Insurance company year-end summary

Before you know it, the year is coming to an end. Looking back on the work history of this year, you have put in hard work and gained growth. At this time, what kind of summary will you have? Are you at a loss to write or have a clue? The following is the year-end summary of insurance companies (selected 5 articles) that I have compiled for you. Welcome to read and collect. Insurance company year-end summary 1

The work of the first half of 20xx is about to come to an end. From the time I joined the company to now, I have been working at Pacific Insurance Company for almost 8 months. Looking back on my work over the past six months, with the support and help of my colleagues in the company, I have further come into contact with insurance and society, which has challenged my work and learning abilities. During this work, there are gains and losses. Calm down and summarize your work achievements and gains, so as to find out the shortcomings to facilitate future work. The work situation in the past six months is summarized as follows:

1. Improve self-awareness

Since joining the company, I have clearly understood 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 ability to grasp policy implementation. Study carefully, ponder carefully, and strive to: calmly respond to customer inquiries and provide accurate, clear, and simple answers. 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, re-enter, send orders, Send orders, then send orders. But every entry I make and every order I send are inseparable from the company's completion of the full-year tasks in half a year. It seems that my job is boring, but I know that if I do every business carefully and carefully review every bit of information, I can keep risks at bay. Reduce risks and improve business quality. Constantly enrich and improve yourself at work without leaving any regrets.

Summarizing the work and study in the first half of the year, my experience is that we must achieve the "four diligences" at work, namely:

1. Eyesight and diligence (look more, take old employees as the priority) role model and learn from senior business experience and methods).

2. Diligence (run more, understand the needs of car dealers and customer service, and keep abreast of market trends).

3. Be diligent (report the problems discovered to the leadership in a timely manner and handle them in a timely manner).

4. Handy work (make relevant records and summaries in a timely manner to lay a solid foundation for future work).

3. Plan for the second half of the year

In the work of the second half of the year, I will, as always, strictly demand myself. While constantly improving and refining my work, I will seriously study professional knowledge and consolidate my work. Professional foundation, combine theory with practice, and constantly improve your business capabilities. Live up to the trust and care of leaders. We will conscientiously implement the "Pacific Insurance Dream", take pride in the company, and make our own contributions to the stable, efficient and rapid development of our insurance business. Strive to complete the premium tasks assigned by the company in advance.

IV. Main work measures

1. Strengthen the awareness of danger and update business concepts. Change the working status of waiting orders, strengthen communication with car dealer specialists and sales managers, and keep abreast of the proportion of our company's business among car dealers, laying an ideological foundation for the company to do a good job in various tasks.

2. Analyze the car dealer, and analyze the situation based on the car dealer’s insurance specialist and your own understanding of the situation, arrange and deploy early, and strive for the initiative in the work.

3. Aim at the target, highlight the key points, and do all the work in a down-to-earth manner. Understand the car dealer's tendencies, such as sending for repairs and counter-profits.

4. Strengthen publicity and public relations to improve corporate image. Publicity and public relations are the pioneers in the development of insurance business and increase the company's visibility.

5. Take the initiative to expand the market. Maintain uncooperative car dealers and strive for long-term development.

5. Conscientiously implement the company's rules and regulations

1. Discuss and formulate reasonable rules and regulations, formulate documents, and ensure that they are reasonable and can be followed.

2. In the process of formulating the system, in addition to proposing corresponding punishments for those who violate the regulations, it also proposes some incentive measures in a timely manner to spur and improve employees' enthusiasm for implementing the system. achieve the purpose of motivation.

