Summary of personal work in the insurance industry

7 personal work summaries in the insurance industry

Summary refers to the conclusion or completion of a certain period, a certain project or certain work of social groups, business units and individuals. It is a written material that can be reviewed, analyzed and evaluated to confirm achievements, gain experience, identify gaps, draw lessons and some regular understandings. It is a good way to increase talents. Let us write a summary Bar. How to write a summary correctly? The following is a summary of my personal work in the insurance industry. You are welcome to read it. I hope you will like it.

Summary of personal work in the insurance industry 1

20xx is the first full year that I have entered the xx property and casualty insurance industry. It is also a year when the competition in the insurance market in the xx area has become more intense. It is the company's A critical year for market expansion and sustainable development. Unknowingly, at the beginning of the new year, here is the following summary of the important work in 20xx:

Looking back on 20xx, there is the joy of fruitful results, the hardship of working with colleagues to tackle key problems, and the difficulties and setbacks encountered. Feeling melancholy, facing new challenges such as system changes, I began to study seriously on the basis of 20xx, trying to learn and master various business knowledge and skills from many aspects, improve my business work ability, and become familiar with many sales management positions. Workflow and operations.

1. Frequent collection, organization, and statistical analysis are habits I have developed since I took over the job. We know that real numbers are the cornerstone for the survival and development of an enterprise. Only by providing leaders with real and referenceable business operation data can the leaders of the unit avoid making wrong decisions and prevent various business operations from going wrong. Falling into a vicious cycle of development. Ensure that the underwriting ledger is updated correctly every day, perform statistical analysis of various business data, and send text messages in a timely manner are compulsory courses for my daily work. I also collect and publish weekly meeting report data according to the leadership's requirements, and am always ready to provide information to the unit. Useful information on recent business operations.

2. Accounts receivable is an important responsibility of the sales management position. Every month, I will contact the sales staff according to the receivable list provided by the financial department to check and call for payment, and prepare the corresponding personal receivable list for the sales staff. Our organization also has a lot of orders with relatively long aging periods. For these, I will export lists from the reporting system from time to time to remind the sales staff.

3. The management of renewal data is also an important part of my job. At the beginning of 20xx, the branch began to pay attention to the renewal work and began to issue agency renewal lists every month. However, due to problems with the system entry of our organization, it is impossible to distinguish the actual entry situation. Every month, I will match the list and ledger issued by the branch, re-edit the actual salesperson, and perform the editing for the sensory and actual printing needs of each team. arranged. Distribute practical checklists to each team and the renewal department about a month in advance to facilitate the smooth progress of the renewal work. Usually when the salesperson needs my renewal data, I try my best to cooperate and help with the inquiry.

4. Handling fee settlement is an important job for me. Every month, I will make an agency business list based on the actual receipt list provided by the finance department, issue a list, etc. to invoice the sales staff or directly settle the handling fee. In this regard, I have developed a rigorous and meticulous style, and I interact more with sales staff. I will enthusiastically answer and handle various questions in terms of list verification, expense settlement, etc.

5. The statistics of various reports also take up a lot of my work time. For associations, there are monthly insurance data reports; for government departments, there are also quarterly government bidding vehicle reports; there are branches The business management department has card performance statistics tables, and the branch marketing department has monthly performance statistics tables, team leader quarterly assessments, new car rewards, handling fee summary tables, etc. In addition, there are statistical tables such as monthly expansion allowance and order subsidy for the channel department.

The above is also a small part of my work content. In addition, I am also responsible for the statistics of sales series assessment data, the verification of branch production capacity data, the verification and modification of expense control system data, etc. The workload is also relatively large. .

For the above work, I also achieved a lot in 20xx. For example, the data modification of the monthly expense control system and the statistics of performance have always been relatively high in the organization's time ranking, and it has not hindered the payment of wages. My data processing capabilities have also been greatly improved compared to before. I have learned many new ECEL skills and saved a lot of work processing time. Of course, there are also some shortcomings. Due to the cumbersome nature of the data, many errors will inevitably occur during manual processing and need to be checked and corrected. I also have a quick temper, and I tend to be impatient or impatient in some aspects of work.

Generally speaking, my working time every month is quite fulfilling. I also have the following summary of my work this year:

1) I still have to maintain a positive attitude when doing things. Be positive and maintain a good attitude. You should keep a calm mind and don't worry about gains and losses. The path is your own choice. Just take it as it comes and just concentrate on doing the current things well.

2) Listen more, learn more, ask more, think more, and do things in a planned and orderly manner.

