Five annual summaries of the operating conditions of insurance companies.

Annual summary of insurance company's business 1

It's the end of the year. Looking back on the past year, I can't

Five annual summaries of the operating conditions of insurance companies.

Annual summary of insurance company's business 1

It's the end of the year. Looking back on the past year, I can't help feeling a lot. Time flies, another year has passed in a blink of an eye. Looking back, although there is no vigorous result, it has experienced extraordinary tests and tempering. I am very grateful to the company for giving me this growth platform, so that I can continue to learn and progress in my work and gradually improve my quality and talents. In retrospect, the company accompanied me through a very important stage in my life and let me know a lot. The support and care of the leaders and the full assistance of my colleagues make me more handy in my work. Express my heartfelt thanks to the company leaders and all my colleagues. At the same time, I will also sum up my work this year.

First, be strict with yourself and unite with comrades; Set an example and work hard.

Be strict with yourself at work, respond to the company's call and actively participate in company activities. Overcoming all kinds of difficulties, regardless of personal gains and losses, I worked overtime to learn business knowledge, and completed many work procedures such as receiving cases, filing cases, surveying, tracking and medical examination in a short time, which won unanimous praise from customers and successfully completed the tasks assigned by the leaders.

Second, establish a central image and safeguard the interests of the company and customers.

At work, it was found that many hospitals had unreasonable charges, which led to the loss of the company and customers. In the case of sufficient evidence, I went to the problem hospital several times to defend myself, which saved the loss for the customer and avoided the loss of our company, and established a good image of PICC in front of the customer and the hospital.

Third, find problems and solve them. Seeking innovation and promoting work

1. After market research, combined with the characteristics of housekeeping and hospitals, the unified pricing of nursing fees is proposed, which not only saves the claim settlement procedures, but also reduces the payment of this fee.

2, involving personal injury (disease) case flow, non-auto insurance special notification documents, personal injury case tracking form, medical audit form and other documents. Personal injury cases are centrally filed and examined, which simplifies the claim settlement procedure and greatly reduces the compensation.

Fourth, improve and deepen services to serve customers and insurance companies.

1, put the claim settlement work first, and check the customers before mediation by the traffic police team.

2. According to different types of insurance, cooperating with the branch company to deal with personal injury compensation disputes not only reduces the compensation, but also stabilizes the branch company, winning customers and being well received by the branch company.

Five, maintain the results, find out the shortcomings, redouble our efforts, to a higher level.

1, our business team has just started, and our experience in all aspects is still very insufficient. We need to learn from each other and redouble our efforts. At the same time, because the work involves multiple types of insurance and needs the support and cooperation of multiple departments, it is necessary to strengthen coordination in all aspects in the future.

2. With the development of new types of insurance, there are still many new problems. While strengthening business learning, it is also necessary to connect horizontally and learn from the advanced experience of other companies.

In the new year, I set myself a new goal, that is, to step up my study, better enrich myself and meet the challenges of the new period with full mental state. I will also learn from other colleagues, learn from each other's strengths, exchange good work experience with each other and make progress together. Strive for better work performance.

Annual summary of insurance company business II

This year's insurance work, I also completed the task, but I also know that it depends on the joint efforts of everyone. At the same time, many colleagues have given me great help in my sales work. I appreciate it, too. The end of this year is also a summary of doing a good job.

As an insurance salesman, I am also actively learning insurance business knowledge, understanding what the development of this industry is like, and at the same time understanding the external environment to change my sales methods. At the beginning of the year, we can't face-to-face business, which can be said to have caused some troubles to our work, but we also have network contacts and telephone calls, so we also develop our business through these methods. The epidemic affected not only the way we work, but also many things that real customers could not accept, especially when we were worried about work and safety, we also thought of insurance, how to inform customers and how to choose the right insurance to promote. The company has also held several meetings, and I also attended them seriously and studied actively. Some new types of insurance have been introduced into the market.

One year's business work was not smooth at the beginning of the year, and now it has achieved satisfactory results. And I know how much I've given. At work, I am familiar with the business and constantly explore new customers. At the same time, I am also actively protecting old customers. Some good insurance products will also be recommended to them, giving them protection and providing good services. At the same time, this maintenance also allows old customers to introduce me to many new customers. It can be said that this way can save me a lot of energy to develop new customers, and let me understand how important the resources of an old customer are. Of course, the development of new customers is also very important. After all, unlike some old employees, I have a lot of resources, and I am still a newcomer. I still need to accumulate more. Client development is not easy, and it takes me a lot of energy, but at the same time, I know my own ability and what I need to improve in this process. My colleagues also gave me a lot of suggestions to make it easier for me to do it.

I have been engaged in insurance business for one year, and I am more familiar with the company's insurance types than before, and I know how to develop good business and develop new customers. At the same time, I also saw some problems in this job, some aspects I want to optimize, which are also a direction of my own future work, to study and make my business better in the coming year.

