About insurance work plan

Five insurance work plans

Worried about writing a plan again? How time flies! It always goes by inadvertently. It is necessary to write a good plan. How to write a plan so as not to become a mere formality? The following is my insurance work plan carefully arranged for you, hoping to help you.

With the care and support of the company's leaders and all colleagues, the insurance work plan 1 has achieved good results in business development and successfully completed the company's task indicators. On this basis, summing up this year's work experience, combined with the actual work situation, the following work plan is formulated:

First, strictly implement the company's terms, strengthen business management, and build a high-quality and standardized underwriting service system. Underwriting is the source of the company's operation, the important basis of risk management and control, and the basic guarantee for the company's survival. Therefore, in _ _ _ _, the company will pay close attention to operation and management and improve its risk management and control capabilities.

Second, standardize and implement the company's terms of service, improve service quality, and build a first-class service platform. We are not dealing in tangible products, but in services to avoid risks or venture capital. In today's increasingly transparent market and fierce competition, service has become the core competitiveness of our company and has been integrated into our company's values. Customer service is the concrete embodiment of this concept. 20__ years, strictly regulate customer service, establish a first-class customer service system, and truly provide quality service to customers of every company.

Third, speed up business development, consolidate Zhengzhou's market share and expand Henan's market share. Based on the branch's annual premium income of 1 10,000 yuan in 20__, the company plans to realize annual premium income of 1 10,000 yuan in 20__, in which: the plan will be implemented in the following aspects.

1. Carefully organize and plan, resolutely accomplish the planned objectives, and lay a solid foundation for the annual objectives.

2. Vigorously develop channel business, deeply expand Zhengzhou market, fight hard for local business in Henan, advance in an orderly manner, and expand and consolidate Henan market share.

Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In 20 years, auto insurance business should consolidate old channels and old customers, expand new channels and win new customers, and focus on developing channel business, fleet business and new car underwriting business to a new level.

4. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises and institutions, focus on public relations with units with good benefits and low risks, establish good relations with units, strive for a package of insurance coverage for property, personnel and vehicles, and do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in 20 years.

5. Other aspects: Do other insurance business well; Strengthen cooperation with various insurance units; Actively participate in the fierce competition of various insurances.

Fourth, do a good job in team building, do a good job in employees and insurance salesmen, continue to improve the allocation of human resources, and provide human security for the company's business development. In 20__ years, wages and benefits will be appropriately increased on the basis of 20__ years. At the same time, it is planned to provide a gift for each employee's physical examination, organize some group activities for each employee's birthday, make good use of talents, retain talents, and provide a strong human guarantee for the business development of _ _ _.

Five, improve the management mechanism, strengthen the execution. This year, we will start with the system, modify and supplement the existing rules and regulations of the company and the required scope, improve the previously imperfect rules and regulations, and make them more in line with the needs of the company's operation and management. Compile a book and distribute it to every employee, and study hard. Really manage people with the system and do things with the system, so as to improve the execution. 20__ is a brand-new year, and it is expected that through the joint efforts of all our staff, the company will enter a brand-new development stage.

The second part of the insurance work plan is to further standardize the management of social insurance handling, ensure the safe operation of social insurance business handling, strictly handle risks, and ensure the safety of funds. According to the relevant provisions of the Social Insurance Law and the Social Insurance Audit Measures, combined with the actual situation of our county, the following work arrangements are made for the social insurance audit work of our bureau in 20 18 years. Please implement them carefully.

I. Internal Daily Audit

(A) audit focus

According to the requirements of the internal control system, the audit, supervision and management focus on the registration of basic old-age insurance, basic medical insurance, industrial injury insurance, maternity insurance and unemployment insurance, the declaration of payment base, the on-the-job and death refund of old-age insurance, the transfer of old-age insurance relationship, the change of important information and data of insured persons, the socialized payment of retirement fees and the failure to pay the users' funds, the payment of benefits of industrial injury and maternity insurance, and the management of financial funds, so as to effectively improve the risk investigation.

(B) audit methods and objectives

Combine daily audit with regular spot checks, do a good job in internal audit according to the requirements of internal control system, and conduct spot checks on the handling of key businesses in this quarter at the end of each quarter, with the spot check ratio not less than 20% of the handled business volume. Through daily audits, we will promote the institutionalization and standardization of business handling, and effectively ensure that all businesses are handled in accordance with the law.

