Insurance company executive’s personal year-end work summary

Time is like sand in the gap that disappears without a trace in an instant, and it will soon be the end of the year. Looking back on the past year, both my ideological realm and my work ability have been further improved, and I have achieved great results. To achieve certain work results, you can’t just work hard. Write a year-end summary to prepare for the work in the coming year! So how to make a high-quality year-end summary? The following is the personal year-end work summary of insurance company executives that I collected and compiled (5 general articles) for your reference. I hope it can help friends in need. Insurance company manager’s personal year-end work summary 1

In the blink of an eye, I have been working in the company for nearly a year. In less than a year, it was an important step in my life journey. During this period, with the training and help of my leaders and the care and support of my comrades, I gradually adapted to the work environment and successfully completed all the tasks I assumed. Work, personal quality and business work ability have all made certain progress, laying a good foundation for future work and study. Looking back on this year's work and life, I have gained a lot. I now summarize my study and work this year as follows:

1. Strengthened learning and improved quality

First of all, I carefully studied the corporate management rules and strictly demanded myself, Consciously abide by it and further strengthen my sense of responsibility and team awareness. Secondly, in terms of business learning, I humbly ask my colleagues around me for advice, and strive to make myself familiar with it in the shortest possible time by reading more, listening more, thinking more, asking more, and doing more. Work environment and content, and accumulate your own business knowledge.

In addition, I participated in the induction training for new employees according to the company's arrangements. During the training, through the education of Manager Dai and Manager Wang, I gained a deeper understanding of the company's development history and corporate culture, which laid a good foundation for me to better devote myself to work.

2. I worked hard and completed the work

During the year I worked in the company, through the patient guidance of my leaders and colleagues, I was able to basically complete the office work based on my familiarity. During this period, my specific work mainly included the following aspects:

First, I was responsible for the delivery of goods to the decoration company. Many of the goods of the decoration company were fragile goods, so I went to When receiving the goods, the express company must carefully check whether the goods are complete and damaged, and accurately check the payment. After returning to the decoration company, make a handover with the decoration company's warehouse management personnel.

Second, we are responsible for leading the new car listing work for car-buying customers in the company's stores. Some of the salesmen in the company's stores are not very clear about the requirements for filling out the new car registration form, which requires us to go through the registration procedures for each customer. You must check it carefully and carefully and refer to the procedures to check whether the frame number and engine number are consistent with the vehicle. If there are any errors, correct them promptly to avoid delays due to formalities after arriving at the vehicle management office.

Third, I started to be responsible for car insurance in June. Since I have never been exposed to car insurance before and know very little about insurance knowledge, I have to learn while doing, and learn by doing. Be diligent with your hands and words, think more, remember more, and ask more questions, and strive to master the working methods as soon as possible and adapt to the job as soon as possible.

In the past year, I have gradually grown and matured in my study and work, but I know that I still have many shortcomings, such as insufficient work ability and innovative awareness, and my knowledge level needs to be improved. In the future, I will strive to achieve the following points, and I hope that leaders and comrades will supervise and guide me:

1. Consciously strengthen the study of professional knowledge, learn from colleagues around me, and gradually improve my knowledge level and business ability.

2. Overcome youthful impatience, be down-to-earth, improve work initiative, not be afraid of doing more, not afraid of doing small things, and improve yourself in every bit of practice.

3. Continue to improve your own governance, strengthen your sense of service, strive to do your job well, and contribute to the company's brilliant tomorrow.

Insurance company director’s personal year-end work summary 2

Since this year, under the correct leadership and with the hard work of all employees, our X Insurance Company has made huge breakthroughs in the company’s business. This year, our insurance company has exceeded the goals set by the head office. Now, based on reality, I will summarize the achievements and shortcomings of our insurance company this year.

1. Work thinking

Actively implement a series of important instructions from provincial and municipal companies for the development of the company, keep pace with the times, work diligently, be realistic and effective, strive for the first class, and lead all departments Employees closely focus on the core of "based on reform, accelerate development, sincere service, and improve efficiency", further change concepts, reform and innovate, face the increasingly fierce competition in the X insurance market, strengthen the core competitiveness, carry out diversified operations, and through hard work With hard work and hard work, our insurance company has maintained a good development trend and made due contributions to the sustainable development of X Insurance Company.

