About insurance work plan

Worried about writing a plan again? How time flies! It always goes by inadvertently. It is necessary to write a good plan. How to write a plan without becoming a mere formality? The following is my insurance work plan carefully arranged for you, hoping to help you.

With the care and support of the company's leaders and all colleagues, the insurance work plan 1 has achieved good results in business development and successfully completed the company's task indicators. On this basis, summing up this year's work experience, combined with the actual work situation, the following work plan is formulated:

First, strictly implement the company's terms, strengthen business management, and build a high-quality and standardized underwriting service system. Underwriting is the source of the company's operation, the important basis of risk management and control, and the basic guarantee for the company's survival. Therefore, in _ _ _, the company will pay close attention to business management and improve its risk management and control capabilities.

The second is to standardize the implementation of the company's terms of service, improve service quality, and build a first-class service platform. We are not dealing in tangible products, but a service to avoid risks or venture capital. In today's increasingly transparent and competitive market, service has become the core competitiveness of our company and has been integrated into our company's values. Customer service is the concrete embodiment of this concept. After 20__ years, we will strictly standardize customer service, establish a first-class customer service system, and truly provide quality service for every corporate customer.

The third is to speed up business development, consolidate Zhengzhou's market share and expand Henan's market share. Based on the branch's annual premium income of 1 10,000 yuan in 20 _ _ _, the company plans to realize annual premium income of 1 10,000 yuan in 20 _ _ _, in which: the plan will be implemented in the following aspects.

1. Carefully organize and plan, resolutely complete the planned indicators, and lay a solid foundation for the annual target.

2. Vigorously develop channel business, deeply expand Zhengzhou market, fight the tough battle of Henan local business, advance in an orderly manner, and expand and consolidate Henan market share.

Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In 20 years, auto insurance business should consolidate old channels and old customers, expand new channels and win new customers, and focus on developing channel business, fleet business and underwriting new car business to achieve a new level.

4. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises and institutions, focus on public relations with units with good benefits and low risks, establish good relations with units, strive for a package of insurance for property, personnel and vehicles, and do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in 20 years.

5. Other aspects: Do other insurance business well; Strengthen cooperation with various insurance units; Actively participate in the fierce competition of various insurances.

Fourth, do a good job in team building, do a good job in employees and insurance salesmen, and continuously improve the allocation of human resources to provide human security for the company's business development. In 20__ years, wages and welfare benefits will be appropriately increased on the basis of 20__ years. At the same time, it is planned to provide a gift for each employee's physical examination and organize some group activities for each employee's birthday, so as to make good use of and retain talents, which will provide a strong human guarantee for the business development of _ _ _.

Five, improve the management mechanism, strengthen the execution. This year, we will start with the system, revise and supplement the existing rules and regulations and the required scope of the company, improve the previously imperfect rules and regulations, and make them more in line with the needs of the company's operation and management. Compile a book and distribute it to every employee, and study hard. Really manage people and do things with the system, so as to improve execution. 20__ is a brand-new year. With the joint efforts of all our staff, the company will enter a brand-new development stage.

The second part of the insurance work plan is to further standardize the management of social insurance handling, ensure the safe operation of social insurance handling business, strictly handle risks, and ensure the safety of funds. According to the relevant provisions of the Social Insurance Law and the Measures for Social Insurance Audit, combined with the actual situation of our county, the following work arrangements are made for the social insurance audit work of our bureau in 20 18 years, please implement them carefully.

I. Internal Daily Audit

Audit focus

According to the requirements of the internal control system, the audit, supervision and management focus on the registration of basic old-age insurance, basic medical insurance, work-related injury insurance, maternity insurance and unemployment insurance, the declaration of payment base, the on-the-job refund and death refund of old-age insurance, the transfer of old-age insurance relationship, the changes of important information and data of insured persons, the unsuccessful socialized payment of retirement fees and the payment of funds by users, the payment of benefits of work-related injury and maternity insurance, and the management of financial funds, so as to effectively improve the risk investigation.

Audit methods and objectives

Combine daily audit with regular spot checks, do a good job in internal audit according to the requirements of internal control system, and conduct spot checks on the handling of key businesses in this quarter at the end of each quarter, with the spot check ratio not less than 20% of the handled business volume. Through daily audit, we will promote the institutionalization and standardization of business handling, and effectively ensure that all businesses are handled in accordance with the law.

Second, the field audit

(a) the audit time and content

From June 10 to June10/0, 20__ _, we conducted on-the-spot audit on the enrollment, payment base declaration and social insurance premium payment of employees of insured enterprises in our county. The contents of on-site audit include:

1, employee participation, check whether there is underreporting or underreporting the number of participants.