3) No matter what the technology is, it doesn’t matter whether you are professional or not. You can apply what you have learned to improve work efficiency.

After a year, I would also like to make some suggestions to the company: First, I hope to improve the software and hardware systems so that my manual era can end soon. Second, we hope that the division of labor among each position can be clearer, the corresponding responsibilities should be clear, and work should be assigned with a system of responsibility without shirk.

Looking back on the past and looking forward to the future:

1) I hope to continue to keep up with the company's pace and carry out various tasks in accordance with the deployment of the general manager's office.

2) Do your own basic work to ensure accuracy and timeliness.

3) Provide sales support, build a data platform, and promote the growth of each team.

4). Stronger professionalism and stronger technology. Summary of personal work in the insurance industry 2

I joined the big family of __ Property & Casualty Insurance in 20__. During this year, under the correct leadership of the branch company and the manager’s office, I worked in various departments. With the full cooperation and the joint efforts of all employees, we have fully completed all the annual tasks. As a member of __ company, I am proud that the development and growth of the company cannot be separated from the efforts of every employee. After hard work, I will make a brief summary of my work for the year:

1. Personal development and work completion

In my 20__ year, my work was divided into Two stages. In the first half of the year, it is mainly engaged in sales department training and agent services; in the second half of the year, it begins to manage the marketing service department. The annual task target of the sales department of my department is ___ million. As of the beginning of __, the full-year task has been completed. As of __ month _ day, our department *** has completed premium income of about ___ million, The super task indicator is about __; in 20__, the task indicator assigned to me by the department is __ ten thousand. As of __ month __, I have completed premium income of __ ten thousand (including motorcycle __ ten thousand), Excluding motorcycle new business, it is calculated as __ million, exceeding the planned target __, with a year-on-year increase of __ million in 20__; in addition, the __ marketing service department achieved the annual premium task of approximately __ million, a year-on-year increase of _ _, in both the third and fourth quarters, we completed the premium plans issued by the company and the department.

2. Existing problems and deficiencies

In my work in 20__, I have achieved certain results and improved my abilities, but there are still many deficiencies. Places:

1. Not liberated enough in thinking and not bold enough in doing things. Whether it is group training work or marketing department management work, the pace is limited by thinking and vision. I dare not make bold assumptions about everything, do things too cautiously, and are accustomed to relying on experience and judgment.

2. Not good at allocating time reasonably, so that in the tedious affairs, not enough time is taken out to strengthen study and the cultivation of one's own quality.

3. The management experience is not very rich, and the artistry and skills of management need to be strengthened and improved. Because the management time is not long, the management ability is still somewhat lacking.

I hope that leaders can point out and criticize more in the future so that I can gradually improve my management capabilities and improve my work level.

4. There is not enough communication between colleagues in various departments and I hope to increase communication opportunities through various company activities.

3. Work ideas and prospects in 20__ We bring greater pressure. We can only face reality, turn pressure into motivation, and exchange continuous progress for greater development. In the new year, I will specifically focus on the following aspects:

1. Enhance the awareness of active learning. Reasonably arrange time at work, strengthen self-learning, and continuously improve business quality and management capabilities.

2. Pay attention to team awareness and overall situation awareness. Work actively, face difficulties and pressure correctly, proactively seek solutions, and strengthen team building in the Marketing Service Department.

3. In-depth understanding of the life, work, and study of marketers, changing the way marketers develop their business from the perspective of innovation and development, and improving the work efficiency and loyalty of marketers.

4. Increase the management of department marketing personnel, ensure the stable and orderly development of department business, and strive to fully complete various task indicators assigned by the company

5. Raise the threshold and open up channels , increase the recruitment of marketing personnel, and absorb outstanding talents from the society to join our marketing team based on the principle of choosing the best rather than the poor. At the same time, the training of department personnel will be strengthened.

Finally, I believe that we will do better in 20__, and the tomorrow of __ branch will be more brilliant! Personal work summary of the insurance industry 3

In the first half of this year, I Under the thorough implementation of the strategic deployment of the head office of "optimizing structure, grasping the rhythm, complying with laws and regulations, and operating efficiently", and under the correct guidance of the provincial general manager's office, the company effectively responds to changes in the market situation, comprehensively accelerates business development, and makes the company Its own capabilities have been steadily improved, and various core indicators are well benchmarked against the local market. The work situation in the first half of the year is summarized as follows:

1. Ensure business compliance and stable development

Under the careful guidance of various departments of the provincial company, we strictly abide by the superior company’s monthly requirements Issued underwriting policies and expense policies to ensure the steady improvement of business quality. While the business is developing soundly, operating costs and profitability levels continue to improve, and economies of scale generally show a trend of coordinated development. Aiming at the blind spots in claims settlement, find out the crux and further optimize the work process. For example, in terms of strengthening the management of surplus materials, we will continue to refine the management system and the handover links of claims settlement and finance, so that the phenomenon of "run, leak, drop and leak" can be effectively controlled.

