Year-end Personal Work Summary Report of Insurance Sales (6 selected articles) (1) Time flies, and 20××× years will be over in a blink of an eye! As a member of xx Branch, first of all, I would like to thank the leaders for their help, support and guidance to my work in the coming year. At the same time, during this work, there are gains and losses. The work in the past year is briefly summarized as follows:
First, improve their own quality and perform their duties.
In February this year, I entered the xx Central Branch and engaged in the strange industry of property insurance. For a novice who knows nothing about property insurance, he will face new challenges and tests to a greater extent. In order to meet the needs of single-post work, we should always put learning first, improve our comprehensive quality, especially enhance our insurance knowledge, and be a satisfactory cashier.
As a billing clerk of an insurance company, my main job is to learn the underwriting policies of provincial companies and convey them to leaders, salesmen and customers, billing, document filing and other issues related to billing. These seemingly simple things need enough patience and serious implementation to be done. Nowadays, the competition in the insurance market is fierce, and the time in xx is not long. At that time, many customers were not familiar with it, so it is not easy to make premiums. Every time the salesman brings the insured, the company leaders and salesmen patiently explain, and customers can buy with confidence. As a bookkeeper, you should have a good attitude to do your job, keep learning and make progress at this time.
Second, seriously study the underwriting policy, do a good job of service, and complete the work on the same day.
The bookkeeper is a window of the insurance company. Good service is an indispensable accomplishment, which makes customers satisfied and will come to visit again in the future. When the salesman is satisfied with the company's benefits, it will get better and better. Then I must first study the policies handed down by the provincial companies, and then report to the leaders and explain to the salesmen and customers, so that they can understand the policies, collect high-quality premiums, and let xx develop and grow.
Year-end Personal Work Summary Report of Insurance Sales (6 selected articles) (Part II) In X month of 20xx, I came to xx Insurance Company with a feeling of anxiety. In a blink of an eye, 20xx is coming. Looking back on this short and long X month, I am deeply touched, because although I have had frustrations and setbacks in this short X month, I have worked in insurance for X months with the care, support and help of company leaders and colleagues. If you want to sum up the work in the past X months in words, I think it should be learning and harvesting.
First, learning.
Because I am a new employee, learning should be the top priority for me to take over this job. When I first entered xx Insurance Company, my mind was at a loss. I don't know what the insurance industry is like, what the company is like, how to get along with my colleagues, how to integrate into my team, and what kind of work I will face soon. But slowly, with the help of leaders and predecessors, I began to deepen my understanding of the insurance industry, realized that xx Insurance Company is a dynamic group, and also realized how to get along with colleagues and how to integrate into the team. More importantly, under the leadership of my predecessors, I have clearly defined my job responsibilities and can handle some simple problems independently. As a newcomer, I not only lack social experience, but also am unfamiliar with insurance business. Therefore, during these X months' work, my greatest feeling is learning. I have been studying insurance-related business under the leadership of my predecessors, and I have also learned many ways to deal with people. As the saying goes, it is never too old to learn, and there is no end to learning. Therefore, in the next work, we should continue to study hard and consult others humbly, and at the same time, we should constantly learn lessons from practice and accumulate experience to lay a solid foundation for being a qualified insurance salesman.
Second, I have gained a lot.
By harvest, I don't mean that I did a good job, but that I gained some important insurance business expertise and many valuable experiences that I couldn't learn at school or elsewhere in such a short time. As far as insurance professional knowledge is concerned, from the blank of insurance knowledge, I know the relevant terms of auto insurance, some basic procedures for handling auto insurance, and the qualities that a qualified insurance salesman should have. For example, through consulting and studying some related courses of my predecessors, I have realized that as an insurance salesman, I should be full of self-confidence, strong sense of responsibility and mission, good communication skills, always full of passion and good teamwork ability. In addition, in the process of getting along with colleagues in the company and communicating with customers, I have learned a lot of social interpersonal experience that I can't learn in books and classes. These will be precious wealth in my life, which will not only have a positive impact on my future work, but also guide me to develop continuously. Of course, this harvest is only part of my becoming a qualified insurance salesman. If I want to be an excellent salesman, I should make constant efforts to learn from each other's strengths instead of constantly improving myself.
