Summary of Insurance Company's Work in 20 19 Years

XX is a year of more intense competition in the life insurance market of xxx, and it is also an important year for the development of xxx insurance. Under the correct leadership of the General Manager's Office of China Branch, xxx Insurance earnestly implemented the requirements put forward by the General Manager's Office at the beginning of the year, closely focused on the work indicators issued by the branch and China Branch, took business development as the work theme throughout the year, made clear business ideas, grasped business priorities, actively and effectively carried out the work, and achieved good results. In order to provide useful reference for future work, the work situation and work plan of xxx insurance in xx years are reported as follows:

I. Operating Performance and Work Summary for XX Years

By the end of 65438+February, 1, with the joint efforts of all business colleagues and back-office staff, xxx insurance realized a new single premium income of xxxx million yuan, of which xxxx million yuan was paid in advance, XXXX million yuan was paid in batches and XXXX million yuan was paid in accident insurance, which was completed two months ahead of schedule. 1-in February, there were 65,438 marketing agents, including xxxx holders, with a holding rate of xx %；; There are xx supervisors at all levels, including X department managers and X directors. Business scale and team manpower are stable.

Looking back on the course of XX years, it embodies the spirit of tenacious struggle and persistent struggle of xxx Taibao people. Focusing on the work priorities of different stages and aiming at the actual situation of each stage, we actively adjusted our thinking and followed the development pace of the company, and mainly adopted the following specific work measures:

(1) Strengthen your confidence ideologically, make a clear direction, fully understand the market situation, seize opportunities and face challenges.

Since this year, xxx peer companies have been competing with us in all aspects, especially China Renshou, Huatai, Taikang, PICC and other large and small companies. In this market environment, only catching up and developing actively is the last word. Xxx people fully understand the spirit of their superiors and realize that we should actively explore the market instead of passively focusing on the planned targets of the municipal company. These are two different development concepts and will achieve completely different development results.

We take every opportunity to change all the concepts of internal and external logistics and change my development into my development. For front-line sales staff, we have repeatedly stressed that it is fundamental to achieve performance and occupy the market. We should see the inexhaustible resources in the life insurance market and realize that making an insurance policy will occupy a market. Only by establishing a new concept of development, constantly occupying market share and competing with peers with service and morale can the marketing team be in an invincible position in the market tide. It is by conquering the ideological fortress and unifying the development concept that the cohesion of xxx insurance is fundamentally enhanced, and xxx insurance presents a proactive, healthy and upward mental outlook.

(II) In view of the business priorities in all stages of the year, our department actively cooperated with the arrangement of China Branch, summed up the actual situation of our insurance, started the competition plan in time, and promoted the performance in a targeted manner.

Especially in the Hundred Days War in July this year, a talent-gathering competition scheme was launched in the Great Hall of the People. Slogans such as planting stars, setting a benchmark, arranging daily visits, making weekly achievements, increasing the number of employees every month and reaching the standard in 100 days were hung in various workplaces, which effectively enhanced the team cohesion. After 100 days of bloody battles, all the internal and external offices finally achieved the top ten achievements in the province, and the total number of xxx delegates in the Great Hall of the People reached 12.

(3) For the training of individual insurance groups, clarify the responsibility orientation, strengthen the post awareness and responsibility awareness, and let the on-site partners and back office staff have a clear direction and perform their duties.

1, strengthen the sense of purpose and enhance the sense of leadership for team leaders.

2. Strengthen the sense of honor, training and cultivation of elite masters.

3. Adjust the department structure, clarify the post responsibilities, and do a good job in team support and service for the internal employees of individual insurance companies.

(4) Pay attention to basic management, improve the quality of the team and keep the team stable; Grasp the product business, improve size premium, and ensure the goal is achieved.

1, basic work, based on long-term development, is the direction that xxx insurance has been insisting on for a long time. The basic management of XX and xxx insurance has reached a new level. From the aspects of morning meeting management, attendance management, systematic training and workplace construction. We will strengthen the training bit by bit, so that all the work can be carried out in an orderly way, the team has formed regular work habits, the quality of the team has been continuously improved, and the stability of the team has been continuously enhanced.

