Company back office personal work plan sample 2023

1. Company back office personal work plan sample 2023

1. Specific work goals.

1. Improve the timeliness of claim settlement services, strictly implement the claim settlement service hours specified by the company, ensure that customers complete claims settlement in the shortest time, and reasonably protect the rights and interests of customers.

2. Improve service level, service quality and customer satisfaction.

2. Main work measures.

1. Seriously study relevant business knowledge, improve your ability to solve problems, shorten the claim settlement cycle, improve the claim settlement timeliness, and simplify the claims settlement process.

2. Consolidate nuclear damage compensation positions, speed up the timeliness of cases, strengthen tracking services for outstanding cases, and shorten the case closing cycle.

3. Strengthen the notification work before underwriting. Strengthen one-time notification services during claim settlement.

4. In the process of determining losses, reduce price differences, repair and change differences. Through the standardization of working hours and maintenance of affiliated systems, the introduction of no-price claim settlement services reduces price differences.

5. Further improve the claimant’s service etiquette image, especially the problems encountered in aspects such as language, behavior, dress, and vehicle management regulations. Adopt standards and strengthen inspections to ensure high-quality service to claimants.

6. Take the initiative to care for customers and reduce complaints. Earnestly implement the return visit system for dangerous customers, and improve return visits on case closures by sending text messages, compensation text messages, etc. If a dispute is likely to arise, take preventive measures in advance. Discover and correct in a timely manner.

3. Enhance team awareness and establish a good working atmosphere.

Enhance mutual understanding with other employees of the company and become proficient in business communication. Learn from each other, make progress together, improve your work ability and professional level, and truly become a good helper for leaders and a good partner for colleagues.

4. Establish a sense of ownership and actively provide suggestions for the company's development.

The economic performance of a company is directly related to everyone’s fundamental interests. Actively make suggestions for the company's development, put forward rational suggestions, establish the company's interests first, serve the public with self-denial, and better contribute to the company's development.

5. Improve service efficiency and establish a good corporate image.

In order to do a better job in service, we strive to improve on-site service efficiency, adopt humanized services, speed up work, improve service quality, and improve service levels. Comprehensively establish a new image of the company and truly form high-quality, civilized and efficient services.

1. Work in a civilized manner, with a clean environment, civilized language, polite service, and standardized office behavior.

2. Improve work efficiency, maintain high efficiency in all work links, and make fast, simple and flexible working methods recognized by customers.

3. Provide follow-up services and always maintain regular and good communication with customers to ensure that customer problems are solved in the shortest possible time.

2. Company back-office personal work plan sample 2023

1. Study hard and improve written work ability

The company must do a good job in various company plans, The drafting and submission of summaries, reports, requests for instructions, notices, etc. require company staff to study hard, strengthen their own cultivation, and continuously improve their word processing capabilities.

2. Coordinate the relationship to make the company's work proceed smoothly

In doing a good job in meeting sign-in, sending and receiving files of group company documents, and the general manager's back office (newspapers, letters, faxes, etc.) At the same time, we should play a good role as a hub and actively coordinate and cooperate with department heads to complete various temporary tasks. Main tasks:

1. In accordance with the requirements of the responsibilities of the political secretary, insist on completing the submission of news articles that constitute the activities and work of the department every month.

2. Collect application materials for various awards, and be responsible for data preparation and application docking work.

3. Promptly issue notices on work arrangements for the unit, notices on holiday arrangements, etc.

4. Make preparations for regular production and operation management meetings, regular comprehensive company department meetings, and other important meetings, and keep meeting minutes.

5. Responsible for drafting and formulating various plans, plans, decisions, summaries, notices and other documents and materials for the unit.

6. Do a good job in temporary work of the group company.

3. Actively adapt to the reform and development of the enterprise and innovate the company’s daily work

3. Company back-office personal work plan sample 2023

1. Continue to strengthen work efficiency , improve various work processes, and fully mobilize work enthusiasm

Think more at work, use a coordinated approach to manage your work, further clarify job responsibilities, and achieve: important things should be done first, urgent things should be done immediately, Daily tasks are handled smoothly and trivial matters are handled in a spare time. Optimize project tracking, ordering, shipping, inspection, system data entry, and other work efficiency. Promote all work in an orderly manner, clarify work tasks and work processes, and clarify responsibilities. We must proceed from the overall situation of the work and overall interests, support and coordinate with other departments, fully mobilize our own work initiative and enthusiasm, and effectively promote the long-term development of the company.

2. Strengthen learning and improve quality

Strengthen learning through various channels, rationally use books and online resources to learn various related knowledge, and continuously improve theoretical level, business quality and work ability , to adapt to the company's continuous development and growth and the needs of its own work.

3. Do a good job in tracking daily affairs and external affairs

1. On the way to work, first outline the things that need to be handled that day, and sort out the work ideas at the beginning of the work to prioritize them. , there is a master and a second.

2. Communicate well with colleagues and leaders on internal affairs, clarify the key points of work, grasp the center of the matter, and communicate carefully and cordially on external affairs. For suppliers, things should be well-founded and orderly. For customers, try to satisfy them without damaging the company's interests.

4. Company back-office personal work plan sample 2023

1. Contact with external marketing staff

1. Weekly work log (weekly report, monthly report ) collection and arrangement.

2. Application, borrowing, and write-off matters for marketing staff expenses.

3. Information exchange between marketing personnel and the company.

4. Compilation of information required by marketers. (Review by two or more people)

2. Management of mailing, delivery, invoicing, business partners, etc.

1. Documents, materials, samples, color pages, etc. (Review by two or more people)

2. Registration and archiving of commercial company materials (licenses, invoicing information)

2.1 Verify each commercial company on its official website.

2.2 Receive, send, process and keep all business calls, letters and documents. Deliver and process customer feedback in a timely manner.

