The writing process of work summary is not only a process of reviewing one's own social practice, but also a process of improving people's ideological understanding. The following is the summary of the insurance company's work in the first half of the year and the plan for the second half of the year. I hope it helps you!
Summary of Insurance Company's Work in the First Half of the Year and Plan I for the Second Half of the Year
I. Review of Work in the First Half of 20xx
In the first half of 20xx, under the correct leadership of the provincial company, our company managed the cadres and employees according to the proposal of the provincial company. A business theme? , strengthen? Three packs? Is that clear? Five promotion requirements? , realize? Ten work initiatives? Work ideas, closely around? Improve efficiency, compliance and profitability? This business theme, with the spirit of never slackening and pioneering, seized opportunities and accelerated development, and successfully achieved the task goal of halving time and tasks. The company presents a good trend of balanced growth of premium scale, continuous improvement of economic benefits, orderly advancement of all work and continuous enhancement of development vitality.
(1) commercial operation
By the end of June, our company had signed 2,944 bills, an increase of 393. The premium income was 7,674,400 yuan, accounting for 565,438+0.16% of the annual tasks, and the premium income increased by 65,438+05.27% compared with the same period of last year. Among them, auto insurance premium income was 7.2909 million yuan, and non-auto insurance premium income was 383.5 million yuan. 932 cases were reported, 779 cases were filed and 665 cases were closed. The total insurance rate in payout ratio is 50.93%, including 53.25% for auto insurance in payout ratio and 65,438+05.85% for non-auto insurance in payout ratio. The deviation rate of auto insurance loss is 0.23%, the timely filing rate is 100%, the case settlement rate is 78.24%, and the non-auto insurance settlement rate is 75.00%.
(B) Party building work
This year marks the 92nd anniversary of the founding of China. According to the requirements of the activity plan of Heilongjiang Branch of the provincial company * * * Property Insurance to celebrate the 92nd anniversary of the founding of the Party, our company has carried out? Learn the history of the party and talk about feelings? Essay activity? Learn the history of the party, know the situation of the party and follow the party? Party history lectures, revolutionary film appreciation and other activities, but also participated in the activities sponsored by the Propaganda Department of the Municipal Party Committee of * * *? Commemorate the 92nd anniversary of the founding of the Party? Calligraphy art photography exhibition. Through these activities, the employees of the company have a more comprehensive understanding of the history of the party and a deeper understanding of the party.
(3) Customer service work
In the first half of 20 10, the company attached great importance to customer service. Professional, fast, convenient and caring? Under the guidance of our service concept, we have taken active measures to improve the service level and achieved initial results. First, carry out customer service work in strict accordance with the standard network construction standards, around? Ten unification? Target, do a good job in standardization construction. That is, unified business nameplate, unified workplace layout, unified service reception, unified service logo, unified service desk card, unified working environment, unified data placement, unified suggestion book, unified service image and unified service behavior. The staff of service outlets are required to provide customers with standardized services, use service terms and put an end to service bans in accordance with the requirements of Customer Service Specification and Network Service Specification. The second is to clarify the communication responsibilities between the branch and the county marketing service department and each team. The surveyor's responsibility system will be implemented in sections, and the county marketing service department and each team will have special personnel responsible for claims settlement, which is convenient for the grassroots and customers; Strengthen the management of compensation posts, designate the person in charge, take the initiative to contact brother companies, and track the transferred cases in time; Clearly contact the special person in each link of the superior company, which improves the circulation time of the case; The third is to establish a green channel for interactive claims and determine the person responsible for interactive claims. Put publicity pages such as customer service commitment, claim settlement process and claim settlement notice on the billing counter of interactive business. Fourth, firmly grasp the key points of auto insurance claims and actively serve all aspects of auto insurance claims processing, namely? Take the initiative to go to the door to determine the loss, take the initiative to collect the claim procedures, take the initiative to inform the progress of the claim, and take the initiative to inform the claim? . In addition, we also take the opportunity of 6. 16 China Life Customer Festival. What are the key points? Join hands with national life, and green touches China? The theme of the activity is to carry out effective customer service activities such as risk inspection and consultation for key customers, real case picture publicity, and common sense lectures on automobile maintenance. Through the implementation of the above measures, the service quality is guaranteed, the company's market reputation is improved, and the company's service influence is expanded.
