Monthly work summary of insurance industry 1
The first year when a property insurance company established its image and launched its brand was a year when our branch company faced many pressures and overcame many difficulties.
Therefore, in August, with the strong support of the superior company and the correct leadership of the manager, we overcame many obstacles and problems such as short time, heavy tasks and difficulty in getting everything started. With the joint efforts of all staff, in just over a month, our company recruited and trained a young and capable insurance staff, chose a suitable place to establish a brand-new and fully functional insurance branch, and actively carried out business and collected premiums. The main work is summarized as follows:
First, the main work measures taken
(1) Make painstaking preparations and actively explore new markets for insurance business.
_ _ _ Property Insurance Company decided to set up a branch in _ _ _, and entrusted _ _ _ to undertake this important task. _ _ _ _ As the first branch manager, it can be said that it was a crisis point. From August 28th, he began the complicated preparations as a regiment.
First, determine the location of the company. Choosing a good location has a great influence on the company's image, publicity and business coverage. Manager X traveled all over the streets of the _ _ district, looked at all the houses that could be rented, and finally locked the company address in the _ _ building. Choosing this place as the location of the branch is more convenient for us to expand publicity and communicate face to face with the owners, which is more conducive to our property insurance business.
Secondly, the house is decorated. Manager X took the decoration team and made several field visits to the rented house according to the regulations of the superior company and the standardization requirements of the branch company. It was still a rough house.
Third, recruit and train company personnel.
Whether a company can develop its business well or not, people are the most critical factor. While making good preparations for the company's hardware, Manager X actively seeks and recruits excellent insurance talents to join the branch. From August of 1 year, a group of energetic young people, such as company employees and company salesmen, entered the ranks of _ _ property insurance. The branch also concentrated time on pre-job business training for all personnel from X to X.
Fourth, the branch successfully passed the superior acceptance.
After painstaking preparations, the branch of _ _ Property Insurance Company was finally formally established. X, X, X, X passed the inspection and acceptance by the fire brigade, and obtained the Certificate of Fire Control Acceptance issued by the fire brigade. On X, the internal network system of our company was put into normal operation after running and debugging. On X day, the leaders of the municipal insurance company accompanied the leaders of the provincial insurance regulatory bureau to our company for inspection and acceptance. At this point, our company has officially become a member of the family of _ _ property insurance companies.
(two) to establish the focus of work, to find a breakthrough in the insurance business in the competition.
1, analyze the situation and establish the work focus. At the end of 20__ _, our company was just established. In order to start work as soon as possible, manager X has established the following key points: establishing good social relations, improving the professional quality of employees and doing a good job in the internal management of the company. Consolidating auto insurance and corporate property insurance, and expanding the new car market and new projects are the top priorities of business work.
Survival in competition, development in competition. There are three insurance companies (China Property Insurance, China Life Insurance and Pacific Insurance) in _ _ _ _ _ _ _ _ _ _. Only by keeping calm, facing the reality objectively, actively seeking countermeasures, and competing with competitors in terms of service level, competitive business ability, competitive dedication and dedication, can they stand out from the existing insurance enterprises, win the participation of insurance talents and win the "return" with their strength.
2. Identify the breakthrough and increase market share. According to the source protection situation in _ _ _ District for 20 years, after careful analysis and research, Manager X took motorcycle insurance, personal accident insurance of ships, schools and kindergartens as the breakthrough point of sporadic insurance this year, contacted the traffic police and other relevant departments, and asked them to help coordinate and represent motorcycle insurance business. At present, the matter is under further negotiation.
3. Pay close attention to claims and improve service quality. The company starts with paying close attention to the first-site survey rate, vigorously strengthens the construction of integrity, cultivates the awareness of insurance integrity, and strengthens the disciplinary mechanism for dishonesty. As long as the report is received, no matter the size of the accident, no matter day or night, the company always insists on sending people to the first site at the first time, grasping the first-hand information, and providing customers with the convenience and service within its power in strict accordance with the fast payment process, which has won the trust of the majority of policyholders and provided a guarantee for our company to expand its market in the future.
