Summary of comprehensive background work of insurance

Summary of comprehensive background work of insurance (5 general remarks)

Time flies and a piece of work is over. Looking back on our work during this period, we must have made great achievements. At this time, how can the most critical work summary fall! How to write a work summary to attract more attention? The following is a summary of the comprehensive background work of insurance that I have compiled for you (5 summaries), hoping to help you.

Insurance 1 Summary of Comprehensive Backstage Work 1. Carry out the plan around the goal and pay close attention to business work.

1, the plan was implemented early, and the measures were implemented at the beginning of 20xx. At the beginning of 20xx, my manager's office made a comprehensive analysis of the insurance market changes in xx area and the annual premium income in 20xx, and decomposed the indicators issued by the superior company into the monthly plan, effectively ensuring the timely monitoring and adjustment of the plan implementation.

When formulating the annual task, we should fully consider the optimization of insurance structure and the quality of business underwriting, further clarify the assessment methods, and take the comprehensive payout ratio as the important data for the year-end assessment.

2. Seize the auto insurance market, increase the expansion of new projects and projects, and resolutely abandon the "garbage premium".

This year, we will stabilize auto insurance and corporate property insurance, expand the new car market and new projects as the top priority of our business. On the basis of grasping the number of businesses, we resolutely abandoned the "junk" businesses that have repeatedly lost money.

First, in order to ensure the timely payment of the renewal business, we require all business departments to report the renewal business ledger on a monthly basis, and the manager's office will supervise and evaluate it, and ask to intervene in public relations in advance. Once there is any omission, it will be announced in the whole company immediately, and other personnel can participate in the competition, thus consolidating the original business, greatly reducing business losses and ensuring the market share of major insurance products.

Second, establish a contact network with relevant departments of local governments, get the list of new projects and new projects in advance, establish friendly and cooperative relations with traffic police departments and automobile dealers, and ask them to help us collect and provide new car information, so as to be aware of potential new businesses and new markets, fully grasp the market initiative, and fill the unstable factors of business caused by objective reasons such as competition.

Third, don't stop trading at a loss. We not only make clear the business ledger of 20xx, but also require the business background to list the business lost in the exhibition process of 20xx, and break it down to relevant departments, requesting to strengthen public relations and find out the reasons for the warranty loss. If it is indeed an enterprise that stops production and resells scrapped vehicles, the agent will provide exact proof; If you lose the game, you will never quit passively, but take the initiative to attack, listen to opinions and suggestions, improve service means, break through one by one, and strive for comprehensive returns.

The fourth is to grasp the size together, and protect it if you can. Because enterprise restructuring, production conversion, capital and other factors have a great impact on enterprise property insurance, coupled with competition and other factors, the difficulty and cost of exhibition industry have greatly increased. In view of these situations, we fully mobilize, unify our thinking, form a joint force from top to bottom, and face difficulties. Do the responsibility to the people, for the premium of more than 50 thousand yuan to implement the intervention of the manager in charge, * * * with public relations.

3. Survive in competition and develop in competition.

Insurance companies, marketing departments and agencies (China Property Insurance, China Life Insurance, Pacific Life Insurance, China Property Insurance, Ping An Property Insurance, Ping An Life Insurance Company of China, Tianan Property Insurance, Winbond Agency and HSBC Agency) engaged in property insurance business and short-term health insurance business in xx area 10 have been found to compete in our county.

First, do a good job in the main leadership of local governments. The company manager's office has reported to the main leaders of the county party committee and government for many times, focusing on how our company can increase its support for local economic construction in xx and how to carry out its work around the local government center. Our company actively participated in the national entrepreneurship research activities and visited individual and private economic enterprises together 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 affirmed our company's correct adjustment of business development direction, providing insurance protection for small and medium-sized enterprises and actively serving them. Really let the county government feel that PICC P&C Company is sincerely serving the local government and is worthy of support, trust and help, thus giving great inclination to our work.

The second is to 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 passive.

Third, the service is more humane and intimate. At the beginning of the year, members of the company's manager's office paid a lump sum visit to all the major system backbone enterprises in the county and asked them to put forward their opinions and suggestions on our work. This move has been fully affirmed by enterprises. They believe that the initiative of company leaders to come to the door is the full embodiment of PICC P&C insurance quality service, which makes customers trust our company more. Fourth, all middle-level cadres are required to go out of the office, all small and medium-sized enterprises must visit in person, all newly insured customers must explain the terms and promise the service items in person, keep in constant contact with enterprises, implement zero-distance contact, and provide services in all aspects as long as customers need them. Fifth, in accordance with the commitment to social services and industry bans, strict internal control, taking claims and underwriting as the starting point, and comprehensively improving the overall service level of the company.

