Year-end summary of career managers in insurance companies

Time flies, and we are in a hurry. Inadvertently, we have reached the end of the year. Looking back on the past year, we have also found the shortcomings and problems in our work. It is time to take a look at our work in the past year and make a good summary. I believe that writing the year-end summary is a headache for many people. The following is the year-end summary of the workplace managers of insurance companies, which I compiled for you, hoping to help you.

Year-end summary of workplace manager of insurance company 1

Over the past year, under the general command of the company, all the colleagues in the Group Insurance Department have actively understood the work intention and instructions of the head office, worked hard to expand their business in the increasingly fierce market competition, and worked hard to complete the task indicators assigned by the company. Now it is summarized as follows:

1. Staff management and business learning:

1. At the beginning of the year, according to the work intention of the head office, they worked in the Group Insurance Department.

2. Establish a management system that conforms to the actual situation of group insurance, hold a good department morning meeting, timely convey the spirit of instructions from superiors, discuss the problems existing in the work, and arrange new knowledge and new underwriting matters related to learning business, so that salesmen can correctly guide enterprises to understand employee accident insurance, so as to reduce adverse business choices and reduce payout ratio.

3. Strengthen communication among department personnel, unify thoughts and working methods, urge department personnel to do a good job in activity management, and urge and better cooperate with salesmen to expand their business in various directions.

4. Formulate the business promotion plan for the "Get off to a Good Start" and "China Life Competing for hegemony". After being approved by the head office, timely publicize and urge all salesmen to do a good job in business management.

5. Formulate management and assessment methods for group insurance salesmen in xxx years, and make corresponding adjustments to some management and assessment methods.

Second, accident insurance:

Learning insurance: First, as always, do a good job in learning insurance services. Ask the salesman to pay a return visit to the school twice a month, and communicate with the school leaders or managers in time if there are any problems. Make sure that the school has a compensation case and hand it over to the company in time, and send the compensation back to the school or parents in time to fully perform our honest service. Second, in order to ensure the stability of the Xueping Insurance market, we cooperated with PICC to carry out the exhibition of Xueping Insurance, fully implemented the spirit of the document issued by the Provincial Insurance Association, clarified the charging standard of Xueping Insurance again, arranged salesmen to communicate with school leaders and managers in an all-round way, and listened to their opinions on the company's services and other aspects. With the strong support of the company's head office, we strengthened our contact with the leaders of the Municipal Education Bureau and won the strong support of the leaders of the Municipal Education Bureau, laying a solid foundation for the smooth completion of this year's Xueping Insurance renewal. Third, in the pre-holiday period of each school, the Group Insurance Department visited all major schools. In just a few days, all the service personnel of Xueping Insurance braved the heat to send more than xxx copies of Xueping Insurance "A Letter to Parents of Students and a Guide to Medical Service" to the school in time, and sent them to all parents of students to do a good job in the early stage of Xueping Insurance, and finally successfully completed the task of Xueping Insurance in xx.

accident insurance for enterprise employees: First, in order to better communicate with business owners, listen to their opinions on the company's claims service and understand the situation of enterprise safety production, visit large customers whose accident insurance premium is more than xxx million yuan, and further deepen the trust and support of enterprises to our company. The second is to discuss with the customer service department the matters needing attention in accident insurance. Insure in strict accordance with the number of people required by the terms, increase the rate, strengthen the adjustment, and ensure the underwriting. The third is to do a good job in the after-sales service of enterprises in the case of fierce competition in the accident insurance market. Usually, we should pay more visits to enterprises to show our concern and attention. If an enterprise has a claim, it should hand it over to the company in time and return it to the enterprise as soon as possible. This year's employee accident insurance has had a great impact on the sales of accident insurance in our company under the fierce competition of industrial injury insurance and other companies.

III. Work in life insurance business:

With the strong policy support of the head office of the company, all the salesmen have made great efforts to develop the business, but the life insurance business market has been shrinking, and the business has dropped significantly compared with the same period last year. First, visit enterprises actively at ordinary times, and better communicate with business owners about corporate welfare expenses, and further understand the human resources and financial situation of enterprises, so as to finally achieve the purpose of promoting orders. The second is to do a good job in the new development of life insurance market and find a new way out in the current difficult market environment.

IV. Summary

This year, under the guidance of the head office, xxx people were recruited from the marketing department to set up a comprehensive development department to try new business development channels. So far, accident insurance has collected xxx million yuan, and some results have been achieved in the attempt, but the best results have not been achieved. We will continue to explore this team next year, so that this team can become a new growth point of the company's accident insurance business.