It is an indisputable fact that insurance competition is becoming more and more fierce, which requires 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? This is a question that manager X often thinks about. At the same time, it is also a problem that every employee in our company must think about.
In order to gain a firm foothold in _ _ where there are three insurance companies, all employees of our company, under the leadership of Manager X, first, strengthen contact and communication with policyholders and maintain close contact between the company and policyholders; Second, in daily management, strictly implement the financial management regulations, document management regulations and underwriting related regulations formulated and issued by superiors, and regulate and constrain the specific behavior of employees with various regulations; Third, actively and effectively carry out the work, strictly check every insurance policy and every claim, and carefully examine it, so as not to harm the interests of the insured and prevent the company from suffering losses.
(four) people-oriented, training and bringing up excellent insurance workers.
Serving the broad masses of the people is the fundamental purpose of the development of the insurance industry, and constantly meeting the insurance needs of the people is the starting point and destination of insurance work. However, insurance work is something that every insurance practitioner should do. How to keep them in good working condition and widely serve all social strata and all aspects of people's lives? This is also a problem that our company often considers.
Our company takes the lead from the leadership, from the time the company was established, from the moment it entered the company. We win the trust of the people and win customers with a resolute and pragmatic work style, a hard-working attitude, the principle of being strict with ourselves, being honest and honest, and a dedicated and skilled working ability. At the same time, the company also strictly requires employees from all aspects to keep a sense of crisis at all times, so that employees can deeply understand the profound truth of "* * * survival * * * death" with the market, completely change the attitude of "wait and see" and participate in market competition with a more proactive attitude. After several months of training, the employees of our company have been trained and tested, and are moving towards excellent goals.
Second, the existing problems
(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, some comrades are unfamiliar with terminology, there are still some problems in the process of business development, and a few employees are lazy, so we should strengthen ideological education in this regard.
Summary of monthly work of insurance industry II
Since August, under the leadership of the superior insurance company and the unremitting efforts of all the employees of our insurance company, Department X has made breakthrough progress in the insurance company's business, and all the work is progressing healthily and smoothly. Below I will summarize my work experience and shortcomings in this month as follows:
I. Work content
So for proxy backup, its task is also very heavy, but I personally lack a lot of experience because of my age, so my work task is relatively simple, mainly including the following contents:
1, preliminary examination, registration and delivery of insurance policies
2. Registration of policy collection and issuance
3. Reports, including the data reports of each agency as of the current month, the data reports of each channel (district manager) as of the current month, the data reports of each backstage promotion as of the current day, and the daily data summary report, and the monthly summary report of last month shall be made in the following month.
4. Inventory management, mainly refers to the receipt and receipt registration of a product.
Second, it is a summary of personal achievements and shortcomings.
First of all, talk about personal achievements:
The first aspect is the preliminary examination. Carefully review the insurance application to ensure that it is correct before submitting it for scanning and entry, so as to reduce the occurrence of subsequent problems and improve the underwriting speed.
The second aspect is the report. Every day, the report issued by the head office is further processed and counted, so that the agency can know its business volume in time. For teachers, they can know the progress of their tasks in time and know what they are doing. By analyzing the data, they can make a better plan for the follow-up work. Personally, I think that my work achievement is my work gain, and the biggest gain is that I have learned a lot of knowledge and accumulated some experience.
The following are the shortcomings of the work:
To be honest, at first, I thought it was a small case, so easy. However, after working for a period of time, some problems appeared, such as the wrong ID number, bank card number and postal code. Let me deeply realize that this is not a simple job, because the simpler the job, the more sloppy it is, and the preliminary examination needs to be careful. When there are many lists, I use them more easily and carelessly. This needs to be corrected. Another point is the lack of business knowledge, business level needs to be improved.
Third, it is the work plan for the future.
First of all, continue to do the previous work and listen to the arrangement of the leader.
Second, try to do your own job, do a good job of backup service, and work with teachers to build a better platform for Guohua and Jingdai.
Third, continue to learn business knowledge and improve your business level.
Summary of monthly work of insurance industry 3
August has quietly passed away. This is my first month in an insurance company. Let me talk about my experience this month.