4. Take diversification as a breakthrough to increase market share.

According to the current situation of xx's source protection, after careful analysis and research at the beginning of the year, the manager's office decided to take motorcycle insurance, family property insurance, student accident insurance and personal accident insurance as sporadic insurance surprise inspections this year. First, contact the traffic police and urban management law enforcement departments and ask them to help us handle motorcycle insurance business. At the same time, we got in touch with the county education commission, and the team members coordinated with the deputy magistrate in charge of education and the director of the education commission many times, and finally gained their trust, which made a breakthrough in our school insurance business.

5. Carry out labor competition to promote the healthy development of the cause of "two insurances".

Since the beginning of this year, according to the competition requirements of the superior company, we have actively cooperated with the labor competition activities such as "Happy New Year Insurance", "Happy Family" and "Happy Family" in the first quarter, and organized surprise activities such as motorcycle, liability insurance and accident insurance by ourselves, creating a healthy and lively business development atmosphere in which you chase after each other and forge ahead in unity. Especially in the "Happy Family" assault launched at the end of the year, our company withstood the unfavorable factors of the decline of family property insurance and the lack of insurance resources at the end of the year, rationally decomposed the objectives, implemented them layer by layer, put pressure on ourselves, ran enterprises and institutions, and ran individual families one by one, and finally exceeded the tasks assigned by the municipal company with a good score of 1.40%.

6 pay close attention to the quality of claims and disaster prevention and loss prevention. 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 assessment, cross-case, and time-limited payment to continuously improve service quality.

Second, adhere to the 24-hour duty system and actively participate in the construction of the "three centers" to 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. We went to xx Paper, xx Pharmaceutical, xx Company and other key customer units with potential safety hazards to help rectify potential safety hazards and formulate disaster prevention plans, which won unanimous praise from customers and received good social effects.

Second, adjust business ideas, strengthen innovation awareness and improve the efficiency of the company.

This year, while doing a good job in interest-oriented insurance business, our company has carefully sorted out the "junk" business, resolutely abandoned the inferior insurance products in payout ratio that were higher than 100% in previous years, and selectively underwritten the insurance products with high profit margin in payout ratio. Last year, the agricultural insurance and aquaculture insurance of our company reached as high as 106% in payout ratio. Starting from the overall situation, our company resolutely suspends the development of this type of insurance. The enterprise package insurance has some operational risks, such as low premium, wide coverage and high insurance coverage, especially in the case of flood and theft, which often leads to high payout ratio. Proceeding from the interests, our company has strictly restricted the coverage and conditions of this type of insurance. While paying attention to the benefit development of all kinds of insurance, we have changed our previous business routine. The auto insurance business of xxx factory belongs to our renewal business, and the renewal time is September. However, this year, many insurance companies are eyeing this business, intervening in the competition and trying to get a piece of the action. In order to ensure foolproof, our company decisively renewed the insurance in advance, which made other insurance companies unprepared and stabilized the business development. The insurance business of xx Paper Co., Ltd. has been in our company, and the renewal was on June 5438+065438+ 10. The manager's office of the company knows that once the insurance is renewed in advance, it will not only lose tens of thousands of yuan of premiums in that year, but also increase the operating pressure in the second half of the year. However, in order to make up for the business gap caused by abandoning the "junk" insurance in the first half of the year, we decided to renew the insurance in advance, better adjust the chronological business structure and realize more net premium income. Our work is a bold attempt to adapt to the development of the new management situation after the shareholding system reform, and it is also a tentative idea to change our thinking.

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

Three, with new assessment methods to guide the work, standardize the operation, improve the management level, highlight the business focus.