Strengthen learning in all aspects and strive to improve their business quality and management level. As a leading cadre, I shoulder the important responsibilities and missions assigned by superior leaders and all employees. I need to implement the company's business principles and policies. Therefore, I attach great importance to the learning of insurance practices and the cultivation of management capabilities. Pay attention to using scientific methods to lead your work, standardize your words and deeds, establish a strong sense of responsibility and professionalism, and constantly improve your business capabilities and management capabilities.

Continuously improve the overall quality level of our insurance company’s business personnel. Over the past year, I have always regarded cultivating the professional quality of exhibition staff as an important part of team building, and implemented targeted training plans with the manager's office to strengthen the construction of the leadership team and employee team.

2. Business Management

"Irregularities do not make a circle." In order for a company to develop steadily, it must formulate regulations and strengthen management. Management is an investment, and this investment will definitely produce benefits. I am in charge of business work, and I need more benefits from management. Only by constantly improving various management systems and methods and truly implementing them into actions can we achieve results and achieve benefits. In business management, I mainly did the following work:

1. Based on the annual sales obligations assigned to us by the provincial and municipal insurance company headquarters, formulate weekly, monthly, quarterly, and annual sales plans for each department. When making plans, we should be based on the characteristics of each insurance type, customer characteristics, and department situations to determine reasonable and achievable goals for each department. After the goals were determined, I followed the policy of "implementing everything and supervising everything" and ensured the smooth realization of the goals and plans of each department by strengthening the management and monitoring of the process.

2. As the manager in charge of business, I pay great attention to team building in each exhibition department. Always pay attention to the ideological and professional quality education of department managers and department members. Over the past year, I have organized many situation mobilization meetings and business research meetings, carried out business training activities, organized everyone to learn knowledge, find lessons, and improve the overall quality of employees. The training focuses on learning insurance theory and business skills, and emphasizes the cultivation of team spirit. Learning enhances the continuous improvement of each team's own quality and lays a solid foundation for the company's continuous and stable development.

3. The auxiliary manager’s office comprehensively promotes the renovation of the salary system and has been consolidating the company’s basic management work. Establish a salary system reform that is linked to positions and performance. This year, I have firmly focused on the "four modernizations" goals of job clarity, salary socialization, bonus performance-based and welfare diversification, and comprehensively promoted the reform of the corporate salary system. We have initially established an employment mechanism that can move up or down, come in or out, and can fully stimulate employees' enthusiasm and creativity.

3. Responsible for the work of the department

In addition to business management work, I also serve as the manager of the Marketing Department. There is only one salesperson in the marketing department, and my business is mainly for large customers. My big client business is mainly from investment companies. According to the characteristics of the company's fleet, on the basis of the original vehicle insurance, I first launched freight insurance for commercial trucks in the city.

The establishment of cargo insurance not only provides insurance protection for customers but also increases the company's premium income. It is really the best of both worlds. Through unremitting efforts, our department achieved premium income of X yuan throughout the year, including X yuan in auto insurance premiums, X yuan in non-auto insurance business, and the maturity payout rate. Become an important guarantee for the company's development.

IV. Shortcomings in work

Because the work is complicated and there are many businesses in charge, sometimes mistakes are made while busy. For example, sometimes the service is not timely and there are deviations in the statistical data. Sometimes work is impetuous, and sometimes work is eager for success, which affects the progress and quality of work; it is not easy to handle some work relationships.

In short, over the past year, I have been strict with myself, self-disciplined, and dedicated to public service. I have used my leadership role to raise the awareness of employees ideologically, and implemented strict system standards in behavior. Under my leadership, the company's employees Taking continuous development and construction as its own responsibility, taking "integrity first, prudent management, value first, and serving the society" as its business purpose, it has made great achievements through reform, continuous innovation, and standardized operations.

