Summary of company year-end work

Insurance company year-end work summary

The 20XX year is the second year after the listing of the PICC P&C system. This year is a year in which our company is under pressure to overcome difficulties, and it is a year of facing new changes, implementing new mechanisms, and implementing new regulations. Under the correct leadership of the Party Committee and General Manager's Office of the Municipal Branch, our company has achieved certain business results under the hard work of all employees.

In 20XX, our company received a gross premium of 10,000 yuan, a year-on-year increase of *%, a net premium of *** million yuan, a net profit of 10,000 yuan, and a loss ratio of **%. The task indicators issued by the superior company were well completed.

First, focus on the goal, implement the plan, and grasp the business work

1. Plan implementation early, measures

At the beginning of 20XX, our manager's office conducted a comprehensive analysis on the changes in the insurance market in the ** region and the annual premium income in the year of 20xx, and disaggregated the indicators of the superior company to our company, and decomposed the plan into a monthly plan. The monthly and monthly inventory and monthly implementation have effectively ensured the timely monitoring and adjustment of the implementation of the plan.

In the formulation of the annual task, the insurance structure optimization and the quality of business underwriting were fully considered, and the assessment method was further clarified, and the comprehensive loss ratio was taken as the important data for the year-end assessment.

2. Seize the auto insurance market, increase the expansion of new projects and new projects, and resolutely discard “garbage premiums”

This year, we have stabilized auto insurance and corporate property insurance, expanded new car market and new engineering and new projects as the top priority of our business. Based on the number of businesses, we have resolutely discarded the “junk” business that has repeatedly suffered losses.

First, to ensure that the renewal business is returned in time, we require all business departments to report the renewal business account on a monthly basis, and the manager's office urges the assessment and requires early involvement in public relations. Once there is a report, it will be announced in the company immediately, and other personnel can participate in the competition, thus consolidating the original business, greatly reducing the loss of business and ensuring the market share of the main types of insurance.

The second is to establish a network of contacts with relevant departments of local governments, get informed of new projects and new engineering directories in advance, and establish friendly and cooperative relations with traffic police departments and car dealers, and ask them to help us collect and provide new car information, potential new Business and new markets are well-informed, fully grasp the market initiative, and fill the business instability factors caused by objective reasons such as competition.

Third, the business has not lost. We not only make clear pen and paper for the business account of 20XX, but also require the business internals to list the business lost during the 20XX exhibition industry, and decompose it into relevant departments, requesting greater public relations efforts to find out the reasons for de-protection. If it is a discontinued enterprise and reselling scrapped vehicles, the operator will provide the exact proof; if it is a loss of competition, we will never quit passively, but take the initiative to attack, come to listen to opinions and suggestions, improve service means, break through one by one, and strive for full reflow. . The fourth is to grasp the size and ensure that it can be guaranteed. Because the factors such as enterprise restructuring, conversion, and capital have had a greater impact on corporate property insurance, coupled with competition and other factors, the difficulty of exhibition industry and the cost of exhibition industry have greatly increased. In response to these circumstances, we have fully mobilized, unified our thinking, and formed a synergy between the top and bottom. Responsible to people, the implementation of the insurance manager in the implementation of premiums of more than 50,000 yuan, joint public relations.

3. Survive in competition and promote development in competition.

** There are 10 insurance companies, marketing departments and agency companies that operate property insurance business and short-term health insurance business. Another company has found that one company competes for business in our county, while the ** region has a small population and the company is small. Facing the business pressure brought by external competition, we are calm and calm, objectively confronting the reality and seeking countermeasures, and launching a brand war and service war with our competitors:

First, do a good job in the main leadership of local governments. The company's manager's office has repeatedly reported to the county party committee and the county government's main leaders, highlighting how our company has increased its support for local economic construction, and how it works around local government centers. Our company has actively participated in the national entrepreneurship research. Activities, together with county leaders to visit individual and private economic enterprises, not only made the county party committee and county government satisfied with our enthusiasm for participating in local government work, but also correctly adjusted the direction of business development for our company, providing insurance protection to small and medium-sized enterprises, and actively serving They give it affirmation. It is true that the county party committee and the county government feel that the PICC P&C insurance company is really serving the local government. It is worthy of support, trust and help, which gives a great inclination to our work.

The second is to deepen the old customer enterprise, hire information officers and liaisons in the customer enterprise, and join our company from other insurance companies to win the “return” business, so that the work of other insurance companies is in a passive state.