It is an indisputable fact that insurance competition is becoming more and more fierce. In addition, the new situation, new system, new model and new strategy behind the listing will inevitably require us to comprehensively improve the management level of the company. How to learn to compete in the competition, take the lead in the competition, and thus develop and progress in the 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 management level of the company. In the first half of the year, we introduced and adopted a scientific management system and issued a series of management rules and regulations and assessment methods in accordance with the relevant regulations of the superior company. In daily management, we can actively and effectively carry out our work in accordance with the financial management regulations, document management regulations and underwriting related regulations of the superior company, strictly check and carefully review. It is precisely because of their responsible working attitude that our company has won the praise of the municipal company in many inspections organized by the superior company, such as special inspection of business ledger, document management acceptance, document binding and premium receivable management.

This year, when issuing the annual task plan, the company's management department followed the performance appraisal principle of the Head Office, emphasized the benefit first and the long-term profitability assessment, made great efforts to implement the transformation from scale development to benefit development, strengthened the assessment of payout ratio and expenses, adhered to the development path of reducing costs, linked the assessment of payout ratio with the quality of underwriting, completely broke the old concept of "focusing only on premium rather than quality" and implemented a new assessment mechanism. Half of the personal salary is used as the floating salary of this assessment, so there are rewards and punishments, so as to establish the concept that all staff pay attention to operating efficiency and ensure the effective allocation of resources and the improvement of profitability.

The fourth is to carry out in-depth creation activities and comprehensively shape the external image of enterprises.

1, strengthen ideological and political education activities. In the process of spiritual civilization construction, our company always puts the ideological education of party member cadres at the top of our work, so as to make the study systematic, planned, recorded and communicated. We adhere to the daily study of party organizations led by the central government. Since the beginning of this year, we have studied the "two regulations" and the spirit of the Third Plenary Session and the Fourth Plenary Session of the 16th CPC Central Committee. Through study, we have further corrected and improved the ideological understanding of the leading bodies and enhanced our political acumen.

2. The party's work style and clean government construction have achieved fruitful results. Our company has always paid attention to the construction of a good party style and political style, held regular democratic life meetings, advocated the establishment of a democratic, United and proactive leadership team, implemented a system of avoiding relatives in work, and individuals voluntarily paid fees to the finance by using vehicles. The official reception was implemented with a management system of "approval first, registration later, and implementation later" to ensure a clean and honest account.

3. Stabilize the labor force. In 20xx, the company implemented a new salary system, which caused some people in grass-roots companies to be uneasy. From the overall situation, members of our manager's office talked with employees one by one and did a lot of work, which created conditions for the stable and smooth development of the company's business.

4, actively carry out activities to create civilized units. At the beginning of the year, our company won the honorary titles of Jiangsu Honesty Unit and xx Civilized Unit again. In order to maintain the honor, our company continued to carry out the construction of soft environment ethics, publicly promised to speak on TV stations and radio stations, released the promised contents in xx information, and held a forum for soft environment ethics supervisors in due course to solicit opinions extensively. And pay attention to propaganda work, set up a series of columns of "Entering xx People's Insurance and Property Insurance" in the special issue of radio and television news, and continuously put mobile phone subtitle advertisements in the waiting hall of the station. Newsletters such as "Broaden the Road of Enterprise Development with Integrity" were adopted by xx Daily, and news such as "xx Branch Seizes the Opportunity of Vehicle Inspection and Annual Review to Promote New Auto Insurance Rates" were exchanged in the intranet of provincial companies.

Problems with verbs (abbreviation of verb)

1, the company is tired of market competition and business development, and has relaxed its theoretical study and business study.

2. In the face of strong market competition pressure, some comrades are afraid of difficulties, a few employees are lazy, lack forward-looking market development, take less initiative and take more passive beatings. Caused the loss of a small number of businesses.

Basic working ideas of intransitive verb 20xx years

With the change of the market and fierce competition, as far as xx is concerned, in order to firmly grasp the initiative of the market, it is necessary to strengthen the competition for the market and accelerate the speed of seizing the market.

First, change ideas, actively adapt to the new management mode and exhibition mode after the shareholding system reform, continue to strengthen the education of competition awareness and crisis awareness, strengthen and use data management, introduce incentive mechanism, and fully mobilize the enthusiasm and initiative of employees.

Second, correctly handle the relationship between scale and benefit, current and long-term, bigger and stronger, strengthen overall public relations, pay attention to the quality of business underwriting, and choose and occupy the market with the fastest speed and best quality.

Third, continue to strengthen communication with public security, traffic police, education, health and other departments, strive for their assistance, and strive to improve the underwriting rate of five small vehicles, Xue Ping insurance, campus liability insurance and medical liability insurance.