5. Suggestions:

First, under the influence of current policies, the business development environment of group insurance is becoming more and more severe, and the difficulty of exhibition industry is objective. Therefore, it is suggested that the company should pay attention to group insurance and support it in the operation of external environment. Second, it is suggested that company leaders should attend more meetings of the group insurance department, communicate with salesmen and give guidance and help in business ideas.

VI. Work ideas for next year

1. Do a good job in all the work before charging for insurance.

2. Work-related injury insurance will be fully rolled out in the whole city next year, so the impact of work-related injury insurance will be reduced, and on the basis of consolidating the existing accident insurance, new sources of accident insurance will be opened up, especially some agency business.

3. According to the current development of the new rural cooperative medical system, find the breakthrough point, so as to seek cooperation methods and increase new business growth points.

4. explore the life insurance market and try workplace marketing.

5. speed up the construction and development of the comprehensive development team, and with the strong support of the company's head office, make more efforts and make more articles on integrated marketing.

6. Strengthen the construction of group insurance salesmen. Year-end summary of workplace managers of insurance companies 2

In XX, under the leadership of the Party Committee and General Manager's Office of Zhongzhi Branch, and with the close cooperation of all departments and grass-roots companies of Zhongzhi Branch, with the guiding ideology of "Honesty in the World, Steady Life, Pursuing Excellence", the Finance Department has, as always, done a good job in daily financial accounting, refined various management, and made long-term planning and short-term arrangements for financial work, so that financial work can play a better role in a standardized and institutionalized environment. Adhere to Scientific Outlook on Development, further update ideas, clarify work ideas, take the company's benefits as the primary goal, and make due contributions to improving the company's profitability and stepping into the road of healthy development.

Looking back on the financial work in xx years, in addition to the daily basic work, there are mainly the following aspects:

(1) Earnestly doing a good job in final accounting of 2xx

According to the accounting schedule of the branch, all the staff of our department worked overtime and made concerted efforts according to the requirements of the branch, and collected data and materials in advance, made relevant preparations, carefully checked all the data and submitted them to the branch on time. And according to the requirements of the head office and the unified deployment of the branch company, the data quality and accuracy were verified, the details of accounting subjects were carefully checked item by item, and the accounting was adjusted with the branch company according to the actual situation, so as to make the account set data more clear and accurate.

(II) Do a good job in the declaration of various taxes

According to the unified deployment of the branch, our department will check the tax returns issued by the branch and distribute them according to the branch, and declare our business tax, urban construction tax, education surcharge, price adjustment fund, stamp duty and personal income tax on time and point by point every month. At the same time, do a good job in coordination and communication of tax-free insurance, and quarterly zero declaration of national tax. At the same time, this year, we also declared and paid our disabled deposit and trade union funds to the tax authorities.

(III) Do a good job of self-inspection

According to the notice issued by the branch, self-inspection was made on the authenticity of financial data and internal control of the company within xx years, and the results of self-inspection and rectification were reported, and self-inspection was made to meet the accounting standards in cooperation with the finance of the branch. Check the consistency of repayment and loan renewal business data and financial data of the insured loan on a monthly basis.

(4) do a good job in centralized financial management.

according to the requirements of centralized management of the head office and branches, our company has realized centralized payment of all payment services such as surrender, payment and claim settlement by the head office, and centralized payment of expenses by ICBC, Agricultural Bank of China, China Construction Bank, Rural Credit Cooperatives and Postal Savings Bank by the branches. In the collection business, 98.63% of the new insurance business realized the centralized withholding by the head office, and 92.76% of the renewal business realized the centralized withholding by the head office. Our department actively coordinated and dealt with all kinds of problems in the process of centralized collection and payment.

(5) Do a good job in managing bank accounts and funds.

according to the principle of "separate revenue and expenditure in finance, with premium paid in full, and compensation and expenses paid in a centralized way", we will continue to strengthen the control of funds next year, and the income households have implemented centralized management by the head office this year, ensuring the full and timely payment of funds by income households; According to the requirements of centralized management, the fourth-level institutions of our company do not set up bank accounts, and all expenses, payments, indemnities and other payment services will be paid centrally by the branches.

according to the needs of centralized management, in order to reduce the risk of funds, the cashier in our department will urge and supervise the branches to deliver the cash premiums collected to the bank in time every day, so as to ensure that the head office can concentrate the funds to the income households of the head office every day. The administrative cashier will also track the funds in real time through online banking, and manage them through online banking in time, thus bringing greater benefits to the enterprise.

