The company's annual summary and work plan Part 1
First, to strengthen the work of the industry management, to build a high-quality, standardized underwriting services of the system. Underwriting is the source of the insurance company's operation, is the risk control, the realization of the important foundation of the benefits, is the basic guarantee of the survival of the insurance company. Therefore, in the year 20xx, the company will pay close attention to the work of the industry management, improve risk management and control ability.
1, the underwriting business in a timely manner to review the use of risk management techniques and pricing system to control underwriting risks, determine the underwriting rate to ensure the quality of underwriting. The company's authority to underwrite the business beyond the initial review and sign the opinion submitted for approval, to ensure that such business is strictly underwritten.
2. Strengthen the management of the information technology department, improve the processing platform for various types of insurance business, establish a comprehensive underwriting database through the construction and use of electronic underwriting business processing system, and prepare relevant reports and underwriting analysis. At the same time, we do a good job of market research and regularly prepare medium- and long-term business plans.
3. Establishing and improving the risk assessment system for major underlying business and special risk business to ensure reasonable control of risks, and at the same time enforcing the relevant reinsurance or reinsurance management regulations in accordance with the risk situation of the business to ensure reasonable diversification of underwriting risks.
4. Strengthen underwriting and underwriting standards, strictly implement the terms and conditions and rate system, skillfully master the operation of the new core business system, and provide comprehensive and systematic training to underwriting and underwriting personnel belonging to the middle branch to improve their comprehensive business skills and quality, so as to provide a good guarantee for the company's business development.
Second, improve the quality of customer service work and build a first-class customer service platform. With the continuous increase of the main body of competition in the insurance market, the insurance companies have increased their efforts to compete in the market business, and the insurance company is not a tangible product, but a risk avoidance or risk investment services, therefore, the construction of a high-quality service customer service platform appears to be extremely important, when the service has become the core content of the insurance company's values into the core of the competition, customer service has become a service culture with a unique concept. A kind of service culture with unique concept. After 20x years of hard work, our company has occupied a certain share of the market, but also has a large customer base, with the continuous development of business, the importance of customer service work will be particularly prominent, therefore, the branch in 20x years will be strictly standardized customer service work, the use of first-class customer service management platform, the implementation of the place.
1, the establishment of a sound voice service system, increase the hotline's publicity, in various forms of hotline to the community, so that many customers fully understand the company's voice service system powerful support functions, in order to improve their own competitiveness in the market, and to achieve customer satisfaction.
2, strengthen customer service personnel training, improve customer service personnel comprehensive skills, strictly pursue the warm, considerate, high quality, efficient service purpose, adhere to the initiative, rapid, accurate and reasonable principle, in strict accordance with the job responsibilities and business operations and practical procedures of the provisions of the work of receiving, reporting, surveying and determination of damage, interpretation of the terms and conditions, claims complaints and so on.
3, the central branch as the center, full-time and part-time parallel, the establishment of a coverage of the region's survey, loss determination outlets, the initial set up by the central branch of the full-time survey and loss determination personnel 3, with non-full-time staff with *** with the survey, in order to improve the overall quality of the central branch of the business staff, and effectively improve the quality of the survey, loss determination and settlement of claims to achieve the accuracy of the survey, the determination of the loss of a reasonable, fast claims.
4, in 20x June before the completion of x marketing services, yy marketing services department two service organizations under the extension of the work, so that the whole region's service network construction is basically perfect, for the company's customers to provide efficient and convenient insurance after-sales service.
Third, accelerate business development, increase market share, bigger and stronger company insurance brand. According to the 20x year the central branch premium income of xx million yuan as the basis, which the proportion of each type of insurance: motor vehicle insurance 85%, non-automobile insurance 10%, piracy insurance 5%. 20x year, the central branch of the proposed business development planning plan for the realization of the annual premium income of xx million yuan, the proportion of each type of insurance plan for motor vehicle insurance 75%, non-automobile insurance 15%, piracy insurance 10%, the realization of the plan will be from the following aspects to implement the completion. The realization of the plan will be implemented from the following aspects to complete.