The fourth is to strengthen claims service. Efforts should be made to improve the on-site survey rate, adopt humanized service and treat it differently, speed up claims settlement, improve service quality and improve the external exhibition environment.

Five, in view of the competition, pay close attention to the development measures of the same industry, strengthen public relations, take active and effective methods to participate in the competition, consolidate the market share of the original insurance, actively expand new business and ensure new customers.

Summary of Comprehensive Back Office Work of Insurance 2 I joined xx Company in 20xx and worked in xx and xx for ten years. He is currently working in the agricultural insurance department. Mainly responsible for rural performance statistics, the production of daily battle reports, the issuance of various awards and the provision of various data for leaders. With the support and help of my leaders and colleagues, I constantly strengthened my work skills, and earnestly completed various tasks with an attitude of Excellence, and my work skills have been greatly improved. At this moment, this job can be said to be handy for me, laying a good foundation for my future work and life. The working scenario is summarized as follows:

First, keep your feet on the ground and work hard.

I know that the office is a department with complicated work and heavy tasks. As a back office, he shoulders the heavy responsibility of leading assistant, and at the same time, he has to take into account many experts in normal operation. He must study hard to be independent, whether in work arrangement or in dealing with problems. Take matters assigned by leaders seriously, handle them in time, without delay, delay or perfunctory; As long as it is within the scope of the principle, there is nothing wrong with the employees themselves, without making faces or being glib. Down-to-earth to do every subtle work, dare not have the slightest negligence.

Second, the correct style and correct position.

At work, I insist on a diligent, pragmatic and efficient work style and do every job well. Obey the leadership division of labor, regardless of gains and losses, do not pick the weight. We only pay attention to the importance of work, regardless of each other's thickness, and strive to do our best in the least time. Never delay anything assigned by the leaders.

In a word, at work, I have gained a lot through hard study and continuous exploration. I firmly believe that I can do it well as long as I work hard. I believe I can have a good development on the platform of sales office and make more contributions to the development of the company.

Summary of comprehensive back office work of insurance 3 20xx is the first complete year for me to enter xx property insurance, and it is also a year of more intense competition in the insurance market in xx area, and it is also a crucial year for the company to expand its market and develop continuously. Unconsciously, at the beginning of the new year, I summarized the important work scenes of 20xx as follows:

Looking back on the 20xx years, we have the joy of fruitful results, the difficulty of tackling key problems with colleagues, the melancholy of encountering difficulties and setbacks, and the melancholy of coping with new challenges such as system reform. On the basis of 20xx years, I began to study hard, trying to learn and master all kinds of business knowledge and skills from all aspects, improve my business skills, and be familiar with many workflows and operations of sales management positions.

First, diligent collection, diligent sorting and diligent statistical analysis are a habit I have developed since I took over my job. We understand that real numbers are the cornerstone of the survival and development of enterprises. Only by providing leaders with real and valuable business data, unit leaders will not make wrong decisions and will not fall into a vicious circle of development. It is my compulsory course to ensure the correct update of the underwriting ledger every day, make statistical analysis of all kinds of business data and send information in time. I also make statistics and publish weekly data according to the requirements of the leaders every week, and I am ready to provide useful information about recent business operations to the unit at any time.

2. Accounts receivable is an important responsibility of the sales management post. Every month, I will contact the sales staff to check and remind them according to the accounts receivable list provided by the financial department, and prepare the corresponding personal accounts receivable list for the sales staff. Our company also has a lot of bills with long aging. I will export the list from the report system from time to time to remind the sales staff.

Thirdly, the management of renewal data is also an important part of my work. At the beginning of 20xx, the branch began to attach importance to the renewal of insurance, and began to distribute the list of renewal institutions every month. However, due to the problems of internal system entry in our organization, it is impossible to distinguish the actual entry scenarios. Every month, I will match the actual salesmen according to the list and ledger issued by the branch, and make arrangements for the sensory and actual printing needs of each team. Distribute the practical list to each team and renewal department about one month in advance, so as to carry out the renewal work smoothly. Usually, when the salesman needs my renewal information, I will try my best to cooperate and help with the inquiry.

It is my important job to deal with the expense settlement. Every month, I will make a list of agency business and distribution according to the paid-in list of financial supply. Invoice the sales staff or directly settle the handling fee. In this respect, I have developed a rigorous and meticulous style, and have more interactions with sales staff. I will enthusiastically answer and deal with all kinds of questions about bill checking and expense settlement.