Looking back on the work in the first half of the year, we not only see the achievements, but also clearly realize that there are still many outstanding problems and weak links in the work. The main performance: First, team building needs to be further accelerated, the number of employees should be gradually increased, and the scale and presentation ability of sales staff should be improved. The ability of sales management and control still needs to be further strengthened. The low productivity of sales staff and the weak stamina of sales team greatly restrict the development speed of the company. Second, the concept of employees needs to be further changed. In the face of strong market competition pressure, some comrades are afraid of difficulties, a few employees are lazy, lack forward-looking market development, take less initiative and be beaten passively, resulting in a small number of business losses; Third, the service quality needs to be further improved. In the first half of the year, although our company actively took measures to strengthen and improve the service level and achieved initial results, there is still a big gap compared with the target value required by the head office and provincial companies.
Two. Work arrangement for the second half of 20xx year
In the second half of 20xx, our company will continue to implement the spirit of the annual work conference of the head office and provincial companies. According to the requirements put forward by the provincial company work conference at the beginning of the year, combined with the company's current development situation and the characteristics of * * *, in the spirit of seeking truth and being pragmatic, and on the basis of maintaining stable business growth, we will consolidate the existing market position, improve the development speed, continuously improve the comprehensive payout ratio and other key business indicators, actively respond to internal and external supervision and inspection, and further enhance our development and service capabilities. Have a future, carry forward, increase efficiency and profit? Target. Therefore, in the second half of 20xx, our company will mainly focus on the following aspects:
(1) Continue to increase the development market share.
After four years of struggle, our company has firmly occupied the third place in the market share. However, it cannot be ignored that other market players have begun to exert their strength and catch up with each other by virtue of their already formed competitive advantages, which poses a great challenge for the company to maintain its existing market position. In this regard, we must strengthen the sense of urgency and crisis in development, strive to accelerate development, increase market share in development, and gradually shorten the gap with the top two, thus pushing the company to a new development stage.
(2) Improve professional quality and development quality.
In the second half of 20xx, our company will persist in adjusting its structure in the process of development and continue to maintain a high-quality development speed in the process of adjustment. Maintain a steady growth in business scale, and at the same time vigorously develop benefit-oriented insurance such as liability insurance, accident insurance, enterprise property insurance and freight insurance, continuously expand the scale and create higher benefits. Pay close attention to the development measures of the same industry in management, increase public relations, take active and effective methods, participate in competition, consolidate the market share of the original insurance products, actively expand new business and protect new customers.
(C) in the management to enhance the team's combat effectiveness
In the sales system, we should establish a business sales system based on three teams: group direct sales, personal marketing and intermediary agents, and explore new ways of professional management in urban areas. In terms of institutional setup, according to the requirements of establishing a professional sales system for provincial companies, and based on the principles of simplicity, practicality and high efficiency, the existing institutions are rationally arranged to meet the needs of business development.
In the distribution system, we should give priority to efficiency, further implement the method of allocating the total wages of superior companies, comprehensively implement the performance-based salary system for front-line personnel and the post-based salary system for managers, and insist on tilting the wages to the front line, key positions, business backbones and companies that have made great contributions, so as to mobilize the enthusiasm of employees and agents to the maximum extent, improve the per capita productivity and improve the overall efficiency.
In the employment system, regardless of seniority, ability, background and performance, we use talents in an eclectic way, further break the boundaries of identity, select talents, and appoint talents with outstanding performance and ability recognized by the masses to management positions. At the same time, establish an elimination mechanism and make up your mind to adjust and eliminate those who are not suitable for competition, business development, management needs and redundant positions; Managers who are weak in ability and can't open the work situation for a long time should adjust.