In the morning meeting management, xxx insurance attaches great importance to it, and requires group training to make great efforts to ensure the effect of each morning meeting, and has achieved remarkable business results in the past year. In order to do a good job in attendance management, Binhai Insurance revised the attendance management method at the beginning of the year, canceled the theory of part-time, put forward a clear attendance reward and punishment mechanism for everyone, established institutional awareness in the whole jurisdiction, and made clear the hard truth that you have to go to work if you want a job number, and guided the team to further correct the atmosphere and develop a good work style.

2. While grasping the basic management, we should do a good job in organizing and ensuring the product briefing, and carry out various forms of customer appreciation activities, especially since July this year, we have actively held individual special sessions at various outlets, which have achieved good results and won the recognition of on-site personnel.

Second, some problems existing in XX work:

1, the development of personnel recruitment is lagging behind, and the overall quality of the team is still low, especially for county teams, which need to supplement high-quality talents and explore high-end customer markets.

2. The single-out rate, positive rate and retention rate of newcomers are not high, and the phenomenon of big entry and big exit still exists;

3. The responsibility and working ability of some supervisors can't keep up with the needs of market development, and the overall level needs to be improved;

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

Third, XX as an idea.

In view of XX's experience and shortcomings, xxx Risk Department should do the following work:

1. Continue to follow the rhythm of the municipal company and carry out various tasks according to the deployment of the general manager's office.

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

3. Do a good job in sales support, build a sales platform, and promote the growth of elite teams.

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

5. Establish a perfect grading training system, pay special attention to the training of formal personnel and newcomers, link academic education with agent examination training, and improve the level of personnel at all levels.

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

Looking ahead, we are full of confidence in the future development. We believe that under the correct leadership of China Branch, with the full cooperation of xxx Branch, and with the joint efforts of all backstage staff, we will certainly be able to achieve more remarkable results and let the flag of CPIC fly forever.

Article 2:

In 20XX, under the correct leadership of the branch party committee and the general manager's office, CPIC Life X Central Branch made great achievements in business development, internal management and image building through the unity and hard work of all employees. This year is the first year to fully implement the new round of reform and development strategy proposed by the Head Office. To this end, at the beginning of this year, we made clear the guiding ideology of this year's operation-around the three changes put forward by the head office, guided by the cultural core values of honesty in the world and a steady life, continuing to adhere to steady operation, focusing on efficiency and fully implementing budget management; Further adjust the business structure and increase business power; Do a good job in the construction of the two nuclear systems and continuously strengthen basic management; Continue to deepen various reforms, pay close attention to team building, strive to implement the three transformations, comprehensively improve management level, and make every effort to strengthen and expand the two major businesses of individual insurance, pure traditional insurance and accident insurance, improve operating efficiency and expand market share. Strong quality inside, plastic image outside, through the company's unity and hard work, Dongying will truly become a boutique company.

Just following this guiding ideology, as of February 6th, 65438, branch X * * realized premium income of 1643 10000 yuan, accounting for 122% of the annual task plan, and its market share reached 25% in June this year. Among them, the premium income of individual insurance (including accident insurance) is 1665438+ 10,000 yuan, accounting for 80% and 5% of the annual plan respectively, with a year-on-year increase of 20%, ranking eighth in the province. Accident insurance was 4.74 million yuan, accounting for 103% of the annual plan, up 60% year-on-year, and the annual task was completed one month ahead of schedule. Group life insurance completed 0.95% of the plan of 25.46 million yuan and 65.438+,exceeding the task six months ahead of schedule; The premium income of intermediary institutions is 67.78 million yuan and 60,000 yuan, which is 1, 1% of the annual plan. The individual insurance premium is 2928 5 yuan, which is 100% of the annual plan. Compared with the same period last year, the business structure is more reasonable and the economic benefits are greatly improved. At the same time, the company's share and social impact in the local insurance market have greatly increased, and the total amount of new insurance in the whole year ranks second in the market.

Looking back on this year's work, we can summarize as follows:

First, grasp the business, grab the market, and realize the rapid development of various businesses.

Business development is the foundation of the company's survival. We have been focusing on how to improve our business platform and expand our market share. Fully implement the guiding ideology of steady operation and benefit-centered, and actively promote the strategic adjustment of business structure. According to the unified deployment of provincial companies, the general manager's office of Zhongzhi Company leads employees to change their ideas quickly and improve their strong market competition awareness and crisis awareness. Strictly grasp basic management, broaden business channels, and take pure traditional insurance and accident insurance as the two major business development priorities. Firmly establish the business philosophy of "Honesty in the World, Steady Life", constantly optimize business organization, improve business quality, achieve new breakthroughs in business structure, quality, scale and efficiency, and achieve all-round development.