5. The statistics of various reports also occupy a lot of time in my work. For the association, there is a monthly insurance data report; For government departments, there is also a quarterly report on government bidding vehicles; There are card performance statistics of the branch business management department, as well as monthly performance statistics, long-term team assessment, new car awards, expense summary tables, etc. Work for the marketing department of the branch. In addition, there are statistics such as monthly expansion allowance and billing allowance of the channel department.

The above is also a small part of my work data. In addition, I am also responsible for the statistics of sales series assessment data, the verification of branch capacity data and the verification and modification of cost control system data. I also made a lot of achievements in the above work in 20xx. For example, the data modification and performance statistics of the monthly fee control system have always been at the forefront of the organization and do not delay the payment of wages. My data processing ability has also been greatly improved than before, and I have learned many new EXCEL skills, saving a lot of work processing time. Of course, there are also shortcomings, because of the complexity of data, many manual processing will inevitably make mistakes and need to be checked and corrected. I'm also impatient, and I tend to be impatient or impatient in some work.

Generally speaking, my work every month is more substantial, and I have the following experiences about my work this year:

1, do things with an enterprising heart and a good attitude. Keep a steady state of mind, don't be swayed by considerations of gain and loss. You choose your own path. When you come, you should be safe and concentrate on doing the current thing.

2. Listen more, learn more, ask more, think more, and do things in a planned and organized way.

3, no matter what technology, professional or not is not important, can improve work efficiency, you can apply what you have learned.

In a year's time, I also want to give some suggestions to the company:

First, I hope to improve the software and hardware system, so that my manual era will end early.

Second, I hope that the division of labor among posts will be clearer, the corresponding responsibilities will be clearer, and the responsibility system for work distribution will not be shirked.

Review the past and look forward to the future.

1. We expect to keep up with the company's pace and carry out all the work according to the deployment of the general manager's office.

2. Do a good job of self-foundation to ensure correctness and timeliness.

3. Do a good job in sales support, build a data platform, and promote the growth of each team.

4. More professional and more technical.

Summary of Insurance Comprehensive Back Office Work Part IV Marketing Part II Closing and Exhibition Channels 17 With the correct leadership and support of the company manager's office for half a year, all the back office staff kept forging ahead and achieved certain results through the efforts of the company manager's office for half a year.

First, resolutely and actively adjust the premium structure, enhance the intrinsic value of premiums, and stabilize the collection team.

Since 17, the exhibition department has closely focused on the company's work direction, taken the products delivered during 17 and above as the main business indicators of 17, deeply explored the selling points and values of the products delivered during 17 and above, and promptly publicized the significance of selling products to all exhibition partners during 17. The second exhibition department has completed the insurance premium of 17 and above, which is 17 15800, completing 65.54% of the annual plan on time and 60% of the semi-annual progress required by the municipal company. Through the sales of insurance products with a term of half a year 17 and above, it has played a positive role in stabilizing the team while enhancing the company's intrinsic value. Many collection partners have realized the essence of life insurance protection by selling the above insurance products, and also established the company's reputation among the company's vast number of widowed customers.

Second, consolidate the organizational foundation, expand organizational development, and establish a "three high" team.

Organizational manpower development is the theme of the sustainable development of life insurance. Since 17, the Tibetan Exhibition Department has deeply realized this point. At the beginning of the year, we actively increased the number of employees through the talent market, online recruitment and peer introduction. Through hard work, the certified manpower of the exhibition department has grown from 35 at the beginning of the year to 49 at present, exceeding the half-year manpower development requirements of the municipal company and basically achieving the development goal of 50 people for the whole year. While increasing the number of employees, we will strictly intensify screening, transport outstanding talents to build a "three high" team, and at the same time increase training to build a professional sales team.

Third, advocate * * * to jointly create wealth, set up a typical drive, and everyone will succeed in creating wealth.

Wanzhong Wealth Creation Competition is an important measure of provincial companies, which has played a very powerful role in promoting the actions of all front-line marketers. In 17, our exhibition department carefully analyzed the experience of previous years and summarized the positive role of model driving, especially how to set a benchmark among young teams and drive all exhibition partners to create wealth, which became the focus of increasing staff and retaining people this year. Strengthen the training of newcomers, set up special personnel to follow up all newcomers who enter the company, and the supervisors at all levels cooperate closely. Up to now, FYC, a new partner of xx who has been in the department for more than half a year, has reached 665,438+0,402 yuan, which has played a positive role in promoting both newcomers and old partners.