Finally, although I have tried my best to study and do my job well in this year's work, there are still many things I can't do well in my work due to the lack of various aspects, so I will make persistent efforts in the next year and greet the new year's work with a more high-spirited spirit.
The year-end personal work summary report of insurance sales (selected 6 articles) (the third article) has passed one quarter and another. Struggled in the insurance sales position for half a year. Today in the last quarter, I am also writing such a work summary (the budding cup has just ended). At that time, I was a little depressed, a little tired, a little sorry and a little passionate-I can still remember it vividly. Now I start to write a new summary, and my heart is full of mixed feelings. One word-speechless. ...
Accustomed to it, colleagues come and go around; Accustomed to listening, the performance of the morning meeting will be played day after day; I'm used to it, but the telephone interview continues. Looking forward to a new beginning, last quarter, I came to business and officially fought the battlefield. I became a real gladiator. However, on the road full of thorns and smoke, I fell ill on the slope of the peak I expected. I failed to fully appreciate the fun of the infinite scenery in the dangerous peak, and it was difficult to taste the charm that other peaks looked short under the sky. (Gao Chong was not successful at that time).
Life still has to go on, and insurance sales still have to go on. As my first official job, I can't leave any "no" records. I will still use my passion and hard work to prove that I am suitable for this job. Of course, I will also use my actual performance to prove the value of my existence.
Time flies like a blink of an eye. This season, I have traces of "old", and my body is getting old day by day, for the years I don't want to waste; There are many vicissitudes and maturity on the face, which is the brand of years and the moment to remember the struggle for a better life.
Flowers still bloom every year, but they are different from year to year. Insurance is still on sale. Last quarter, we should review the shortcomings in our work, find everything fresh and ready to go.
Brand-new ideas and beautiful plans should be realized through a little action. ...
12 months countdown is over, and 20xx years have also sunk into the long river of history. As a salesperson of xxx insurance, I have completed this year's work goal with full enthusiasm and enthusiasm in strict accordance with the requirements of the leaders.
Reflecting on this year, I have experienced a lot in my work, encountered many failures and received a lot of encouragement. This made me realize that I still have problems and shortcomings in my work! Because of this, I still have problems in my work, and because of this, I also need your encouragement. But fortunately, in any case, these influences from work and around me are stimulating me to work hard and try my best to finish the work smoothly. Now, 20xx is over. Before the new year comes, I want to reflect on myself and sum up myself.
I. Ideas and services
For me, sales work is actually service work. Serve customers, satisfy customers and choose our products. But unlike other service industries, our services need more skills and planning.
To this end, I also began to actively improve myself ideologically. Work in all aspects, strengthen your service mentality ideologically, learn to adjust yourself at any time, be able to put yourself in the customer's shoes and actively analyze what the customer wants. Further do sales business.
Although, at first, I was not familiar with and good at such ideas and methods. But after a year of full exercise, I gradually mastered my own skills and methods, which made me better adapt to my work, my customers and my fighting spirit.
Second, the daily work service
As an insurance salesman, the main goal of my work is to develop new customers. To this end, I have been running around in xx District, actively looking for potential customers, and getting recognition from customers through my own efforts.
At work, I have been strictly following the company's regulations, exercising myself in practice and strengthening my communication and communication skills. This has also won the goodwill and trust of many customers for me.
In addition, I have been paying attention to the situation of old customers. And make a visit in the plan to maintain the trust of customers and business contacts. In addition, through the communication with old customers, I have developed many new customers, which is a lot of extra gains.
Summing up this year, the general direction seems to have not changed, but in fact, the details and roads have been changing. I would be surprised if I saw it now a year ago. But next, I will continue to work hard to change myself, make myself better and accomplish my work and goals better!
Year-end Personal Work Summary Report on Insurance Sales (6 selected articles) (4) Over the past year, under the correct leadership of provincial and municipal companies and the unremitting efforts of all employees of our company, X Insurance Company has made breakthrough in its business, taking the lead in breaking through the premium income of10 million yuan in the whole province. This year, our company completed the annual marketing task assigned by the provincial company two months ahead of schedule, and all the work developed healthily and smoothly. Let's talk about my achievements and shortcomings in the past year in combination with my specific responsibilities.
