Insurance company work plan excellent sample example of three

The work should be down-to-earth, one step at a time and go slowly, so we can make a good work plan in advance, so that the work is more valuable, are you still struggling to write a work plan for insurance companies? The following is I share with you the insurance company work plan excellent sample example of three related references, provide reference, welcome to your reference.

? First, the current situation of the life insurance market analysis

? As of 20XX population of about 400,000 people, of which the urban population of about 100,000, under the jurisdiction of 11 townships, the population of about 300,000; the same industry in the professional companies have life, Pacific, Ping An, Taiping, Taikang five; agency Huabang, Heng Ruida, in the sincerity of the Qishun, Jinxin, Zonglian six, a total of twelve;

? In the team, in addition to the agency, five professional companies in rural areas, the basic shrinkage of the team, in addition to China Life in the countryside there are still four more established outlets, the rest of the rural market outlets have all been canceled; urban team, except for China Life to take advantage of the construction of its collection and exhibition team to achieve positive growth, the rest of the professional companies in the urban areas of the team have a negative growth;

? Business, professional companies than the same period last year have increased, although the effect is not very obvious, but can be seen in the market recovery state;

? Second, the current status of the market opportunities and challenges

? The development of things, the law of development, heyday, recession, tells us that the life insurance market after nearly four years of downturn, is bound to usher in another round of development;

? Our advantages:

? (a) brand advantage: the historical heritage and value of the brand is the best persuasion of the current life insurance practitioners and life insurance customers, prospective customers; State Life only so that it can be in the life insurance market alone half of the wall, which is also one of the reasons;

? (ii) policy advantage: policy advantage is built on the brand advantage, the three rural insurance service station system construction, not only combined with the PICC customer resources and networks, but also fully utilize the government's resources, so that the development of the life insurance team to return to the model of the early nineties, in the early stages of the formation of the change of the blood management system for the administrative system to make the chain of interests simpler, more coordinated recommendation, more acceptance of the supervisor;

? ? (C) personnel advantages: I have a deeper knowledge and understanding of the Hongze life insurance market in urban areas and rural business, team development, and a certain amount of human resources;

? Our disadvantages:

? (A) company-oriented: the status quo, personal insurance in the current business operations of PICC Life, non-main channel, in the policy tendencies of the parent company, compared with other companies, may be obvious inadequacy;

? (ii) dislocation development: the initial development failed to do a comprehensive consideration or uneven development (only refers to the urban and rural areas of the team development ratio), the loss of the opening of this important business excuse;

? (C) brand utilization: in the case of PICC life insurance, in the market awareness of the Ministry of high (can be described as very low), which is very incompatible with the PICC brand;

? Third, the general idea

? On the current understanding and mastery of the PICC life insurance company related to the spirit, combined with the current situation of the life insurance market, based on the present, looking to the future, the development of this work plan.

? Make full use of the brand and resource advantages of PICC, in the team development in a short period of time to utilize the three rural insurance service stations, close to the introduction of the same industry. Rural selected six townships and the main body of the increase, only the main body of the increase in tracking and counseling to ensure that the assessment period to achieve the effective manpower of 15 people;

? Tightly grasp the municipal company's cost support policy, in business development adhering to the open-source cost-cutting, break-even; combined with the increase in the main body of the manpower situation, in accordance with the "Basic Law" for the construction of the structure, through the achievement of effective manpower to achieve the growth of premiums;

? Fourth, the time period of the target setting

? V. Specific measures

? (A) team

?1, the introduction of the same industry to shorten the time to reduce the cost of the use of the company's current "implementation of the construction of the central townships of three rural insurance service stations" (hereinafter referred to as "implementation of the views"), relying on the advantages of the PICC brand resources, combined with the PICC in the original six centers of the townships have been obtained by the business license, the "implementation of the views" in accordance with the treatment and requirements of the main body of the search for additional members;

? 2, tracking and counseling to people with people fission effect in accordance with the "Basic Law" and the "implementation of the views" of the requirements to increase the team to increase the main body of the increase in tracking and counseling efforts, the company level focuses on helping the main body of the six members of the increase in the work of the increase in the number of people; at the same time, using our own advantages, to increase the frequency of rural three rural insurance commissioner to create a statement will be held, open to the town, the village, the group, one will be three uses (the first to talk about the increase in the second talk about the business, and again). Card discount), this move can also play the role of PICC life insurance company's brand propaganda;

