Summary is a kind of literature that comprehensively reviews and examines past social practice activities, which determines that summary has strong objective characteristics. The following are five model articles on the work summary of insurance companies that I brought to you for your reference!

Good morning, leaders and teachers. Let me make a personal year-end summary. Just after listening to the report from the leaders and teachers, I feel that my summary is superficial and the angle and depth of consideration are far from enough. If there is anything wrong with the following report, I hope the leading teachers will criticize and correct me after the meeting.

First of all, the first item is my work content, so its task is also very heavy for economic support, but I personally lack a lot of experience because of my age, so my work task is relatively simple, mainly including the following contents:

1, preliminary examination, registration and delivery of insurance policies

2. Registration of policy collection and issuance

3. Reports, including the data reports of each agency as of the current month, the data reports of each channel (district manager) as of the current month, the data reports of each backstage promotion as of the current day, and the daily data summary report, and the monthly summary report of last month shall be made in the following month.

4. Inventory management, mainly refers to the receipt and receipt registration of a product.

The second part is a summary of personal achievements and shortcomings.

First of all, talk about personal achievements: the first aspect is the preliminary examination. Carefully review the insurance application to ensure that it is correct before submitting it for scanning and entry, so as to reduce the occurrence of subsequent problems and improve the underwriting speed. The second aspect is the report. Every day, the report issued by the head office is further processed and counted, so that the agency can know its business volume in time. For teachers, they can know the progress of their tasks in time and know what they are doing. By analyzing the data, they can make a better plan for the follow-up work. Personally, I think work achievement is work harvest for me, and harvest means learning a lot of knowledge and accumulating some experience.

The following are the shortcomings in my work: to be honest, at first, I thought it was a small case, soeasy. However, after working for a period of time, some problems appeared, such as the wrong ID number, bank card number and postal code. Let me deeply realize that this is not a simple job, because the simpler the job, the more sloppy it is, and the preliminary examination needs to be careful. When there are many lists, I use them more easily and carelessly. This needs to be corrected. Another point is the lack of business knowledge, business level needs to be improved.

The third part is the work plan for next year.

First of all, continue to do the previous work and listen to the arrangement of the leader.

Second, try to do your own job, do a good job of backup service, and work with teachers to build a better platform for Guohua and Jingdai.

Third, continue to learn business knowledge and improve your business level. Then I hope to have the opportunity to listen to the teacher's class, because there is a certain gap in understanding between watching and explaining many things by myself.

The following are personal feelings (personal gains)

1, the theory and knowledge of insurance and the current situation of the insurance industry have given me a more objective and comprehensive understanding of insurance. To be honest, before I came into contact with the insurance industry, my understanding of insurance was that insurance was deceptive, and my understanding of the insurance industry was very narrow and one-sided. After really understanding, it is found that insurance is becoming more and more important for too many accidents in today's society.

2. Have a preliminary, true and proper understanding of the workplace, make clear the direction of efforts and improvement, and learn valuable interpersonal skills and experience through contact with leaders and teachers. As a newly graduated student, I feel very honored to have the opportunity to work and study in Guohua. When I was a student, I wanted to work as soon as possible, but I didn't know anything about the workplace. Only after work can I have a clear understanding. Everyone has specific operational procedures in the workplace.

3. The practical knowledge and software application skills of computer office, as well as the ability and experience to deal with problems, have strengthened my desire to expand my knowledge and improve my ability. Although I studied computer in college, its design is also very extensive. I studied computer network. The focus of learning is different, so I was not very proficient in the application of office before, and I was worried about the e-cel form before, but through the study at work, I found that it was not as difficult as I thought. Nothing in the world is difficult to a willing mind. In the face of seriousness, difficulty is a paper tiger. I am not afraid of my own mistakes. What I need is to sum up experience from my mistakes and not repeat them. I also hope that when I make mistakes, the leaders can actively criticize and correct me, because in my previous work, the leaders never severely criticized me and always encouraged me, which reminds me of a famous saying, "Good children are boasted", which I think is well founded, and encouragement and praise are also a kind of motivation.