First, the working ideas
Actively implement a series of important instructions from provincial and municipal companies on the company's development, keep pace with the times, work diligently, be pragmatic and seek efficiency, strive for first-class, and lead employees in all departments to further change their concepts, reform and innovate around the center of "based on reform, accelerating development, sincerely serving and improving efficiency", and face the increasingly fierce competition in Linyi insurance market, strengthen core competitiveness and carry out diversified operations. Through hard work and struggle, the company has maintained a good development trend.
Strengthen all aspects of learning and strive to improve their professional quality and management level. As a leading cadre, I shoulder the important responsibilities and missions entrusted by the superior leaders and all employees, and the company's operating principles and policies need me to implement. So I attach great importance to the study of insurance theory and the cultivation of management ability. Pay attention to guiding work with scientific methods, standardize your words and deeds, establish a strong sense of responsibility and dedication, and constantly improve your business and management capabilities.
Continuously improve the overall quality level of the company's business personnel. Over the past year, I have always regarded the cultivation of the professional quality of personnel in the exhibition industry as an important part of team building, implemented targeted training plans with the manager's office, and strengthened the construction of leading bodies and staff.
Second, enterprise management.
"Without rules, there would be no Fiona Fang". In order to make a company develop steadily, it is necessary to formulate norms and strengthen management. Management is an input, and this input will certainly produce benefits. I am in charge of business work and need to ask for benefits from management. Only by constantly improving various management systems and methods and truly putting them into action can we achieve results and see benefits. In enterprise management, I have mainly done the following work:
1. Make weekly, monthly, quarterly and annual sales plans for all departments according to the annual sales tasks assigned by the municipal company. When making a plan, we should seek truth from facts and determine the reasonable and achievable goals of each department and office according to the characteristics of each insurance, customers and the situation of each department and office. After the target is determined, I will strengthen the process management and monitoring according to the principle of "everything is implemented and everything is supervised" to ensure the smooth completion of the target plan of each department and office.
As the manager in charge of business, I attach great importance to the team building of each exhibition department. Always pay attention to the ideological and professional quality education of department managers and department members. Over the past year, I have organized mobilization meetings and business seminars for many times, carried out business training activities, organized everyone to learn knowledge and seek experience, and improved the overall quality of employees. The training focuses on learning insurance theory and exhibition skills, emphasizing the cultivation of team spirit. Learning has promoted the continuous improvement of the quality of each team and laid a solid foundation for the company's sustained and stable development.
3. Help the manager's office to comprehensively promote the innovation of salary system and constantly consolidate the basic management of the company. Establish a salary system reform linked to posts and performance. This year, I comprehensively promoted the reform of enterprise salary system, focusing on the "four modernizations" of job clarity, salary socialization, bonus performance and welfare diversification. The employment mechanism has been initially established, which can fully stimulate the enthusiasm and creativity of employees.
Third, the department is responsible for the work.
In addition to business management, I also served as the manager of the first marketing department. There is only one salesman in a marketing department, and my business is mainly big customers. My major client business mainly comes from the capital company. According to the characteristics of the fleet of Shengzi Company, on the basis of the original vehicle insurance, I first opened the freight insurance for commercial trucks in the city. The opening of freight insurance not only provides protection for customers, but also increases the company's premium income, which really kills two birds with one stone. Through unremitting efforts, our department completed the premium income of x-x yuan in the whole year, including the auto insurance premium of x-x yuan and the non-auto insurance business of x-x yuan, and the maturity of payout ratio is. Become an important guarantee for the company's development.
Looking back on this year's work, I feel a lot. Sales work is always tense. I clearly feel this in my works. I have been testing my ability for a long time in the past. In the past year, my sales work has made some progress. I hope I can have a good attitude to face this year's work. Although you will encounter some problems in your work, it is like this in sales. Problems are always on the increase, only to see how to solve them. Of course, I've thought a lot. Only by accumulating experience in work can we improve our comprehensive quality in all aspects. I have been working actively this year, not forgetting the responsibilities of insurance salesmen.