(d) Improve the quality of trainers.
The competition in the future insurance market is bound to be the competition between talents and services. Whoever has talents will win the competition. Based on this understanding, in the second half of 20xx, we made great efforts to improve the quality of the team and increase the intensity of basic education and training. First, do a good job in training the heads of various departments, strive to improve the modern enterprise management level of leading cadres, enhance their leadership ability, and thus enhance their market competitiveness. The second is to do a good job in the training of on-the-job employees to meet the needs of business development and management requirements. The third is to establish a training evaluation mechanism to quantitatively evaluate the training effect, and do a good job of evaluation and tracking before, during and after the training to ensure the training effect.
(V) Strive to create a good environment for the company's development.
Strive to create a good company internal environment and social external environment, and create conditions for the company's development. First, do a good job in corporate culture construction, improve the company's centripetal force and enhance the company's cohesion. Deepen the personnel system and policies, invigorate the talent mechanism, and create a talent environment that can retain, attract and make good use of talents; Do a good job in the education of cadres and employees' professional quality, ideology and morality, love their posts and dedication, and create a good environment for success; Strive to improve the material and cultural conditions of cadres and workers and create a good living environment. Second, do a good job in standardized operation and quality service according to law, and establish a good image of the company. Adhere to legal operation and standardized operation, take the lead in creating a good market competition environment, and win praise and trust from all walks of life with their own practical actions; Adhere to high-quality service and civilized service, think for the insured everywhere, broaden the service field, improve the service attitude, improve the service method and quality, and win the insured with credibility; Strengthen networking activities, actively communicate with relevant departments and units, deepen feelings, strive for support, create a relaxed and favorable social environment for the company's development, and promote the company's all-round development.
20xx is a crucial year for the company to make great efforts, seize opportunities and develop greatly. In the second half of the year, our company will continue to pay attention to? Efficiency management, compliance with laws and regulations, enhancing capacity and accelerating development? Under the correct leadership of the provincial company, we will further understand the situation, clarify our responsibilities, make full use of the momentum, and strive to comprehensively promote the work of the central branch company to a new level and create a new situation of efficient operation!
Summary of Insurance Company's Work in the First Half of the Year and Plan II in the Second Half of the Year
20xx Work Summary for the First Half of the Year and Work Plan for the Second Half of the Year Under the correct leadership of the General Manager's Office of the Branch, with the support and cooperation of various institutions and branches, the Commercial Insurance Department closely focused on the annual plan, combined with the annual work ideas, strengthened training, quality management and team culture construction, consolidated the work foundation, and paid attention to and continuously improved business skills, service capabilities and risk control capabilities to meet and support the company's current business development and strategic needs.
The work in the first half of this year is now reported as follows.
I. Summary of Work in the First Half of 20xx
(a), the completion of the main indicators
At the beginning of 20xx, Heilongjiang Branch was faced with fierce competition in the exhibition market, harsh regulatory environment and extremely pessimistic business situation. All commercial insurance departments of the branch are not afraid of heavy pressure and respond in time to ensure that the overall work of the company's commercial insurance is running well, the business operation is progressing steadily, the business development is steady and fast, the development trend is stable and good, and the business development is gradually entering? Fast? The development track of.
