Summary of year-end personal work in insurance business management

Time has passed quietly, and unconsciously time has entered the end of the year. In order to welcome the new year, companies have begun to make an annual work summary of this year's work. The following is my year-end personal work summary of insurance business management for your reference only. Welcome to reading.

Summary of personal work in insurance business management at the end of the year (1) 20xx is an unforgettable and tested year for xx insurers. Since the official opening, under the correct leadership of the provincial party committee and the general manager's office, with the strong support of the municipal party committee, the municipal government and all walks of life, our employees have made remarkable achievements with the courage of pioneers. By the middle of xx, they had completed the signing premium of xxxx million yuan, and fully completed the tasks assigned by the provincial company. These achievements have proved our enterprise spirit of "being particularly hard-working". The work completed in 20xx is summarized as follows:

First, firmly grasp the "first priority" and firmly establish a sense of development.

The company has infiltrated the development concept into the hearts of every employee who loves insurance franchisees from the beginning of preparation. For a new company that has just entered the insurance market in our city, how to occupy a place in the fierce market competition and realize extraordinary and leap-forward development is an urgent task for every employee. The leaders of the company unified their thinking, took the 20xx business development idea put forward by the provincial company as our guiding ideology to cut into the market, held staff meetings for many times, unified their thinking, brainstormed, came up with ideas and methods, subdivided the market, and made them as soon as they found a breakthrough.

While developing direct selling business and personal agency business, the General Manager's Office of xx Company also attaches great importance to the construction of business development channels and strives to build a multi-channel and all-round insurance product sales network. Through active efforts, our company has signed part-time agency cooperation agreements with xx Bank, xxx Bank, xxx Bank and xxx Bank in a relatively short period of time, laying a good foundation for the comprehensive and rapid development of bank agency business in the future.

Second, conduct in-depth market research and make a positive preparation plan.

In order to ensure the smooth progress of the preparatory work, the company's preparatory group conducted market research seriously at the beginning of its establishment. According to the requirements of the Provincial Insurance Regulatory Bureau, the head office and the provincial branches, the preparatory team has worked out the preparatory work schedule, detailed the preparatory work to every working day, and put forward detailed work plans and implementation plans in the aspects of site selection, decoration, preparatory fund budget, organizational structure setting and personnel recruitment and training. , so as to achieve the clear objectives and specific measures of the preparatory work.

On this basis, the preparation plan of xx branch and the overall business ideas and objectives for future development are formulated. Used to guide the normal development of the whole preparatory work. With the efforts of the preparatory group, the company's preparatory work has been concerned and supported by the municipal party Committee and the municipal government. Due to the proper arrangement of various plans and measures, the company successfully passed the acceptance of the Insurance Regulatory Bureau in X and was allowed to start business.

Third, adhere to the principle of "grasping with both hands and being hard with both hands", so that the management and development of the company can go hand in hand.

Management is the eternal theme of enterprises, and system is the guarantee of management in place. Successful enterprises come from excellent management, and excellent management comes from excellent systems. In order to ensure that the work of xx Company can be carried out in an orderly way after its opening, during the preparation period, we refined the internal control system formulated by the head office and provincial companies, and formulated a series of management systems in combination with local specific conditions.

According to the management mode of "intensive management, standardized management, programmed operation, standardized operation, high-quality service and institutionalized construction" of the superior company, we will establish a management platform, firmly establish the idea that "management is no small matter, management is productivity", correctly handle the contradiction between accelerating development and strengthening enterprise management, and put forward the slogan of "seeking benefits from management". All employees are consistent, give full play to everyone's subjective initiative, and conscientiously implement various policies, regulations and business processes.

While paying close attention to market development and development, the company also actively does a good job in team building, management and staff training. Starting from the political and ideological quality and business skills, the company strives to improve the sense of ownership of each employee, so that they can fully understand the terms system, market strategy, corporate culture spirit and business development ideas of China Insurance during training.

In 20xx * * *, various business trainings were held for x times, and the number of participants reached xxx. Through centralized training and decentralized guidance, the overall quality, business level and risk prevention awareness of the team have been improved, which has enabled the company to continuously enrich, improve and improve the overall quality of the whole team in its development and laid a solid foundation for the company's sustained and healthy development. Since the establishment of the company, * * * has underwritten and issued all kinds of insurance policies, realized the signing premium of xxxx million yuan, accepted all kinds of reports xxx, investigated cases xx on behalf of the company, and closed cases xx, accounting for xx% of the closed cases.

Fourth, survive in competition and promote development in service.

In the face of increasingly fierce market competition, insurance companies, especially new companies, should not only provide insurance products that meet the diversified, differentiated and personalized needs of policyholders, but also provide customers with zero-distance insurance services as far as possible. Therefore, at the beginning of its establishment, xx advocated all employees to establish the concept of "business development and service first", relying on the strength background of xx insurance brand and company to win customers and markets with high-quality, personalized and humanized services before, during and after insurance, thus promoting the rapid development of the company's business.