1, the theory and knowledge of insurance and the current situation of the insurance industry have given me a more objective and comprehensive understanding of insurance.
To be honest, before I came into contact with the insurance industry, my understanding of insurance was that insurance was deceptive, and my understanding of the insurance industry was very narrow and one-sided. After a real understanding, it is found that insurance is becoming more and more important for too many accidents in today's society.
2. Have a preliminary, true and proper understanding of the workplace, make clear the direction of efforts and improvement, and learn valuable interpersonal skills and experience through contact with leaders and teachers.
As a newly graduated student, I feel very honored to have the opportunity to work and study in Guohua. As a student, I hope to work as soon as possible, but I don't know anything about the workplace. Only after work can I have a clear understanding. Everyone has their own specific operating procedures in the workplace.
3. The practical knowledge and software application skills of computer office, as well as the ability and experience to deal with problems, have strengthened my desire to expand my knowledge and improve my ability.
Although I studied computer in college, its design is also very extensive. I studied computer network. The focus of learning is different, so I was not very proficient in the application of office before, and I was also worried about excel spreadsheets before, but through the study at work, I found that it was not as difficult as I thought. Nothing in the world is difficult to a willing mind. In the face of seriousness, difficulty is a paper tiger. I am not afraid of my own mistakes. What I need is to sum up experience from my mistakes and not repeat them. I also hope that when I make a mistake, the leader can actively criticize and correct me, because in my previous work, the leader never severely criticized me and always encouraged me, which reminds me of a famous saying, "Good children are boastful", which I think is well founded, and encouragement and praise are also a kind of motivation.
I have developed a diligent, practical, serious and responsible working attitude.
Although the initial test does not require any technical content, it is a job that needs you to take seriously and carefully. It may be that a wrong number is written, the content is vacant, etc., which will bring many problems. In what position, you should set an example and be responsible for everything you do.
Summary of monthly work of insurance industry 4
April passed, and the work of our insurance company passed for another month. Only by constantly summing up the work of insurance companies and constantly gaining work experience can our working ability be strengthened. The following is a summary of the work of the insurance company in April. Let's take a look at the specific content!
In April, I was able to provide customers with good insurance consulting services, attract new business for the company and make due contributions to the company's development. In the company, I abide by the law, unite with the collective, and complete the tasks assigned by the leaders and superiors with my colleagues. The following is a summary of my work in September.
One, continuous learning, to participate in training, so that the level of business continues to improve.
There is no end to learning. Although I am familiar with all aspects of the company, I am still not satisfied with the status quo. In order to continuously improve their business level, they actively participate in various business study, training and examinations organized by parent companies, subsidiaries and the headquarters. I am diligent in learning, good at creating, constantly strengthening the practice of business quality, constantly improving my business operation skills and basic skills of serving customers, mastering my due professional business skills and service skills, and being able to handle various businesses skillfully.
Second, ideological progress, ideological and political progress.
I have always maintained a positive attitude, actively participated in various political studies organized by the parent company and its subsidiaries, strictly implemented the rules and regulations, internal control system and service regulations of the parent company and its subsidiaries, adhered to civilized language, did not act beyond my authority, abused power for personal gain, and had no customer complaints or other irregularities. Spare-time life, not participating in gambling, buying illegal lottery tickets and other bad behaviors.
In my usual work, I have been conscientious, diligent, leaving early and returning late, based on my post, silently contributing, and actively completing various tasks assigned by the branch and this part. Can actively manage this part of the marketing work and tasks, and actively market e-banking business, various bank cards and other intermediary businesses.
In a word, insurance business has become a part of my life. With persistence and enthusiasm, I will stick to it and strive to complete my work and post responsibilities. Since this month, I have worked hard in all aspects according to the requirements of my superiors, and achieved certain results, which have been affirmed by my leaders and praised by my colleagues. While making achievements, I also found that there are still some gaps and deficiencies compared with my partners in Xiu Xiu. But I am confident and determined to shorten the gap with them in my future work, be brave in overcoming shortcomings, make up for deficiencies, work hard and further improve my overall quality.