1. As of June 30th, 20xx, the commercial insurance premium income was 22,293,900 yuan, accounting for 33.43% of the annual premium plan, and the total number of contracts signed was12,766, an increase of1079.19% year-on-year; Among them, auto insurance * * * realized premium income of19.323 million yuan, and the number of contracts signed was 10677, completing the annual premium plan by 38.65%, and the premium increased by 1493438+02% year-on-year, which was 22% behind the annual premium plan; Property insurance premium income was1873,800 yuan, and the number of contracts was 1462, which was 17.35% of the annual premium plan. The premium increased by 35 1.76% year-on-year, which was 65.3% behind the annual premium plan. The premium income of Italian health insurance is 530,654,38+0,000 yuan, and the number of contracts is 627, accounting for 65,438+065,438+0.04% of the annual premium plan. The premium increased by 465,438+04.654, 38+06% year-on-year, 77.965,438+0% behind the annual premium plan. The operating efficiency has gradually shown a good development trend. As of June 30th, 20xx, the amount of claims settled was 2,306,500 yuan, the number of claims settled was 8 14, the amount of claims not settled was10.004 million yuan, and the number of pending cases was 1 14. The due payment rate is 47.67%. Among them, auto insurance in payout ratio is 47.65%, property insurance in payout ratio is 49.25%, and accident insurance and health insurance in payout ratio are 65,438+05.92%.
The market share has increased steadily and has always maintained a favorable competitive situation. By the end of June, the market share of Heilongjiang Branch was 0.3 1%, up 933.33% year-on-year.
(2), the main work situation
1. Make every effort to promote the rapid and stable development of business. Since the beginning of the year, according to the current market situation, combined with the policies and underwriting rules of the Head Office, the Commercial Insurance Department of the branch has formulated various measures and basic laws of relevant management systems, comprehensively managed the premium income of various institutions and channels from various angles, made monthly plans, and adjusted the underwriting rules and expense policies in a timely manner. According to the monthly business analysis, the institutions and product lines are assessed according to the planned completion, and differentiated cost policies and incentives are implemented for different types of insurance.
2. Strengthen team building and channel construction, and vigorously enhance institutional productivity.
Team building is the cornerstone of enterprise development.
Team building has always been an ongoing task for us.
In terms of team building, the commercial insurance department of the branch company selected efficient talents through recommendation and competition, which laid a good foundation for the company's development. At the same time, actively carry out the rectification of personnel's disciplinary style, improve the comprehensive quality and service level of personnel, do a good job in backup and support, and fully promote business development.
In the construction of commercial insurance sales personnel in various institutions, business talents are recruited through the industry.
3. Strengthen training and improve the overall quality of the team. In order to make the company's business development smoother and strengthen its business skills, the Commercial Insurance Department focused on training this year, formulated relevant training plans, and implemented them according to the training plans. Since the beginning of the year, the Ministry of Commercial Insurance has held many business trainings. In the training process, the company adopted a combination of centralized training and branch training, focusing on the basic training of branches; Combine systematic training with new business training, focusing on new insurance business promotion training; Combining long-term training with short-term training, focusing on short-term practical training. Ensure that the company's training has achieved good results, thus improving the overall quality of the team.
The training covers underwriting process, product explanation, underwriting policy, document management, etc. According to the students' situation, the training is classified and focused, and a closed-book exam is conducted after the training. Judging from the overall situation in the first half of the year, employees' business skills have been greatly improved after training. 4. After a long period of brewing, the commercial auto insurance reform finally came to the stage and faced the public. In Heilongjiang Province, one of the pilot areas of commercial auto insurance, the branch company made full preparations from training, publicity, joint debugging and system switching to the commercial insurance department of the branch company in order to successfully pass the acceptance of commercial auto insurance reform.
From March 3 1 day of 20xx to May 12 of 20xx, the Commercial Insurance Department organized 10 training.
Among them, the Head Office held four video conferences and trained Heilongjiang and Shaanxi branches. The main contents are the new insurance types, system changes, billing process and the comparison between the old and new terms.
The head office went to the branch for two on-site meetings, mainly involving terms, rates, practical training and guidance testing.
The on-site meeting of the branch company was held twice, attended by billing personnel, underwriting, finance, IT, etc. , mainly involving the modification of terms and the use of coefficients, and comprehensively combing the situation of Heilongjiang fee reform.
Explain underwriting practice.
Two video conferences were held in the branch company, and the billing personnel of the branch company who had already started were trained, and the situation of fee reform was summarized and conveyed to the branches. On 100, the branch printer inquired about the posters and brochures on the knowledge of auto insurance fee reform, and organized all employees to take the relevant knowledge examination on commercial insurance fee reform.