In 20xx years, with the correct leadership of the provincial company and the joint efforts of all employees, our company has done some work and made some achievements, but there is still a big gap with the requirements of the head office and the provincial company. In the year of 20xx, xx will conscientiously implement the spirit of the provincial conference in accordance with the requirements of the "Overall Working Ideas for 20xx" of the provincial company, so as to realize the synchronous and rapid development of speed, scale and benefit.

Looking back on the past year, we have no regrets about joining the company; Looking forward to the future, the future will be more bumpy and difficult, but we firmly believe that with the correct leadership and strong support of the provincial company, xx will open up new ideas, be brave in fighting, create more brilliant achievements with our diligence and wisdom, and strive to make the insurance business bigger and stronger!

Summary of personal work in insurance business management at the end of the year (II) At the beginning of 20xx, I joined xx Branch of xx Insurance and engaged in life insurance work that I was not familiar with. 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 a summary of my work in 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, take the initiative 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 and don't participate in gambling, buying and other bad behaviors.

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. Can take the initiative to take into account the marketing work and tasks of the department, and actively market e-banking business, various bank cards and other intermediary businesses.

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 shortcomings compared with the best employees. 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.

Year-end Personal Work Summary of Insurance Business Management (III) Over the past year, under the general command of the company, all colleagues in the Group Insurance Department have actively understood the work intention and instructions of the head office, and strived to expand their business in the increasingly fierce market competition and strive to complete the task indicators issued by the company. The summary is as follows:

I. Staff management and operational research

1. At the beginning of the year, according to the working intention of the head office of the company, the internal personnel of the group insurance department were reconfigured to actively mobilize the enthusiasm of the group insurance salesmen and insurance assistants.

2. Formulate a management system that conforms to the actual situation of group insurance, hold a good morning meeting of the department, timely convey the spirit of instructions from superiors, discuss the problems existing in the work, arrange to learn new business-related knowledge and new underwriting matters, and let salesmen correctly guide enterprises to understand employee accident insurance, reduce adverse business selection and reduce payout ratio.

3. Strengthen communication between department personnel, unify thoughts and working methods, urge department personnel to manage activities well, and urge and better cooperate with salesmen to expand their business in multiple directions.

4. Formulate the business promotion plans of "Getting off to a Good Start" and "China Life Championship". After the approval of the head office, timely publicize and urge all salesmen to do a good job in business management.

5. Formulate management and assessment methods for group insurance salesmen in xxx years, and adjust some management and assessment methods accordingly.

Second, the accident insurance work

1, Xue Ping insurance

First, as always, do a good job in learning insurance services. The salesman is required to visit the school twice a month, and communicate with the school leaders or managers in time if there are any problems. Ensure that the school has compensation cases and hand them over to the company in time, send the compensation back to the school or parents in time, and fully perform our honest service.

Second, in order to ensure the stability of the insurance market in Xue Ping, we cooperated with PICC to carry out the insurance exhibition in Xue Ping, fully implemented the spirit of the document issued by the Provincial Insurance Association, clarified the insurance charging standard in Xue Ping again, and arranged for marketers to communicate with school leaders and managers in an all-round way to listen to their opinions on the company's services. With the strong support of the company's head office, we strengthened our contact with the leaders of the Municipal Education Bureau and won the strong support of the leaders of the Municipal Education Bureau, which laid a solid foundation for the successful completion of the renewal of insurance in Xue Ping this year.

Third, during the pre-holiday period, the Group Insurance Department visited major schools. In just a few days, all the service personnel of Xue Ping Insurance braved the heat to send more than xxx copies of Xue Ping Insurance "A Letter to Parents of Students and Medical Service Guide" to the school in time, and sent them to all parents of students to do a good job in the preliminary work of Xue Ping Insurance, and finally successfully completed the task of Xue Ping Insurance in xx.

2. Enterprise employee accident insurance

First, in order to better communicate with business owners, listen to their opinions on the company's claims service and understand the situation of safe production in enterprises, and visit major customers with accident insurance premiums of more than xxx million yuan to further deepen the trust and support of enterprises in our company.

The second is to discuss matters needing attention in accident insurance with customer service department. Insure in strict accordance with the number of people required by the terms, increase the rate, strengthen the adjustment, and ensure underwriting.

Third, in the case of fierce competition in the accident insurance market, do a good job in the after-sales service of enterprises. Usually, we should visit enterprises more to show our concern and attention. If the enterprise has a claim, it should be handed over to the company in time and returned to the enterprise as soon as possible. This year's employee accident insurance, under the fierce competition between industrial injury insurance and other companies, has had a great impact on the sales of accident insurance in our company.

Three. Engaged in life insurance business

With the strong policy support of the company's head office, all salesmen have made great efforts to develop the exhibition industry, but the life insurance business market has been shrinking and the business has fallen sharply compared with the same period last year.

First, actively visit enterprises at ordinary times, better communicate with business owners about enterprise welfare funds, further understand the human resources and financial situation of enterprises, and finally achieve the purpose of promoting orders.