The new year is coming, and the competition in the insurance market will become more intense. If our insurance company wants to continue to maintain a good development trend, we must further emancipate our minds, update our concepts, break through ourselves, and gradually expand the market Marketing efforts. In the new year, I will meet the challenges of the future with full enthusiasm and a hundredfold confidence, and take my job to a new level. Year-end work summary for insurance company executives 3

Over the past year, under the command of the company’s general manager, all colleagues in the group insurance department have actively understood the company’s work intentions and instructions, and worked hard to expand business in an increasingly competitive market environment. , working hard to complete the task indicators assigned by the company, will now be summarized as follows:

1. Employee management and business learning work:

1. According to the company’s head office work intentions at the beginning of the year, at In the group insurance department, Lu Xinmang, who has a cough, went to the hospital for a prayer bath

2. Develop a management system that is consistent with the actual situation of group insurance, hold morning department meetings, and convey superior instructions in a timely manner. spirit, discuss existing problems at work, arrange new business-related knowledge and new underwriting matters for learning, so that salespeople can correctly guide the company's understanding of employee accident insurance, so as to reduce adverse selection in business and reduce the compensation rate.

3. Strengthen communication among department personnel, unify ideas and working methods, urge department personnel to manage activity volume, and urge and better cooperate with salespersons to expand business in all aspects.

4. Formulate a business promotion plan for the "Good Start" and "China Life Hegemony" competitions. After approval by the head office, conduct timely publicity and urge all salesmen to do a good job in various business management tasks.

5. Formulate management and assessment methods for group insurance salesmen in X years, and make corresponding adjustments to some management and assessment methods.

2. Work on accident insurance:

Xueping Insurance: First, continue to do a good job in the service of Xueping Insurance. The salesperson is required to pay return visits to the school twice a month, and if there are any problems, communicate with the school leader or person in charge in a timely manner and maintain emotional contact. We will ensure that the school submits any compensation cases to the company in a timely manner, and returns the compensation to the school or parents in a timely manner, fully fulfilling our integrity service work. Second, in order to ensure the stability of the Xueping insurance market, we cooperated with the People's Insurance Company to develop Xueping insurance, fully implemented the spirit of the documents issued by the Provincial Insurance Association, clarified the charging standards of Xueping insurance, and comprehensively arranged sales staff and school leaders liaise and communicate with the person in charge, listen to their opinions on the company's services and other aspects, and with the strong support of the company's head office, strengthen the contact with the leaders of the Municipal Education Bureau, and obtain the strong support of the leaders of the Municipal Education Bureau, so that this year's The successful completion of Xueping Insurance’s renewal work laid a solid foundation. Third, in the early days of the school holidays, the Group Insurance Department visited major schools. All the student insurance service staff braved the scorching heat in just a few days to prepare more than X million student insurance "A Letter to Parents of Students" "Letter and Medical Service Guide" were sent to the school in time and distributed to the parents of all students. They did a good job in the early stage of school insurance settlement, and finally successfully completed the school insurance insurance task in June.

Enterprise employee accident insurance: First, in order to have better in-depth communication with business owners, listen to their opinions on the company’s claims services and other aspects, and understand the company’s safety production situation, visit the accident insurance premium Large customers with more than X million yuan further deepen the trust and support of enterprises in our company. The second is to discuss the precautions for accident insurance with the customer service department. Strictly insure the number of people required by the terms, increase rates, and strengthen health care to ensure underwriting. The third is to do a good job in the after-sales service of enterprises in the context of fierce competition in the accident insurance market. We usually visit the company frequently to show our care and attention. If the company has a compensation case, it should be handed over to the company in a timely manner and the compensation should be sent back to the company as soon as possible. This year's employee accident insurance has had a huge impact on our company's accident insurance sales amid fierce competition from work-related injury insurance and other companies.