1, motor vehicle insurance is the top priority of our business, therefore, vigorously develop motor vehicle insurance business, give full play to the company's advantages of car insurance, fight the battle of the car insurance business, or the focus of our work, 20x year in the car insurance business to consolidate the old customers, to fight for new customers, focus on the development of the fleet business as well as the new car business underwriting, in order to realize the business of the car insurance more on a new level. The company's business is to consolidate old customers and win new ones.
2, seriously do a good job of non-automobile insurance business, choose to visit some large and medium-sized enterprises, the benefits of good, low-risk enterprises to focus on public relations, and enterprises to establish a good relationship, and strive for property, personnel, vehicle package underwriting, but also do a good job of non-automobile insurance benefit-type insurance market development work in 20x years, and strive to make the development of non-automobile insurance business in the formation of a new pattern.
3, actively do a good job with the bank agency business. 20x October our company after active efforts have been with the Bank of China, China Construction Bank, Industrial and Commercial Bank of China, Agricultural Bank of China, Fujian Industrial Bank, etc. signed a part-time agency cooperation agreement, in 20x to focus on major banks to strengthen the business of communication and contact, so that the bank to fully understand the brand of China Insurance and advantage In addition, we will strive to increase the bank's support for our agency business and policy tilt, and strive to make new breakthroughs in the bank agency business to achieve the strategic goal of insurance structure adjustment, and lay a good foundation for the company to realize the benefits of the company.
The company's annual summary and work plan Part 2
The end of the year, and to the end of the year to summarize. Review xx year, I am mainly responsible for the material company's financial work, is summarized as follows:
First, the daily work
Completion of the material company's single-family statements and the preparation of consolidated statements; to complete the material company's tax declaration and payment of various taxes, preparation of the state and local tax statements, as well as taxpayers' self-examination report, the state and local tax door-to-door declaration, online declaration, ic-card declaration, fill out the "electronic Payment of taxes by filling out the "electronic payment book"; completing the audit of remittance orders and purchase and sales contracts of the automobile trade and cotton yarn trade of the material company, and issuing VAT invoices for sales based on the incoming invoices and contracts received, and certifying the input tax invoices on the Internet; preparing the reconciliation of bank balances of the material company, as well as banking vouchers and transfer vouchers for month-end closure of the accounts.
Second, the key work and achievements
1, to complete the year-end accounts and tax audit, with the firm audit. According to the unified arrangement of the group company, the year-end audit of the material company was conducted by Baker Tilly International Accounting Firm in xx. In order to promote more standardized accounting work and improve the quality, we first organized self-examination, sorted out the vouchers, books, statements and all kinds of auxiliary accounts and tables from January to December of the auditing year, found out the relevant documents, and then filled out the table summary and detailed description according to the auditing requirements one by one and provided the relevant information required by the audit at any time.
2, to complete the year-end reconciliation, to obtain correspondence. At the end of the year, according to the contact information of the correspondence unit, the preparation of 33 letters of inquiry. Due to the busy work of the financial staff during this period, can reply on time to the letter of the unit is very little, coupled with the merger of some units, separation and other institutional restructuring, to obtain the other side of the letter has become more difficult. For example, tianjin textile machinery factory restructuring for tianjin textile machinery limited liability company, in my 3 times to send a letter and telephone urging, the company's financial officer refused to take my company to call 30 times, as a way to renege on the 300,000 yuan of debt. I repeatedly reported to the leadership of this matter, the material company's leadership support and attention, Cai Jingxiang, general manager and I traveled to Tianjin Textile Machinery Co., Ltd. in March, and the other side of the leadership of this matter, and the time limit set by the group, quality and quantity to obtain the other side of the confirmation letter. Through the efforts to pursue, *** counted 24 received a valid letter of reply.
