

Second, improve professional quality and service level.

Be brave and enterprising to participate in all kinds of business study, training and examination organized by superior companies, branches and departments, be diligent in study and be good at creation, constantly strengthen the training of their own business quality, constantly improve their business operation skills and basic skills of serving customers, master their due professional business skills and service skills, be able to handle all kinds of business skillfully, understand all kinds of business products operated by the company and carry out targeted publicity and promotion.

Three. Strictly implement various rules and regulations.

Over the past year, we have strictly implemented the rules and regulations, internal control system and service regulations of the superior company and its branches, insisted on using polite language, and never acted beyond our authority or abused power for personal gain. There are no customer complaints and other irregularities. Spare-time life, not participating in gambling, buying illegal lottery tickets and other bad behaviors.

Four. Successfully complete all tasks assigned by branches and departments.

Over the past year, I have been able to be diligent, conscientious, late and leave early, stick to my post and contribute silently, and have made progress in completing various tasks assigned by the branch and this department. Be able to take the initiative to care about the marketing work and tasks of the department and actively market e-banking, various bank cards and other intermediary businesses.

Over the past year or so, with my love for insurance, I have worked hard to fulfill my work and post responsibilities, and made great efforts to do all kinds of work according to the requirements of superior leaders, and achieved necessary results, as well as praise from leaders and comrades. Looking back on the past year, I am pleased with my achievements, but I also find that there are still necessary gaps and deficiencies between myself and my best partner. But I have the confidence and determination to find the gap in my future work, bravely overcome the shortcomings and deficiencies, further improve my overall quality, and do a good job that I should do.

Summary report on the work of insurance companies

Time flies, in a blink of an eye, 2008 is coming to an end! As a member of the insurance company, I would like to thank the leaders for their help, support and guidance in this year's work. At the same time, during this work period, there are gains and losses, and now the work of-is introduced as follows:

1, improve their own quality and perform their duties.

In February this year, I stepped into an insurance company and engaged in the unfamiliar industry of insurance. For a graduate who has just left school to engage in a new industry, he will face new challenges and tests to a greater extent. In order to meet the needs of current work, we should always put learning first, improve our comprehensive quality, especially insurance knowledge, and become a real insurer. As a confidential person in the office, my main work is uploading and publishing, file management, file management and piecemeal things. These seemingly simple things need enough patience to do. I remember the first time I took out the document, it was revised and printed over and over again, which even made me very depressed and annoyed. But then I took charge, and the company leaders took pains to take every document seriously. Attitude determines everything, and I will continue to work hard to do my own thing.

2. Perform the tasks assigned by the leaders.

As for myself, in addition to doing my job well, of course, I have to carry out the things assigned by the leaders. At the same time, actively cooperate with the work arranged by the leaders, so as to be diligent in legs, hands and mouth, and not afraid of hardship and fatigue. I am conscientious and responsible in my work, trying my best to share my worries for the leaders and improve my work efficiency.

3. Problems in the work.

In this year, there are many shortcomings, such as not summarizing active, effective and simple working methods in the face of numerous work tasks, and not knowing enough about insurance theory and business knowledge. In the future work, I will make more active efforts to improve myself, constantly sum up experiences and lessons, and let my unremitting efforts create due value. At the same time, if there is anything wrong in the work, leaders need to criticize and point it out.

I believe that under the correct guidance of leading cadres and the joint efforts of all employees, insurance companies will certainly do bigger, stronger and more brilliant!

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