Third, the service was more humane and intimate. The members of the company's managerial office carried out a block of the key systems of the county's major systems at the beginning of the year, and made many round-trip visits. They asked them to provide comments and suggestions on the work of our company. The company fully affirmed that they believe that the company's leadership is the full expression of the quality service of PICC P&C insurance, so that customers have more trust in our company. The fourth is to require all middle-level cadres to go out of the office. All SMEs must come to visit in person. All new customers must explain the terms and promises service items in a face-to-face manner, and keep in constant contact with the company to implement zero-distance contact, as long as the customer needs to be on call. To, provide all aspects of services. Fifth, in accordance with social service commitments and industry bans, strict internal control, and the two service departments of claims and underwriting as the entry point, comprehensively improve the overall service level of the company.

Summary of year-end work of real estate

The 20XX year is an extraordinary year for the real estate market, and I entered this extraordinary industry in this extraordinary year. The more we are in such a difficult market environment, the more we can exercise our business. From an outsider who knows nothing about real estate to a professional property consultant, I have gained a lot during this year. I am very grateful to every colleague, leader and leader of the company.

Working at the front line of sales, the deepest feeling is: it is important to maintain a good attitude. A good attitude is the most basic quality that a salesperson should have. A good attitude also includes many aspects.

1. Control emotions

We work every day on the front line of sales. In the face of all kinds of people and things, we must learn to control our emotions, not bring our emotions into our work, and face work and life with a steady attitude.

2, tolerance

There is always a contradiction between people and people. There is also a quarrel and entanglement between colleagues and friends. As long as it is not a big principle issue, it should be kind to people, be broad-minded, and learn to be generous.

3, self-motivated and attempted heart

To be motivated, it is also aggressive, that is, to take the initiative to do what should be done. To be an enterprising person, you must overcome the habit of procrastination and remove it from your personality. At the time of the attempt, when the desire arises, there will be an attempted heart; how to use the intention and use it must be studied well.

Maintain a good attitude, a positive attitude, an upward mentality, face work, face life; work hard, live well.

Unconsciously ushered in a new year in the busy work, reviewing the work history of this year, as every employee of xxxx enterprise, we deeply feel the hot air of xxxx enterprise, the hard work of xxxx people the spirit of.

I am an ordinary employee of the xxxx sales department. When I first arrived at the property, I was not very proficient in real estate knowledge and were new to new environments and new things. With the help of the company's leaders, I quickly learned about the nature of the company and its real estate market. As a member of the sales department, I deeply felt that I was shouldering the heavy responsibility. As the facade of the enterprise, the window of the enterprise, its own words and deeds also represent the image of a company. Therefore, it is necessary to improve their own quality and high standards. On the basis of high quality, we must strengthen our professional knowledge and professional skills. In addition, we must have a broad understanding of the dynamics of the entire real estate market and stay at the forefront of the market. After this period of training, I have become a qualified salesperson and work hard to do my job.

The ups and downs of the real estate market, the company in XX years joint venture with the company to complete the sales. During this time, I actively cooperated with the employees of xxxx company, for the purpose of sales, under the guidance of the company's leaders, completed the formulation of the operating price, and planned the advertising before the Spring Festival, laying the foundation for the sales climax in xx months. Finally, it ended in x months to complete the contract amount of xx million yuan. After the baptism of this enterprise, I got a lot of professional knowledge from it and made all aspects of myself improve.

×× The company cooperated with xxxx company in the latter half of the year, which is another major change and qualitative leap of the company. During this period, it was mainly for the sale of houses. After the sales department’s internal subscription to the house, the xxxx hot scene was created. In the sales department, I work in both internal and accounting positions. Faced with the increase in workload and the systematic and regularization of sales work, the work is cumbersome and one of them. At the opening, I basically have to work overtime every day to get the job done. After more than a month of familiarity and understanding, I immediately entered the role and skillfully completed my own work. Due to the huge amount of the house, I was cautious in the process of collecting money. I have already collected tens of millions of houses, and each account is worthy of each other without any mistakes. In addition, during the monthly work summary and weekly meetings in this sales process, I constantly summarize my work experience, find out the shortcomings in time and improve early. The sales department cleared all the second-phase houses in just three months, and the first-phase housing was also sold out, which was inseparable from the efforts of me and other sales members.

The year of ×× is meaningful, valuable, and rewarding. With the efforts of every employee, the company will have new breakthroughs in the new year, and the new weather will have a place in the increasingly fierce market competition.