3. Clarify responsibilities and assign responsibility to the individual.

I still have many shortcomings in my work. I don’t think deeply and carefully enough about problems. In addition, I have not been able to work well enough since I joined the company, so I have to constantly learn and improve. Facing the increasingly fierce market situation, I will devote myself to my work and strive to achieve the annual plan goals. Year-end summary of the insurance company 2

The year of xx is a year in which competition in the xxx life insurance market has become more intense. It is also an important year for the development of xxx personal insurance. Under the correct leadership of the General Manager Office of the Central Branch Company, xxx personal insurance , conscientiously implement the various requirements put forward by the general manager's office at the beginning of the year, closely focus on the various work indicators issued by the branch and the central branch, take business development as the theme of the year's work, clarify business ideas, grasp business priorities, and actively and effectively implement Carry out the work and achieve good results. In order to provide useful reference for future work, the work situation of xxx insurance in xx and the work plan in xx are now reported as follows:

1. Business results and work summary in xx

< p> As of December 1, xxx insurance, with the joint efforts of all business colleagues and internal and external staff, *** has achieved new single premium income of Yuan, accident insurance premium xxxx million Yuan, completed the periodic payment quota issued by the branch two months in advance. As of December, there are xxxx marketing agents for individual insurance, including xxxx licensees, and the license rate is xx%. There are xx supervisors at all levels, including x department managers and x directors. Achieved the stability of business scale and team manpower.

Looking back on the journey of XX, we embody the spirit of tenacious struggle and perseverance of xxx CPIC people. Focusing on the work priorities at different stages and in response to the actual conditions at each stage, we actively adjust our ideas to keep up with the development of the company. The following specific work measures have been adopted:

(1) Strengthen ideological confidence, clarify the direction, fully understand the market situation, seize opportunities, and face challenges. This year, xxx peer companies have continued to compete with us in all aspects, especially large and small companies such as China Life, Huatai, Taikang, and PICC. In this market environment, only catching up and actively developing is the last word. Everyone at xxx insurance fully understands the spirit of their superiors and realizes that they must not passively revolve around the company's planned targets, but should actively explore the market. These are two different development concepts and will achieve completely different development results. We take advantage of various opportunities to change the concept of all internal and external departments of personal insurance, from "I want to develop" to "I want to develop." For front-line sales staff, we have repeatedly emphasized that achieving performance and occupying the market is fundamental. We must see the inexhaustible resources of the life insurance market and realize that by making a policy, we occupy a piece of the market. Only by establishing new concepts of development, continuously occupying market share, and competing with peers with service and morale can the marketing team remain invincible in the market tide. It is precisely by overcoming the ideological fortress and unifying the concept of development that we have fundamentally enhanced the cohesion of xxx insurance, and xxx insurance has shown a proactive, healthy and upward mental outlook.

(2) In view of the business priorities at each stage of the year, our department actively cooperates with the various arrangements of the Central Branch Company, analyzes the actual situation of individual insurance, launches competition plans in a timely manner, and drives performance in a targeted manner. Especially in the 100-day war in July this year, we launched the competition plan of "All heroes gather in the Great Hall of the People" to set up stars and set benchmarks, and set up the slogan of "visiting every day, achieving results every week, adding more people every month, and reaching the standard in 100 days." Hanging in various workplaces effectively strengthened team cohesion. After a hundred days of hard work by all internal and external staff, we finally achieved the top ten results in the province. A total of 12 representatives went to the Great Hall of the People for the xxx insurance.

(3) For individual insurance group training, clarify the positioning of responsibilities, strengthen job awareness and work responsibility, so that both field partners and internal staff can understand the direction and perform their respective duties.

1. Strengthen goal awareness for team leaders and enhance supervisor-driven awareness.

2. Strengthen the sense of honor and strengthen training and training for elite masters.

3. For individual insurance internal staff, adjust the department structure, clarify job responsibilities, and effectively provide team support and service.

(4) Focus on basic management, improve team quality, and maintain team stability. Focus on product business with one hand, increase scale premiums, and ensure that goals are achieved.

1. Basic work, based on long-term development, is the direction that xxx individual insurance has always adhered to for a long time. In XX, the basic management work of xxx individual insurance has reached a new level. From morning meeting management, attendance management, system training, workplace construction and other aspects, we strengthen every aspect of training so that all work can be carried out in an orderly manner. The team has formed regular working habits, the team quality has been continuously improved, and the team stability has been continuously enhanced.