Monthly work summary of insurance industry 5 pages
With the end of the company's tuition collection in April, all the work of the group insurance channel has basically entered the final stage. In order to better summarize the work of the group insurance channel since April and lay a more solid foundation for the business development next month, the group insurance channel will meet new challenges with a brand-new look. Now the work content of the group insurance channel in April is analyzed.
I. Development of Group Insurance Channel Business
(I) General situation of business development As of April 30, the group insurance channel has been realized cumulatively: the short-term premium is 72.22 million yuan, accounting for 43% of the annual task index of the municipal company and 43% of the annual task index of the head office; The short-term accident insurance premium is 460,000 yuan, accounting for 7 1% of short-term insurance, 44% of the annual task index of the municipal company and 100.3% of the annual task index of the head office.
(2) Track the business completion of each unit as of April 30th, and the completion of short-term insurance and short-term accident insurance task indicators of each unit's group insurance channel.
Main Work and Characteristics of Group Insurance Channels in February and April
(1) All businesses have developed steadily.
1. The channel business has steadily advanced to 20__ years, and the group insurance channel has paved the way for the development of various channel businesses in various ways to ensure the stable development of channel business.
This year, the group insurance channel has always regarded expanding the corporate customer market as an important business area. From the assessment requirements of the Measures for the Administration of Group Insurance Salespeople to the formulation of the mid-year special planning scheme, the assessment and encouragement not only stimulated the enthusiasm of salespeople for the exhibition industry, but also ensured the stability of the sales team participating in the assessment and injected new impetus into the company's business development.
2. Vigorously develop the enterprise market.
3. The planning scheme is pragmatic and effective. Since the beginning of the year, the group insurance channel has kept a close eye on the market dynamics, combined with the company's business development law, and launched a series of rich and effective planning schemes, which effectively promoted the development of various businesses in the channel: in the early days, unit rewards ensured the smooth realization of the goal of getting off to a good start, and personal rewards greatly stimulated the sales of accident insurance; In the middle of the year, the launch of construction insurance and new company customer plan brought new highlights to the business development throughout the year; In the second half of this year, the introduction of insurance projects in Xue Ping played a positive role in promoting the smooth development of insurance business in Xue Ping this year. At the same time, all units in the channel also actively responded to the project, increased publicity and made corresponding plans, which made the channel planning scheme achieve very good results.
(B) an effective breakthrough in team building
1. Since 1 was formally implemented, the Measures for the Administration of Group Insurance Salespeople (Employee System) has fully mobilized the exhibition enthusiasm and sales enthusiasm of the group insurance sales team through institutionalized management assessment and market-oriented performance distribution, and effectively promoted the development of group insurance channel business.
2. The Measures for the Administration of Group Insurance Salespersons (Agency System) was officially promulgated in mid-April. At present, the group insurance channel is fully engaged in the recruitment and selection of sales agents. As of April 3 1 day, the whole jurisdiction has developed agent sales staff 126 people.
3. In order to strengthen the daily management of the sales team, the group insurance channel issued the work log of the group insurance sales staff and issued the Notice on Strengthening the Daily Management of the group insurance sales staff and holding the team morning meeting regularly. At the same time, the Group's business department implements the system of department personnel package, and arranges special personnel to provide services and help for all units, which has achieved good results.
4. In the first half of the year, Group Insurance Channel * * * held four training courses, which provided timely and systematic training for the sales staff in terms of business terms, management measures for group insurance sales staff and company rules and regulations. Through the training, the sales staff's ability to use product terms is further improved, the sales staff's understanding of the company's rules and regulations is improved, and the smooth business development and legal and compliant operation are ensured.
Main work and characteristics of group insurance channel in April
(three) adhere to the law and compliance management.
1. Since the beginning of the year, the group insurance channel has successively issued a series of measures and regulations, such as college students' insurance cooperation agreement template and accident insurance sales pricing management regulations, which provide institutional guarantee for standardizing the channel business management process and enhancing the channel business value.
2. According to the requirements of the company's management system reform, since the beginning of the year, the group insurance channel has comprehensively strengthened the management and control of channel expenses, and improved the channel expenses and profit level while reasonably controlling the expenses. By effectively improving the channel business structure and controlling the channel business quality, the overall short-term insurance cost and profitability of the company have reached a new level.