3. Participate in the Group's internal audit. According to the arrangement of Xiong Peiwen minister, I was in March and May, traveled five times, to assist the company's internal auditors to Guangzhou Xiangyue Science and Trade Development Co., Ltd. audit, the Tianjin Copy Technology Research Institute leader Li Minyin for the outgoing audit, as well as to assist the Hengtian Group of enterprises affiliated with the implementation of comprehensive budget management, as well as the supervision and inspection of the cash flow and the occupation of the two funds, and very well accomplished leadership The task entrusted to me. I think it is very rare for me to catch such an opportunity, and I am grateful to the leadership for cultivating and practicing my work. I hope to accept new things and am eager to learn new knowledge. In just 7 days of assisting the group company to carry out the supervision and inspection of the budget and two funds, I, as one of the team members, under the leadership of the team leader, Huang Bin, inspected three enterprises belonging to Hongda Chemical Fiber, Tianjin Reprographic Technology Research Institute, and Hongda Nonwovens Ltd. respectively, and our busy schedule made us work non-stop, and we even had to work overtime on weekends. Whether from preparing audit diary, evidence collection records, or conducting on-site audits or extended investigations, I humbly sought advice from leaders and colleagues. Through these five audits, I have gained a certain understanding of the Group's subsidiaries, enhanced my ability to analyze and solve problems, and updated and improved my business knowledge and level. At the same time, it is also an opportunity to learn and exchange with each other, learn their valuable experience and learn their lessons; learn the good experience and good typical of subordinate organizations and brother units. By participating in the audit, I experienced the hard work behind the auditor's achievements, and the dedication behind the glory.
The company's annual summary and work plan Part 3
Comprehensive office is the company's head of the office under the direct leadership of the integrated management department, is the top and bottom, communication inside and outside, coordination of the left and right, the hub of the connection in all directions, the work is also a myriad of things, there are paperwork, file management, document approval, personnel management, payroll management, procurement management. management and so on. Although the work is complicated and trivial, the integrated office of the three personnel in their respective duties, in charge of administration, personnel, procurement work, although the staff is very small, the integrated office staff but the division of labor is not divided, in the work of mutual encouragement, learning from each other.
The past six months, the integrated office in the company's leadership care and help, in the unremitting efforts of all workers, the work has to progress, for the second half of 20xx laid the foundation for the work of the second half of the year, creating excellent conditions. In order to summarize the experience, look for gaps, and promote the work of the department to a higher level, now the first half of 20xx year work summary report as follows.
A comprehensive office administration
1, seriously do a good job in the comprehensive office of the document organization
20xx to xx months, in accordance with the company's requirements for the preparation of comprehensive documents, reports xx; collation of external documents xxx; collation of external documents xxx, comprehensive office has been seriously do a good job in the relevant documents, receipt, issue, registration, distribution The comprehensive office has done a good job of receiving, sending, registering, distributing, documenting and supervising the work, as well as organizing and archiving the documents and information.
2, to assist the company's leadership, improve the company's system
According to the actual operation of the company's work, to assist the company's leadership has improved the "Compilation of Rules and Regulations", "Employee Handbook" and other rules and regulations. After these systems, standardize the behavior of the company's employees, increasing the responsibility of the staff.
For the meeting held in the company, before the meeting to do a good job signing the book, tea, chairs, meeting notices, vehicle transportation and other preparations to ensure that the meeting is held on time. After the meeting to complete the record reported to the person in charge of the room. The meeting held outside the company and reception, in a timely manner in accordance with the notice requirements for hotels, vehicles and other bookings, and do a good job in the settlement of related costs.
3, organization and arrangement of activities
20xx the first half of the integrated office organization and arrangement of various forms of activities, supported by various departments, project department. In January, the organization of various departments, the project staff to participate in snow relief activities; x months under the leadership of the command of the company's members to participate in the plant adoption activities; x months from the organization of all employees to the earthquake-stricken areas of the donation activities, three fund-raising *** raised more than thirteen thousand yuan, a number of materials. During the same period, the organization of the project staff to carry out "from the details to improve the quality of service" discussion activities.
