2022 Insurance Work Experience Summary

Insurance is a financial arrangement to share the loss of an accident, legally a contractual behavior in which one party agrees to compensate the other party for the loss, socially an integral part of the social and economic security system, and a basic method of risk management. Below I bring you 2022 insurance work experience summary, I hope to help you!

2022 Insurance Work Experience Summary1

In 20__, under the correct leadership of the Party Committee of the ____ Company, the General Manager's Office, and the guidance and assistance of the provincial branch of the Department of Personal Insurance Sales, we are closely around the city's system at the beginning of the year to determine the training objectives and training strategies, pay close attention to the newcomers to training and strengthen the sales skills training of marketers. Marketing sales skills training, push and produce quality product presentations, adhere to the increase, development, business amphibious development, through the implementation of the work, the city's system training work has been strengthened and further development.

First, the basic situation

20__ years, the city system **** held newcomer training, group manager to improve the various types of training courses such as 19, training newcomers 945. Among them, 14 training courses were organized for newcomers, with 576 newcomers participating in the training; 3 training courses were organized for group managers, with 332 group managers trained; and 1 training course was organized for lecturers and group trainers, with 37 lecturers and group trainers trained. It also organized 7 training courses for marketers, training 1,101 people. The city's system has two full-time lecturers, part-time lecturers 17 people.

Second, the main work of education and training in 20__ and measures

1, to increase membership as the core, vigorously promote business development. In a series of circumstances where everyone cries out that it is difficult to increase the number of employees and the market competition is intensifying, and the high salary and high commission in the same industry mislead my employees, the Personal Insurance Department of the branch has taken the policy guidance and strengthened the increase in the number of employees and newcomer training as a means to actively implement the increase in the number of strategies and ideas, and organized newcomer training courses in a timely manner and at a high density, thus improving the effect of the training and the rate of newcomers to be retained, and laying a solid foundation for the development of the business in the future. The company's business is based on a solid foundation for the future development of the business.

2, strengthen the supervisor training, enhance the management level. The supervisor is the backbone of the sales force, the spine of the entire marketing team development, shouldering the heavy responsibility of grass-roots team management and first-line business development, is the core force of the individual agent team. In order to enhance the team management ability of the middle and lower level supervisors, we organized three group manager training courses, the city system marketing team group managers and some branch managers for systematic training, achieved better results, effectively enhance the group manager management team, development and construction of the team, accompanied by interviews with the ability and level of parenting belonging to the members of the effective promotion of the team building work.

3, grasp the company's incentive policy advocacy, promote business development. We keep an eye on the company's development goals, actively cooperate with the municipal branch of the business promotion policy, the production of courseware, play the role of full-time and part-time lecturers, and do a good job in different periods of business promotion program actively promote and start the work of the business promotion policy to improve the promotion of the policy of the degree of response in the businessman, and effectively promote the development of the business.

4, strengthen the activity management tool training, consolidate and improve the "two norms" implementation effect. Supervisors at all levels of the "five big reports" and the morning meeting business model and business log correct and effective use of intensive training to help business partners to solve the doubts and difficulties, standardize the morning meeting, the workplace and the management of the activities of the businessman, effectively improve the "two norms "The company's business is a very important part of the company's success.

5, through education and training in-depth implementation of the morning meeting management, activity management, the Basic Law assessment of the three fundamental mechanisms. With the Basic Law to promote the implementation of the city's system of lecturers, group training on the basis of centralized training, sub-job field to the sales staff to carry out hierarchical training to further improve the implementation of the three fundamental mechanisms for the implementation of the implementation of the level of initiative to improve the implementation of the initiative, enthusiasm and creativity.

6, classification training and business strategy closely integrated. Lecturers, group training and team supervisors to actively cooperate with the division of the various classes of groups, especially low-performance groups to carry out categorized guidance and training, effective manpower expansion of advocacy and guidance training.

7, to "three ensure", "three sales" model as the focus, the use of education and training to optimize the business structure. Lecturers and group trainers analyze and explain the sales skills and insurance structure of low-performance personnel to ensure that their sales performance has significantly improved; training of basic law, through the explanation of the points of interest to ensure that the effective manpower continues to increase.