3. Life insurance business work:

With the strong policy support of the company’s head office, all salesmen work hard to develop their business. However, the life insurance business market continues to shrink. Compared with the same period last year, the business There has been a sharp decline. The first is to actively visit companies on a daily basis, and better communicate with business owners on matters related to corporate welfare fees, and further understand the company's human resources and financial situation, etc., and ultimately achieve the purpose of promoting orders. The second is to do a good job in new development of the life insurance market and find new ways out in the current difficult market environment.

4. This year, under the guidance of the head office, we recruited We have also achieved certain results, but the results have not yet been achieved. We will continue to explore next year so that this team can become a new growth point for the company's accident insurance business.

5. Suggestions:

First, under the influence of various current policies, the environment for group insurance business expansion is becoming increasingly severe, and the difficulty of business development is objective. For this reason, it is recommended that the company Able to pay attention to group insurance and provide support in external environment management. Second, it is recommended that company leaders attend more meetings of the group insurance department, communicate more with salesmen, and provide guidance and help on business ideas.

VI. Work ideas for next year

1. Do all the work before paying for school insurance.

2. Work-related injury insurance will be fully rolled out in the city next year, so the impact of work-related injury insurance will be reduced. On the basis of consolidating existing accident insurance, new sources of accident insurance will be developed, especially some agency businesses.

3. Based on the current development situation of new rural cooperative medical care, find an entry point in order to find ways to cooperate and add new business growth points.

4. Develop the life insurance market and try workplace marketing.

5. Accelerate the construction and development of the comprehensive development team, and with the strong support of the company's head office, use more brains and make more fuss in integrated marketing.

6. Strengthen the construction of the team of group insurance salesmen. Year-end work summary of insurance company executives 4

20XX is the first year after the joint-stock reform and listing of PICC Property and Casualty Insurance Company. This year was a year in which our company faced pressure and overcame difficulties. It was the first year in which we faced new changes, implemented new mechanisms, and implemented new regulations. Under the correct leadership of the Party Committee and General Manager Office of the Municipal Branch, and with the hard work of all employees, our company has achieved certain operating results.

In 20XX, our company actually received gross premiums of X million yuan, a year-on-year increase of Completed the task indicators assigned by the superior company well.

1. Focus on goals, implement plans, and focus on business work

1. Plans are implemented early and measures are implemented

At the beginning of 20X, our manager’s office focused on Comprehensive analysis of the changes in the insurance market in X region and the annual premium income in 20 In order to timely monitor and adjust the implementation of the plan.

When formulating the annual tasks, the optimization of insurance structure and business underwriting quality were fully considered, the assessment methods were further clarified, and the comprehensive loss rate was used as an important data for year-end evaluation.

2. Seize the auto insurance market, increase the development of new projects and new projects, and resolutely discard "junk premiums"

This year, we will stabilize auto insurance and corporate property insurance, Expanding the new car market and new engineering and new projects is the top priority of our business work. On the basis of grasping the number of business, we must resolutely discard the "junk" business that has repeatedly insured and suffered losses. First, ensure that the renewal business is returned in a timely manner. We require all businesses The department reports the renewal business account on a monthly basis, and the manager's office supervises and assesses it, and requires early intervention in public relations. Once a de-reporting occurs, it will be announced immediately throughout the company, and other personnel can participate in the competition, thereby consolidating the original business, greatly reducing the loss of business, and ensuring the market share of the main insurance types. The second is to establish a contact network with relevant local government departments, learn in advance the list of new projects and projects, and establish friendly cooperative relations with traffic police departments and car dealers, and ask them to help us collect and provide new car information, and evaluate potential new businesses. , be well aware of new markets, fully grasp the market initiative, and make up for business instability caused by competition and other objective reasons. The third is not to give up the business that has been lost. We not only made the business ledger of 20X clear and detailed, but also required the back office to list the details of the business lost during the business development process in 20X and break it down to the relevant departments. We also requested to increase public relations efforts to find out the reasons for the loss of guarantee and ensure that If it is a discontinued enterprise or resells scrapped vehicles, the person in charge must provide definite proof; if it is a loss of competition, we will never passively withdraw, but take the initiative to attack, visit to listen to opinions and suggestions, improve service methods, make breakthroughs one by one, and comprehensively strive for return. The fourth is to focus on both big and small, and if we can, we will do so. Factors such as corporate restructuring, production change, and capital have had a greater impact on corporate property insurance. In addition, competition and other factors have greatly increased the difficulty and cost of business development. In response to these situations, we fully mobilized, unified our thinking, formed a joint force from top to bottom, and faced the difficulties. Ensure that the responsibility is assigned to each person, and the manager in charge will intervene and coordinate public relations for premiums above X yuan. 3. Survive in competition and promote development in competition.