?3, the meeting to support the creation of an atmosphere of formal operation to weekly units, to promote the operation of ** (enrollment promotion meeting, business analysis will be), so that the business people come to have gained to go to have the strength of the spirit of the company's superiors uploaded to the spirit of the company, reflecting the company on the marketing team to the importance of the formalization of the operation of the company to create a sense of ownership of the marketing staff;

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?4, the position of the active interaction borrowing power to make use of the spirit of the document of the SUPERPRO Property and Casualty Insurance No. 20XX322 and the "implementation of the views", take the initiative to regularly report to the property and casualty insurance companies to carry out the business of interaction, the use of the advantages of the locals to get along with the relationship with property and casualty insurance companies to seek a breakthrough in property and casualty insurance customer resources, the main body of the increase in the number of people to keep people to keep the people have something to do do a good job.

? (ii) business

?1, revitalization of existing strong base solid foundation first to assist Manager Huang to organize the number of people in the existing code base, the use of meetings to operate and tracking visits, increase communication efforts to ensure that the existing personnel assessment through and promotion;

?2, the effective growth of new entrants to the recent increase in the number of people we will be placed on the main object of the "implementation of the views of the" dominated by the introduction of the same industry work, so the new The introduction of personnel is also the key to business growth, the Basic Law is the excuse for tracking, benefit maximization is the best guide;

?3, innovation meeting to improve the real action we are thinking, the life insurance company's product description will still have what innovation, if the description of the meeting did not have a breakthrough, then in the product structure can there be a breakthrough, first of all the pursuit of high premiums for signing a policy contributed to the low rate of arrival, the salesman Easily hit, combined with our actual situation, we combined with the increase in action plan will be card folding and other short-term insurance product description will be opened to the town, the village, the group, one to improve the confidence of the business staff to practice, and secondly, to improve the interest of everyone involved in the description of the meeting, to protect the late payment of the operation of the product description of the meeting, thirdly, you can help the business staff to accumulate customer resources, and fourthly, you can increase the cost of the amount of the branch company; of course, this move is not to say that We do not pay attention to the growth of premiums, but the focus of different time periods are different;

? Sixth, hope to get the parent company's support policy

? (a) leadership support the concern and encouragement of the higher leadership is the most important in the support;

? (ii) policy support can the "center township three rural insurance service station construction implementation advice" program, as the support for the appropriate extension;

? (C) hardware support necessary company infrastructure layout and office equipment;

? The above work plan if there are deficiencies, please leadership correction!

? In the company's leadership and the care and support of all colleagues in the development of the business has achieved better results, better fulfillment of the company's mission indicators, on this basis, review the year's work experience and combined with the actual situation of the work, the development of the following work plan:

? First, the strict implementation of the company's terms and conditions, strengthen business management work, build quality, standardized underwriting service system. Underwriting is the source of the company's operations, is the risk management and control, to achieve the benefits of the important basis for the survival of the company's basic security. Therefore, in 13 years, the company will pay close attention to business management work, improve risk management and control ability.

? Second, standardize and implement the company's terms of service, improve the quality of service work, and build a first-class service platform. What we operate is not a tangible product, but a service to avoid risk or risk investment. In the market gradually transparent, competitive today, service has become our company's core competitiveness, into our company's values. Customer service is a concrete embodiment of this concept. In 20xx will strictly standardize the customer service work, the establishment of a first-class customer service system, the real quality of service to each of the company's customers.

? Third, accelerate business development, consolidate the market share of Zhengzhou, expand the market share of Henan. According to the 20xx branch premium income of 10,000 yuan as the basis, the company plans to 20xx to achieve the annual premium income of 10,000 yuan, of which: the plan will be implemented from the following aspects to complete. 1, careful organization and planning, resolute completion of the plan targets for the year to lay a solid foundation for the goal. 2, vigorously develop

? channel business, in-depth expansion of the Zhengzhou market, fight the battle of Henan municipal business, orderly promotion, expansion and consolidation of Henan market share surface. 3, motor vehicle insurance is the top priority of our business, therefore, vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, fight the battle of the auto insurance business, or the focus of our work, in 20xx in the auto insurance business to consolidate the old channels and customers, expanding the new channels for new customers, focusing on the development of the channel business, the fleet of business, and the new car business underwriting, in order to achieve 4, seriously do a good job in the non-auto insurance business, choose to visit some large and medium-sized enterprises and institutions, the benefits of good, low-risk units focus on public relations, and establish a good relationship with the unit, and strive to property, personnel, vehicle package underwriting, but also to do a good job in the non-auto insurance benefits of the market development of the insurance type, in 20xx in the year, and strive to make the development of the non-auto insurance business to form a new pattern. 5, other aspects: in-depth grasp of other insurance business; strengthen cooperation with various insurance units; actively participate in the fierce competition of various insurance.