Summary of company accounting year-end work

Since joining the company on July 1st, 20xx, it has been five years since I went to store, and I have learned a lot from the warm family of “Huatong”, whether it is doing things or being a person... Thanks, the ultimate person" I did it. Looking forward to the future, I am full of confidence and hope for the company's development and future work. In order to be able to set better work goals and achieve better work results, I have summarized the situation since I joined the work as follows:

I. Summary of preliminary work

For enterprises, the ability is often beyond knowledge, and the company's requirements for talent are also the first. The company's requirements for talents are multi-faceted. It includes: organizational command ability, decision-making ability, innovation ability, social activity ability, technical ability, coordination and communication ability.

Phase 1: Adaptation phase

In July 20xx, I entered the independence of the work. I remember that the account of the electric vehicle had accumulated for more than two months. The primary task at that time was to distinguish the investment situation of each shareholder, the physical quantity of the inventory, and the accounting of the factory. Checking and cashier's cash balance, the most important thing is to make a reasonable account. I used to do a three-month account for one month. After the account set was built, I felt a sense of transcendence and ecstasy. From the beginning of the entity of the new industry electric vehicle, the rapid entry of the locomotive and the rapid entry of the business, the reasonable accounting of the tax, the bank mobile account, and the knowledge of Fenglingdu Auto Trade, I am fortunate in the case of the industry. Joined the "Huatong" management team, seemingly simple bill making → daily business → bank docking → establishing ledgers → docking with the manufacturer's finances → business connection, everything must start from scratch. I also have an understanding and understanding of the acceptance bill with the help of the manager. I consciously strengthen learning, humbly ask for advice, constantly clarify my work ideas, sum up working methods, and under the guidance of leaders and colleagues, never go to the meeting, never familiar to familiarity, I gradually figured out the basics of work. In the situation, I found the entry point and grasped the key points and difficulties, and then the financial special status accelerated the shortening of the distance between me and the "business." Doing high school, learning in the middle, constantly mastering methods: accumulating experience; asking books, asking colleagues, constantly enriching knowledge: mastering skills.

"Diligence can make up for it", use time to summarize and improve their work content, establish a template for various sets of books, and at the same time, in conjunction with the actual situation of the management office, the "financial charging process" and "financial docking process" have been established, and the support and colleagues in the leadership The various processes under the cooperation have been rapidly popularized, laying a solid foundation for the smooth operation of the daily financial work of the Management Office.

Second stage: development stage

At this stage, he continued to serve as the original post and was involved in the automobile staging work of *** Co., Ltd., further consolidating his accumulated experience in financial work and enriching his own automotive expertise. After entering the daily management, because of the new recruiting accounting and electric vehicle accounting, I have come into contact with the work of counseling newcomers. I will organize my work experience and practice together with newcomers to find problems and solve problems. With the efforts of the month, the newly recruited accountant has been able to do a good job in financial work. At the end of the year, the electric vehicle was handed over to me. I was involved in the staged company to take over the finances. At this time, the peak of the automobile stage and the state's reform of the road maintenance fee and tax system. The cancellation of the car maintenance fee is directly related to the adjustment of the account movement. We have compiled a complete repayment schedule for all car installments, adjusted all the customer's road maintenance fees, and formulated a method for checking the customer's repayment amount when the customer paid the full amount to ensure the financial accounting is correct. I participated in taxation professional knowledge, actively cooperated with the system reform, and achieved small achievements in my work. I was recognized by the leaders. 20xx is my annual award in the company.

The third stage, the continuous improvement stage

In 20xx, the company's upper-level leadership's business decision-making transformation, for the needs of the work and the adaptation of the times, learned the general taxpayer's account and national taxation and taxation project, is already familiar with the VAT anti-counterfeiting tax control billing subsystem. In September of the same year, due to the agent of Futian Ao Ling brand, it quickly adapted to the factory's account set system. Because the return of the factory is not returned to the account, it controls the sales of the terminal dealers and the maximum occupancy of the funds. The rebate is refunded once, and the rebate of each VAT ticket is the highest and cannot exceed 30 of the amount of the vehicle sold. %, combined with the situation, I have established a set of books that are completely different from the previous ones, which is convenient for the company to check with the factory and to clarify the profit of the company's vehicles. In the same year, due to the relocation of the company and the same traffic, I adapted to self-driving as soon as possible.