It has cultivated my diligent, practical, earnest and responsible working attitude.

Although the initial test does not require any technical content, it is a job that needs you to take seriously and carefully. It may be that a wrong number is written, the content is vacant, etc., which will bring many problems. In what position, you should set an example and be responsible for everything you do.

According to the spirit of the operation work conference in the first half of the year, the operation work in the second half of the year should focus on six major goals: efficient and intensive operation system, timely and powerful sales support, standardized counter service, standardized telephone service, effective management and control of operational risks, and refined team building, and continue to promote various key tasks while ensuring orderly operation and management.

Combining with my specific job responsibilities, I will talk about the achievements and shortcomings in the first quarter, and make a report on the key work and business objectives in the first quarter:

First, the working ideas:

Actively implement a series of important instructions from the leading group of the head office on the company's business development, keep pace with the times, work diligently, be pragmatic and seek efficiency, and strive for first-class courage. The guiding ideology of the operation work is to continue to focus on the goal of sustainable growth of the company's value, constantly carry out management innovation and service innovation, and strive to improve the customer service ability and sales support ability of the operation line.

II. There are five key tasks in the business line of the branch in the middle of the first quarter:

1. Preparations for the transformation of the new insurance law. This is the company's key work this year, in which the workload undertaken by the operating lines is relatively large, especially with the switching of products, contracts, billing, security and claims services all need to be adjusted, and the task is very arduous. At present, the company leads a working group to make unified arrangements, and all operating lines should be closely coordinated by the head office and branches according to the company's requirements to ensure smooth switching.

2. pdca training for operators and preparation for "all-star" appraisal activities. This is the starting point for us to improve the service quality, and it is also an important activity to improve the quality of employees. This year, on the basis of last year's "All-Star" selection, we should further carry forward the exemplary spirit of service stars in operation lines and continuously improve the quality of operation teams.

3. Standardization of outlets and improvement of customer evaluation system. This work has been integrated into the work in the first quarter and is also the goal of future work.

4. Actively cooperate with the Insurance Regulatory Bureau to investigate the part-time agency of our company.

5. Clean up documents and seals. With the launch of the new document system and the arrival of electronic billing, especially the promotion of counter billing system, the company has achieved a breakthrough in stamping the company contract seal in the form of electronic impression.

Third, our next goal and dream:

1, operating system. The goal of our company is to establish a unified, flat and intensive operation system. This goal will undoubtedly change the messy situation of the previous operating system and bring greater promotion and support to our work.

2. Counter service. In the past, the company's counter service mode was relatively backward, and the specifications of each branch were different. Only after our company carried out the counter standardization construction, unified the company's external image and realized the standardization and standardization of counter service, our counter service gradually improved greatly.

3. Control of operational risk. With the advancement of electronization, our goal is to establish an operational system with controllable risks and mutual disaster preparedness. At the same time, establish and improve various rules and regulations. Starting from the basic work, observe and analyze every link and detail, establish post responsibility system, clarify post responsibility and authority, and pay close attention to the implementation of various systems. In terms of business operation, give full play to the role of business supervisor, implement one-to-one responsibility system, establish an internal control system with one link and one link, and gradually improve various internal management methods.

Our dream is to "lead the industry and provide the best service". We constantly sum up our past work experience. On the basis of the previous work, we will work closely together to strive for a significant improvement in service level in two or three years, establish a leading position in the industry, and build a "life insurance company with the best service"!

Looking back on the past year, I can't help feeling a lot ... time flies, and I have to cross the hurdle of another year in a blink of an eye. Looking back, although there is no vigorous result, it has experienced extraordinary tests and tempering.