Second, the field audit

(a) the audit time and content

From June 10 to June10/0, 20__ _, we conducted a field audit on the enrollment, payment base declaration and social insurance premium payment of employees of insured enterprises in our county. The contents of on-site audit include:

1, employee participation, check whether there is underreporting or underreporting the number of participants.

2, declare the payment base, check whether there is underreporting, omission of wage base.

3, social security payment, check whether there is arrears, underpayment of social security fees.

4, the payment of social security benefits, check whether to enjoy social welfare in accordance with the provisions.

(2) Audit methods

Set up a field audit working group of this Council. The working group is headed by the director in charge of the unit, and its members are composed of relevant staff of the audit unit, the master planning unit and the finance unit. The working group is responsible for the on-the-spot audit of the insured enterprises in this county. The field audit enterprises are _ _ Rural Commercial Bank, Jiutian Vacuum, _ _ Telecom, etc. , and strive to achieve more than 25% of the field audit.

The third part of the insurance work plan is to strengthen management and build a high-quality and standardized underwriting service system. Underwriting is the source of insurance company's operation, the important basis of risk management and control, and the basic guarantee of insurance company's survival. Therefore, in _ _ _, the company will pay close attention to management and improve its risk management and control capabilities.

1. Review underwriting business in time, control underwriting risk by using risk management technology and pricing system, determine underwriting rate and ensure underwriting quality. Conduct a preliminary review of the underwriting business beyond the company's authority, sign opinions and submit them for approval to ensure the strict underwriting of this business.

2. Strengthen the management of information technology departments, improve all kinds of insurance business processing platforms, establish a perfect underwriting basic database through the construction and use of electronic underwriting business processing system, and prepare relevant reports and underwriting analysis. At the same time, do a good job in market research and regularly prepare medium and long-term business plans.

3. Establish and improve the risk assessment system of major subject matter business and special risk business to ensure reasonable risk control, and at the same time implement relevant reinsurance or reinsurance management regulations according to the risk status of the business to ensure the reasonable dispersion of underwriting risks.

4. Strengthen underwriting and underwriting norms, strictly implement the clause rate system, master the operation of the new core business system, conduct comprehensive and systematic training for underwriting and underwriting personnel of China Branch, improve their comprehensive business skills and quality, and provide a good guarantee for the company's business development.

Second, improve the quality of customer service and build a first-class customer service platform. With the increasing number of competitors in the insurance market, all insurance companies have strengthened their competition for market business, but insurance companies are not engaged in tangible products, but in services to avoid risks or venture capital. Therefore, it is extremely important to build a high-quality customer service platform. When service becomes the core content and competition of insurance companies, customer service becomes a service culture with unique ideas. After years of hard work, our company has occupied a certain market share and a huge customer base. With the deepening of business development, the importance of customer service will be particularly prominent. Therefore, CIIC will use _ _ years to strictly regulate customer service and put the first-class customer service management platform into use and implementation.

1. Establish and improve the voice service system, increase the publicity of the hotline, and push the hotline to the society in various forms, so that many customers can fully understand the powerful supporting functions of the company's voice service system, thus improving their market competitiveness and maximizing customer satisfaction.

2. Strengthen the training of customer service personnel, improve the comprehensive skills and quality of customer service personnel, strictly follow the service tenet of "enthusiasm, thoughtfulness, high quality and high efficiency", adhere to the principle of "initiative, quickness, accuracy and reasonableness", and do a good job in receiving reports, surveying and determining losses, explaining terms, and making claims and complaints in strict accordance with post responsibilities and business operation procedures.

3. Set up full-time and part-time branches with the central branch as the center, covering the whole region. In the initial stage, China Branch will set up three full-time survey and loss assessment personnel, and at the same time, cooperate with part-time survey personnel to improve the overall quality of business personnel of China Branch, effectively improve the quality of survey and loss assessment claims, and realize accurate survey, reasonable loss assessment and quick claims settlement.

4. Complete the extension of two service organizations, namely _ _ Marketing Service Department and YY Marketing Service Department, before. At this point, the construction of service outlets in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for corporate customers.

