Insurance Company 1 Background Work Summary and Plan
I have been in the company for three months. After three months,
Insurance Company 1 Background Work Summary and Plan
I have been in the company for three months. After three months, I worked hard, made a lot of progress and learned a lot that I didn't have before. I think this is not only a job, but more importantly, it gives me an opportunity to study and exercise. From this stage on, I found that the knowledge I longed for was coming to me and melting in this melting pot. I think this is the experience. Thank you very much for your help.
The back office work is a comprehensive coordination and comprehensive service work, which has the function of coordinating the left and right and connecting the inside and outside. The backstage post is light and the responsibility is heavy. Need to complete daily routine work such as transaction management, document processing, comprehensive situation, filling in reports and drafting documents. , and complete the temporary work assigned by the leadership. It is also necessary to make suggestions for leaders, actively play the role of staff assistants, and assist leaders in all aspects of work. A qualified office worker must have a strong sense of professionalism, a high sense of responsibility, a pragmatic work attitude, a high political quality and professional ability, be familiar with business and office work, have a wide range of knowledge and a reasonable knowledge structure, as well as a rigorous and capable work style and a hard-working professionalism.
In the past three months, I realized how important it is to have heart, concentration, care and patience at the same time in my work. In the course of my work, I deeply feel the urgency of strengthening my study and improving my ability. On the one hand, I learn from books, insist on squeezing out some time every day to enrich myself and absorb all kinds of "nutrition" extensively. On the other hand, I learn from my colleagues around me. I always keep a modest and prudent attitude and learn from their diligent and pragmatic work style and problem-solving methods. The third is to learn from practice and apply what you have learned to practical work.
Generally speaking, the three months in the company went smoothly and made some achievements, but I learned more about my work and found some shortcomings in my work, which are the biggest stumbling block to my progress. I summarized some mistakes and shortcomings in my work as follows:
1. The working mode needs to be further improved, and it is often busy and messy, resulting in low efficiency. I made many mistakes because of too much work and improper work arrangements. Fortunately, with the care of my leader and the help of my colleagues, it did not cause serious consequences. But I am still a weakness in my work arrangement, and things often happen. In order to avoid this situation, I decided to arrange the registration measures in detail, register the work that needs to be done and arrange it reasonably to prevent the backlog of work.
2. Lack of communication, problems encountered in work, failure to communicate with leaders in time, leading to some work.
Lag. Because of my own personality, I seldom communicate with my colleagues and leaders, which leads to mutual understanding mistakes. The most important thing between people is communication, which is also the best way to solve contradictions and get to know each other. I decided to change my shortcomings, talk more, communicate more with leaders and colleagues, and let everyone understand and trust each other, so that my work will be easier.
3. The lack of professional knowledge leads to many difficulties in practical operation.
I decided to further study and strengthen this problem.
4. Lack of industry experience and ability to judge things.
In the new year, I will seize the opportunity, constantly learn professional knowledge, improve my skills, sum up my experience, and comprehensively improve the comprehensive quality of all aspects. Seriously study the company's policies and regulations, strive to make ideological awareness and work efficiency enter a new level in an all-round way, and make greater contributions to the company's development.
In short, the backstage post is a melting pot and a stage, which can not only exercise yourself, but also show yourself. As long as we constantly strengthen our own political and ideological quality, work style quality, professional quality and psychological quality, earnestly perform our backstage work duties, adhere to the "five diligence" and constantly explore and innovate, we can do a good job in backstage work.
Summary and plan of background work of insurance company II
In a blink of an eye, I have been in Xinhua Life Insurance for half a year, and now I am working as a comprehensive backstage at the downtown headquarters. During the half-year internship, with the careful guidance of leaders at all levels and the enthusiastic help of my colleagues, I successfully completed various tasks, made great progress in my work and thought, improved my political consciousness and professional quality, and at the same time saw many shortcomings and deficiencies of myself. The internship work is summarized as follows:
A basic one. As the window of corporate brand image, the customer service counter strives to establish and improve the hardware system of the customer service center, and better display the image of Xinhua Life Insurance as a Fortune 500 company. I personally pay close attention to the operation of the business management of the city headquarters to serve the city business personnel. On the basis of learning a lot from the experience of the elderly, combined with the challenges and actual needs of Xinhua Company's current market competition, the back office coordinated the work according to the focus of different affairs. Accumulate practical experience for further growth.