Third, the 20__ degree of education and training work plan The company's business development and team building in 20__ is a key year, the city branch of the education and training work to re-propose the requirements. According to the 20__ business development and team building on the demand for education and training work, we have to work hard to do the following aspects of work:

1, to carry out education in accordance with the law, improve the quality of the sales staff. In accordance with the requirements of the insurance regulatory authorities and the head office on the construction of an international financial insurance group, the newcomers to the law and integrity of the business training courses, other salespersons specializing in honesty and trustworthiness, compliance with the law, the purpose of the awareness of education and training, the formation of the city's system of honesty and integrity of the customer service as a respect for the compliance with the rules of the business of a good atmosphere. To use and organize newcomers to participate in the insurance agent qualification examination and newcomer training to strengthen the newcomer insurance professional knowledge, relevant financial investment knowledge, knowledge of basic laws and regulations of education and training, to improve the quality of the salesman's own, and constantly meet the market and customer demand for insurance salesman.

2. Continuously strengthen the training of enrollment, and strengthen the construction of the marketing team. Only the continuous and repeated strengthening of the work of increasing the number of people is an effective way to build the marketing team, and only education and training is an effective weapon to increase the number of people. We should take the training work as the top priority of the annual training work, continue to grasp the willingness to increase membership, newcomer training and sales skills training, improve the retention of breeding, and continue to grow the strength of the show business.

3, in order to deeply adhere to the morning meeting management, activity management, the basic law assessment of the three fundamental mechanisms as the focus, to carry out multi-point multi-faceted education and training.

Using the morning meeting, combined with the Basic Law to strengthen the promotion of the increase in the number of points of interest, especially for the supervisor, through the thematic morning meeting and training to make them recognize the importance of the increase in the concept of the work of the team's future growth and development. Starting from increasing the activity volume, we will carry out in-depth and flexible training to increase the activity volume, and organize more than 12 training courses to increase the willingness to increase the number of employees within 20 years, so as to provide comprehensive training to all the staffs under our jurisdiction and effectively improve the willingness and skills of all the staffs to increase the number of employees. Take the passing of the Basic Law quarterly assessment as an important part of the education and training work, and plan to organize 4 times of training for the passing of the Basic Law quarterly assessment during the year, divided into two levels of supervisors and salespersons, and train all the personnel of the system of the whole city according to the assessment warning alerts of the "Early Warning" system one month prior to the assessment.

4, in order to in-depth practice of business strategy as the focus of the high school and low three types of performance groups, categorized guidance training, so as to achieve the overall promotion.

5, in-depth implementation of the "three ensures", "three sales" model as the focus of the team and individual sales responsibilities, sales methods, the pursuit of goals, performance patterns in the integration of adjustments at the same time, make full use of education and training to strengthen the improvement of by The new insurance pulling business drawbacks and the situation of the personnel in and out of the big, to solve the problem.

6, actively cooperate with the work, increase the training of supervisors, grasp the sales skills training. Actively provide training support for the assessment unit, sub-county, sub-part organization to hold newcomer training courses more than 18, for business development to provide effective exhibition force. Increase the training of supervisors at all levels, on the one hand, cooperate with the provincial branch to do a good job of organizing training for senior and middle-level supervisors, on the other hand, improve the development of courses, make use of the existing course resources, do a good job of training for supervisors at the group manager level to improve the ability and level of supervisors at all levels of the operation and management team. Grasp the sales skills to improve the training, combined with the company's policy and system, the organization of course development, do a good job of all personnel sales skills training, help low performance personnel to improve performance levels, improve the situation of low income, and promote retention.

7, strengthen the team building, improve the level of service. This year, we should be based on the marketing team construction and business development on the need for education and training work, as well as the current problem of weak education and training team, increase the selection of full-time and part-time instructor team efforts to enrich the city's system of education and training team strength. The company's main goal is to improve the quality of the company's services, and to enhance the ability of the company to support the development of the marketing team.