Third, speed up business development, increase market share and make the company's insurance brand bigger and stronger. Calculated by the annual premium income of RMB _ _ _, the proportion of various types of insurance is: motor vehicle insurance 85%, non-auto insurance 10%, and personal insurance 5%. The business development work plan for the year of _ _ _ drawn up by the Central Branch Company aims to realize the annual premium income of _ _ _ yuan, and the proportion of various types of insurance is planned to be 75% for motor vehicle insurance, 65,438+05% for non-auto insurance and 65,438+00% for personal insurance. The realization of the plan will be completed from the following aspects.

1. Motor vehicle insurance is the top priority of our business. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In _ _ _, the auto insurance business should consolidate old customers, strive for new customers, focus on developing fleet business and new car underwriting business, and make the auto insurance business reach a new level.

2. Do a good job in non-auto insurance exhibition industry, choose to visit some large and medium-sized enterprises, focus on public relations with enterprises with good benefits and low risks, establish good relations with enterprises, strive for a package of insurance for property, personnel and vehicles, and do a good job in market development of non-auto insurance benefits, and strive to form a new pattern of non-auto insurance business development in _ _ _.

3. Actively do a good job in agency business with banks. From June 5, 2006 to 2006 10, through active efforts, our company has signed part-time agency cooperation agreements with Bank of China, China Construction Bank, Industrial and Commercial Bank of China, Agricultural Bank of China and Fujian Industrial Bank.

In _ _ _ _, we should concentrate on strengthening business communication with major banks, so that banks can fully understand the brand and advantages of China Insurance, strive to increase the bank's support and policy inclination for our agency business, strive for new breakthroughs in bank agency business, realize the strategic goal of insurance structure adjustment, and lay a good foundation for the company to maximize its interests.

About Insurance Work Plan 4 I should have my own ideas and plans for the process from a fledgling graduate to an employee with certain work experience, from a passive Nuo Nuo who starts talking to customers, from a learning employee who asks everything, to teaching new employees what I have learned in the future. This is my preliminary plan.

1。 Achieve skilled, fast and accurate billing.

In the face of experienced and capable billing elites, I am very aware of my own shortcomings. As a generalist, they are proficient in everything, such as cars, money and ideas, which makes me admire and envy. Therefore, billing is an important part of my auto insurance business. I will speed up the computer input in the usual billing process, pay attention to the difference between vehicle compulsory insurance and commercial insurance, and achieve the purpose of skilled business and quick and accurate billing.

2。 Use professional insurance terms and be considerate to customers.

In the face of professional insurance terms, I will simplify the complex and let customers understand it in popular words. In the face of anxious and nervous customers, I will appease them with the simplest expression and smile. In the face of a grumpy customer, I will relax, listen to his complaints patiently, and then work with him to find a solution. Let customers who are unfamiliar with auto insurance reach a certain level of understanding. Indeed, when I hear customers' casual approval and praise, I will have a knowing smile on my lips. Because at this moment, I not only represent myself, but also our entire billing center, even the brand Yong Cheng.

3。 Get to know each other with other employees of the company and be proficient in business communication.

Being in a United and enterprising family, I will get to know each other, enhance my feelings, make progress together, improve my working ability and business level, truly become a good helper of leaders and a good partner of colleagues, conscientiously do a good job every day with the company's business philosophy, grow up healthily, surpass myself yesterday, truly enjoy this happy atmosphere, enjoy this happy job and enjoy this happy life!

Exhibition industry is a prelude to work.

The most basic thing in the work plan is business development. First of all, as a newcomer, I want to know more about the company's products and trust the company. The second is to start with my parents, relatives and friends around me, and often explain to them the significance of insurance and the advantages of the company, so that they can affirm my work and come forward to help me carry out exhibition activities. This is what the exhibition industry must pay attention to: first, vivid image. In order to make customers better understand the irreplaceable role of insurance products and insurance, the insurance exhibition industry vividly expresses it with vivid language and people and examples familiar to customers, so as to facilitate customers' understanding and stimulate their desire to buy. The second is to master the speed of speech. Marketers may be too nervous or too familiar with their products, so it is difficult for customers to understand when introducing products. Therefore, when introducing products, we should master the appropriate speech speed, have some pauses or specific explanations of the terms, so that customers can fully understand your explanation of the insurance terms. The third is to repeat the advantages. It is very necessary for the insurance exhibition industry to repeatedly introduce the outstanding advantages of insurance. Because customers may not fully understand or hear the advantages of the terms every time they hear them, they should introduce them for the second or third time, repeat them and repeat them again. I'm sure customers will be tempted by this. Fourth, there is evidence. The insurance exhibition industry should make customers believe and accept the salesman's explanation of insurance products and produce some evidence, such as a list of customer satisfaction, which will help customers trust the salesman and the company's insurance products. The fifth is to weigh the pros and cons. In order to promote the signing of insurance policies, the insurance exhibition industry must proceed from the interests of customers. Even if the insurance policies cannot be signed, don't let customers worry and fear too much. We should adopt the best way to strengthen the customer's sense of urgency and generate the desire to buy. It is necessary to grasp the concerns of customers and elaborate them in detail, so that customers can make a choice after weighing. Establish a long-term cooperative relationship, so that customers can trust marketers and generate trust.