Annual summary of the operation of insurance companies 3 pages

Joined at the beginning of the year, engaged in unfamiliar insurance work. Over the past year, with the kind care of the company leaders and the enthusiastic help of other experts, I have changed from an insurance layman to a person who can independently engage in and carry out insurance marketing business. I didn't do anything illegal in my own business post, and worked together with the employees of the company to successfully complete all the tasks assigned by the leaders and superiors. The following is my work report for the past year.

First, strive to improve political literacy and ideological and moral level.

Actively participate in all kinds of political study, theme education, vocational education activities, organizational activities and recreational activities organized by superior companies, branches and departments, without being absent without reason; Can adhere to the correct political direction, seriously study relevant theories, actively strive to improve their political literacy and ideological and moral level from all aspects, and make continuous progress ideologically and politically.

Second, strive to improve professional quality and service level.

Actively participate in all kinds of business study, training and examinations organized by superior companies, branches and departments, study diligently, be good at creation, constantly strengthen the training of their own business quality, constantly improve their business operation skills and basic skills of serving customers, master their due professional business skills and service skills, handle all kinds of business skillfully, understand all kinds of business products operated by the company and carry out targeted publicity and promotion.

Third, strictly enforce the rules and regulations

Over the past year, we have strictly implemented the rules and regulations, internal control system and service regulations of superior companies and branches, insisted on using civilized language, and never acted beyond our authority or abused power for personal gain. There are no customer complaints and other irregularities. Behave yourself in your spare time.

Four, complete the tasks assigned by the branch and department.

Over the past year, I have been able to work diligently, conscientiously, leave early and return late, stick to my post, contribute silently, and actively complete various tasks assigned by the branch and this department. Be able to actively advocate and care about the marketing work and tasks of the department.

Over the past year, with my love for the insurance industry, I have gone all out to perform my work and post responsibilities, and tried my best to do all the work according to the requirements of my superiors. Some achievements have been made, which have been well received by leaders and comrades. Looking back on the past year, I am pleased with my achievements, but I also find that there are still some gaps and deficiencies compared with the employees in Xiu Xiu. But I have the confidence and determination to find the gap in my future work, bravely overcome the shortcomings and deficiencies, further improve my overall quality, and do a good job that I should do.

Annual summary of the operation of insurance companies 4 pages

Over the past year, under the correct leadership of provincial and municipal companies and the unremitting efforts of all employees of our company, the insurance company has made a breakthrough in its business, taking the lead in breaking through the premium income of10 million yuan in the province. This year, our company completed the annual marketing task assigned by the provincial company two months ahead of schedule, and all the work developed healthily and smoothly. Let's talk about my achievements and shortcomings in the past year in combination with my specific responsibilities.

First, the working ideas

Conscientiously implement a series of important instructions from provincial and municipal companies on the company's development, keep pace with the times, work diligently, be pragmatic and efficient, and strive for first-class, and lead employees in various departments to further change their concepts, reform and innovate, cope with the increasingly fierce competition in the insurance market, strengthen their core competitiveness, and carry out diversified operations. Through hard work and struggle, the company has maintained a good development trend.

Strengthen all aspects of learning and strive to improve their professional quality and management level. As a leading cadre, I shoulder the important responsibilities and missions entrusted by the superior leaders and all employees, and the company's operating principles and policies need me to implement. So I attach great importance to the study of insurance theory and the cultivation of management potential. Pay attention to guiding work with scientific methods, standardize your words and deeds, establish a strong sense of responsibility and dedication, and constantly improve your business potential and management potential.

Continuously improve the overall quality level of the company's business personnel. Over the past year, I have always regarded the cultivation of professional quality of personnel in the exhibition industry as an important material for team building, implemented targeted training plans with the manager's office, and strengthened the construction of leading bodies and staff.

Second, enterprise management.

"Without rules, there would be no Fiona Fang". In order to make a company develop steadily, it is necessary to formulate norms and strengthen management. Management is an input, and this input will certainly produce benefits. I am in charge of business work and need to ask for benefits from management. Only by constantly improving various management systems and methods and truly putting them into action can we achieve results and see benefits. In enterprise management, I have mainly done the following work:

1. Make weekly, monthly, quarterly and annual sales plans for all departments according to the annual sales tasks assigned by the municipal company. When making plans, we should seek truth from facts and determine the reasonable and achievable goals of each office according to the characteristics of each insurance, customers and the situation of each office. After the target is determined, I follow the principle of "everything is implemented and everything is supervised" and ensure the smooth completion of the target plan of each department and office by strengthening the management and monitoring of the process.

As the manager in charge of business, I attach great importance to the team building of 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 mobilization meetings and business seminars for many times, carried out business training activities, organized everyone to learn knowledge and seek experience, and improved the overall quality of employees. The training focuses on learning insurance theory and exhibition skills, emphasizing the cultivation of team spirit. Learning has promoted the continuous improvement of the quality of each team and laid a solid foundation for the company's sustained and stable development.

3. Help the manager's office to comprehensively promote the innovation of salary system and constantly consolidate the basic management of the company. Establish a salary system reform linked to posts and performance. This year, I comprehensively promoted the reform of enterprise salary system, focusing on the "four modernizations" of job clarity, salary socialization, bonus performance and welfare diversification. The employment mechanism has been initially established, which can fully stimulate employees' intention and creativity.