2. When reporting the payment base, check whether there is underreporting or omission of the salary base.

3, social security payment, check whether there are unpaid or underpaid social security fees.

4, the distribution of social security benefits, to see whether to enjoy the social benefits in accordance with the provisions.

② Audit methods

Set up a field audit working group of the bureau. The working group is headed by the head of the unit, and its members are composed of relevant staff of the audit unit, the master planning unit and the finance unit. The working group is specifically responsible for the on-site audit of the insured enterprises in the county. The field audit enterprises are _ _ Rural Commercial Bank, Jiutian Vacuum, _ _ Telecom, etc. , and strive to achieve more than 25% of the field audit.

Part 3 of the insurance work plan is to strengthen management and build a high-quality and standardized underwriting service system. Underwriting is the source of insurance company's operation, the important basis of risk management and control, and the basic guarantee of insurance company's survival. Therefore, in _ _ _, the company will pay close attention to business management and improve its risk management and control capabilities.

1. Review underwriting business in time, control underwriting risk by using risk management technology and pricing system, determine underwriting rate and ensure underwriting quality. Conduct a preliminary examination of the business underwritten beyond the company's authority, sign opinions and submit them for approval to ensure the strict underwriting of the business.

2. Strengthen the management of information technology department, improve the processing platform of various insurance businesses, establish a perfect underwriting basic database through the construction and use of electronic underwriting business processing system, and prepare relevant statements and underwriting analysis. At the same time, do a good job in market research and regularly prepare medium and long-term business plans.

3. Establish and improve the risk assessment system for major target businesses and special risk businesses, so as to ensure reasonable risk control, and at the same time implement relevant reinsurance or reinsurance management regulations according to business risk conditions, so as to ensure reasonable dispersion of underwriting risks.

4. Strengthen underwriting and underwriting norms, strictly implement the clause rate system, master the operation of new core business systems, conduct comprehensive and systematic training for underwriting and underwriting personnel of China Branch, improve their comprehensive business skills and quality, and provide a good guarantee for the company's business development.

The second is to improve the quality of customer service and build a first-class customer service platform. With the increasing number of competitors in the insurance market, all insurance companies have strengthened their competition in market business, but insurance companies are not engaged in tangible products, but in services to avoid risks or venture capital. Therefore, it is extremely important to build a high-quality customer service platform. When service has become the core content and competition of insurance companies, customer service has become a service culture with unique ideas. After years of hard work, our company has occupied a certain share in the market and has a huge customer base. With the deepening of business development, the importance of customer service will be particularly prominent. Therefore, Zhongzhi will strictly regulate customer service and put the first-class customer service management platform into use and implementation within _ _ years.

1. Establish and improve the voice service system, increase the hotline publicity, and push the hotline to the society in various forms, so that many customers can fully understand the powerful supporting functions of the company's voice service system, thus improving their own market competitiveness and maximizing customer satisfaction.

2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly follow the service tenet of "enthusiasm, thoughtfulness, high quality and high efficiency", adhere to the principle of "initiative, quickness, accuracy and reasonableness", and do a good job in receiving, reporting, investigating damages, explaining terms, and making claims and complaints in strict accordance with job responsibilities and business operation procedures.

3. With the central branch as the center, a full-time and part-time branch covering the whole region will be established. In the initial stage, China Branch will set up three full-time survey and loss assessment personnel, and at the same time cooperate with part-time survey personnel to improve the overall quality of business personnel of China Branch, effectively improve the quality of survey and loss assessment claims, and ensure accurate survey, reasonable loss assessment and quick claims settlement.

4. Complete the expansion of _ _ marketing service department and YY marketing service department before. At this point, the construction of service outlets in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for corporate customers.

The third is to speed up business development, increase market share and make the company's insurance brand bigger and stronger. According to the annual premium income of _ _ _ yuan, the proportion of various types of insurance is: motor vehicle insurance 85%, non-auto insurance 10%, and personal insurance 5%. In, the business development work plan drawn up by the central branch company aims to realize the annual premium income of RMB yuan, and the proportion of various types of insurance plans is: motor vehicle insurance 75%, non-auto insurance 65,438+05%, and personal insurance 65,438+00%. The realization of the plan will be completed from the following aspects.

1. Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In, auto insurance business should consolidate old customers and win new customers, focus on developing fleet business and underwriting new car business, so that auto insurance business will reach a new level.

2. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises, focus on public relations with enterprises with good benefits and low risks, establish good relations with enterprises, strive for a package of insurance for property, personnel and vehicles, and do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in _ _ _.

3. Actively do a good job in agency business with banks. From June 5, 2006 to 10, through active efforts, our company has signed part-time agency cooperation agreements with Bank of China, China Construction Bank, China Industrial and Commercial Bank, China Agricultural Bank and Fujian Industrial Bank.