2022 insurance work experience summary 2

Time flies, years like a shuttle. In the blink of an eye, we have stepped into the year 20_ and ended the work of 20_. At this time of resignation and welcome the new year, in order to further improve the performance of the work of 20_, I special according to the requirements of the higher leadership of my personal work in the year 20_ to make a summary. Review 20_year, I in the correct guidance of the higher leadership, under the support and cooperation of colleagues in various departments, better complete the year's company arranged the various tasks for the company's work performance to make due contribution. Now the work is summarized as follows:

First, the internship work

I entered the _ property insurance company in this year _ month to work. Since the beginning of the company, I was in my company hall for a period of three months of internship. During the internship period, I completed the work of the company's higher leadership arranged by the tasks, and actively learn from the old staff of my _ property insurance company, and humbly ask for advice and learn from the experience of the older generation of employees, so that in a relatively short period of time into the _ property insurance company, and familiar with the mastery and understanding of the company's various insurance business, to do the initiative to receive, enthusiastic service, with a sincere, smiling service attitude, won the customer unanimity. Service attitude, won the customer's praise, and leadership and colleagues consistent affirmation and recognition.

Second, the office work

I was assigned to the office in April last year to work. Since entering the office since the work of the company, I adhere to the competition to survive, in the competition to promote the development of the work of the concept. Solid down-to-earth work, hardworking people. In the work, I do in a timely manner to answer and transfer calls, and will call the information accurately recorded, transferred to the relevant departments in a timely manner to deal with; enthusiastic reception of guests, so that guests feel at home, get the guests unanimous praise. At the same time, I also firmly duty as far as possible responsible for the office of the secretarial, information, confidentiality and _, do a good job in the office file collection, organizing work and other work. Timely cleaning of the general manager's office health, and firmly do a good job of the minutes of the meeting. Accurately do a good job of the company's official documents, letters, mails, newspapers and magazines distribution work, as well as timely responsible for the receipt and dispatch of faxes. In addition, I am also firm in their own duties Responsible for the custody of the office warehouse goods, good goods in and out of the warehouse registration, in accordance with the provisions of the company's seal management, the custody of the use of the official seal, the management of staff personnel file materials, the establishment and improvement of the management of staff personnel files, strict procedures for borrowing files. In this year, I closely around the higher leadership requirements to write four work articles, do a good job in the company's publicity column of the organization of the work.

Third, the financial situation

In the office of the work of a year, I do a good job in addition to the office of the company's work is also firmly in charge of part of the company's financial work, a year, I adhere to the monthly statement of the mail and social security to play the table, management of a variety of office property and improve the rational use of the use of property and improve the efficiency of the use of property, and to advocate thrift. And do a good job in a timely manner, social security insurance, claim work. Adhere to the regular statistics of monthly attendance and submit to the financial accounts, to keep the bottom. In addition, I also actively accept and do a good job of other temporary work arranged by the leadership. For my company's insurance work to bring protection.

2022 insurance work experience summary 3

Detailed calculation, I have been working in ___ insurance company for three years! After three years of refinement, I have been from the past that can not sell a piece of insurance novice, grew into the company's insurance performance in the forefront of the best. In order to ensure that their future work can also be carried out as smoothly as in the past, the first half of the work is summarized:

First, to enhance the business ability

To be able to work in the insurance company insisted on three years, I thought I did more than, perhaps, is to continue to improve the ability to do business. When I first started to do the insurance dilemma, needless to say, even before the first half of this year, the second half of last year, my 'performance my performance also rose to the top three and then never broke through. In the first half of this year, I realized that my business ability may not have made progress, I began to look for breakthrough opportunities. I strive for their business ability to improve, doing the work of finding customers, maintaining customers, perhaps before the work must be accumulated to a certain amount or period of time! I was in the first half of this year, the business ability to get a thick and thin when the promotion.

Second, adhere to the learning process

In the process of improving business capacity, I adhere to the process of learning progress, but this process is worth taking out a separate to say because I have to learn to progress in the relevant training I benefited a lot, another line to record to afford their own efforts and efforts. In the first half of this year, I a *** to participate in the _ training, these trainings are the company's seniors personally to our training, in the training, I found their business ability can not get a breakthrough, but also found a rapid increase in the level of business know-how. It is also in the process of persistent learning progress, this person has now existing these achievements.