First, study hard the sales skills.
In the past, we accumulated in our work for a long time. Although I am familiar with this, there is no end to a job. I dare not ignore this point in my work. I have been strict with myself for a long time in the past. Insurance work must require enough perseverance. It is easy to do one thing, but it is often not easy to stick to it. I've thought a lot, too. Although I have maintained enough confidence in my work for a long time, I still do. I hope I can gain enough in this respect. I have been studying. I know there is no end to learning, especially when I am an insurance salesman. Always be conscious and learn sales skills calmly and actively in the face of things. I think I often start from such a small matter, which is the most profound thing I can understand now.
Second, improve work enthusiasm.
In the past year, I have never forgotten that I am a business salesman. Many times, although I am very tired and pragmatic, I will still encounter some very problems in my work, or problems with my self-adjustment ability. At this time, I may not be very active in my work. I think a lot, so I must give myself enough time. Of course, I thought about this first. I didn't forget to cultivate my enthusiasm for work. I learn from my colleagues around me. Everyone's state is different every day. Some colleagues are very comfortable every day, and they are confident when they look at their work. I did not hesitate to approach such colleagues on my own initiative. It's hard to think about it now.
Third, the shortcomings of the work.
Lack of some pressure resistance, a year is actually not short, but by the end of this year, we have seen it quickly. It feels unnatural to think about it now. As an insurance salesman, I still haven't done enough to show off my ability to resist pressure. I will certainly improve these problems myself, and of course I will carry forward some good things of my own.
Insurance sales year-end personal work summary report (selected 6 articles) (5 articles) My work in xx years is divided into two stages. In the first half of the year, I mainly did group training and agency services in the sales department; In the second half of the year, he began to manage Dingjia Marketing Service Department. The annual task target of our sales department is1450,000. By the beginning of 10, the annual task has been completed. By the end of February, it was 65,438+31,and our department had realized a total premium income of about1800,000, exceeding the task target by about 25%. In xx years, the task target given to me by the department was 320,000. By the end of 65438+February, 3 1, I had completed the premium income of 620,000 (including motorcycle170,000), excluding the new motorcycle business, which was calculated as 450,000, exceeding the planned target by 40%, with a year-on-year increase of 60% in xx. In addition, Dingjia Marketing Service Department completed the annual premium task of about 465,438+0.7 million, up by 65,438+0.9% year-on-year, and completed the premium plan for the third and fourth quarters issued by the company and departments.
The following is my specific work performance.
I strengthened my political belief ideologically, persisted in studying political theory, actively approached the Party organization and wrote ideological reports regularly. Under the conscious training and tempering of the Party organization, I became a preparatory party member gloriously on June 9th, xx. This urges me to keep learning scientific theoretical knowledge, blaze new trails, keep pace with the times, and practice my commitment to my ideals with practical actions.
Study hard at work, study hard and actively demand progress. As a group training post, I know the importance of doing a good morning meeting. In order to improve the quality and enrich the form of the morning meeting, I put learning first, cherish every opportunity for the city company to organize learning, discuss with peers and strengthen the skills of group training; Use all the time to strengthen their own learning and improve their own quality, such as reading a lot of books on marketing management and insurance knowledge, listening to expert lectures, logging on insurance-related websites to collect information, and learning ppt production; In order to ensure the smooth organization process and accurate expression of the morning meeting, in addition to making full preparations for the content, we should also consider the lecture notes, keep practicing, cut down the time, and adjust the speech speed and expression. Every morning meeting is well thought out and carefully prepared. At the same time, I have done a good job as an agent, helping them fill in the bill, calculate the premium, explain the business, analyze the needs and cooperate with customers, and established a good relationship with them, which also laid the foundation for my work in Dingjia Marketing Department. After Dingjia Marketing Service Department was put into operation, I devoted myself to grassroots marketing. Before everything is done, it is difficult for the marketing service department to be a pilot of the company. There is no previous experience to learn from, and the staffing is not in place (referring to the lack of pre-contract personnel), so I go to the market alone, distribute leaflets, visit customers, and work part-time in other places. According to the custom of villages and towns, they sometimes go early, hand out leaflets and then rush back to the marketing department to sign the bill. On weekends, they run several towns a day; Sometimes customers arrive just after work, and I won't refuse or complain. After handling the business for customers with enthusiasm and thoughtfulness, I dragged my tired body home with the night. At the same time, he also accompanied the agent to do exhibitions, check risks, cooperate with the filling and delivery of bills, and do a good job for customers. When there are contradictions among marketers, they should actively communicate to solve problems and improve their loyalty. Many holidays and weekends also work overtime to provide good services for marketers. After the opening of Dingjia Marketing Service Department, in less than five months, it realized the premium income of 2 million yuan, realized the business growth of 35%, and completed the stage premium task assigned by the superior efficiently and with high quality. In addition, it also strengthens the training of newcomers and marketers, and conducts one-on-one training for new signing personnel who enter the marketing service department. Through systematic study of theory and operation, ticket signing personnel have mastered the relevant regulations and can sign tickets skillfully; In daily business or private life, we often contact people who meet the requirements of increasing staff and tap prospective employees. In the work, this spirit of daring to innovate, dare to fight hard, be serious and responsible, and bear hardships and stand hard work has also been recognized by everyone.