1, individual insurance business.

According to the overall strategy formulated at the beginning of the year, focusing on the construction of bidding team, emphasizing training, strengthening the increase of staff, developing steadily and healthily, managing step by step and realizing it step by step. After successfully achieving a good start in the first quarter, actively cooperate with provincial companies to participate in the "4-5" linkage competition. All the staff and sales staff of our company actively participated in this honor war with selfless enthusiasm, high sense of honor, sense of responsibility and confidence to win, and achieved good results in the competition. In 1989, it also won the group winning prize in the provincial company linkage business competition, beating X, and the annual individual insurance premium and growth rate continued to grow steadily despite the decline of various insurance companies.

2. In terms of group insurance business.

Under the very difficult market situation, we have seized the powerful opportunity to develop channel business vigorously, and both green assistance and microfinance construction insurance have embarked on a benign development track. In February this year, 65438+, our company successfully renewed the employee group commercial medical insurance contract with Shengli Oilfield. The signing of this contract has brought great social benefits and social impacts to our company, and laid a solid foundation for the company's sustainable development. The scale of accident insurance business has expanded rapidly, and payout ratio has been declining. Under the circumstance that the business of insurance companies in Dongying is not increasing or decreasing, our accident insurance business has achieved considerable growth compared with 2003, and its market share has been expanding.

3. Bank insurance.

This year, in the face of fierce market competition, on the basis of strengthening the comprehensive quality training of bank account managers, we further strengthened the management and maintenance of channels, combed and adjusted the bank channels, made the channel management more professional and standardized, and made the dividend and micro-credit insurance business develop healthily. In the case of reducing costs, our dividend distribution business still completed 67.55 million yuan, successfully completing the tasks assigned by the provincial company.

4. Continue the business.

On the basis of increasing the skills training of customer service specialists, strengthening regional management and increasing the training of bank collection knowledge, the current achievement rate has been continuously improved. According to the assessment of provincial companies and municipal companies, all indicators are up to standard. Especially in the activities organized by provincial companies, it has achieved remarkable results.

The second is to highlight key points, take the overall situation into consideration, and realize the synchronous development of scale and efficiency.

In accordance with the requirements of the three transformations, we should pay attention to improving the management level in an all-round way, make every effort to strengthen and expand the two major businesses of individual insurance, pure traditional insurance and accident insurance, continuously expand market share and improve operating efficiency. In this year's work, the company is United and strives to achieve the work goals set at the beginning of the year. The work has the following highlights:

1. The county framework has been basically established, and the county team building has begun to take shape.

Dongying originally had no county structure. In order to make X Pacific Life have a long-term sustainable development, it is necessary to expand the organization to all counties. In the first half of this year, under the guidance of this idea, according to the relevant requirements of provincial companies, the county structure began to be built. Through local training, peer introduction and other measures, a group of outstanding talents have embarked on county leadership positions. Up to now, the county management framework has been basically completed, and substantive operations have been carried out in accordance with the Measures for the Administration of County Organizations of Provincial Companies, which has made good preparations for institutions and cadres for business development in 2005.

2. Internal management has been further strengthened and the management level has been continuously improved.

The level of specialization, intensification and standardization of management has been further improved. This year, from the head office to the branch offices, we all attach great importance to management. Management-related documents have been forwarded by our company in time, and implemented seriously in combination with the actual situation. It can be said that the intensity, depth and breadth of management this year are unprecedented in recent years. In our work, according to the requirements of the superior company, we always adhere to the principle of giving priority to business, paying attention to management and being hard at both hands, and combine our own reality to meet the requirements of business development, and comprehensively strengthen and improve various internal management work. Through the implementation of various rules and regulations, the internal management of our company has been further strengthened and the management level has been further improved. Seek benefits from management and promote development through management. Through a series of measures, it has promoted the stability of the team and the strengthening of management, strengthened the internal control mechanism, effectively controlled risks, reduced waste, reduced costs, and realized income increase and expenditure reduction. In terms of financial control, we are determined not to overspend. This year, the cost of China Branch is under great pressure. Faced with tight expenses, the company paid attention to business development on the one hand, and cost management on the other hand, achieving cost savings at the end of the year. Because our management is in place, the provincial company also took us as an investigation base and held two training courses for nuclear weapon investigators in X.