3. According to the requirements of the CIRC and the headquarters, the Group Business Department began to clean up the existing card discount business at the end of the first quarter. Through repeated communication with the headquarters and close cooperation with the relevant departments of the municipal company, the centralized management of card folding business was successfully realized on July 1 day.
Third, the current main problems
With the continuous deepening of business development, the problems existing in the current group insurance channel mainly include the following two aspects:
(I) The number of agents is growing slowly. At present, compared with the business development of our company, the development of the group insurance channel agent team is slightly slow, which cannot meet the overall business development needs.
(B) Group insurance channels lack new growth points of short-term insurance business. Although the company's existing business scale has always occupied the position of market industry, in the face of increasingly strict supervision and inspection by external regulatory authorities and fierce competition in the same industry, our company's short-term insurance business is still facing tremendous development pressure.
Fourth, the next step of work arrangements
(1) Do a good job in Xue Ping insurance closure.
Thanks to the close cooperation and joint efforts of the two companies, and since the third quarter, especially since April this year, the grassroots units have invested heavily in all aspects, the company has made great progress in the early communication and charging stage of insurance business. By April 30th, six companies, including _ _ Company, _ _ Company, _ _ Company, _ _ Company and _ _ Company, had completed the annual task targets of short-term insurance and short-term accident insurance in the group insurance channel ahead of schedule. I hope the above six companies can make persistent efforts to lay a good foundation for business development next year.
(two) strengthen cooperation with rural credit cooperatives and family planning associations. On the one hand, take advantage of this year's good opportunity for provincial and municipal rural credit cooperatives to sign agreements with companies, and the favorable opportunity for the share reform of rural credit cooperatives at the end of this year, increase the research efforts of local rural credit cooperatives, and rely on the brand strength of the company to promote cooperation between the two sides. On the other hand, it is necessary to further strengthen cooperation with family planning channels. Since the business kick-off meeting was held on June 5438+ 10 last year, the company has made some achievements in the development of family planning accident insurance, but there is still a certain gap from our ideal. Therefore, all units should further rely on the superior resources of the family planning channel to achieve further business development.
(III) Actively expanding the commission business In the fourth quarter, the group insurance channel still needs to focus on and implement the commission business. All units should further understand the positive significance of expanding commission business to fully tap the customer resources of group insurance channels, improve the level of wealth creation of sales personnel and expand the business scale of the company. All units should make good use of the fourth quarter cost support policy, seize the time to refine the task decomposition, and implement the responsibility of special personnel to ensure the rapid start of business and achieve practical results. At the same time, the group insurance channel will also launch relevant programs in the near future to promote the rapid development of channel commission business and make greater contributions to the company's development.
(4) Strengthen the team building of group insurance channels.
Strictly implement the Measures for the Administration of Group Insurance Salespersons (employee system) and make good use of the Measures for the Administration of Group Insurance Salespersons (agency system). In the fourth quarter, combined with the rapid development of the agency system, we will further strengthen the training of group insurance sales personnel, and organize sales personnel to carry out relevant training in view of the new insurance products issued by the head office and some good experiences and practices of brother companies recently, so as to continuously improve the comprehensive quality of sales personnel and lay a solid foundation for business development next year.
(five) adhere to the law and compliance management, do a good job in channel cost control.
All grass-roots units should continue to adhere to the principle of operating according to law and compliance, and ensure that the expenses are reasonable and the operation and management can withstand supervision and inspection. I believe that under the correct leadership of the company's Party Committee and General Manager's Office, and with the joint efforts of the cadres and employees of the whole group insurance channel, the group insurance channel will lay a solid foundation for the sustainable development of the company's group insurance business by continuously consolidating the original channels and opening up new channels, and make our due contribution to the second rise of the _ _ city branch.
(6) 20__
All grass-roots units should actively make preparations for business development in 20 years on the basis of ensuring the completion of this year's task indicators. On the one hand, it is necessary to strengthen the maintenance of business; On the other hand, it is necessary to increase market research on corporate customers.
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