5。 Update of customer warranty and maintenance

Insist on notifying renewal customers every day, as a reminder to customers, and give customers a satisfactory answer when they ask questions about insurance benefits. When customers hesitate to pay insurance, they will give customers professional explanations and thoughtful services to achieve customer maintenance. Expect _ _, have a lot of expectations for yourself. In this year, I should always remind myself to keep learning and expand customers, so that I can work smoothly and have a lot of business and be recognized by my colleagues and bosses. As a single place, I know the importance of work. Being more careful and less negligent is my advice to myself.

With regard to the insurance work plan for 5 __ years, with the care and support of leaders at all levels and all colleagues of the provincial branch, _ _ Company has completed all the preparatory work, successfully opened its business, achieved good results in business development, occupied a certain market share, and successfully completed all the task indicators issued by the provincial company. On this basis, the company summed up the work experience of 20__ years, and combined with the actual situation in the region, formulated the following work plan:

First, strengthen business management and build a high-quality and standardized underwriting service system.

Underwriting is the source of insurance company's operation, the important basis of risk management and control, and the basic guarantee of insurance company's survival. Therefore, in _ _ _, the company will pay close attention to management and improve its risk management and control capabilities.

Second, improve the quality of customer service and build a first-class customer service platform.

With the increasing number of competitors in the insurance market, all insurance companies have strengthened their competition for market business, but insurance companies are not engaged in tangible products, but in services to avoid risks or venture capital. Therefore, it is extremely important to build a high-quality customer service platform. When service becomes the core content and competition of insurance companies, customer service becomes a service culture with unique ideas. After years of efforts, our company has occupied a certain share in the market, but also has a larger customer base. With the continuous development of business, the importance of customer service will be particularly prominent. Therefore, _ _ company will strictly regulate customer service within 20 years and put the first-class customer service management platform into use and implementation.

4. Complete the extension of two service organizations, Marketing Service Department and YY Marketing Service Department, before June 20th. At this point, the construction of service outlets in the whole region is basically perfect, providing efficient and convenient insurance after-sales service for corporate customers.

3. Accelerate business development, increase market share and make the company's insurance brand bigger and stronger.

Based on the premium income of _ _ _ _ _ ten thousand yuan in the middle of 20 years, the proportion of various types of insurance is: motor vehicle insurance 85%, non-auto insurance 10%, and personal insurance 5%. In 20 _ _ _ _, the central branch company drew up the business development plan, and realized the annual premium income of RMB _ _ _ _ _. The proportion of various types of insurance is planned to be 75% for motor vehicle insurance, 65,438+05% for non-auto insurance and 65,438+00% for personal insurance. The realization of the plan will be completed from the following aspects.

1. Motor vehicle insurance is the most important business of our company. Therefore, it is still the focus of our work to vigorously develop motor vehicle insurance business, give full play to the company's auto insurance advantages, and fight a tough battle for auto insurance business. In 20 years, auto insurance business should consolidate old customers, strive for new customers, focus on developing fleet business and new car underwriting business, and make auto insurance business reach a new level.

3. Actively do a good job in agency business with banks. On June+10, 5438, after active efforts, our company has signed concurrent agency cooperation agreements with Bank of China, China Construction Bank, Bank of China, Bank of China and Bank of China. In _ _ _, we should concentrate our efforts on strengthening business communication with major banks, so that banks can fully understand the brand and advantages of China Insurance, strive to increase the support and policy inclination of banks in agency business, and strive to act as agents in banks.

In the new year, although the market competition will be more intense, under the correct leadership of provincial companies, China Branch will open up new ideas, forge ahead, create new achievements, and strive to make the company's insurance business bigger and stronger.

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