3. The system business and group business have made great progress.

Since the beginning of this year, through active efforts, we have continuously opened up various sales channels, and successively opened up accident insurance sales channels such as microfinance, construction insurance and green assistance. Up to now, these channel businesses have embarked on a benign development track. Moreover, the operating expenditure rate of these systems is very low, only 65,438+065,438+0%, which provides a source of expenses for the company and contributes to its survival and development. In February this year, 65438+, our company successfully renewed the employee group commercial medical insurance contract with Shengli Oilfield. The signing of this contract has brought great social benefits and social impact to our company. Created a national health insurance operation model and laid a solid foundation for the orderly development of the company.

4. Ideological and political work and corporate culture construction have been strengthened.

Corporate culture construction has been put on the important agenda of the company's development, and the continuous strengthening of corporate culture construction has further enhanced the company's cohesion. Over the past year, we have attached great importance to the construction of corporate culture. On the one hand, we have actively enriched the cultural life of employees by holding activities such as celebrating the March 8th party, signing honesty education, office morning exercises competitions, singing competitions and various political and business studies. On the other hand, it has further enhanced the cohesion and centripetal force of the team. Through reading and learning activities, I have successively studied books such as "Spontaneous Work" and "No Excuses", which has improved employees' concept and work consciousness. Every Monday afternoon, a central group study is held in the conference room of Zhongzhi Company, with the participation of all the middle-level leading cadres of the company, to concentrate on studying and discussing the relevant documents and policies issued by the superior company. While studying, make a work plan for this week, so that the work has a direction, a goal and a plan. At the same time, we also actively guide the broad masses of employees to move closer to the party organization. In this year, * * * 13 comrades submitted applications to the party organization, and 3 comrades gloriously joined the China * * production party. Insist on ideological and political study and professional study from inside the party to outside the party, from leading cadres to ordinary employees. It has formed a good atmosphere of unity, unity and Qi Xin's concerted efforts for the company's great development.

On June 5438+February 18 this year, with the leadership of the company's party group and the support of the employees, the workers' congress of China Pacific Life Insurance Company's X Center Branch was successfully held through the intense preparation of the workers' congress working group. This congress further implemented Theory of Three Represents, conscientiously summed up the experience and lessons of the company's business development and management in recent years, and brought the democratic management of employees and participation in and discussion of state affairs into the terms of reference of the workers' congress, which improved the ability of employees to participate in and discuss state affairs and further mobilized the enthusiasm of all employees of the company. At the meeting, 17 rationalization suggestions were put forward, which we will solve one by one in the future work. The convening of the workers' congress has laid a solid mass foundation for comprehensively improving the company's management level and solidly promoting the goal of creating a first-class life insurance company.

The General Assembly voted and adopted the system, methods and regulations of 1 1 such as the Work Report of X Center Branch of China Pacific Life Insurance Company on the Operation since 20XX.

This meeting is an important event in the development of X Center Branch, and it is also an important event in the political life of employees. It will fully ensure that employees correctly exercise their democratic management and supervision rights, mobilize and give play to their enthusiasm in participating in and discussing state affairs, and truly form a good situation of relying on employees to grasp management and do a good job in management for development, which will have a far-reaching impact on continuously improving the company's management mechanism and further improving management level and economic benefits.

Third, there are shortcomings.

While affirming the achievements and progress, we are also clearly aware that there are still some shortcomings and weak links in our work.

First, the development among counties, departments and business channels is still uneven. The leaders of some units and departments are not thorough, active and accurate in market research, and they still lack the ability to grasp and deal with the market. Their market sensitivity, overall control ability and comprehensive quality need to be improved. Second, there are still problems in the implementation of some units, and the sense of crisis, hardship and responsibility of individual leading comrades is not strong enough. The third is to further improve the professional quality of all staff, which should be taken seriously as a systematic project next year. Fourth, the construction of county institutions is still very weak and must be comprehensively strengthened. All these problems should be paid great attention to and taken seriously and solved in the future work.

20XX work plan

(1) The overall guiding ideology is: thoroughly implement the spirit of the 16th National Congress of the Communist Party of China and the xx Plenary Session, continue to adhere to the guiding ideology of steady operation and benefit-centered, accelerate business development, improve economic benefits, and maintain the company's long-term, stable and sustainable development.