While taking control measures, the company also holds regular training meetings every Friday to strengthen the professional ethics and professional work skills of claims personnel to prevent the impact of moral risks on claims work. Through the management and control of these effective measures, the company's various indicators of claims settlement are kept within a good level.

2. Further improve internal control and compliance work to safeguard business development

Improve the compliance awareness of all employees through the promotion of compliance operations. Promote the daily routine of compliance work: that is, the various inspection contents of the regulatory authorities should be used as the criteria for daily practical work and the focus of our self-inspection work; the various work systems of the superior company should be effectively applied to actual work to improve Increase employees' sense of responsibility. According to the actual development of the company, the company's internal management measures for each line are revised and supplemented regularly and reasonably. Improve the basis for internal control and compliance work through the establishment of a whole chapter.

3. Main existing problems

Due to the inertia of business development thinking, it is believed that the new underwriting policy is "too strict and too restrictive" and there is no way out for business development.

In the process of work, I deeply feel the urgency of strengthening my own learning and improving my own quality. First, learn from books, insist on squeezing out a certain amount of time every day to continuously enrich myself, correct my attitude, improve my methods, Extensively absorb various "nutritions"; the second is to learn from the colleagues around me. In my work, I always maintain a humble and prudent attitude, and humbly ask for advice, and learn from their hard-working, truth-seeking and pragmatic work style and problem-solving methods; the third is to learn from practice , apply the knowledge you have learned in practical work, test the knowledge you have learned in practice, find deficiencies, improve yourself, and prevent and overcome the tendency to dabble in superficial knowledge and understand only half a thing.

To do a good job, I think the most important thing is to have a sense of responsibility. Once you have a responsibility, you will work hard to complete it and complete it well. I love your work like this, Your work will love you. The company often preaches that everyone should do their job conscientiously. This is an invisible responsibility that spurs me to work hard in this direction, to continuously improve and improve.

There is a song that sings well: "Depending on success or failure, life is heroic, just starting from scratch." My understanding of it is: if you succeed, don't be proud, keep working hard in order to achieve greater success; if Don’t be discouraged if you fail, learn from your failures and strive for success next time. No matter what, you must always maintain a positive and optimistic attitude in work and life, so that you can work better and live a more exciting life. Summary of personal work in the insurance industry 5

In the past six months, we have still done very well. Our company has also reached a state of continuous progress. The current market for insurance work is very large, but the competition is also very high. How can we continue to make progress in the insurance industry? Under such a general environment, it is a very real issue for our company to gain a foothold. This half year is indeed rare and valuable. There has been a lot of progress in the work in the past six months. Our company has also made some breakthroughs in the past six months. This state is very Yes, there are many measures that need to be continued to be implemented, and we need to summarize them now.

First of all, the development of the company has been very stable in the past six months. Although there have not been many changes, the internal employees are working very hard and slowly some good things are emerging. Of course, this needs to be continued. , doing insurance work is not that easy, you should further improve yourself, this is also very necessary to do well, in terms of business, you still need to have an objective understanding of yourself, some things should continue to be done well, this paragraph I have also been very concerned about my own abilities in my work. I have been seriously thinking about myself. I should work harder and be more attentive in this regard. As a manager, this needs to be clear. My continued performance in the first half of the year is indeed still good. There has been a significant improvement.

In the past six months, the employees within the company have been very united and everyone is very dedicated to their work. In such an environment, they can still do better. There is no doubt about this. I believe in the next work. We can do better, and the performance of some employees is also very good. The company is developing in a better direction. These should be continued no matter when. Only in a stable state can the company develop. The company's work policy is correct. Only by executing relevant work can it be sustainable. We have accumulated a lot of customers in the past six months. This is the result of everyone's joint efforts. When doing insurance work, you must find the right position. If you can't Missed opportunities are very important.

This half year has also reached a critical period. Some things need to be improved. Our company is slowly developing and improving. Everyone has a good attitude at work, and the atmosphere of the company is getting better and better. Not only has the performance improved, but the working atmosphere has also improved a lot. I am very sure of this. Although the development is stable now, we must not relax and we must continue like this. The working atmosphere, the atmosphere created by everyone *** is very rare. After briefly reviewing the experience in the first half of the year, I have realized a lot now. Some things should continue to develop, and I need to work harder in the second half of the year. *** We must also perform our insurance work well and continue to do this well.