Second, the achievements can not be separated from the leadership of the head office of the correct leadership
also can not be separated from the departments of the great help and support, we fully recognize the achievements at the same time, but also see the problems of the department:
1, due to the work of the Office of the integrated work of the more trivial, the work of the often everything is not detailed, the subjective expectation of each job to complete the best, but due to the limited capacity, can not put each piece of work to the best, but due to the work of the office, can not put each piece of work to the best, but due to the limited capacity, can not put each piece of work to the best. This is limited, can not do everything to perfection
2, some of the work of the company's departments do not know enough in-depth understanding of the existence of the problem of mastering the real scenario is not comprehensive enough, so that the leadership decision-making should play the role of staff assistants to play a lack of.
3, grasp the system is not enough to implement, due to the company's things are complicated, so there must be heavy system construction phenomenon.
4, the company's publicity efforts to be strengthened.
5, the company's other professional business learning is not enough.
These need to be addressed in our future work. The second half of the year will come. In the new six months, we will continue to focus on the company's central work, to overcome shortcomings, improve the method; in-depth research, grasp the real situation; strengthen management, improve service; boldly explore the work of the integrated office of the new ideas, new ways to promote the work to a new level, for the healthy and rapid development of the company to make greater contributions. Now the second half of 20xx work plan is reported as follows:
Third, improve the performance appraisal system, so that it is more orderly
20xx the first half of the company's performance appraisal since the trial, up to now, we must achieve results, but also from the accumulation of experience must be obtained. But in the specific operation, there are still many places in need of improvement. 20xx first half of the year, the integrated office of this goal as one of the important tasks of the year, the purpose is to improve the performance evaluation system, to reach the performance appraisal of the effect should be to achieve the performance appraisal of the fundamental purpose of the performance appraisal. The fundamental purpose of performance appraisal is not to punish employees who have not completed the work targets and do not perform their duties, but to effectively motivate employees to continuously improve the work methods and work quality, establish a fair competition mechanism, continuously improve the efficiency of the organization, cultivate employees to work on the planning and responsibility of the work in a timely manner to find shortcomings in the work and adjust to improve, so as to promote the development of the enterprise. Comprehensive office in 20xx on the basis of the performance appraisal work, to start the company's performance evaluation system to improve, and unremitting implementation and operation.
Fourth, improve the training, welfare mechanism
The competition of enterprises, ultimately comes down to the competition for talent. At present, the company's departments, projects generally need to improve the comprehensive quality of the Office in 20xx will be based on the actual scenario to develop training programs, from the real sense of the staff to bring help.
At the same time, 20xx in x month started all the staff physical examination activities, in the majority of employees have been recognized, increasing the staff's trust in the enterprise and affirmation. 20xx year comprehensive office will expect to continue to staff can get such welfare activities.
Fifth, improve the first half of 20xx all kinds of goods procurement bidding
Go to the market, to understand the market situation to do a good job of the price of the preparation of all purchases of goods to strictly quality control, equipment, tools must be done after-sales maintenance, and take the initiative to listen to the relevant professionals on the purchased goods and procurement work put forward by the excellent proposal.
The above summary plan is appropriate, please leadership approval!
The company's annual summary and work plan Part 4
In December, with a simple mood back to the Yu Feng. Started a new environment of the mileage, the work content wrapped in familiar and unknown, spurred me to need to pay more efforts to learn and challenge. A few months passed by in a flash, and the work was going on in an organized manner. At the end of the year, everyone should sort out the past and plan for the future. At this moment, I will summarize my work over the past year as follows:
1. Property service work
Property work is mainly the new owners of all the check-in matters, the daily repair, complaint handling, charging, basic facilities, maintenance of equipment, environmental hygiene, pest elimination; learning and training, and inspection by the higher authorities, and so on. Call for management fees and community public **** facilities and equipment problems project rectification when the management office of the main work of the year 20__. Combined with the actual, in further understanding of the mastery of the service fee agreement collection method based on, after the full cooperation with colleagues in various departments of the property company, part of the work has been successfully completed.
2. Office work
Office work for me is also a field of work, the work of a thousand things, in the face of a large number of complicated and trivial transactional work, the need to self-reinforcement of the work of consciousness, pay attention to speed up the pace of work; to improve work efficiency. Mainly do the following two aspects of work: First, data entry and document organization. The management office involved in the information and documents and minutes of the meeting, I seriously get good entry and arrangement of printing, according to the needs of the work, the production of forms and documents, drafting statements. Twenty file management work. To the management office, the archives of the systematic and standardized management is one of my regular work, I take the usual maintenance and regular centralized collation of the combination of methods, the archives will be classified and archived, and to do a good job of sending and receiving documents registered processing.