In terms of morning meeting management, xxx insurance attaches great importance to it and requires team training to make great efforts to ensure the effectiveness of each morning meeting. The operating results have been remarkable in the past year. In order to do a good job in attendance management, Binge Insurance revised the attendance management method at the beginning of the year, canceled the term part-time job, and proposed a clear attendance reward and punishment mechanism for everyone. It is necessary to establish system awareness throughout the jurisdiction and make it clear that "if you want a job number, you must go to work." The hard truth is to guide the team to further correct the atmosphere and develop a good work style.

2. While focusing on basic management, we should also conscientiously organize and guarantee product briefing sessions and carry out various forms of customer appreciation activities. Especially since July this year, we have actively held individual sessions at various outlets and achieved great results. It achieved good results and was recognized by field staff.

2. Some problems existing in xx work

1. The development of staff addition work lags behind, and the overall quality of the team is still low, especially the county team, which needs to supplement high-quality talents and develop High-end customer market.

2. The order placing rate, conversion rate, and retention rate of newcomers are not high, and the phenomenon of large inflows and outflows still exists.

3. The sense of responsibility and work ability of some supervisors cannot keep up with the needs of market development, and the overall level needs to be improved.

4. The overall activity level of the team is insufficient, and the per capita production capacity and average premium per piece are still low, which is far from the market requirements.

3. xx assumptions

In view of xx’s experience and shortcomings, xxx insurance must do the following work:

1. Continue to keep up with the pace of the city company, Carry out various tasks according to the deployment of the general manager's office.

2. Do a good job in basic management work, and truly improve the activity volume, performance rate, attendance rate and per capita premium indicators of business personnel.

3. Provide sales support, build a sales platform, and promote the growth of the elite team.

4. Vigorously carry out recruitment activities, especially in county towns.

5. Establish a complete hierarchical training system, do a good job in training formal personnel and newcomers, bridging education and qualification examination training, etc., to improve the level of personnel at all levels.

6. Continue to strengthen the construction of workplaces in townships and realize the scale development of existing township outlets. Promotion of various outlets.

Looking to the future, we are full of confidence in our future development. We believe that under the correct leadership of the Central Branch, with the cooperation of the xxx branch and the joint efforts of all the internal and external staff of the individual insurance company, we will be able to achieve more impressive results and let CPIC's The flag always flies. Insurance company year-end summary 3

Time flies, and a year has passed in the blink of an eye. Under the careful cultivation and guidance of the leadership, coupled with my continuous efforts, I have achieved great success both in thought and work. Looking back, although there were no spectacular results, this year's financial work was successfully completed under the correct guidance of the group company's leaders and department leaders. I feel very happy and keep working hard. The personal work in 20xx is summarized as follows:

1. Standardized management of expenses

(1) Control expenses strictly in accordance with the standardized management system of internal expenses of the group, such as the determination of car expenses Make up for it, and provide fixed subsidies for travel expenses and business entertainment expenses according to different provinces and cities. When filling out the expense documents, check whether the invoices are complete and valid and whether other expenses are reasonable. Accounts are divided into categories for each department to facilitate the financial budget next year. Approving the various expenses of each department will lay the foundation for a clearer understanding of every expense incurred by each department.

2. Basic accounting work

(1) Standardize the preparation of accounting vouchers, and strictly check the rationality of the original vouchers to see whether the accounting facts are consistent. Strengthen the management of accounting files so that every contract, every agreement, and even every document uploaded and issued within the company is bound into a book one by one for future reference.

(2) Prepare the financial statements required by the group company according to the specified time and requirements, so that leaders can understand the company's internal funds, expenses, costs, profits, etc. in a timely and accurate manner.

(3) Declare various taxes on time every month. In the mid-year tax review of the group company, we actively cooperated with the leaders to complete the company's tax audit work in previous years.

(4) Continuously strengthen the management of the company’s fixed assets. Any fixed assets purchased by each office will be recorded in the account according to the purchase report and physical invoice signed by the leader, and verified to each department and each responsible person. , register and file for future reference. Fixed assets that expire and are sold to other units are scrapped or cleaned up through the fixed assets management module.

(5) Calculate employee wages and expenses on time every month, prepare accurate statistics on the loans of the group company and its subordinate companies, and provide leaders with the latest and most accurate company capital information.

