Personal Work Plan of Insurance Company Backstage in 2022

Personal plan refers to a tool that can improve a person's quality of life and walk better on the road of life. The following is my comprehensive personal work plan in the background of the insurance company in 2022. Come and have a look, it will definitely help you.

Personal Work Plan of Insurance Company Backstage in 2022 +0

I have been working in the company for some time. The company's job is to connect the inside and outside. Although everyone can do this job, I always think that few people can do it well. So I often tell myself that this job I like is a kind of exercise for me. When trivial and busy work is recognized by everyone because of my patience and seriousness, it will turn into a shower again. In order to ensure the smooth completion of all work within 20 years, this plan is formulated as follows:

First, study hard to improve the potential of writing.

Companies should do a good job in drafting and submitting plans, summaries, reports, instructions and notices, which requires employees to study hard, strengthen their self-cultivation and constantly improve their word processing potential.

Second, the harmonious relationship makes the company run smoothly.

At the same time, do a good job in meeting sign-in, document filing and receiving of the group company, as well as the general manager's back office work (sending and receiving newspapers, letters, faxes, etc.). ), to play a good role as a hub, carefully coordinate the heads of various departments and complete all temporary work. Main work:

1, according to the job responsibilities of government secretaries, insist on completing the submission of news articles in the activities and work of this department every month.

2. Collect all kinds of award application materials, and be responsible for data collation and application docking.

3, timely notice of the work arrangement of the unit, holiday arrangement notice and other matters.

4. Be responsible for the preparation of important meetings such as regular meetings of production and operation management and departmental meetings of comprehensive companies, and keep meeting records.

5 responsible for drafting and drafting all kinds of planning, plans, decisions, summaries, notices and other documents and materials of the unit.

6, do a good job of temporary group company.

Third, adapt to the reform and development of enterprises and innovate the daily work of the company.

Through learning, we strive to improve the potential of being diligent in thinking, good at seeking, willing to do things, sincere in doing things, daring to break things, and independent in innovation, so that the company can run pragmatically.

Personal Work Plan of Insurance Company Backstage in 2022 II

First, work ideas. Actively implement the company's series of important instructions on development, keep pace with the times, work diligently, actively and seriously participate in various studies organized by the company, carefully understand and turn them into their own ideological weapons. As a back office worker, his words and deeds also represent the image of the company, so it is more necessary to improve his quality, set high standards for himself and strengthen his professional knowledge and skills. At the same time, I am law-abiding, love my job, and have a strong sense of responsibility and dedication.

Second, business. I am mainly responsible for the printing, sorting and filing of counter documents. On duty week, I go to work at 8: 30 every morning. I always clean the office area first. At the beginning of the month, I sent an email to the company's financial staff to declare the number of valuable and priceless documents I want to apply for. According to the company's document management personnel, 1 and 16 are our monthly collection dates, and I can only apply for half a month's usage at a time. When I apply, I should estimate a quantity for the next half month according to the nearest odd customers and try to keep the order. Every time the documents arrive, they should be tied with a rubber band in 25 copies, and the company policy should be covered with a special seal and marked. In fact, it is very simple to run a car insurance, and it is not a complicated technical activity. Any five things, such as invoices, compulsory insurance policies, signs, commercial insurance policies and insurance cards, can be given to the insured with a commercial insurance clause, but it needs enough care and patience. When there are many customers, check them carefully to prevent wrong orders and reduce unnecessary troubles. The rest is to sort out the typing list, apply for less insurance, and notify less. If there are any insufficient documents, please delete them first. After the salesman completes the data, he will file 25 forms of filing list in the system, and put the archived customer data into kraft paper filing boxes (4 sets are a box), mark the box number and filing number, and put them into filing cabinets for preservation. Every day's work is typing, typing, typing again, sorting, sorting and sorting again. Although my job is boring, I know that my job is an important part of the company's business, and I must work hard and go all out. In recent years, the competition in the insurance market is very fierce, so our front desk should try its best to satisfy customers in pre-sales service.

Third, the good aspects of work.

1, based on the overall situation and the whole, cut into the thinking of the problem from the macro level, better handle the relationship between the whole and the part, self and self, and consider things from the overall situation.

2. Peace of mind, modesty, active life and good interpersonal relationship.

Fourth, shortcomings in the work.