3. Meticulous management of financial work
Patient and meticulous financial work. Since taking over the financial management work, I seriously check the financial accounts, clean up the financial relationship, strict financial system, do a good job of every account, to ensure that the balance of income and expenditure to achieve. First, do a good job of every in and out of the account, for every than in and out of the account, I can according to the classification rules of the accounts, recorded in separate categories, registers. At the same time, I check the bills carefully and keep detailed records. The second is to do a good job of routine reconciliation every month. In accordance with the financial management system, I refine the month's income and expenditure, regularly prepare financial statements, according to the company's requirements for timely reconciliation, there is no omission, misreporting. Third, reasonable control of expenditure. Reasonable control of expenditures is an important part of the realization of profitability, I adhere to the interests of the company, and actively assist the management of the management of the leadership of the household financial management. Especially in the recurrent expenditure, strictly good procurement, consumption and supervision, to prevent waste, at the same time put forward a number of rationalization proposals.
4. Seriously responsible for the park's green maintenance.
The current lack of green workers, is in the winter, the park green situation is more serious, mainly to do the following two aspects of the work: one is to do a good job in the park green and the daily maintenance of the facilities; the second is the road and all corners of the timely sweeping and elimination of snow, and to do a good job of serious handover and acceptance.
The company's annual summary and work plan Part 5
A week, I went to work on time in accordance with the requirements of the department, actively participate in the meeting, but also actively express their views, do the department's participants in the week, there is no personnel to leave the company, interviewed three new employees, according to the company's provisions, we are responsible for giving them training, and The company's main goal is to familiarize them with the company.
A week, there is no error occurred, co-ordinate the development of the company, do a good job of coordination between departments, at the same time, we also opened the weekly column meeting, as a common member of the personnel, I actively to this outstanding performance at the same time, actively improve their own performance, and more for the company to share the pressure, more to do is to say less, we are the brain of the company's personnel is the need to arrange a lot of the company's Work specification.
In accordance with the requirements of each personnel we have supervised in place, but also investigated the development of the situation can not be a week, the department due to the new opening, the acute shortage of personnel, want to develop more people in the post, it is necessary to improve their ability to work as early as possible in the post, and constantly improve their own work program, increase their own construction. We need to count the daily attendance of the company's personnel, for those who do not clock in on time and forget to clock in timely reminders and notifications.
In the past week, we can not require the recruitment of new people in accordance with the basic has completed the task, for the next training program, there can not be a specialized training instructor to lead us to training, so that more people involved in the construction of our company at the same time to enhance the development of our company.
A dynamic work, not only people have to be motivated, but also dare to struggle, although we do not work under pressure, but for the need to complete the work of the task we still do not have a day to procrastinate, a week's task is completed, the next week's work to get ready, after all, I want to increase the company's planning and development. For our company's personnel department, strengthen the staff competition, no competition in the work environment as a pool of stagnant water, we need to continue to activate so that more people involved so that more people take the initiative to take action, and actively promote the development of our company to promote the construction of the department.
Although we life interviewed some newcomers, but there are many resumes, in a week, we basically completed a week of work planning, do a good job of the week's basic work, pay a lot of sweat but harvest more for the work of the joy of the work, we work to pay the value of not wasting our sweat.
For the future of the work of each of us are fully prepared for the strength, want to make better results in the coming week to make their own farther to do more, which requires us to strengthen the work of the planning, the following is the next week's work plan.
1, on time to and from work, not late and not early.
2, increase work management to improve work efficiency.
3, no one day to complete 50 points resume review, a week to complete all the resume assessment.
4, do a good job of video interview preparation, while screening excellent newcomers.
5, monitoring the basic situation of each department, and timely feedback to the personnel.
6, do a good job of the company's data statistics, statistics on daily personnel attendance.