Third, to maintain relentless drive

Summarized to the first half of the work of the last point, I do not hesitate to write the title as "maintain relentless drive." Work in the insurance industry is the need to have an incredible love of support, after all, the insurance industry in many cases will be rejected by the people, will be summarized in the insurance industry is more of a scam, but also because of such a negative in the front blocking our workers in this industry, we have a real love of the industry and do not love just because of the difference between the livelihood of the work, and this unremitting drive, it is the love of the reason! This love to stick to the reason! I work in the first half of the year, continue to maintain a relentless drive to this drive to get good results.

2022 insurance work experience summary 4

Over the past year, under the direction of the company's general, the group insurance department of all colleagues to actively understand the company's work intentions and instructions, in the increasingly competitive environment of the market efforts to expand business, in order to complete the tasks and indicators issued by the company to work hard, will now be summarized as follows:

First, staff management, business learning work.

2, the development of group insurance in line with the actual situation of the management system, open the department of the morning meeting, the timely conveyance of the spirit of the higher instructions, to discuss the problems in the work of the arrangement to learn the business of the relevant new knowledge and the new underwriting matters, so that the salesman can correctly guide the enterprise on the understanding of the workers' accident insurance in order to reduce the business of the adverse selection, reduce the rate of claims.

3, strengthen the communication between departmental personnel, unified thinking and working methods, urge departmental personnel to do a good job in the management of the amount of activity, urge and better with the salesman to expand business in many ways.

4, the development of "Open Door", "National Life Contest" tournament business to promote the program, approved by the head office, in a timely manner to promote and urge all sales staff to do a good job in all business management.

5, the development of ___ group insurance salesman management and assessment methods, and some of the management and assessment methods have been adjusted accordingly.

Second, the work of accident insurance:

School insurance:

First, as in the past, do a good job of school insurance service. Requirement of the salesman to visit the school twice a month, there is a problem with the school leadership or the operator to do a good job of communication and liaison. To do the school has a claim in a timely manner to the company, and will be paid in a timely manner back to the school or the parents, to fully fulfill the work of our integrity services.

Secondly, in order to ensure the stability of the school insurance market and PICC cooperation in the school insurance business, the full implementation of the spirit of the documents issued by the Provincial Insurance Association, the school insurance fee standards are again clear, comprehensive arrangements for the salesman and the school leaders and operators to liaise with the communication and listen to their views on the company's services and other aspects of the company's head office under the strong support of the strengthening of the contact with the leadership of the City Education Bureau, to obtain the city's education bureau, and to strengthen the cooperation with the school leadership. The company's head office with strong support, strengthen the contact with the leadership of the Education Bureau, the leadership of the Education Bureau to obtain strong support, so that this year's renewal of the school insurance work to lay a solid foundation for the successful completion of the work.

Third, in the school is about to vacation in the early period, the group insurance department of the major school visits, all the school insurance service personnel in just a few days in the heat will be ___ more than 10,000 copies of the school insurance "to the parents of the students of a letter and medical services guide" in a timely manner to the school, sent to the hands of all the parents of the students, to do a good job of the early school insurance work, and ultimately, in the month of ___ the successful completion of the school insurance task.

Enterprise workers accident insurance:

First, in order to better communicate with business owners at a deeper level, listen to their views on the company's claims service and understand the situation of the enterprise's safety production, door-to-door visits Accident insurance premiums in the more than __ million yuan of large customers, to further deepen the enterprise's trust and support of our company.

The second is to discuss with the customer service department the precautions of accident insurance. We will strictly follow the terms and conditions of the number of people insured, increase the rates, and strengthen the efforts of the student adjustment, so as to ensure a good gate for the underwriting.

Third, in the case of white-hot competition in the accident insurance market, do a good job of after-sales service. Usually more to the enterprise to walk around, take a look at, in order to reflect our care and attention, the enterprise has a claim to be submitted to the company in a timely manner, and as early as possible will be sent back to the enterprise compensation. This year's employee accident insurance in the case of workers' compensation insurance and other companies in the case of fierce competition, the company's accident insurance sales caused a great impact.