X area currently operates 1X (China Property & Casualty Insurance, China Life, Pacific Property & Casualty, Pacific Life, China Property & Casualty, Ping An Property & Casualty, Ping An Life, Tianan Property & Casualty, Huabang Agent, HSBC Agent) Insurance companies, marketing departments, and agencies for property insurance business and short-term health insurance business. It has also been discovered that Company X (large real estate insurance company) is competing for business in our county. However, the population in area Under the business pressure brought by it, we must remain calm, objectively face the reality and seek countermeasures, and launch a brand war and service war with competitors: First, do a good job in the main leadership work of local government. The company manager's office has reported its work to the main leaders of the county party committee and county government many times, highlighting how our company has increased support for local economic construction in , visited individual and private economic enterprises with county leaders, which not only made the county party committee and county government satisfied with our company's enthusiastic participation in local government work, but also expressed our company's correct adjustment of business development direction, providing insurance protection to small and medium-sized enterprises, and proactively serving them , give affirmation. It truly made the county party committee and county government feel that PICC Property & Casualty Insurance Company sincerely serves the local government and is worthy of support, trust and help, thus giving a great preference to our company's work. The second is to go deep into old customer companies, hire information officers and liaison officers in customer companies, and recruit business leaders from other insurance companies to join our company, win "return" business, and make the work of other insurance companies passive. Third, the service is more humane and intimate. At the beginning of the year, members of the company's management office implemented a contracting system for the key enterprises in the county's major systems and conducted multiple return visits, asking them to provide opinions and suggestions on our company's work. This move has been well received. They believe that the company leaders' proactive visit to the door is a full reflection of the high-quality services of PICC Property and Casualty Insurance Company, which makes customers have more trust in our company.

The fourth is to require all middle-level cadres to go out of the office, visit all small and medium-sized enterprises in person, explain the terms and commitments to all new insurance customers in person, maintain constant contact with enterprises, implement zero-distance contact, and be on call whenever customers need it. to provide all aspects of services. Fifth, in accordance with the commitment to serving the society and industry bans, strict internal management and control will be implemented, and the two major service departments of claims settlement and underwriting will be used as the entry point to comprehensively improve the company's overall service level.

4. Use decentralized business as a breakthrough point to increase market share

Based on the source protection situation at the current stage of Motorcycle insurance, home property insurance, student and personal accident insurance are the sporadic insurance types this year. We first contacted the traffic police and city law enforcement departments and asked them to help us with the motorcycle insurance business. At the same time, we contacted the county education committee, and team members We coordinated with the deputy county magistrate in charge of education and the director of the education committee, and finally gained their trust, which enabled us to make a breakthrough in our school insurance business.

5. Carry out labor competition to promote the healthy growth of the "two insurances" business

In accordance with the relevant competition requirements of the superior company, we actively cooperated in the first quarter of the "Susui Ruyi" Lunar New Year Insurance, "Happy Family", "Family Fun" and other labor competition activities, and organized surprise activities such as motorcycles, liability insurance, accident insurance, etc., thus creating a healthy and lively business development atmosphere where everyone is chasing after each other and united and forge ahead. Especially in the "Happy Family" campaign carried out at the end of the year, our company withstood the decline in home property insurance and the disadvantage of low insurance resources at the end of the year, reasonably decomposed the goals, implemented them layer by layer, put pressure on ourselves, and focused on enterprises, institutions, and individual families. , stroke by stroke, piece by piece, and finally exceeded the tasks assigned by the city company with a good score of 14X.