In _ _ _ _, we should concentrate on strengthening business communication with major banks, so that banks can fully understand the brand and advantages of China Insurance, strive to increase the bank's support and policy inclination for our agency business, strive for new breakthroughs in the agency business of banks, realize the strategic goal of insurance structure adjustment, and lay a good foundation for the company to maximize its benefits.

I should have my own ideas and plans about insurance work plan 4, from a fledgling graduate to an employee with certain work experience, from a passive Nuo Nuo who started talking with customers, from a learning employee who asked everything to what I learned in the future. This is my preliminary plan.

1。 Achieve skilled, fast and accurate billing.

In the face of experienced and capable billing elites, I am well aware of my own shortcomings. As a generalist, they are proficient in everything, such as cars, money and ideas, which makes me admire and envy. Therefore, billing is an important part of my auto insurance business. I will speed up the computer input in the usual billing process, pay attention to the difference between vehicle compulsory insurance and commercial insurance, and achieve the goal of skilled business and fast and accurate billing.

2。 Use professional insurance terms to be considerate and clear to customers.

In the face of professional insurance terminology, I will simplify it and let customers understand it in common language. In the face of anxious and nervous customers, I will appease them with the simplest expression and smile. In the face of a grumpy customer, I will relax, listen to his complaints patiently, and then find a solution with him. Let customers who are not familiar with auto insurance reach a certain level of understanding. Indeed, when I hear customers' casual approval and praise, I will have a knowing smile on my lips. Because at this moment, I represent not only myself, but also our entire billing center and even the brand Yong Cheng.

3。 Get to know each other with other employees of the company and be proficient in business communication.

In a big family of unity and forge ahead, I will get to know each other, enhance my feelings, make progress together, improve my working ability and professional level, truly become a good helper of leaders and a good partner of colleagues, conscientiously do a good job every day with the company's business philosophy, grow up healthily, surpass myself yesterday, truly enjoy this happy atmosphere, enjoy this happy work and this happy life!

Exhibition industry is a prelude to work.

The most basic work plan is business expansion. First of all, as a newcomer, I should have a deep understanding of the company's products and trust the company. The second is to start with my parents, relatives and friends around me, and often explain to them the significance of insurance and the advantages of the company, so that they can affirm my work and stand up to help me carry out exhibition activities. This is what the exhibition industry must pay attention to: first, the image is vivid. In order to make customers better understand the irreplaceable role of insurance products and insurance, the insurance exhibition industry vividly expresses it with vivid language and people and examples familiar to customers, so as to facilitate customers to understand and stimulate their desire to buy. The second is to master the speed of speech. Marketers may be too nervous or too familiar with their products, so it is difficult for customers to understand when introducing products. Therefore, when introducing products, we should master the appropriate speaking speed, and have some pauses or specific explanations of the terms, so that customers can fully understand your explanation of the insurance terms. The third is to repeat advantages. It is very necessary for the insurance exhibition industry to repeatedly introduce the outstanding advantages of insurance. Because every time a customer hears the advantages of these terms, he may not fully understand or hear them clearly, so he should introduce them for the second or third time, repeat them and repeat them again. I'm sure customers will be tempted by this. Fourth, there is evidence. The insurance exhibition industry should make customers believe and accept the salesman's explanation of insurance products, and produce some evidence, such as a list of customer satisfaction, which will help customers trust the salesman and the company's insurance products. The fifth is to weigh the pros and cons. In order to promote the signing of insurance policies, the insurance exhibition industry must proceed from the interests of customers. Even if the insurance policy cannot be signed, customers should not be overly worried or afraid. We should adopt the best way to enhance customers' sense of urgency and generate purchasing desire. It is necessary to grasp the customer's concerns and elaborate them in detail so that customers can make a choice after weighing. Establish a long-term cooperative relationship, so that customers can trust marketers and generate trust.

5。 Renewal of customer warranty and maintenance

Insist on notifying renewal customers every day as a reminder to customers, and give them satisfactory answers when they ask questions about insurance benefits. When customers are hesitant to pay insurance, they will give customers professional explanations and thoughtful services to achieve customer maintenance. Expectation _ _, I have a lot of expectations for myself. During this year, I should always remind myself to keep learning and expanding customers, so that I can work smoothly and have a lot of business and be recognized by my colleagues and bosses. As a single place, I know the importance of work. It is my advice to care more and neglect less.

About the Insurance Work Plan In 5 __ years, with the care and support of leaders at all levels and all colleagues of the provincial branch, _ _ Company has completed all preparatory work and successfully started business, achieved good results in business development, occupied a certain market share, and successfully completed all the task indicators issued by the provincial company. On this basis, the company summed up the work experience of 20__ years, and combined with the actual situation in the region, formulated the following work plan:

First, strengthen business management and build a high-quality and standardized underwriting service system.