Third, the life insurance business work:

In the company's head office of the strong policy support, all the sales staff efforts to show business, but the life insurance business market continues to shrink, the business compared with the same period last year, there is a substantial decline. First, usually actively visit the enterprise, and better communicate with the owner of the enterprise welfare expenses related matters, further understanding of the enterprise human resources and financial situation, and ultimately achieve the purpose of promoting the single. The second is to do a good job of developing the new life insurance market, and find a new way out in the current difficult market environment.

Fourth, this year, under the guidance of the head office from the marketing department recruited ____ people set up a comprehensive development department, try new business development channels, so far the accident insurance *** collection of premiums _____ million, in the attempt also achieved some results, but not yet achieved results, in the next year will continue to explore, so that this team can become a new growth point of the company's business of accident insurance.

V. Recommendations:

First, under the influence of the current policies, the group insurance business development environment is becoming more and more severe, the difficulty of the show business is objective, for this reason, it is recommended that the company can pay attention to the group insurance, and in the peripheral environment of the operation to be supported. Secondly, it is recommended that the company's leaders participate in more meetings of the Department of Group Insurance, more communication and exchange with businessmen, to guide and help in the business ideas.

Sixth, next year's work ideas

1, do a good job before the school insurance charges.

2, next year, workers' compensation insurance will be fully spread in the city, so the impact of workers' compensation insurance will be reduced, based on the consolidation of the existing accident insurance, to develop new sources of accident insurance, especially some of the agency business.

3, according to the current development of the new rural cooperative medical care, to find the entry point, in order to seek ways to cooperate and increase new business growth.

4, develop the life insurance market, try workplace marketing.

5, accelerate the construction and development of the integrated development of the team, in the company's head office support, in the integration of marketing more brains, do more articles.

6, to strengthen the construction of the group insurance salesman team.

2022 Insurance Work Experience Summary 5

20__ year is coming to an end, in the past year, every employee has to do a good job summarizing the work. Here is a summary of the internal work of the insurance company for you.

1, around the goal, the implementation of the plan, pay close attention to the business work

Plan to implement early, the measures are real 20__ the beginning of the year, the manager's office of the Division for the ___ area insurance market changes and the 20__ annual premium income situation for a comprehensive analysis of the parent company under the Division of the indicators for the breakdown of the layers of the plan broken down into a monthly plan, the monthly inventory, the implementation of the monthly, effectively ensuring that the implementation of the plan in a timely manner, the implementation of the plan is not the only thing that can be done. The company's goal is to ensure that the implementation of the plan is monitored and adjusted in a timely manner.

In the formulation of the annual task, full consideration of the optimization of the insurance structure and the quality of business underwriting, and further clarified the assessment methods, the comprehensive claims rate as an important data of the year-end evaluation.

2, seize the auto insurance market, increase the expansion of new projects, new projects, resolutely discard the "garbage premiums"

This year, we solid auto insurance and corporate property insurance, expand the new car market and new projects as the basis for the number of business work, resolutely discard repeatedly insured repeated loss of "garbage" business. "The first step is to make sure that you have a good understanding of what you are doing and how you are doing it.

First, to ensure that the renewal of business in a timely manner back to the business, we require each business unit to report the renewal of business accounts on a monthly basis, supervised by the manager's office to assess, and require early intervention in public relations. Once there is off the report, immediately announced in the Division, other personnel can participate in the competition, thus consolidating the original business, greatly reducing the loss of business, to ensure that the main types of insurance market share share.

The second is to establish a network of contacts with the relevant departments of the local government, informed in advance of the new project, the new engineering directory, and _____ departments, car sellers to establish friendly relations of cooperation, ask them to help us collect, provide new car information, the potential for new business, the new market to do a good idea, fully grasp the market initiative, to fill the business uncertainty due to competition and other objective reasons.

Third, the lost business is not abandoned. We not only do the 20__ business ledger to do a clear pen, and require the business within the 20__ exhibition process lost business listed in detail, and decomposition to the relevant departments, required to increase the public relations efforts to find out the reasons for the de-insurance, really is a discontinued enterprise, resale of end-of-life vehicles, by the operator to provide accurate proof; is the loss of competition, we will never passive withdrawal, but the initiative to attack, door-to-door to listen to the views and suggestions to improve the service means, and the business of the company. The first step is to improve the service means, break through one by one, comprehensively strive for the return of the flow.