The general idea of 20XX work is to grasp management, build image, create brand and occupy market. Take the construction of county organizations as the main line, the construction of cadres as the basis, and the construction of staff as the basis, strengthen the leading position of individual insurance, and continue to do a good job in system business and group business operation. Realize the rapid and synchronous growth of business scale and operating efficiency in 2005. On this basis, strengthen the construction of corporate culture, improve the welfare of employees, and promote Pacific Life X Downtown Branch to become a first-class life insurance company and boutique company.

The specific requirements of each business channel are:

1, one risk.

20XX is the year of standardization team building, with the basic law as the internal driving force, the standard establishment as the external development standard, and the business development is fully promoted. Increase the construction of the business department directly under the municipal government, build a county-level individual insurance management structure, build a team of lecturers, and fully develop individual insurance business.

2. Group insurance.

Relying on the construction of the company's county structure, we will establish and improve the group insurance team, and strive to create a new image of X Pacific Group Insurance with the goal of quality service, and create a brand-new premium platform with accident insurance as the mainstay. 3. Agency business. Straighten out the intermediate business management structure of cities and counties, further strengthen team building, and improve the business output ability and business management level in a limited way. Further strengthen the construction of bancassurance channels, maintain existing channels, open up new businesses, increase revenue and reduce expenditure, and achieve a double harvest of scale products and benefit products. Strengthen team building, enhance cohesion, and strive to create the spirit of' unity, dedication, hard work and enterprising'.

4. Customer service continues to receive.

Strengthen the management of renewal business, start with management, strengthen customer service management, strengthen county office management, and reflect service quality. Customer service work should fully publicize the customer-centered concept, lay a solid foundation, pay full attention to service, start from me, start from small things, start from our own department, and build a quality service brand of Pacific Life with the spirit of honesty, initiative, realism and innovation.

(II) Business objectives for 20XX years

A dangerous task of 20 million. Accident insurance should strive for 6 million. Group life insurance should cover 33 million yuan. Intermediate business 8 1 10,000 yuan. Continue to receive 45 million business.

Next year, we will do the following:

First, do a good job in the construction of county institutions, strengthen the functions of county institutions, and shift the focus of work.

Through the construction of county-level institutions, the business productivity of county-level institutions can be improved, so that county-level institutions can be fully developed in all aspects of their business. In combination with the Measures for County Organization and Management issued by the branch, the framework of counties and districts will be straightened out and standardized, so that all counties and districts can realize the all-round development of individuals, groups and intermediaries.

Two, vigorously strengthen the construction of cadres, and constantly strengthen the construction of teams at all levels.

The competition in the market is, in the final analysis, the competition for talents. If an enterprise wants to be in an invincible position, it must adhere to people-oriented and implement talent strategy. It is necessary to select talents through internal training, external introduction, social recruitment and other channels, so as to truly make the company prosperous and strong with talents. The focus of this year's work is mainly to do a good job in the construction of county teams and let them play their due role. At the same time, do a good job in talent reserve, that is, do a good job in the construction of reserve cadres.

Third, do a good job in building the workforce.

After nearly four years of development, we have gradually made some achievements in the construction of the staff. Intermediary business, group insurance business and renewal business are leading in the province. This year, we should strengthen the construction of four teams: individual insurance team, group insurance team, intermediary team and collection team. On the basis of the continuous expansion of the team, we should take the road of elite soldiers and vigorously cultivate high-yield salesmen. And give classified guidance to four teams at all levels and all kinds of salesmen, so as to temper the four teams that can fight hard.

Four. Continue to strengthen the Group's systems and business operations.

According to the characteristics of Dongying, system business and group business are the advantages of our company's development. It is necessary to maintain and consolidate various business channels on the basis of the original system business. At the same time, we will implement key public relations for key oilfield units, continue to expand the business of the group, and create influence and image for the company's development.

Five, do a good job in all aspects of management.

Through management, we can better promote business development and let the company move forward in the direction of boutique companies.

Six, strengthen ideological and political work and corporate culture construction.

Improve the corporate culture in an all-round way, truly build a brand, establish an image, occupy the market, and make X Pacific Life bigger and stronger.

The new year is about to begin. Let's look back on the past and look forward to the future. With high fighting spirit, confidence to win, unity and hard work, advance with the belief to win, build a steel team, build a boutique company, and constantly create a new situation for X Pacific Life.