3. Archiving and registration of purchase and sale contracts. (Track and supervise the execution of the contract)

4. Delivery. (Review by two or more people)

5. Pay attention to regular inspections of the goods, samples, materials, etc. sent.

3. Internal management of the sales department

1. Copying, stamping, etc. of daily materials.

2. The company’s external business communication. (Including selecting company business partners)

4. Assist in preparing various materials.

5. Prepare annual and monthly work plans and fund withdrawal and use plans; summarize and summarize the annual and monthly fund withdrawal and fund use status of each area.

IV. External investment promotion

1. Responsible for the agency, feedback and contact of investment information.

5. Company back office personal work plan sample 2023

1. Develop three habits to adapt to the needs of back office work

(1) Be proactive sex. As a sales clerk, work initiative is very important, and the main thing is to work hard on the word "diligence". First, be diligent. When goods are sent out, we must communicate with users as soon as possible to inform them of the actual delivery model, quantity, quality, transportation method, etc. At the same time, we are diligent in returning visits to users to understand their production and operation status, and promptly feedback user information to the unit so that unit leaders can make correct decisions. Second, be diligent. Any calls from users must be accurately recorded at any time, and time-sensitive materials such as delivery records, report filling, and contract drafting cannot be delayed for a long time. The collection of user information is a complicated and slow process. You must be diligent in supplementing and organizing user files to ensure that the information is complete. The third thing is to work hard on your legs. The production department, finance department, and quality inspection department related to the business travel frequently and have regular contact to understand the company's production dynamics, product quality, bill issuance, etc., and be aware of everything. Fourth, we must be diligent. For the collected information and monthly business reports, we must use our brains to analyze and research, adopt the method of induction, comparison, judgment and reasoning, look at the essence through the phenomenon, analyze the user purchase cycle, product market share, potential industry demand, etc., and develop a diligent and diligent attitude. The habit of thinking and being good at thinking.

(2) It must be timely. In addition to working hard on the word "diligence", working as a sales backend also requires the word "quick". You must have a strong sense of time and responsibility, emphasize work effectiveness, and do not procrastinate in doing things. When users have the intention to purchase, they should be guided as soon as possible and send relevant information about the company's products. Especially when drafting a contract, we must move forward as much as possible. What can be completed now must not be postponed to the next moment. It must be neat and tidy. Of course, while pursuing work efficiency, we cannot ignore the accuracy of the work. We must keep a clear mind and be busy but not chaotic.

(3) Be organized. Back office work involves a wide range of areas and a heavy workload, including both urgent business work and trivial routine work, so it is very complicated. This requires work to be organized. The first is to keep things in order. For example, enterprise product information, user files, statistical ledgers, and sample mailing information must be stored in categories and numbers to ensure easy search. Second, when dealing with affairs, you must prioritize things and not just scratch your head and beard. Urgent matters must be handled urgently. Some matters are very time-sensitive and cannot be delayed. They must be handled quickly, such as order processing, user complaints, monthly statistical reports, etc., so as to ensure key points and overall consideration.

2. It is necessary to enhance three abilities and effectively perform job responsibilities

(1) The ability to enhance business knowledge. If you want to win orders, you must have strong business knowledge and ability, especially knowledge of the company's products, including all aspects of product performance, uses, advantages and disadvantages, and even basic knowledge of production processes, equipment modifications, quality inspection, etc. At the same time, we must continue to learn the technical requirements and production process knowledge of the company's products from users, and understand its production dynamics. Only by answering users' questions and inquiries in an orderly and comfortable manner can users be reassured and truly "know yourself and the enemy, and you will never be in danger".

(2) Enhance the ability of coordination and communication. "Shopping malls are like battlefields." Unexpected things can happen at any time, and the sales back office is the first window to deal with emergencies. The coordination results are directly related to the corporate image and interests. Since some product quality does not have rigid indicators, but is reached through negotiation between the supply and demand parties, this can easily cause unnecessary disputes. For example, the mineral product kaolin with the same whiteness level shows several different states: gray white, bright white, and bluish white. Users often raise objections to the quality of the goods. Communicate, explain, negotiate, and communicate again? We must ensure that users are satisfied to the maximum extent without causing any losses to the company.

(3) Enhance the ability to guide users to purchase. The sales back office has to answer many calls for consultation from various users from all over the world every day. This requires the sales back office to determine whether the user has purchase intention based on the consultation content, and whether the user can develop into an intended user or a potential user. In response to user needs, we must learn to consider issues from the user's perspective and relieve their concerns layer by layer.

The first step is to guide users to understand the company's products, quality, and services, including corporate culture. The second step is to learn to break down costs and settle accounts for users. Finally, by sending samples, we can gradually meet users' needs for small-volume products such as small trials and pilot trials. In this way, a telephone consultant can be developed into a real user through constant communication.

3. Continuously strengthen self-cultivation and improve overall quality

In the increasingly fierce competition, sales staff can only stand out by continuously strengthening business learning and improving overall quality and self-cultivation. First, the business must be refined. It is necessary to strengthen the study of product application technical knowledge, marketing theory, consumer psychology, laws and regulations, and improve their business skills and ability to judge things. Do one thing, love one thing, be dedicated to one thing, be good at summarizing, thinking, and innovating, and strive to become a "generalist" and a good "miscellaneous person." Second, the style must be practical. Sales back-office work must be down-to-earth, seek truth from facts, start from yourself, start from small things, be good at connecting simple and repetitive trivial matters to form a system, grasp the work direction, and obey the overall work. Maintain corporate interests and image through solid work and down-to-earth style. Third, discipline must be strict. We must strictly abide by the company's rules and regulations to prevent violations of regulations and disciplines from occurring.