Fourth, the size of the grasp, can be guaranteed. Because the enterprise restructuring, transfer, capital and other factors on the enterprise property insurance formed a greater impact, coupled with competition and other factors, so that the exhibition of the difficulty and exhibition of the cost greatly increased. In view of these circumstances, we fully mobilize, unify the mind, form a synergy up and down, and rise to the challenge. To do the responsibility to the person, the implementation of premiums of more than 50,000 yuan in charge of the manager to intervene, *** with the public relations.

3, in the competition for survival, in the competition for development.

__ area of the existing 10 (China Property and Casualty Insurance, China Life, Pacific General Insurance, Pacific Life Insurance, China General Insurance, Ping An General Insurance, Ping An Life Insurance, Tian'an General Insurance, Huabang Agency, HSBC Agency) operating property insurance business and short-term health insurance business of insurance companies, marketing department, agency, another company has been found (Dadi General Insurance) to compete for the business in our county, and the __ area of the population is small, small business scale, our company faced with the competition and the development of the business. The company manager's office has repeatedly reported to the county party committee and the main leaders of the county government, highlighting how our company is to increase support for ___ local economic construction, is how to work around the center of the local government, our company is actively involved in the national entrepreneurship research activities, with the county leaders to visit the individual, private economic enterprises, not only to make the county party committee and the county government of the company's enthusiastic participation in the work of the local government to express satisfaction, but also to our company! Correctly adjusting the direction of business development, providing insurance protection to small and medium-sized enterprises and taking the initiative to serve them were recognized. The county party committee and the county government feel that PICC is sincere in serving the local government, and is worthy of support, trust and help, thus giving a great deal of inclination to the work of our company.

The second is to go deep into the old customer enterprises, in the customer enterprises to hire information, liaison, and from other insurance companies to dig business sharp to join our company, to win the "reflux" business, so that other insurance companies work in a passive state.

Third, the service is more humane, intimate, the company's manager office members of the county at the beginning of the major system of major backbone enterprises to implement the block package, carried out a number of return visits to ask them to put forward their views and suggestions on the work of the Division, this initiative has been fully affirmed by the enterprise, they believe that the company's leaders take the initiative to go to the door is a full embodiment of the PICC's high-quality service to the customer more trust in our company.

Fourth, all middle-level cadres are required to get out of the office, all small and medium-sized enterprises must personally visit the door, all newly insured customers must be face to face to explain the terms and conditions of the service program, and enterprises to carry out continuous contact, the implementation of zero-distance contact, as long as the customer needs must be on call, to provide all aspects of service. Fifth, in accordance with the ban on services to the community and the industry, strict internal control, claims and underwriting two major service departments as an entry point to comprehensively improve the company's overall service level.

4, decentralized business as a breakthrough, increase market share

According to ___ the current stage of the source of the situation, at the beginning of the year, the manager's office after careful analysis of the study, determined that this year, the motorcycle insurance, homeowner's insurance, students, as well as personal accident insurance as a breakthrough in this year's piecemeal insurance, the first contact with the ___, the city law enforcement departments, ask them to help us act as agents of motorcycle Insurance business; at the same time with the county board of education to get in touch with the team members repeatedly with the deputy governor in charge of education, the director of the Board of Education to coordinate, and ultimately to obtain their trust, so that we can make a breakthrough in the business of the school level insurance.

5, to carry out labor competitions, to promote the "two insurance" business healthy growth

This year, we have been in accordance with the requirements of the parent company's competitions, and actively cooperate with the first quarter of the "Years of the year" New Year's Eve insurance, "Happy Family", "Family Joy" and other labor competitions, and organized their own motorcycle, liability insurance, accident insurance and other surprise activities, thus creating a healthy and lively, catch up with you, unity and progress of the business development atmosphere. Especially in the end of the year to carry out the "happy family" blitz, our company against the home insurance landslide and the end of the year the source of the disadvantageous situation, a reasonable decomposition of the target, the implementation of the layers, the self-pressure, run enterprises and institutions, run personal family, a pen, a copy, and ultimately to 140% of the results of the task of the municipal company to be overcompleted.

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