1, limited by experience and vision, it is necessary to strengthen political cultivation and industry business research, seriously study business knowledge, overcome ourselves and improve ourselves.

2, must strengthen the ability to communicate with people.

3. Adaptability must be strengthened.

Personal Work Plan of Insurance Company Backstage in 2022 3

1. Now the scale of telemarketing business is huge. Moreover, the preferential margin is also lower than the direct selling business channel 15%. At the same time, the telemarketing business has many additional value-added services besides low rates. Freeway provides free oil delivery without oil, and free tires with flat tires. However, value-added services are secondary in customers' minds, and price is an important factor affecting customers' choice.

2. Now many insurance companies carry out telemarketing business. I sent a short message to the customer one month in advance to inform our store of the discount, and then called. However, there are also a few customers who will call to consult and give them an offer when they receive my phone call to remind them to renew their insurance. Generally, this kind of customers have received the auto insurance quotation of telephone sales a long time ago, and often just want to compare multiple prices. However, compared with the discount of electricity sales, the working hours in 200 yuan in our store are not enough to attract customers.

3. Most of the customers are not in the third district of Nanchong, and they are usually customers from neighboring counties or other urban areas. If customers just come to the 4S store to buy insurance, they will feel very troublesome. And the discount we give customers is not enough to attract customers to the store.

4. "Life insurance policy" Although our quotation is consistent with that of the local insurance company, we also give away working hours. But some customers, such as friends and relatives, work in insurance companies, so customers usually consider buying from acquaintances out of affection.

There are only two companies in our store, PICC and Taiping. Most of the customers who renewed their insurance last year came from Taiping Insurance. However, because Taiping is not well-known in the hearts of customers, customers often choose to switch to insurance. If the direct sales channels of other insurance companies are insured again, the rate will rise, and customers will often choose the telephone sales business directly. Although PICC is strong, customers who continue PICC have already received the quotation of PICC electric sales before receiving the phone call from our store, and shop around.

Customers prefer to sell electricity. Our store can also underwrite PICC's electricity sales business, but we don't get a commission for making a single order, which also affects our salary income.

6. When our department just took over the insurance formalities, although the tasks were completed every month, most of the customers who renewed their insurance were mortgage cars, and they paid a renewal deposit of 3,000 yuan when buying a car, so customers unconditionally chose to renew their insurance in the store. However, since July, the number of customers who paid renewal deposit has gradually decreased, which is also one reason for the decrease of customers who came to the store to renew their insurance.

7. Self-reason: As customers receive many calls from insurance companies every day, our store will make another call to sell to customers, and customers will feel very disgusted. I don't want to get another call like this. So I seldom promote this kind of customers many times. At the same time, some of them are customers in the surrounding counties of Nanchong. I think the chances of coming to the store for insurance are very small, so I didn't call this kind of customers again.

Personal Work Plan of Insurance Company Backstage in 2022 4

From the moment I left campus after graduation, I entered Hongqiao Branch of China People's Property Insurance Company with my passion and love for insurance and theoretical understanding of insurance. Through these months of work and study, I have further contacted insurance and society, and applied theoretical knowledge to practice, which challenged my working ability and learning ability.

Here, I would like to thank the company leaders for their careful teaching and colleagues for their timely help, so that I can make unremitting efforts and exchange rich social experience and a lot of knowledge that I can't learn in campus classrooms. To sum up, there are the following aspects:

I. Work aspects

1. As the cashier of the company, I did my due duty in three aspects: collection, payment, reflection and supervision. I really made every claim error-free, provided good service to customers and maintained the company's image.

2. Adhere to financial procedures, strictly review (the invoice must be signed by the manager, acceptor and approver before reimbursement), and do not pay for invoices that do not meet the procedures.

3. After transferring to company accounting, actively contact the relevant departments of the bank to complete the timely payment and receipt of the company's funds in an orderly manner.

4. Sort out the historical unpaid details and actively consult the relevant departments of the branch. With their active help and guidance, * * * completed the debt settlement work.

5. Actively cooperate with leaders, check the financial documents of the day in time, do a good job of daily settlement and monthly bank reconciliation, and send them to relevant competent departments in time.

Second, study.

