Insurance company 2019 annual work summary

I joined the family of PICC P&C in XX, and it is the fifth year. In this short period of time, I deeply feel that xx years is a year of rapid development of the company, and the branch office is in the manager's office. Under the correct leadership, with the concerted efforts of various departments, and with the joint efforts of all employees, we have completed all the tasks of the year. As a member of the company, I am proud of it. The company's development and growth are inseparable. The hard work of every employee, then I will make a brief review and summary of my work in a year:

I mainly talk about three aspects:

1. Personal development and work completion

2, problems and deficiencies

3, xx years of ideas and prospects

I. Personal development and work completion:

In my xx years, my work was divided into two phases. In the first half of the year, I was mainly engaged in sales department training and agent service. In the second half of the year, I started the management of Dingjia Marketing Service. The sales target of the sales department of my department is 14.5 million. By the beginning of November, the annual task has been completed. As of December 31, the Ministry has completed a total premium income of more than 18 million, and the super-task indicator is about 25%. In xx years, the task index assigned to me by the department was 320,000. As of December 31, I have completed the premium income of 620,000, excluding the new business of locomotives from 450,000, exceeding the plan index by 40%, in xx years 28 In addition, Dingjia Marketing Service achieved a total annual premium of approximately 4.17 million, a year-on-year increase of 19%. In the third quarter and fourth quarter, the company and department issued premium plans.

Here is my specific work performance:

I firmly believe in political beliefs, persist in the study of political theory, actively move closer to party organizations, and write ideological reports on a regular basis. Under the conscious cultivation and tempering of party organizations, I became a preparatory person on June 9th, xx. Party member. This spurs me to constantly learn scientific and theoretical knowledge, develop and innovate, keep pace with the times, and practice the commitment to my ideals with practical actions.

Diligent study at work, painstaking research, and actively demand progress. As a member of the group training, I know the importance of doing a morning meeting. In order to improve the quality of the morning meeting and enrich the form of the morning meeting, I put the learning in the first place and cherish the opportunities for the company to organize learning in each city. Explore, strengthen group training skills; use all the time to strengthen their own learning, improve their own quality, such as reading a large number of marketing management, insurance knowledge books, listening to expert lectures, logging on insurance related websites to collect information, research ppt production, etc.; to ensure morning meeting The organization process is smooth and accurate. In addition to the full preparation of the content, we must also consider the lectures, continuous exercise, card time, adjustment of speech rate and expression, etc. Each morning meeting is carefully thought through and carefully prepared. At the same time, do a good job in agent service, help them fill out the bills, calculate premiums, business explanations, demand analysis, customer work, establish a good relationship with them, and lay the foundation for me to go to the Dingjia marketing department. After Dingjia Marketing Service was listed for business, I devoted myself to the grassroots marketing work. The 'Difficult to Start Everything' marketing service department was used as a pilot for the company. Without prior experience, the staffing was not in place, and I was alone. One person runs the market, sends flyers, visits customers, and works part-time in the field. According to the habits of towns and villages, sometimes they rushed early, and after returning the flyers, they rushed back to the marketing department to sign the orders. On weekends, they ran several towns a day; sometimes they just arrived at work hours, and the customers did not arrive. Refused to no more blame, warm and thoughtful for the customer to do a good job, only accompanied by the night to drag the tired body back home; at the same time accompanied by the agent exhibition industry, insurance, collaborative filling, delivery, good customer dimension Department work, when the salespersons generate emotions due to contradictions, actively communicate and solve problems to improve the loyalty of the salesmen. Many holidays and weekends are also working overtime to provide services for the salespersons. After the opening of the Dingjia Marketing Service Department, in less than five months, it achieved a premium income of 2 million, realized a business growth of 35%, and completed the stage premium task of the higher level with high efficiency and high quality. In addition, it also strengthens the training of newcomers and marketing staff, and provides one-to-one training for new sign-in personnel in the marketing service department. Through systematic and theoretical study, the signing personnel have mastered relevant regulations and are proficient in Signing; in daily business or in the private life circle, I often contact people who meet the requirements for additional staff to mine the prospective recruits. In the work, this spirit of courage to innovate, dare to fight hard, earnest responsibility, hard work and hard work has also been recognized by everyone.