3. Financial accounting and management work

(1) Conduct inventory of xx department from time to time according to leadership requirements, and calculate the income, costs and expenses of the sales department and catering department so that they can Keep abreast of its business dynamics in a timely and accurate manner. At the same time, suggestions on the operation and management of the sales department were put forward to facilitate future accounting and management.

(2) Correctly calculate business taxes and personal income taxes, pay taxes in a timely and full amount, actively cooperate with the tax department in using new tax declaration software, maintain communication and contact with the tax department, and obtain their Support and guidance.

(3) Due to the loopholes caused by the company’s lax management of internal transactions in the past, the book amount was too large, occupying most of the company’s capital flow. While successively settling project debts, it increased In order to check and inventory the current accounts, we carefully checked the customer transactions that were too old.

(4) In October, the dividends for 20xx will be calculated and distributed based on the company’s profits last year. When paying dividends, strictly follow the matters assigned by the leadership, and deduct any arrears before paying them.

(5) Actively cooperate with the Engineering Department to conduct acceptance accounting of xx highway and other projects last year and this year.

4. Work hard to complete the temporary work assigned by the leader

As a grassroots worker, I fully realize that I am an executor. No matter when and where the work assigned by the leader is, I will never fail. Bargaining can be completed in a timely and diligent manner. When encountering problems, try to ask questions and strive to satisfy the leader.

5. Problems in the work

No matter how detailed the work is, mistakes will inevitably be made. There are still many things to be corrected in this year's work:

1. There is too much financial accounting knowledge to learn, and you need to work hard to improve your business quality.

2. Study hard to understand the principles of preparing consolidated statements as soon as possible and learn to use them.

3. Sometimes you are sloppy at work and it is worth improving.

The new year means a new starting point, new opportunities, and new challenges. I am determined to continue working hard, learn business knowledge, and reach a higher level under the correct guidance of company leaders and department leaders. Insurance company year-end summary 4

"Serious, pragmatic, innovative, and passionate" are the keywords for the position I have set for myself this year. In my work in XX, I always use specific work performance to interpret it. The true connotation of these words, use your own actual actions to prove that you can do better!

As the year XX is coming to an end, I look back on the "oath" I made when I summarized it at the beginning of the year. I feel a little bit gratified and a little bit regretful. Of course, with the vigorous development of the entire company, I see more What I saw was my vision and hope for the future of Binhai Insurance, which I am committed to.

If you don’t accumulate small steps, you can’t make it a thousand miles. In the past year, due to the lack of work experience, I exposed some problems in practice. Although I hit a lot of walls, I also got a lot of opportunities to sharpen myself. These opportunities are very important to me. All are practical and effective.

With these indispensable experiences, compared with last year’s business level, I now feel more comfortable working than before, and my efficiency is naturally higher.

In fact, the so-called "get twice the result with half the effort" and the so-called "accumulation" means to accumulate as much progress as possible every day. Even if it is just a few "trivial" details, it will be a fortune that can greatly help your work over time. You must know that the difference between professional and unprofessional is Differences that may seem insignificant, but are actually very crucial.

This is the experience that has given me the deepest experience and the greatest benefit at work since the beginning of this year. In the future work, I will continue to adhere to my consistent work motto of "being lenient towards others and being strict with myself", and while constantly improving and refining my work, I will further enrich myself through a combination of theory and practice, and from a technical perspective Improve your business capabilities at all levels.

"One step further is the next step forward." In 20xx, I will definitely work hard with a new attitude and new look, never let down the expectations of my leaders and colleagues, resolutely make a good start, and make due contributions to the steady, rapid and efficient development of Yancheng Pacific Insurance .

Insurance claims settlement is an important link in the insurance business. It is related to whether the legal rights and interests of the policy holder can be effectively protected. It is also the ultimate purpose of insurance. The speed and quality of insurance claims settlement are a measure of an insurance policy. One of the important standards for the company's business quality. Insurance company year-end summary 5

Since the first half of XX, the development channel of the Second Marketing Department, under the correct leadership and support of the company’s manager’s office, has closely focused on the “maintain growth, adjust structure, and prevent” implemented by the general manager’s office of the municipal company. Under the work guideline of "risk-reducing and promoting stability", all internal and external staff of the development have continued to make progress, and after half a year of hard work, various major tasks have achieved certain results.