1. Adhere to the study of political economy and constantly improve their ideological and theoretical quality. Pay attention to the intake of relevant political and economic policies in work and life, pay attention to the study of various economic laws and regulations related to work, and pay attention to the trend of the economic environment of the insurance industry. Constantly improve their consciousness of productism, and constantly improve their political quality, professional quality and working ability. As a party member who is preparing for China * * *, I have always been strict with myself with the requirements of party member, who was born in * * * *, conscientiously do a good job in this major, complete every task with full enthusiasm and serious attitude, strictly abide by the company's rules and regulations, earnestly perform my post responsibilities, consciously operate by the rules, unite colleagues in daily life, and constantly improve team spirit.

2. Through the accumulation of daily work, I found my own shortcomings, and studied the company's terms in my spare time, which enhanced my understanding of the significance and role of insurance, especially the company's marine insurance business and construction and installation engineering insurance business.

3. Learn from business personnel and billing personnel, and master the general process of insurance, underwriting and claim settlement, as well as the collection and use of general documents.

20_ is another year full of _. In the future work, I will strive to improve my own quality, overcome my own shortcomings, and work in the following directions:

1, learning is endless, the times are developing with each passing day, and the knowledge of various disciplines is changing with each passing day. I will study all kinds of insurance knowledge persistently and use it to guide my practical work.

2. "I am diligent but not idle". I will continue to learn business knowledge in my future work, and constantly improve my business skills by watching more, learning more and practicing more.

3, constantly exercise their courage and perseverance, improve their ability to solve practical problems, and slowly overcome impatience in the process of work, positive, enthusiastic and meticulous treatment of every job.

4. Do more business, improve your business ability and make more contributions to the company's business development.

5. Actively participate in every activity organized by the company to improve their communication skills, and hope to participate in every training organized by the company.

As a member of China People's Property Insurance Company, I have the responsibility to pay attention to the development of the company. For the development of the company next year, I want to talk about my thoughts:

First, survive and develop in the competition.

Facing the fierce competition in the insurance industry and the operating pressure brought by external competition, it is worth thinking and doing to keep calm, objectively face the reality and seek countermeasures, and launch brand wars and service wars with competitors. My considerations are as follows:

1. Go deep into old customers' enterprises, hire information officers and liaison officers in customer enterprises, join our company from other insurance companies, and strive for "return" business, which makes the work of other insurance companies in a passive state.

2. The service is more humane and intimate. Facing the enterprise units, the members of the company manager's office carried out a contract at the beginning of the year for key enterprises in major systems and made several return visits, asking them to put forward their opinions and suggestions on our work. This move will be fully affirmed by enterprises, making them think that the initiative of company leaders to come to the door is the full embodiment of PICC P&C insurance quality service, and making customers trust our company more. In the face of personal business, salesmen can also pay a return visit and keep in touch. If they need anything, they can call home.

3. All middle-level cadres are required to go out of the office, all small and medium-sized enterprises must visit in person, all new insurance customers must personally explain the terms and services, keep in constant contact with enterprises, implement zero-distance contact, and provide services in all aspects as long as customers need them.

When the company introduces new products, it can take the form of product briefing to attract customers and really communicate with them. This is inspired by the company's investment product _× 3 generation. I was lucky enough to attend the product briefing of China Life Insurance, and felt that it was necessary for us to learn from life insurance companies and really seize customers.

Two, pay close attention to improve the quality of claims and disaster prevention and loss prevention capabilities.

Starting from paying close attention to the investigation rate of the first scene, the company adheres to the principle of seeking truth from facts and "being prompt, timely, accurate and reasonable". As long as you receive the report, no matter the size of the accident, no matter day or night, always insist on rushing to the first site, master the first-hand information, and strictly follow the fast payment process to provide customers with the convenience they can. First, insist on double-person survey, double-person loss determination and cross-case compensation determination to continuously improve service quality; Second, adhere to the 24-hour duty system, actively participate in the construction of "three centers", and further improve the service level; The third is to strengthen assessment and strengthen supervision. Once all kinds of problems in the process of claim settlement are verified, those who are light will criticize and educate, and those who are heavy will be dealt with seriously and will not be tolerated; Fourth, actively do a good job in disaster prevention and loss prevention. Under the responsibility of the leaders in charge, the Security Department actively contacted various business departments, and timely drafted the work plan for disaster prevention and loss prevention for major customers, the safety inspection methods for flood control in summer and fire and explosion prevention in winter, always grasping and intervening in advance, actively checking the implementation of the plan with relevant business departments, and taking timely measures for possible problems to reduce losses and enhance the ability to prevent risks.