In the joint debugging test stage, according to the test requirements, we conducted 19 17 underwriting tests, 200 vehicle types and pure risk premium inquiries, 602 insurance inquiries, 302 inter-provincial insurance inquiries, 254 non-inter-provincial insurance inquiries, 287 insurance pre-confirmation and 272 insurance confirmation.
433 claims tests were conducted, including 65,438+004 reported cases, 59 registered cases, 765,438+0 registered cases of investigation, 54 registered cases of final accounting, 565,438+0 registered cases of document collection, 32 registered cases of claim adjustment, 32 registered cases of claim settlement, 20 registered cases of claim payment, 5 registered cases of claim opening and 5 cancelled cases.
The Ministry of Commerce and Insurance has set up a commercial fare reform acceptance team, in which the posts are divided into financial document management post, financial receipt and payment post, departmental document management post, document use post, billing, underwriting, reporting, dispatching, survey, filing, loss determination, price verification, loss verification, compensation verification, document collection and subrogation case locking. After numerous times of simulation acceptance every day, the task of commercial fare reform acceptance was successfully completed, and the new system was officially launched on May 3 1.
In recent years, many insurance companies have gone deep into the countryside to carry out the propaganda and underwriting of rural commercial insurance, which has effectively promoted the improvement of farmers' insurance concept. However, due to some factors, such as mainly using the personal agent exhibition mode, scattered work, uneven quality of sales staff, weak product adaptability and irregular after-sales management, farmers' recognition is not high, and good coverage effect cannot be achieved.
Through the province's agricultural and economic system, the branch gives full play to its advantages of versatility and certain management functions for the village Committee. In the first half of the year, under the leadership of the general manager's office, the commercial insurance department expanded channels, promoted the company's characteristic products and launched? Ten thousand for a village? General assembly campaign planning, focusing on promotion? Three-post cadres? Insurance and? Tractors pay strong insurance? Business.
From September 2065438 to September 2004, our company cooperated with Heilongjiang Agricultural Economics Management System. By June 30th, 20xx, the insurance premium of three-position cadres in our company was 588,900 yuan. By July 20, the insurance premium of the three-position cadres had reached about 654.38+0.03 million yuan. Three-post cadre insurance is a business carried out by our company and rural credit cooperative channels, and all institutions should actively carry out this business. The better institutions in the first half of the year were Nehe Institution and Keshan Institution, and only Wuchang and Hailin did not carry out this business. Of the second batch of 8 companies, only Baoqing paid the insurance premium of rural cadres 1.68 million yuan, and the remaining 19 unopened institutions paid the insurance premium of 298,500 yuan in the first half of the year. So far, Qing 'an, Lanxi and Baoqing are strong supporters of the agricultural economic system, and several institutions such as Helen and Yilan still have certain premiums to pay.
Continue to do a good job in accidental injury insurance for rural cadres in agricultural channels. In June, Heilongjiang Economic Management Station declared that it had no cooperation with China Life Insurance Company, which showed that Heilongjiang Economic Management Station and China Life Insurance Company would not continue to cooperate. We should seize this opportunity and make achievements in this business. The premium scale should reach more than 2 million and strive to reach 3 million. At the same time, we should be a personal accident insurance for rural individuals.
On 20 14, 14128, the branch signed a cooperation agreement with the agricultural machinery supervision station. Through the communication with the agricultural machinery supervision system, we know that agricultural machinery users need insurance, and tractors are highly insurable. Now that the autumn sales season of tractors is coming, all institutions should communicate well with the agricultural machinery supervision department. New cars must pay compulsory insurance when they settle down, and so must combine harvesters. Hailin agent underwrites 15 1 tractor from May to the end of June, and Suiling agent underwrites more than 250 tractors. As of June 30th,? Tractors pay strong insurance? Business * * * Cash premium income is 45,200 yuan.