Summary of personal work in the insurance industry 6

In 20__, under the correct leadership of the general manager’s office and with the joint efforts of colleagues, our company completed the tasks assigned by the branch on _month_ The tasks throughout the year ranked first in the branch, and it was also the first three-level organization to complete the tasks in the branch. This half year was full of passion and challenges.

With the rapid development of the company's business scale and the gradual increase of the business team, under the strict management of the insurance regulatory department, my business management and professional skills have been further improved. Now I will summarize the achievements and results achieved in the past year. The shortcomings are summarized as follows:

1. Improve self-awareness

Since joining __ Insurance Company, I have been working in the business management department underwriting. Based on past work experience, I clearly understand the rigor and importance of this position. While working with "compliance and legality" as the center, we should keep in mind various underwriting policies, strive to learn underwriting professional knowledge, adjust our own knowledge structure, and improve our self-awareness and policy implementation capabilities.

The company is facing the rapid growth of business volume in underwriting, and the problems encountered in the underwriting process are also increasing day by day. I have always been adhering to serious study and careful investigation, and strive to achieve: never let go of a high-quality customer, never let go Put in a piece of bad business, promote the company's compliance operations, reduce risks, and strive to achieve standardization, specialization, and standardization.

2. Summary of daily work

What seems to be ordinary insurance policies are always placed in front of me every day. My daily work is to enter, enter, and enter again. But every entry I make and every order I make are inextricably linked to the company's efforts to complete the full-year tasks in half a year. It may seem like my job is boring, but I know very well that only by doing every business carefully and carefully reviewing every bit of information can we keep risks at bay.

III. 20__ Plan

In my work in 20__, I will continue to strictly demand myself. While constantly improving and refining my work, I will also lead Department employees should study professional knowledge seriously, consolidate their professional foundation, combine theory with practice, and constantly improve their business capabilities. "Start from me, start from bit by bit, start from now", take pride in the company, and make our own contribution to the stable, efficient and rapid development of Mining Insurance's business. Live up to the trust and care of leaders. Summary of personal work in the insurance industry 7

The year 20xx is an unforgettable and testing year for the people of Zhongzhi Insurance. According to the spirit of the preparation and approval documents of the provincial company and the Insurance Regulatory Bureau, our company has been preparing to establish from April to May It was officially opened for business on March 10th. So far, all work has been on track, and the company's development has begun to take shape. Since its official opening, under the correct leadership of the Provincial Company Party Committee and the General Manager's Office, and with the strong support of the Municipal Party Committee, the Municipal Government and all sectors of society, our employees have united and worked hard with the courage of pioneers to overcome difficulties and achieve proud results. As of mid-December, a total of 10.85 million yuan in premiums had been signed, fully completing various tasks and goals assigned by the provincial company. These achievements have verified our company's corporate spirit of "especially able to endure hardship and especially able to fight". The work done in 20xx is now summarized as follows:

1. Carry out in-depth market research and formulate active preparation plans.

In order to ensure the smooth progress of the preparatory work, the company's preparatory team carefully carried out market research at the beginning of its establishment. According to the requirements of the Provincial Insurance Regulatory Bureau, the head office and the provincial branch, the preparatory team combined the market conditions and its own work In fact, we formulated a preparatory schedule, detailed the preparatory work to each working day, and put forward detailed work on the company's workplace site selection, decoration, budget for preparatory funds, organizational setup, personnel recruitment, training, etc. Plan and implement the plan to ensure that the preparatory work objectives are clear, the measures are specific, coordinated and implemented in place. On this basis, the establishment plan and the overall business ideas and goals for the future development of the central branch company were formulated. To guide the normal development of the entire preparatory work. With the efforts of the preparatory team, the company's preparatory work has received the care and support of the Municipal Party Committee and the Municipal Government. Due to the proper arrangements of various plans and measures, the company successfully passed the acceptance of the Insurance Regulatory Bureau in May and was approved to open for business.

Second, firmly grasp the "first priority" and firmly establish a sense of development.