Third, establish a strict internal management assessment system.

1, unify employees' clothing, give customers a unified feeling, and leave a good visual impression on customers from the beginning.

2. Strictly abide by the attendance system and punish those who arrive late and leave early.

3, do a good job on duty every day, keep a good working environment.

Every employee should know his job responsibilities, do his job well, and be responsible for the losses caused to the company by personal mistakes.

5. All work shall be carried out on the principle of openness and transparency.

6. The company can regularly collect employees' suggestions on the rational development of the company and encourage employees to make suggestions for the company's development.

7. Strengthen the construction of corporate culture, make good use of the company's newspapers and magazines and other resources, and let every employee of the company know the success of the economic environment of the insurance industry.

Personal Work Plan of Insurance Company Backstage in 2022 5

I joined the PICC P&C family in _, which is the fifth year. In this short time, I deeply feel that _ is a year of rapid development of the branch. Under the correct leadership of the manager's office, and with the joint efforts of all departments and staff, the branch completed all the tasks in the whole year. As a member of Bishan Company, I am proud of it. The company has grown and left.

I mainly talk about three aspects:

1, personal development and work completion

2. Existing problems and deficiencies

3. Ideas and prospects for \u year

I. Personal development and work completion:

In my last year, my work was divided into two stages. In the first half of the year, I mainly did group training and agency services in the sales department. In the second half of the year, he began to manage Dingjia Marketing Service Department. The annual task target of our sales department is 654.38+045,000. By the beginning of 10, the annual task has been completed. By the end of February, the premium income of our department was about 654.38+3654.38+0, which exceeded the task target by about 25%. In _ _ _, the department assigned me a task target of 320,000 yuan. By the end of 65438+Feb. 3 1, I had completed the premium income of 620,000 yuan (including motorcycle170,000 yuan). Excluding the new business of motorcycles, it was calculated as 450,000 vehicles, exceeding the planned target by 40%, and the number of 280,000 vehicles increased by 60% year-on-year. In addition, Dingjia Marketing Service Department completed the annual premium task of about 465,438+0.7 million, up by 65,438+0.9% year-on-year, and completed the premium plan for the third and fourth quarters issued by the company and departments.

The following is my specific work performance:

I strengthened my political belief ideologically, persisted in studying political theory, actively approached the Party organization and wrote ideological reports regularly. Under the conscious training and tempering of the Party organization, I became a preparatory party member gloriously on June 9th. This urges me to keep learning scientific theoretical knowledge, blaze new trails, keep pace with the times, and practice my ideals with practical actions. Study hard at work, study hard and actively demand progress. As a group training post, I know the importance of doing a good morning meeting. In order to improve the quality and enrich the form of the morning meeting, I put learning first, cherish every opportunity for the city company to organize learning, discuss with peers and strengthen the skills of group training; Use all the time to strengthen their own learning and improve their own quality, such as reading a lot of books on marketing management and insurance knowledge, listening to expert lectures, logging on insurance-related websites to collect information, and learning ppt production; In order to ensure the smooth organization process and accurate expression of the morning meeting, in addition to making full preparations on the content, it also needs to be devoted.