6. Compared with the same period of 20 14, the business volume increased significantly in the first half of the year. Every employee of the Commercial Insurance Department overcame all kinds of difficulties, actively communicated with other departments, followed up and handled them, and ensured the timeliness and quality of business. 7. Adhere to legal and compliance management, consciously take the lead in regulating the order of the insurance market, and provide maximum service to the front line without violating the general principles of the company.
Second, the main problems in the first half of 20xx.
(1) The overall development is relatively backward.
1, the business development is slow, because the company's reputation in Heilongjiang market is low, and customers don't recognize the company at this stage, which is the main factor causing the slow business development; By the end of June, although the province's business developed rapidly, which largely reversed the passive situation of slow business development in the previous period, by the end of the first half of the year, the annual plan completion rate was only 33.43%. From the comparison of Heilongjiang insurance market, although our company's market share increased by 933.33% year-on-year, it is still lower than the industry average.
2. The development of channel construction is unbalanced. Heilongjiang Branch fully implemented it according to the requirements of the Head Office, and all staff made efforts to strengthen channel construction. However, due to the actual situation of the market, the balanced development of multi-channels has been limited. Generally speaking, the business expansion of some channels is relatively lagging behind, and the effect of channel construction is not obvious. Some institutions have unclear ideas and ineffective measures in channel construction, and so far no substantive breakthrough has been made. These problems will be improved next year.
3. Staff skills need to be improved. Although the Commercial Insurance Department of the branch organized many trainings in the first half of the year, the overall business skills of employees have been significantly improved. However, judging from the comprehensive indicators of business skills, employees' business skills still need to be improved. There are two reasons. First, because the company's personnel are new and some employees are not in the industry, they may be slow to receive new knowledge in learning and understanding; Second, there are still some shortcomings in training guidance. Although the Commercial Insurance Department organized a lot of training in the first half of the year, the training mode is not only a single mode, but also in the traditional sense. The innovative model is still not enough, and there is a dead end. The Commercial Insurance Department will gradually improve the training plan and courses, further improve the training work in combination with practical reasons, and ensure that the training has achieved good results, thus improving the overall quality of the team.
Three. 20xx Work Plan for the Second Half of the Year
? In the second half of 20xx, Heilongjiang Branch will closely focus on business development, consolidate business foundation, maintain business channels, expand business direction, and ensure the comprehensive completion of various business indicators. In internal management, strengthen management, deepen reform, strengthen the construction of sales team, and provide honest service. The main work in the second half of the year is as follows.
Key channel business 1, traditional channel: mainly relying on the company's accumulation and advantages in the field of agricultural insurance, focusing on the development of rural and village insurance business, relying on the insurance business led by relevant departments such as agricultural economics and agricultural machinery, which is the key business channel for the company and institutions at all levels.
With the help of traditional channels to sell products, we will fully develop property insurance products such as auto insurance, property insurance, liability insurance and Italian health insurance, and realize the steady development of traditional channels.
2, agricultural machinery, agricultural economic system channels
Agricultural machinery system actively promotes tractor compulsory insurance business, agricultural economics system vigorously promotes accident insurance for three-position cadres, and agricultural machinery and agricultural economics system purchase their own vehicles and employee private cars.
In the first half of this year, our company carried out tractor compulsory insurance through agricultural machinery channels at the end of May this year. In just one month, our company insured more than 500 tractors. Through the development of this business, we can better penetrate the rural market and establish the company image.
In view of the maintenance and development of agricultural economic channels, our company has formulated? Ten thousand for a village? The commercial promotion plan pushed the company's products to the countryside, which was welcomed by farmers and won a market premium share.
In the second half of the year, the agricultural channel business is still the main sales channel of our business source.
3. Channels of banks and guarantee companies: motor vehicle loan business and agricultural machinery loan business, bank-owned vehicles and employee vehicles; Property mortgage insurance and borrower accident insurance. Our company actively expands business channels, mainly through cooperation with banks and guarantee companies, expanding vehicle compulsory insurance and commercial insurance.