I have been working for almost ten years and have written nearly ten year-end summaries. Supposedly, every one of us who pursues progress will inevitably make an inventory of ourselves at the beginning of the year. This is also a spur to yourself. As a property insurance company, finance is one of the key departments of the company. Internally, we should cooperate with the superior company to provide internal services. At present, the social requirements for financial personnel are also constantly improving. Externally, we should deal with all kinds of inspections by tax, auditing and financial authorities, master social security and tax policies and use them reasonably. Over the past year, with the leadership and the help of all members, I have been familiar with the details of my work since I took over the job as the head of the Finance and Underwriting Department, constantly improving my working methods and improving my work efficiency. During this year, all the staff of the nuclear insurance department worked hard, and Qi Xin worked together to carry all the work down. Looking back on the coming year, under the correct leadership of the company's leaders and department managers, our work closely focuses on the company's business policy, with "great marketing and great service" as its purpose and benefit goal, closely focuses on key points and closely follows the company's various work arrangements. I did my duty in accounting and management. This year, with the understanding, care and support of leaders and colleagues, we have made some achievements in our work through our unremitting efforts, but there are also many shortcomings. In order to sum up experience, carry forward achievements and overcome shortcomings, the work in 2000 is briefly reviewed and summarized as follows.

This year's work can be divided into the following three aspects:

I. Management of the underwriting department

From 20 to 2000, under the leadership of the company manager's office, the nuclear insurance department summed up the experience and lessons of previous years, and formulated the annual work objectives of the department: improving service awareness, changing concepts, taking the market as the guide, strengthening cooperation and communication with the department while doing a good job in business quality control, and actively promoting business development. Actively respond to the working idea of "developing steadily, improving management, strengthening the execution of reform and innovation, and striving to fully realize the goal of' benefit first'". First of all, improve and correct the service attitude of all employees in the nuclear insurance department, and select excellent service personnel from the talent exchange center to sit in the cabinet. Standardize civilized language. Improve the efficiency of invoicing, so that the personnel of the underwriting department get unanimous praise from people inside and outside the company. At the beginning of each month, make statistics on all kinds of insurance business and report all kinds of data statements to relevant departments of national companies.

Second, the basic work of accounting

(1) Earnestly implement the accounting law, prepare and print accounting vouchers on time every month, strictly review the rationality of original vouchers, and strengthen the management of accounting files. All costs and expenses are classified according to departments and projects, and will be shared with expenses at the end of the month, reflecting departmental benefits.

(2) declare all taxes in time according to the specified time. Actively cooperate with relevant personnel to carry out mid-year spot check, year-end pre-inspection and financial and tax inspection of superior companies.

(3) Carefully manage the social security and medical payment of all employees of the company, as well as the entry and change of the company's personnel generation system.

Iii. Financial accounting work

(1) Strictly implement the "two lines of revenue and expenditure" financial management regulations of the Head Office, and the expenses shall be accounted for separately, and cash shall not be used for cross-households.

(2) Supervise and audit the income of each operating room of the company, unify accounting caliber, communicate in time, keep close contact, pay attention to their opinions, and establish a good cooperative relationship with the employees in the operating room.

(3) Calculate business tax and travel tax correctly, pay taxes in full and on time, actively cooperate with tax authorities to use new tax declaration software, and update key tax source monitoring software. Timely discover and correct problems that violate tax laws and regulations, maintain communication and contact with tax authorities, and obtain support and guidance from tax authorities.

(4) As the bottom manager of the company, I am fully aware that I am not only a manager, but also an executor. If you want to lead a good team, you need to be familiar with the business and be responsible for the specific work and business. First of all, you should set an example, so as to ensure that everyone can take the initiative to undertake the work under the condition of tight personnel. In addition to intense work, strengthen team building and build a team with comprehensive business and high work enthusiasm. We should give full play to their subjective initiative and work enthusiasm by "observing people's strengths, employing people's strengths, gathering people's strengths, and developing people's strengths". Improve the overall quality of the team and establish a new image of pioneering, innovative, pragmatic and efficient departments.