The second is to do a good job in the new development of life insurance market and find a new way out in the current difficult market environment.

Fourth, set up a comprehensive development department.

Try new business development channels. So far, the accident insurance has collected xxx million premium, and achieved certain results in the attempt, but it did not achieve the best effect. We will continue to explore next year and make this team a new growth point of the company's accident insurance business.

Verb (abbreviation of verb) suggestion

First, under the influence of the current policy, the expansion environment of group insurance business is becoming more and more severe, and the difficulties in exhibition industry are objective. Therefore, it is suggested that the company pay attention to group insurance and give support to the operation of the external environment.

Second, it is suggested that the company leaders should attend the meetings of the Group Insurance Department, communicate with the salesmen and give guidance and help on business ideas.

Sixth, the work ideas for next year

1, do all the work before Xue Ping insurance charges.

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

3. According to the current development of the new rural cooperative medical system, find the breakthrough point, so as to seek ways of cooperation and increase new business growth points.

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

5. Accelerate the construction and development of the comprehensive development team, and with the strong support of the company's head office, make more efforts and make more articles on integrated marketing.

6. Strengthen the team building of group insurance salesmen.

Year-end Personal Work Summary of Insurance Business Management (IV) Over the past year, under the correct leadership of provincial and municipal companies and the unremitting efforts of all employees of our company, xx Insurance Company has made breakthrough in its business, taking the lead in breaking through the premium income of10 million yuan in the whole 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 summarize the achievements and shortcomings of this year in combination with my detailed responsibilities.

First, work thinking.

Actively carry out a series of important entrustment of provincial and municipal companies to the company's development, keep pace with the times, work diligently, seek benefits from facts, strive for first-class, and lead employees of all departments to closely focus on the core of "based on reform, accelerating development, sincerely serving and improving benefits", and face the increasingly fierce competition in Linyi insurance market, further change their concepts, reform and innovate, enhance 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 try to improve their professional quality, water temperature and management level. As a leading cadre, I shoulder the main responsibilities and missions entrusted by my superiors and all employees, and the company's operating principles and policies need me to implement. Therefore, I think this information belongs to the secretarial resource network, and plagiarism is strictly prohibited, emphasizing the learning of insurance practice and the cultivation of management ability. Be careful not to be superstitious about leadership, standardize your words and deeds, establish a strong sense of obligation and dedication, and constantly improve your business and management capabilities.

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

Second, enterprise management.

"Violations will not make Fiona Fang". In order to make a company develop steadily, it is necessary to formulate norms and strengthen management. Management is an investment, and this investment 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 implementing them in behavior can we achieve results and bring benefits into play. 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 a plan, we should make a fair and achievable goal for each office according to the characteristics of each insurance, customers and the situation of each office. After the goal is determined, I follow the principle of "everything is implemented and everything is supervised", and ensure the smooth realization of the project 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 many situation meetings and business seminars, carried out business training activities, organized everyone to learn common sense, seek lessons, and improve the overall quality of employees. The training focuses on learning insurance theory and exhibition skills, emphasizing the cultivation of team energy. Learning has improved the quality of each team and laid a solid foundation for the company's sustained and steady development.

3. Assist the manager's office to comprehensively promote the innovation of salary system and consolidate the basic management of the company. Establish a salary system reform linked to posts and performance. This year, I focused on the "four modernizations" goals of post understanding, salary socialization, bonus performance and welfare diversification, and comprehensively promoted the reform of enterprise salary system. An employment mechanism has been initially established, which can be promoted and demoted, entered and exited, and can fully stimulate the enthusiasm and creativity of employees.

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, and my business is mainly big customers. My big account business is very important to the company. According to the characteristics of the fleet of Shengzi Company, on the basis of the original vehicle insurance, I first established the anti-plagiarism freight insurance for industrial trucks in the city. The opening of freight insurance not only provides insurance protection for customers, but also increases the company's premium income, which is really the best of both worlds. Through unremitting efforts, our department completed the premium income of xxx million yuan in the whole year, including the auto insurance premium of xxx million yuan and the non-auto insurance business of xxx million yuan, which became an important guarantee for the company's development.

Fourth, shortcomings in the work.

Because the work is more complicated and there are many businesses in charge, sometimes mistakes will be made in your busy schedule. For example, sometimes the service fails and the statistics are biased. Sometimes work is impetuous, and sometimes work is eager for success, which affects the progress and quality of work; I can't handle some work relationships well.

In short, over the past year, I have been strict with myself, self-denial and dedication to public service, with my own exemplary role, I have raised the awareness of employees ideologically and adopted strict system norms in my actions. Under my leadership, the company's employees take continuous development and construction as their own responsibility, and take "honesty first, prudent operation, value first, and serving the society" as their business purposes, and have made great achievements in reform, 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 maintain a good development trend, it must further emancipate its mind, update its concepts, break through itself and gradually increase its marketing efforts!