? Fourth, grasp the team building, good staff and insurance salesman work, continue to improve the deployment of human resources for the development of the company's business to provide human resources protection. 20xx in the treatment of employees, wages and benefits in 20xx on the basis of the appropriate increase in the same time, while the plan for the physical examination of each employee body, each employee's birthday the company to provide a gift to organize a number of collective activities, etc., with a good talent to retain the talent for 13 years of business development. Talent, for 13 years of business to provide a strong human security.

? Fifth, improve the management mechanism, strengthen the implementation. This year will start from the system, the company's existing rules and regulations on, within the scope of the requirements for revision and supplementation, improve the previous rules and regulations have not been perfected, so that it is more in line with the needs of the company's business management. Compiled into a booklet, sent to each employee to learn. Truly do to the system to manage people, to the system to do, so as to improve the implementation of the strength. 20xx year is a brand new year, is expected through our staff *** with the efforts of the company to enter a new stage of development.

? Under the correct leadership and support of the manager's office of the company, closely centered on the general manager's office of the city company to implement the "growth, adjust the structure, risk prevention, and promote stability" of the work guidelines, the entire collection of internal and external staff to continue to forge ahead, *** with the struggle after half a year's efforts of the main work has achieved certain results.

? Around the goal, the implementation of the plan, pay close attention to the business work, the implementation of the plan early, the plan is decomposed into a monthly plan, monthly inventory, monthly implementation, effective guarantee of the implementation of the plan in a timely manner to monitor and adjust the situation.

? The following is the specific plan:

? First, change the mindset, actively adapt to the new management mode and exhibition mode after the shareholding system reform, continue to strengthen the education of competition awareness and crisis awareness, strengthen and use data management, the introduction of incentives to fully mobilize the enthusiasm and initiative of the staff.

? The second is to correctly handle the relationship between scale and efficiency, current and long-term, bigger and stronger, strengthen the overall public relations efforts, focus on the quality of business underwriting, and select and occupy the market with the fastest speed and best quality.

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

? The fourth is to strengthen the claims service work. Efforts to improve the rate of on-site investigation, the adoption of humane service, differentiated treatment, speed up the speed of claims, improve the quality of service, and improve the external business environment.

? Fifth, in response to competition, pay close attention to the development of the same industry initiatives, increase public relations efforts, take a positive and effective approach to participate in the competition, consolidate the market share of the original types of insurance, and actively expand new business, new sources of insurance.

? In order to achieve this strategic transformation goal of the company, each of our employees has put forward higher requirements. Specifically to our integrated teller, not only is the workload increased significantly, on our business level should also reach a higher and more comprehensive level. Therefore, in 20xx I put forward the following requirements for myself:

?1, always strictly require themselves, conscientious and conscientious work in their profession, actively and conscientiously complete each task, strictly abide by the rules and regulations of the company, and conscientiously fulfill their duties.

?2, through the accumulation of daily work, to find their own shortcomings, the use of spare time to study the company's terms and conditions, unremitting efforts to learn a variety of insurance knowledge, and used to guide the practical work. Through more reading, learning and practicing to continuously improve their various business skills.

?3 Actively participate in every learning and training activities organized by the company to improve their business work ability and level.

?4, and strive to pass the company's intermediate security officer exam in 20xx.

? Financial reimbursement, to more strictly comply with the company's financial system, strict audit of financial invoices, invoices that do not meet the procedures resolutely not reimbursement.

? Summarized, this year's work in contact with a lot of new things, produced a lot of new problems, but also learned a lot of new knowledge, new experience, so that their ideological understanding and working ability to have a new improvement and further improve. In the new year's work, I will continue to work hard to provide customers with better quality service, to create greater benefits for the company to do their part.