6. Pay close attention to improving the quality of claims settlement and disaster and loss prevention. The company starts by paying close attention to the survey rate of the first site and adheres to the principle of seeking truth from facts and being "quick, timely, accurate and reasonable". As long as we receive a report, no matter how big or small the accident is, no matter day or night, we will always rush to the first scene, grasp first-hand information, strictly follow the quick compensation process, and provide customers with the convenience we can. The first is to insist on two-person investigation, two-person loss assessment, cross-documentation, compensation, and continuous improvement of service quality; the second is to adhere to the 24-hour duty system and actively participate in the construction of the "three centers" to further improve service levels; the third is to strengthen assessment and Great inspection efforts. Once various problems that arise during the claim settlement process are verified, we will criticize and educate the minor ones, and deal with the serious ones seriously, and will never tolerate them; fourth, we must actively do a good job in disaster prevention and loss prevention. Under the responsibility of the leaders in charge, the prevention and management department proactively contacted various business departments and promptly formulated disaster prevention and loss prevention work plans for major customers, summer flood prevention safety inspection methods, and winter fire and explosion safety inspection methods, always grasping and intervening in advance , actively work with relevant business departments to inspect and implement the implementation of the plan, and take timely measures for possible problems to reduce losses and enhance the ability to prevent risks. We have visited key customer units such as X Paper Industry,

2. Adjust business ideas, strengthen innovation awareness, and improve the company's efficiency level

This year, while focusing on benefit-oriented insurance business, our company has carefully sorted out the "junk" business and reviewed the previous years' Disadvantaged insurance types with a loss ratio higher than 10X will be resolutely abandoned, and insurance types with higher loss ratios but still some profit margins will be selectively underwritten. Last year, the loss rate of our agricultural insurance and livestock industry insurance was as high as 10X. Considering the overall situation, our company resolutely suspended the development of this insurance type. Corporate package insurance has business risks of low premiums, large coverage, and high insurance amounts, especially in the event of floods and theft, which often result in higher compensation rates. Our company underwrites this insurance based on efficiency. The scope and coverage conditions are strictly limited.

While focusing on the development of the benefits of various insurance types, we have changed our previous business practices. The auto insurance business of Factory So, in order to ensure nothing goes wrong, our company decisively renewed the policy in advance, catching other insurance companies off guard and stabilizing the development of the business. The insurance business of However, in order to make up for the business gap caused by discarding "junk" insurance in the first half of the year, better adjust the sequential business structure, and achieve net premiums earned, the company decided to renew the company's insurance business in advance. These tasks of our company are bold attempts to adapt to the development needs of the new situation in business operations after the reform of the joint-stock system, and they are also experimental ideas to change our thinking.

It is precisely because our employees have the courage to take on heavy responsibilities, are good at using their brains, fully mobilize their enthusiasm and creativity, and ensure that everyone has a burden and everyone is responsible. Therefore, in the strong external competition, our company has In the first half of the year, we not only did not lose any ground, but also consolidated our position as the leader in the property and casualty insurance market and achieved a breakthrough in new business.

3. Use new assessment methods to guide work, standardize operations, improve management levels, and highlight business priorities

It is an indisputable fact that insurance competition is becoming more and more fierce. In addition, after listing, we will face The new situation, new system, new model and new strategy will inevitably require us to comprehensively improve the level of company management, how to learn to compete in competition, to dominate in competition, so as to develop in competition and advance in competition. In addition to continuing to consolidate and adopt effective methods in the past, our company has gradually established a county-wide enterprise information network, strengthened contact and communication with policyholders, and improved the company's management level. In the first half of the year, we introduced and adopted a scientific management system in accordance with the relevant regulations of the superior company, and issued a series of management rules and regulations and assessment methods. In daily management, we can conscientiously and strictly follow the instructions adopted by the superior company. News such as "X Branch Company Seizes the Opportunity of Annual Vehicle Review to Promote New Auto Insurance Rates" are communicated on the provincial company's intranet.