Third, the department is responsible for the work.

In addition to business management, I also served as the manager of the first marketing department. There is only one salesman in a marketing department. My business is mainly to serve big customers. My major client business mainly comes from the capital company. According to the characteristics of the fleet of Shengzi Company, on the basis of the original vehicle insurance, I first opened the freight insurance for commercial trucks in the city. The opening of freight insurance has not only brought protection to customers, but also increased the company's premium income, which really kills two birds with one stone. Through unremitting efforts, our department completed the premium income of 9,009,549.94 yuan in the whole year, including auto insurance premium of 8,250160.12 yuan, non-auto insurance business of 759,389.82 yuan, and due payout ratio of-. Become an important guarantee for the company's development.

Fourth, shortcomings in the work.

Due to a lot of work and many business responsibilities, sometimes it is inevitable to make mistakes in a busy schedule. For example, sometimes the service is not timely and the statistics are biased. Sometimes you are impatient in your work, and sometimes you are eager for success, which affects the progress and quality of your work; I can't handle some work relationships well.

In a word, over the past year, I have been strict with myself, self-denial and dedication, using my own leading role to improve employees' understanding in thought and strict system norms in action. Under my leadership, the company's employees take continuous development and construction as their own responsibility, take "honesty first, steady operation, value first, and serve the society" as their business purpose, and have made great achievements in reform, continuous innovation, and standardized operation.

The new year is coming, and the competition in the insurance market will be more intense. If the company wants to continue its good development trend, it must further emancipate its mind, renew its concept, break through itself and gradually increase its marketing efforts. In the new year, I will meet the challenges of the future with full passion and confidence, so that my work will reach a new level. I believe that under the correct leadership of the superior company and the joint efforts of all the staff, our company will be able to work hard with one heart and one mind to create more brilliant achievements.

Annual summary of the operation of insurance companies 5 pages

In a blink of an eye,-has become history, but we still remember the fierce competition last year. Although the weather is not particularly cold, the recruitment banners flying all over the street are enough to make people realize that the valve industry will be another big market in 2008 and the competition will be more intense. Marketing directors, sales managers, regional managers, and hundreds of enterprises, large and small, are all vying for talents and markets. Everyone has really felt the cruelty of the market and can only sit still. Summary is to foster strengths and avoid weaknesses in the coming year and have a comprehensive understanding of yourself.

I. Completion of tasks

The actual sales volume this year is 50 million, including workshop ball valve-1 10,000, butterfly valve-0/20,000, and others-0/80,000, basically achieving the target set at the beginning of the year.

Compared with last year, the number of conventional ball valves decreased, the eccentric hemisphere increased rapidly, and the forged steel ball valves increased slightly. However, the sales volume of butterfly valves is not ideal (planned150,000 or so), the sales volume of large-diameter butterfly valves (dn 1000 or more) is very small, and the soft sealing butterfly valves have a slight increase.

Generally speaking, the sales volume is normal, and the main engine factory grows rapidly, but the growth of the company's own products is not ideal, and the growth of the "Shuangda" brand is not ideal.

Second, customers report more situations.

For our production and sales-oriented enterprises, quality and service are our life. If these two aspects are not done well, the development and growth of enterprises is an armchair strategist.

1. Quality status: unstable quality, many returns. Such as-customer's ball valve,-customer's butterfly valve, etc. Quality problems have occurred one after another and there are many complaints from customers.

2. Not paying enough attention to details, such as large welding scar, uneven surface, incorrect paint color, and handwheel falling off during delivery. Although it is a small problem, it affects the quality of the whole product and gives customers a bad impression.

3, delivery is not timely: inaccurate production cycle planning, improper production scheduling often leads to delay in delivery, but also human factors caused by the owner.

4. Freight: Customers complain a lot about freight, especially old customers. For example, some people say that it is more expensive than others. The same goods and the same means of transportation, the price today is different from yesterday.

5. Technical support problems: customers' questions are not answered or ambiguous, which leads customers to complain and misunderstand the company, and others have mentioned such problems. It's not a big problem, but it is not in harmony with the company's tenet of "customer first" and "customer is God".

6. Quotation: Because the internal price system of the company is not complete, different customer grades can't be reflected, and old customers and big customers can't appreciate the company's care and preferential treatment.

Third, the problems in sales.

After nearly two years of running-in, the sales department has merged into a lean, United and progressive team. Teamwork and cooperation, smooth communication and harmonious coexistence; Sales staff have mastered certain sales skills and strengthened the idea of serving customers; Proficient in business, everyone can be independent, and the problems in work are good at summing up and finding reasonable solutions, especially in this respect. The cooperation between relevant departments is getting smoother and smoother, and they can understand and support each other. The good aspects need to be carried forward, but there are also many problems.

The enthusiasm of employees is not high, and their autonomy is not strong. Talking at work, watching movies and playing games happen from time to time. The reasons are as follows: first, the system supervision is weak; Secondly, salespeople have low salaries and feel that they have done a lot, but compared with other departments, their salaries are low, which leads to psychological imbalance.

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