And borrow the bank's loan channels to carry out property mortgage insurance and borrower insurance. Open up financial channels.
4. Direct sales channel (private purchase of group cars): give full play to the contacts of the person in charge of the organization to carry out private car group purchase business. Rely on the self-owned vehicles and employee vehicles of schools, hospitals, banks, institutions, shareholders and other relevant cooperative units to vigorously promote the medical liability insurance business.
5. Agency channels: vigorously develop compulsory insurance business and commercial comprehensive insurance business; Our company has established cooperative relations with a number of agency companies and carried out various insurance businesses of our company through agency channels.
6.4S shop channel: compulsory insurance and commercial insurance business for loan vehicles and new car sales; Through the after-sales service of 4S stores, the group purchase of rural private cars will be carried out.
7. Shareholders' business channels: improve the service capacity of shareholders' cars and employees' cars, and focus on shareholders' business. The maintenance and development of shareholder channels is very important, which reflects the complementary resources of China Airlines. Establish a good image of our company, expand our business and strengthen our strength through word of mouth.
8. Cross-selling of life insurance companies In the second half of the year, our company established a cooperative relationship with Xintai Life Insurance Company to sell insurance products to each other and promote business development.
Fourth, strengthen channel team building and channel management awareness.
Doing a good job in building a sales channel team will be the basic work to promote the normal operation of each channel business. It is necessary to strengthen the study of the basic law in various channels and skillfully apply it to the team management in various channels.
In addition, under the guidance of provincial company leaders, make full use of the incentive function of sales preparation, constantly attract foreign sales elites to join, improve the enthusiasm of internal sales staff for the exhibition industry, and further consolidate the team strength.
Strengthen enterprise management system, standardize operation and improve economic benefits.
In business management, we should strictly follow the management requirements of the Commercial Insurance Service Manual and standardize the business management process. Seriously implement it? Strict underwriting? Policy, resolutely discard? Garbage premium? Strive for the best economic benefits; In management, we should pay attention to execution and the implementation of various management systems. In the second half of the year, the finance department and the business department of the company will issue management system assessment methods, and the assessment results will be linked to the year-end performance of the branch manager. And formulate premium assessment methods for each channel.
Clear job responsibilities, carry out their duties.
Strengthen the internal management system of each department, clarify the responsibilities of each post, strictly follow the responsibilities set by the company, and complete the work on the same day without delay.
Strengthen communication and promote healthy and orderly business development.
Communication between provincial branches and head office
According to the actual needs of business and management of provincial branches, actively communicate and coordinate with the head office to promote business development.
Communication between provincial branches and branches: understand the actual needs of branches, enhance service awareness, change service attitude, understand each other and improve work efficiency.
Five, strengthen training, enhance professional skills, enhance service awareness.
1. Strengthen training. In the second half of the year, the provincial branch will intensify training and organize collective training for employees in the province.
Improve business level. And organize the corresponding outward bound training, cultivate the sense of teamwork and enhance the cohesion of the group.
Branches and companies focus on business skills training in the form of centralized training and video training.
Improve professional skills Provincial branches and subsidiaries generally have new employees, most of whom have just graduated from universities, and there are relatively few employees with insurance experience. In view of this actual situation, provincial branches will focus on this work in the second half of the year, strengthen the cultivation of professional skills and strengthen the study and assessment of professional knowledge.
Improve service awareness and change employees' thinking. The staff of provincial branches are all for the first-line exhibition workers, so they should have a correct attitude and improve their service awareness.
We should actively solve and answer the questions raised.
Through the above management and training, we can improve the overall quality of employees, better serve customers, establish the company image and create economic benefits.
20xx is the basic year for Heilongjiang Branch to take root in Longjiang and occupy the insurance market.
The provincial company will strictly implement the strategic policy of the head office, lay a solid foundation and improve various management systems. Under the correct leadership of the head office and the joint efforts of all the staff of the provincial branches, all the task indicators for the whole year will be completed.
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