Two orders together. City headquarters should also carry out the work of receipt and accounting. In the work, we should always maintain serious and meticulous quality and be meticulous. In terms of initial mistakes, we should start from the salesman and ourselves, strengthen the propaganda of salesman's standardized filling in the insurance application, and be rigorous in reviewing the insurance application. The error of preliminary examination is getting lower and lower. In the next work, I will work hard and try to correct my shortcomings. Weekly analysis of recent work and performance, timely determine the activities for next week.
Logistics service is the foundation of the evergreen tree of the company's business life. As a representative of back-up service, back-up service has firmly established the concept of honest management and compliance management from the beginning of business personnel entering the company.
Summary and Plan of Backstage Work of Insurance Company III
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 "Spring Festival Insurance", "Happy Family" and "Happy Family" in the first quarter, and organized surprise activities such as motorcycles and accident insurance by ourselves. The following is a summary of the personal annual work of the insurance company.
So as to create 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%.
First, 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 limited payment to continuously improve service quality; Second, adhere to the 24-hour duty system, actively participate in the construction of "three centers", and further improve the service level; The third is to strengthen assessment and strengthen supervision. Once all kinds of problems in the process of claim settlement are verified, those who are light will criticize and educate, and those who are heavy will be dealt with seriously and will not be tolerated; Fourth, actively do a good job in disaster prevention and loss prevention. Under the responsibility of the leaders in charge, the Security Department actively contacted various business departments, and timely formulated the work plan for disaster prevention and loss prevention for key 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. Successively went to key customer units such as * * Paper, * * Pharmaceutical and * * Company with potential safety hazards to help rectify potential safety hazards and formulate disaster prevention plans, which were well received by 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. * * * Factory's auto insurance business 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 share 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 Paper Products 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, better adjust the chronological business structure and realize more net premiums, we decided to renew the insurance business of this enterprise in advance. 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.
Summary and plan of background work of insurance company
The year of 20XX is the first complete year for me to enter XX property insurance. 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, the important work of 20XX is summarized as follows:
Looking back on 20XX years, there are fruitful joys, difficulties in tackling key problems with colleagues, and melancholy when encountering difficulties and setbacks. Faced with new challenges such as system reform, I began to study hard on the basis of 20XX years, trying to learn and master all kinds of business knowledge and skills from all aspects, improve my business ability, 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 know that real number is the cornerstone of an enterprise's survival and development. 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 daily underwriting ledger, make statistical analysis of all kinds of business data and send short messages 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.
Second, 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 pay attention to renewal of insurance, and began to distribute the list of renewal insurance institutions every month. However, due to the problem of system entry in our company, it is impossible to distinguish the actual entry situation. Every month, I will match the list and account number issued by the branch, re-edit the actual salesman, 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 data, I will try my best to help him inquire.
Four, handling fee settlement is my important work.
Every month, I will make a list of agency business according to the paid-in list provided by the finance department, and send the list to the sales staff to issue invoices or directly settle the handling fee. In this respect, I have developed a rigorous and meticulous style and have more interaction 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. 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, without delaying the payment of wages. My data processing ability has also been greatly improved than before, and I have learned a lot of 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 a positive heart and a good attitude. Keep a steady mind, don't be swayed by considerations of gain and loss, the road is your own choice, leave when you come, 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 make some suggestions to the company: First, I hope to improve the software and hardware system and let my handicraft era end early. Second, I hope that the division of labor of each post can be more clear, the corresponding responsibilities are clear, and the responsibility system for work distribution is not shirked.
Review the past and look forward to the future.
1. I hope to keep up with the pace of the company and carry out all the work according to the deployment of the general manager's office.
2. Do your own basic work 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.