Take notes, keep practicing, cut down time, adjust the speed and expression, etc. Every morning meeting is well thought out and carefully prepared. At the same time, I have done a good job as an agent, helping them fill in the bill, calculate the premium, explain the business, analyze the needs and cooperate with customers, and established a good relationship with them, which also laid the foundation for my work in Dingjia Marketing Department. After Dingjia Marketing Service Department was put into operation, I devoted myself to grassroots marketing. As a pilot of the company, the marketing service department of "easy first and difficult later" has no experience to learn from before, and the staffing is not in place (referring to the lack of pre-contract signing personnel), so I went to the market alone, distributed leaflets, visited customers and worked part-time in the background. According to the custom of villages and towns, they sometimes go early, hand out leaflets and then rush back to the marketing department to sign the bill. On weekends, they run several towns a day; Sometimes customers arrive just after work, and I won't refuse or complain. After handling the business for customers with enthusiasm and thoughtfulness, I dragged my tired body home with the night. At the same time, he also accompanied the agent to do exhibitions, check risks, cooperate with the filling and delivery of bills, and do a good job for customers. When there are contradictions among marketers, they should actively communicate to solve problems and improve their loyalty. Many holidays and weekends also work overtime to provide good services for marketers. After the opening of Dingjia Marketing Service Department, in less than five months, it realized the premium income of 2 million yuan, realized the business growth of 35%, and completed the stage premium task assigned by the superior efficiently and with high quality. In addition, it also strengthens the training of newcomers and marketers, and conducts one-on-one training for new signing personnel who enter the marketing service department. Through systematic study of theory and operation, ticket signing personnel have mastered the relevant regulations and can sign tickets skillfully; In daily business or private life, we often contact people who meet the requirements of increasing staff and tap prospective employees. In the work, this spirit of daring to innovate, dare to fight hard, be serious and responsible, and work hard has also been recognized by everyone.

Positive and enthusiastic about life, all-round development. I actively participate in various activities of the municipal branch and its subsidiaries. In the debate contest held by the city branch summit, my team won the first place in the debate topic "Who gives priority to the development of price strategy and service strategy" with excellent results; As a member of the League branch, I also actively organize members to carry out various activities. On May 4th Youth Day, Tongliang Sub-branch organized a visit to Qiu Memorial Hall. As a member of the trade union, I conceived the related activity plan from the immediate interests of employees. In the "employee sports skill competition", I carefully planned and formulated rules to ensure the implementation of the activities.

Second, the existing problems and deficiencies

In the work of _ years, I have made some achievements and improved my ability, but there are still many shortcomings:

1, thinking is not liberated enough, and doing things is not bold enough. Whether it is the group training or the management of the marketing department, the pace is limited by thoughts and horizons. They dare not boldly imagine everything, are too cautious, and are used to relying on experience and judgment.

2, not good at reasonable allocation of time, so that in the complicated affairs, I didn't take enough time to strengthen my study and my own quality.

3. Management experience is not very rich, and the artistry and skill of management need to be strengthened and improved. Because the management time is not long, management ability is still lacking. I hope the leaders can give me more advice and criticism in the future, so that I can gradually improve my management ability and work level.

4. I don't have enough communication with various departments and colleagues. I hope to increase communication opportunities through various activities of the company.

Work ideas and prospects for the next three years.

_ 2008 is a year of development and leap of our company. Work will be more difficult, and fierce competition will bring us more pressure. We should face the reality, turn pressure into motivation, and exchange continuous progress for greater development. In the new year, I will start from the following aspects:

1, enhance the awareness of active learning. Arrange time reasonably at work, strengthen self-study, and constantly improve professional quality and management ability.

2. Pay attention to team consciousness and overall situation consciousness. Work actively, face difficulties and pressures correctly, actively seek solutions, and strengthen the team building of marketing service department.

3. Deeply understand the life, work and study of marketers, change the display mode of marketers from the perspective of innovation and development, and improve their work efficiency and loyalty.

4. Strengthen the management of departmental marketing personnel, ensure the stable and orderly development of departmental business, and strive to fully complete all the task indicators issued by the company.

5. Raise the threshold, broaden the channels, increase the recruitment of marketing personnel, and attract outstanding social talents to join our marketing team in line with the principle of "neither rotten nor rotten, the best among the best" in Que Ning. At the same time, strengthen the training of department personnel. Finally, I believe that we will do better and the company's tomorrow will be more brilliant!

Articles related to personal work plans of insurance companies in 2022;

★ Personal Work Plan of Insurance Company 2022 Model essay

★ Model essay on insurance company's work plan in 2022

★ 5 model articles of personal work plan in 2022.

★ Work Plan of Insurance Company in 2022

★ Five simple personal work plans in 2022

★ 2022 Administrative Logistics Personal Work Plan Template

★ Simple Work Plan for Ordinary Employees in 2022

★ Employees' Work Plan and Objectives in 2022

★ How to write the work plan and work objectives for 2022?

★ Five work plans for the second half of 2022