1. Resolutely and conscientiously adjust the premium structure, improve the intrinsic value of premiums, and stabilize the development team

Since entering XX, the Development Department has closely focused on the company’s work guidance and implemented a 10-year The products with periodic payment of xx years and above are the main business indicators for the year xx. We will dig deep into the selling points and value of the products with periodic payment of xx years and above, and promptly implement the propaganda to all exhibition partners. The benefits of selling products with period xx and above will be collected by all. The development partners responded enthusiastically. As of June 27, the Development Department of the Second Department has completed the premium of xx million for xx years and above insurance, completed xx% of the full-year plan, and completed 60% of the half-year progress required by the city company on time. Through half a year of sales of xx-year and above insurance types, it has improved the company's intrinsic value and played an active role in stabilizing the team. The essence of life insurance protection that many development partners have recognized through the sales of the above insurance types has also been recognized by the company's broad masses. The company's reputation is well established among independent customer resources.

2. Consolidate the organizational foundation, expand organizational development, and establish a three-high team

Organizational human development is the theme of continuous development of life insurance. Since XX, the Development Department has been deeply aware of this. At the beginning of the year, efforts were made to increase the number of employees through the talent market, online recruitment, introduction from the industry, etc. Through efforts, the number of certificate holders in the development department increased from 35 at the beginning of the year to 49 at present, exceeding the half-year human resources development requirements of the city company. The annual development target of 50 people has been basically completed. While increasing staff, we will strictly increase screening to provide outstanding talents for building a three-high team. At the same time, we will increase training efforts to create a professional sales team.

3. Advocate that all employees can create wealth together, set up role models, and everyone can successfully create wealth

The Wealth Creation Competition, an important measure of the provincial company, has a positive impact on all front-line marketers It played a very powerful stimulating role. Entering XX, our development department carefully analyzed the experience of previous years and summed up the positive role of role models, especially in developing this team. How to set a benchmark in the younger team and drive all development partners to create wealth and become this year's additions. The focus of staff retention work. Increase the training of new employees, set up dedicated personnel to follow up on all new employees who join the company, and work closely with supervisors at all levels. Up to now, the FYC of the new xx partners who have been in the company for more than half a year has reached 61,402 yuan, which has played an active role in motivating both new people and old partners.

4. Summarize experience in a timely manner, carefully analyze the reasons, and quickly respond and adjust work ideas

At each stage of work, the development department must conduct a summary and evaluation. Although some achievements have been made in the development work during the past six months, there is still a big gap compared with development requirements and advanced companies.

While we are actively carrying forward the above achievements in 20xx, we still have a lot of work that needs to be adjusted to better and faster adapt to the development needs of the situation and keep up with the company's pace.

1. While continuing to develop the business of xx years and above, increase the sales of short-term accident and short-term health insurance, especially card sales, and develop more targeted topics to provide all Development partners will provide strong support to their business development.

2. Strengthen various basic management tasks. Conduct weekly inspections on the interview rate and activity management of development staff, and conduct monthly summaries to ensure that all development staff maintain the habit of visiting effectively.

3. Improve regional business activities. Organize appropriate community activities according to the company and the characteristics of each region according to the opportunity, implement regional development, truly achieve the effective driving role of regional operations, and establish China Life brand influence.

4. Carry out 532 operations for partners at all levels. Increase the effective manpower ratio of the team and stabilize the team foundation.

5. Strengthen training and learning for supervisors at all levels. As the basic backbone of the company organization, supervisors are the cornerstone of the management team. In the second half of the year, we will increase efforts in the training of supervisors to improve their independent management awareness and management potential.

6. Cultivate team culture and cohesion. Integrate the development team culture of the second department into daily management and gradually build team influence.

The above is a brief summary of the development work in the past six months. Leaders are invited to criticize and correct any deficiencies.