Positive and enthusiastic about life, all-round development. I actively participate in various activities of the municipal branch and its subsidiaries. In the debate contest held by the city branch summit, my team won the first place in the debate topic "Who gives priority to the development of price strategy and service strategy" with excellent results; As a member of the League branch, he also actively organizes members to carry out various activities. On May 4th Youth Day in xx, Tongliang Sub-branch organized a visit to Qiu Memorial Hall. As a member of the trade union, I conceived the relevant activity plan from the immediate interests of employees. In the "employee sports skill competition", I carefully planned and formulated rules to ensure the implementation of the activities.
Year-end Personal Work Summary Report on Insurance Sales (6 selected articles) (6 articles) At the beginning of _ _ _ _ _, I joined China Life Branch and engaged in life insurance work that I was not familiar with.
Over the past year, with the kind care of the company leaders and the enthusiastic help of other experts, I have changed from an insurance layman to a person who can independently engage in and carry out insurance marketing business. In his own business post, he has not done any illegal acts, and cooperated with the employees of the company to successfully complete the tasks assigned by the leaders and superiors.
The following is my work report for the past year.
First, strive to improve political literacy and ideological and moral level.
Actively participate in various political studies, theme education, vocational education activities, organizational activities and recreational activities organized by superior companies and branches, actively strive to improve their political literacy and ideological and moral level in all aspects, and make continuous progress ideologically and politically.
Second, strive to improve professional quality and service level.
Actively participate in all kinds of business study, training and examinations organized by superior companies, branches and departments, study diligently, be good at creation, constantly strengthen the training of their own business quality, constantly improve their business operation skills and basic skills of serving customers, master their due professional business skills and service skills, handle all kinds of business skillfully, understand all kinds of business products operated by the company and carry out targeted publicity and promotion.
Third, strictly enforce the rules and regulations
Over the past year, we have strictly implemented the rules and regulations, internal control system and service regulations of superior companies and branches, insisted on using civilized language, and never acted beyond our authority or abused our power. There are no customer complaints and other irregularities. Behave yourself in your spare time and don't participate in gambling and other bad behaviors.
Four, complete the tasks assigned by the branch and department.
Over the past year, I have been able to be conscientious, diligent, leave early and return late, stick to my post, contribute silently, and actively complete various tasks assigned by the branch and this department.
Can take the initiative to take into account the marketing work and tasks of the department, and actively market e-banking business, various bank cards and other intermediary businesses.
Over the past year, with my love for the insurance industry, I have gone all out to perform my work and post responsibilities, and tried my best to do all the work according to the requirements of my superiors. Some achievements have been made, which have been well received by leaders and comrades.
Looking back on the past year, I am pleased with my achievements, but I also find that there are still some gaps and deficiencies compared with the employees in Xiu Xiu.
But I have the confidence and determination to find the gap in my future work, bravely overcome the shortcomings and deficiencies, further improve my overall quality, and do a good job that I should do.