Underwriting is the source of insurance company's operation, the important basis of risk management and control, and the basic guarantee of insurance company's survival. Therefore, in _ _ _, the company will pay close attention to business management and improve its risk management and control capabilities.

1. Review underwriting business in time, control underwriting risk by using risk management technology and pricing system, determine underwriting rate and ensure underwriting quality. Conduct a preliminary examination of the business underwritten beyond the company's authority, sign opinions and submit them for approval to ensure the strict underwriting of the business.

2. Strengthen the management of information technology department, improve the processing platform of various insurance businesses, establish a perfect underwriting basic database through the construction and use of electronic underwriting business processing system, and prepare relevant statements and underwriting analysis. At the same time, do a good job in market research and regularly prepare medium and long-term business plans.

3. Establish and improve the risk assessment system for major target businesses and special risk businesses, so as to ensure reasonable risk control, and at the same time implement relevant reinsurance or reinsurance management regulations according to business risk conditions, so as to ensure reasonable diversification of underwriting risks.

4. Strengthen underwriting and underwriting norms, strictly implement the clause rate system, master the operation of new core business systems, conduct comprehensive and systematic training for underwriting and underwriting personnel of China Branch, improve their comprehensive business skills and quality, and provide a good guarantee for the company's business development.

The second is to improve the quality of customer service and build a first-class customer service platform.

With the increasing number of competitors in the insurance market, all insurance companies have strengthened their competition in market business, but insurance companies are not engaged in tangible products, but in services to avoid risks or venture capital. Therefore, it is extremely important to build a high-quality customer service platform. When service has become the core content and competition of insurance companies, customer service has become a service culture with unique ideas. After years of efforts, our company has occupied a certain share in the market, but also has a larger customer base. With the continuous development of business, the importance of customer service will be particularly prominent. Therefore, _ _ company will strictly regulate customer service within 20 years, and put the first-class customer service management platform into use and implementation.

1. Establish and improve the voice service system, intensify the hotline publicity, and push the hotline to the society in various forms, so that many customers can fully understand the powerful supporting functions of the company's voice service system, thus improving their market competitiveness and realizing customer satisfaction.

2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly follow the service tenet of "enthusiasm, thoughtfulness, high quality and high efficiency", adhere to the principle of "initiative, quickness, accuracy and reasonableness", and do a good job in reception, reporting, investigation and loss determination, explanation of terms, claims and complaints in strict accordance with job responsibilities and business operation procedures.

3. With the central branch as the center, a full-time and part-time branch covering the whole region will be established. In the initial stage, China Branch will set up three full-time survey and loss assessment personnel, and at the same time cooperate with part-time survey personnel to improve the overall quality of business personnel of China Branch, effectively improve the quality of survey and loss assessment claims, and ensure accurate survey, reasonable loss assessment and quick claims settlement.

4. Complete the expansion of marketing service department and YY marketing service department before June 20th. At this point, the construction of service outlets in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for corporate customers.

3. Accelerate business development, increase market share and make the company's insurance brand bigger and stronger.

Based on the premium income of RMB _ _ _ _ ten thousand yuan in the middle of 20 years, the proportion of all types of insurance is: motor vehicle insurance 85%, non-auto insurance 10%, and personal insurance 5%. In 20 _ _ _ _, the central branch company made a business development plan, and realized an annual premium income of _ _ _ _ yuan. The proportion of various types of insurance is planned to be 75% for motor vehicle insurance, 65,438+05% for non-auto insurance and 65,438+00% for personal insurance. The realization of the plan will be completed from the following aspects.

1. Motor vehicle insurance is the most important business of our company. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In 20 years, we should consolidate old customers and win new customers in auto insurance business, focus on developing fleet business and underwriting new car business, and make auto insurance business reach a new level.

2. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises, focus on public relations with enterprises with good benefits and low risks, establish good relations with enterprises, strive for a package of insurance for property, personnel and vehicles, and do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in _ _ _.

3. Actively do a good job in agency business with banks. Through active efforts, our company signed a part-time agency cooperation agreement with China Bank, China Construction Bank, _ _ Bank, _ _ Bank and _ _ Bank on June 38, _. In _ _ _ _, we should concentrate on strengthening business communication with major banks, so that banks can fully understand the brand and advantages of China Insurance, strive to increase the support and policy inclination of banks in agency business, and strive to act as agents in banks.

In the new year, although the market competition will be more intense, under the correct leadership of provincial companies, China Branch will open up new ideas, forge ahead, create new achievements, and strive to make the company's insurance business bigger and stronger.