(6) do a good job in cost control and budget management.

in order to realize the company's benefits, it is necessary to strengthen the control of various expenses, and establish a daily expense list together with the administration and personnel department for all kinds of expenses of China Branch to strengthen the control of various expenses in the future. The branch implements the expense budget allocation system for each branch, that is, each branch first budgets its own premium scale, and then fills out a unified "expense budget table" according to the premium scale and daily expenses. Based on this table, the branch allocates expenses to the third-and fourth-level institutions on a monthly basis, and resolutely refuses to allocate the part that exceeds the budget; According to the strict control of the provincial company, we will strictly control the expenses of the third-and fourth-level institutions according to the requirements of the branch, that is, we will strengthen the strict control of the expenses of the fourth-level institutions beyond the fixed expenses, explain the situation to the branch company for each expense requirement, and list the purpose. The branch company will approve the expenses of this expense according to the actual situation and pay the expenses, which has achieved the goal of reducing unnecessary expenses. In xx, we adopted the method of controlling key subjects by subjects, and controlled the hospitality, vehicle expenses, telephone charges, office supplies and electronic consumables according to the requirements of the branch. Under such strict control, our company has greatly saved the above expenses this year. Xx, our department will control all subjects individually and use them according to schedule. All expenses exceeding the schedule will not be reimbursed.

(7) do a good job in statistics of all kinds of data.

do a good job of registering and summarizing all kinds of ledgers, at the beginning of the month, do a good job of reporting statements to external institutions and superior institutions, and provide all kinds of expense indicators at the end of the month, reflecting the operating benefits and expenses of business departments and insurance products in time. At the same time, according to the training content of the branch, list as many kinds of indicator data as possible, so as to facilitate the leaders to fully grasp all kinds of business conditions, facilitate the general manager's office to make corresponding policy adjustments according to the indicators, and provide good data support for the realization of the company's ultimate benefits.

(VIII) Do a good job in file management

According to the requirements of the branch, our company will keep all financial vouchers for five years and then hand them over to the branch for safekeeping. During the storage period, we will do a good job in classifying, sorting and managing files, and at the same time do a good job in fire prevention and safety of files.

(9) Enhance service awareness and do a good job in various services.

our department requires all personnel in the finance department to provide personalized service for customers according to the requirements of the company; For the staff of grass-roots companies, we should help them wholeheartedly, actively provide cooperation for the collaborative work between departments, and do a good job in service, so that all work can be carried out smoothly.

Work plan:

Because the company is in a very important year of transformation and development in 2xx, it has received many new measures and regulations from the superior company and introduced many new policies, which is in a period of rapid change, it is urgent to strengthen the study of various principles and policies, and adjust various financial management work in a timely manner according to the policies issued by the company. Moreover, due to the gradual implementation of centralized financial management, all work processes of financial work need to be adjusted accordingly. In 2xx, we will strengthen financial management, intensify cost control and improve the quality of backup services. In short, in the future financial work, we should further strengthen the study and training, quickly adapt to the provisions of the new system and process, strictly implement the various systems and decisions formulated by the branch, and make due contributions to the realization of the company's benefits. Year-end summary of workplace managers of insurance companies In 3

2xx years, with the strong support of various offices and municipal branches, they have successfully completed various tasks. Some achievements have been made in business development, team management, education and training.

1. Pay close attention to business development and achieved remarkable results.

I want to be the main person in charge of the business department. Grasping business development is my central task, and I can't relax at any time. I should focus on several specific tasks around this center:

1. Scientific planning.

in the past two years, the business development plans have been made on the basis of a large number of investigations and studies, according to the guiding ideology of the party committees of the head office and provincial companies, and combined with the opinions of relevant departments of the organs.

2. Make a good push.

whether the business plan can be implemented depends on promotion. In the past two years, eight major business promotion activities have been organized and implemented, all of which have achieved good business promotion results. From May to July, 2xx, because dividend insurance has just been listed, and the market is still affected by high-interest fund-raising, the situation of dividend insurance listed for three months is not very good. In order to turn the situation around as soon as possible, we led the working group to make careful planning and preparation, and set off a climax of dividend insurance sales with a product presentation meeting with the characteristics of this province as a breakthrough, with the highest presentation reaching 1 million yuan. In September and October of 2xx, the "extraordinary action" labor competition with dividend insurance sales as the main content earned 39 million in 6 days, which surpassed Guangdong and Shanghai at that time. Because of the quick planning, deployment and action, the "Hongtai Cup" planning activity earned a monthly premium of 2.3 billion yuan, once again surpassing Shanghai and Guangdong. In the past two years, the scale and speed of individual insurance business in our province have been at the forefront of inland provinces.

3, engage in