Since the company was founded, the concept of development has been deeply rooted in the hearts of every employee who loves the insurance franchise company. For new companies that have newly entered our city's insurance market, how to occupy a place in the fierce and even ruthless market competition and achieve extraordinary and leap-forward development is a top priority for each of our employees. The company's leadership team has unified Thoughts, taking the 20xx business development ideas proposed by the provincial company as our guiding ideology for entering the market, we held multiple staff meetings to unify our thoughts and brainstorm. Everyone worked together to come up with ideas and ways to segment and study the market. Once we found the breakthrough, we Then a detailed and thorough attack plan was formulated, and the leadership team took command from the front to fight every tough battle. While developing direct sales business and personal agency business, the General Manager Office of the Central Branch also attaches great importance to the construction of business development channels and strives to build a multi-channel, all-round sales network for insurance products. Through active efforts, our company has achieved success in a relatively short period of time. Within a short period of time, it has signed part-time agency cooperation agreements with Bank of China, China Construction Bank, Industrial and Commercial Bank of China, Agricultural Bank of China, Fujian Industrial Bank, etc., laying a good foundation for the comprehensive and rapid development of bank agency business in the future.

3. Adhere to the principle of "grasping with both hands, both hands must be strong" to make company management and development go hand in hand.

Management is the eternal theme of an enterprise, and the system is the guarantee for effective management. Successful enterprises come from excellent management, and excellent management comes from excellent systems. In order to ensure that after the opening of the Central Branch, all work can be carried out in an orderly manner and that there are rules to follow. During the preparation period, we refined the "Internal Control System" formulated by the head office and provincial companies and formulated it based on the specific local conditions. A series of management systems have been established, and a management platform has been built according to the superior company’s management model of “intensive operation, standardized management, programmed operation, standardized operation, high-quality service, and institutionalized construction”, and firmly established that “management is no small matter, and management is productivity. " thought, 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. The company is in While paying close attention to market development and expansion, we also actively do a good job in team building, management, and training of employees, starting from various aspects such as political and ideological quality and business skills, and strive to improve the ownership mentality of each employee who is dedicated to their work. During the training Let them fully understand China Insurance's clause system, market strategic guidelines, corporate cultural spirit, business development ideas, etc. In 20xx, we organized various business trainings 4 times, with 180 participants per time. Through centralized training, Decentralized guidance has improved the overall quality, business level and risk prevention and control awareness of the team, allowing the company to continuously enrich, improve and improve the comprehensive quality of the entire team during its development, laying a solid foundation for the company's sustainable and healthy development. Since its establishment, the company has underwritten and issued 2,240 insurance policies of various types, with a premium of 10.85 million yuan, accepted 185 reports of various types, investigated 14 cases on its behalf, and settled 61 cases, accounting for 94% of the cases settled. .

4. Survive in competition and promote development in service.

Faced with increasingly fierce market competition, insurance companies, especially new companies, must not only provide policyholders with insurance products that meet their diversified, differentiated and personalized needs, but also Provide customers with zero-distance insurance services as much as possible. Therefore, at the beginning of its establishment, Zhonghua Branch advocated that all employees should establish the concept of "business must develop and service must come first", relying on the China Insurance brand and the company's strength and background, with high-quality, personalized, and humanized pre-insurance, The guarantee and post-guarantee services win customers and the market, thereby promoting the rapid development of the company's business.

Therefore, how to improve the quality of service work and build a first-class customer service platform is also the top priority of our work. As the number of competition entities in the insurance market continues to increase, various insurance companies have increased their efforts to compete in market business, and insurance What the company operates is not a tangible product, but a service that avoids risks or ventures. Therefore, it is extremely important to build a customer service platform with high-quality services. When service has become the core content, incorporated into the values ??of the insurance company, and become the core competition, Customer service work has become a service culture with a unique concept. Therefore, at the beginning of its establishment, China Branch has strictly standardized its customer service work, applied and implemented China Insurance’s first-class customer service management platform, and established and improved a voice service system to allow many customers to fully understand the powerful support functions of the voice service system to improve own market competitiveness and achieve customer satisfaction.

At the same time, strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly adhere to the service tenet of "enthusiastic, thoughtful, high-quality, and efficient", adhere to the principle of "active, rapid, accurate, and reasonable", and strictly follow The job responsibilities and business operation procedures are stipulated to handle various tasks such as receiving, reporting, damage assessment, interpretation of terms, settlement of claims and complaints, etc. Effectively implement the business philosophy of "market-oriented, customer-centered".

In 20xx, under the correct leadership of the provincial company and the joint efforts of all employees, our company did some work and achieved some results, but it still fell short of the requirements of the head office and the provincial company. There is a big gap. In 20xx, the Central Branch will conscientiously implement the spirit of the provincial meeting and follow the requirements of the provincial company's "20xx Overall Work Idea" to achieve simultaneous and rapid development in speed, scale, and efficiency. ;