IV. Existing problems

1. The company is tired of market competition and business development, and has relaxed its focus on theoretical learning and business learning.

2. Faced with the pressure of strong market competition, some comrades are afraid of difficulties, and a small number of employees are ideologically inert, lack foresight in market development, take the initiative less, and suffer more passive attacks. This resulted in the loss of a small amount of business.

5. Basic work ideas in 20X

As the market changes and competition becomes fierce, as far as efforts and accelerate the speed of seizing the market.

First, change the ideological concept, actively adapt to the new management model and business development model after the joint-stock reform, continue to strengthen the education of competition awareness and crisis awareness, strengthen and apply data management, introduce incentive mechanisms, and comprehensively mobilize employees Positivity and initiative.

The second is to correctly handle the relationship between scale and efficiency, current and long-term, bigger and stronger, strengthen overall public relations efforts, focus on business underwriting quality, and select and occupy the market with the fastest speed and highest quality.

The third is to continue to strengthen communication with the public security, traffic police, education, health and other departments, seek their assistance, and strive to increase the underwriting rate of five small vehicles, school insurance, campus liability insurance, and medical liability insurance. .

The fourth is to strengthen claims services. Efforts will be made to increase the on-site inspection rate, adopt humanized services, treat customers differently, speed up claims settlement, improve service quality, and improve the external business environment.

Fifth, in view of competition, pay close attention to the development measures of the same industry, increase public relations efforts, adopt active and effective methods to participate in competition, consolidate the market share of original insurance types, and actively expand new businesses and new insurance sources. Personal year-end work summary of insurance company supervisor 5

In July 20XX, I joined China Life Insurance Company and engaged in life insurance work that I was unfamiliar with.

Over the past year, with the cordial care of the company leaders and the enthusiastic help of other supervisors, I have gone from being an insurance layman to being able to provide insurance consulting services to customers. In my business position, I have achieved no violations and have cooperated with the entire company. The partners worked together and successfully completed various tasks assigned by leaders and superiors. The following is my work report over the past year.

1. Strive to improve political literacy and ideological and moral standards

Actively participate in various political studies, theme education, vocational education activities and various activities organized by superior companies, branches and departments. There are no unexcused absences in organized activities and recreational activities; they can adhere to the correct political direction, actively work hard to improve their political literacy and ideological and moral standards from all aspects, and make ideological and political progress.

2. Strive to improve business quality and service levels

Actively participate in various business learning training and examinations organized by superior companies, branches and departments, be diligent in learning, and be good at creating , constantly strengthen the training of their own business quality, continuously improve business operation skills and basic skills of customer service, master the appropriate professional business skills and service skills, be able to handle various businesses proficiently, know the various business products operated by the company, and Ability to carry out targeted publicity and promotions.

3. Strictly implement various rules and regulations

Over the past year, whether in handling business or other work, we have been able to strictly implement various rules and regulations of the superior company and branch companies, According to the internal control regulations and service regulations, we insist on using civilized language, do not act beyond our authority, do not seek personal gain with power, and there are no behaviors complained by customers or other violations of regulations. Be careful in your spare time and do not participate in gambling, buying illegal lottery tickets and other bad behaviors.

4. Better complete the various tasks assigned by the branch and the department

Over the past year, I have been able to work conscientiously and diligently, and come to work early and late Go ahead, base yourself on your position, contribute silently, and actively complete various tasks assigned by the branch company and the department. Ability to proactively and actively care about various marketing work and tasks of the department, and actively market electronic banking services, various bank cards, and other intermediary services. For more than a year, with my love for the insurance industry, I have tried my best to perform my work and job responsibilities, and strived to do all aspects of work in accordance with the requirements of superior leaders. I have achieved certain results and have also won the praise of leaders and comrades. Good reviews. Looking back on the past year, while I am pleased with my achievements, I also find that there are still certain gaps and deficiencies between myself and my colleagues. But I have the confidence and determination to work hard to find gaps in my future work, bravely overcome shortcomings and deficiencies, further improve my overall quality, and do the work that needs to be done solidly and well.