Fourth, sum up experience in time, carefully analyze the reasons, and quickly adjust the working ideas.

At every stage of the work, the collection and exhibition department should summarize and evaluate it. Although some achievements have been made in the past six months, there is still a big gap compared with the development requirements and advanced companies. 20 17 while actively carrying forward the above achievements, we still have a lot of work to adjust to better and faster adapt to the needs of the development of the situation and keep up with the pace of the company.

1. While continuing to develop the business of 17 and above, increase the sales of short-term accident insurance and short-term health insurance, especially the sales of card bills, develop more targeted topics, and provide strong support for all exhibition partners.

2. Strengthen basic management. Conduct weekly inspection on the interview rate and activity management of exhibition collectors, and summarize them at different levels every month, so as to cultivate the habit of all exhibition collectors to adhere to effective visits.

3. Improve regional business activities. According to the opportunity, combined with the characteristics of the company and each region, we will hold appropriate community activities, implement regional exhibitions, truly promote regional management, and establish the brand influence of China Life.

4. Do a good job in 532 management for partners at all levels. Improve the effective manpower ratio of the team and stabilize the team foundation.

5. Strengthen the training and study of supervisors at all levels. As the basic backbone of the company organization, supervisors are the cornerstone of the management team. In the second half of the year, we will strengthen the training of supervisors and improve their awareness of independent operation and management ability.

6. Cultivate team culture and cohesion. In the second exhibition, the team culture of "winning touch with sincerity, winning respect with professionalism and making Excellence a habit" went deep into daily management and gradually established team influence.

Summary of comprehensive back office work of insurance 5 20xx is the fourth year that I joined Pacific Life Insurance Company. Looking back on the past year, I am deeply touched. This year, under the guidance of company leaders, with the help and cooperation of colleagues, I grew up in my study and work and gradually matured. Now I will make a summary report on my work, study and thoughts for the next year, so as to further improve.

Since joining the company, I have been engaged in comprehensive backstage work of Baishui Marketing Department. The comprehensive backstage is the logistics support personnel of the company. The daily key work is the preliminary examination of underwriting, acceptance of guarantee, acceptance of claims and daily financial work of the marketing department, in addition to the uploading and distribution of company documents, file management and file management. 95500 coordinated return visit; Go through the formalities of field personnel entering and leaving the company, and receive other tasks assigned by customers and leaders at the counter.

In order to cope with the company's growing business volume and increasing customer service needs, our marketing department has also added a comprehensive teller, and I have changed from being fully responsible for the comprehensive teller work of Baishui Department to being mainly responsible for the daily safety handling and financial work of the marketing department. However, this does not mean that we have reduced our workload. On the contrary, China Pacific Insurance will face the future, fully implement the strategic transformation of "customer demand orientation", and strive to build a "first-class insurance financial service group with sustained growth in value and international competitiveness". In order to achieve this strategic transformation goal of the company, higher requirements are put forward for each of our employees. Specific to our comprehensive teller, not only the workload is greatly increased, but also the business level should reach a higher and more comprehensive level.

So in 20xx, I put forward the following requirements for myself:

1. Be strict with yourself at all times, do a good job in this major conscientiously, make progress and complete every task conscientiously, strictly abide by the company's rules and regulations, and earnestly perform post responsibilities.

2. After the accumulation of daily work, I found my own shortcomings, used my spare time to study the company's terms, and persistently learned all kinds of insurance knowledge, and used it to guide practical work. See more, learn more and practice more in the future, and constantly improve your business skills.

3. Be brave and enterprising to participate in every learning and training activity organized by the company, and improve your business skills and level faster.

4. Strive to pass the company's intermediate insurance examination in 20xx.

In terms of financial reimbursement, we must strictly abide by the company's financial system, strictly examine financial invoices, and resolutely refuse to reimburse invoices that do not meet the procedures.

To sum up, in this year's work, I came into contact with many new things, produced many new problems, and learned a lot of new knowledge and experience, which improved my ideological understanding and working ability. In the new year's work, I will continue to work hard to provide better services to customers and contribute to the company's greater benefits.

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