Summary of the work of insurance companies Fan Wen 4 once disapproved of insurance like most people, and hated insurance salesmen even more. I also think that engaging in insurance work is extremely low-level and has no status. But until that moment, when I entered the Marketing Department 7 of China Life Jincheng Branch, my opinion changed completely.

I have worked as a waiter, a very respectable people's teacher, an extremely respectable and enviable reporter, and invested in business. Although these jobs are hard and tiring, they have been recognized and respected by many people. I still remember the praise and applause at the moment, but how many people can remember it today? Do my students remember me? Occasionally meet me in the street, will you call me a teacher? Although they have made progress under my guidance, will the people I interviewed recognize me? Although they have also toasted me with great appreciation, their style is also vividly displayed in my pen. But what did I get? I've been thinking about this problem for a long time. I am very dedicated and I work hard. I once naively thought that gold would always shine, but what did my efforts get?

The cruel real life once made me a slave to it, muddling along and being extremely negative. I used to think that life was like this, although I was still very young. However, at the moment when I stepped into the marketing of China Life Jincheng Branch, my concept changed qualitatively. Most of my partners there are middle-aged, but they are passionate about life and work, and they are eager for success. They study hard and encourage each other. Their positive attitude deeply infected me and moved me. I keep telling myself I can't do this anymore. I was still young.

With that passion, I entered the insurance industry and got a new understanding of insurance. What is insurance? Insurance is to plan tomorrow's life with today's money. As we all know, the future is full of variables, and no one can accurately predict what will happen in the future. Some people wake up penniless, and some people leave home and go where are you going? Often such an accident will make an originally happy family or an originally prosperous enterprise get into trouble. There is an old saying in China: "He who has no long-term worries will have short-term worries". Insurance is a kind of wisdom for taking precautions and a powerful means to resolve possible quality risks in the future, which can prevent people's lives from being troubled by tomorrow's violent fluctuations.

Insurance is to change small money into big money. Insurance is like a reservoir. Usually, it is accumulated by the insured, and it can be used directly once it is needed. The amount of use is hundreds, thousands or even tens of thousands of times of its investment. Of course, although each insurer in the insurance consortium only pays a certain premium, only the insured who encounters an insurance accident can get insurance compensation. This just shows the mutual aid nature of insurance. "If one party is in trouble, all parties will support it". In this way, if one of the insured encounters misfortune, we can avoid or reduce the loss with everyone's help.

Insurance embodies kindness, responsibility and dignity. Insurance can not only provide a kind of material compensation, but more importantly, it can also reflect the harmonious relationship between people. Buying insurance for family members is love for relatives, buying insurance for employees is a responsibility to society, and buying insurance for yourself is an extension of self-dignity.

Life insurance is great! Can make love last forever! I do everything, but not every job makes me feel meaningful. Spreading love, fulfilling responsibilities and advocating mutual assistance, I am for everyone, everyone is for me, and everyone helps everyone ... Isn't this what our country and society need? As an insurance agent, as an ordinary person, shouldering such a great mission and such a great responsibility, how proud and proud it is! Therefore, I am glad to choose the insurance industry, and I will make my life value reflected in this industry.

Summary of the work of insurance companies: in a blink of an eye,-has become history, but we still remember the fierce competition last year. Although the weather is not particularly cold, the recruitment banners flying on the street are enough to make people realize that the valve industry will be another big market and the competition will be more intense. Marketing directors, sales managers, regional managers, and hundreds of enterprises, large and small, are all vying for talents and markets. Everyone has really felt the cruelty of the market and can only sit still. Summary is to foster strengths and avoid weaknesses in the coming year and have a comprehensive understanding of yourself.

I. Completion of tasks

The actual sales volume this year is 50 million, including the ball valve 1 10,000, butterfly valve120,000 and others180,000, which basically achieved the goal set at the beginning of the year.

Compared with last year, the number of conventional ball valves decreased, the eccentric hemisphere increased rapidly, and the forged steel ball valves increased slightly. However, the sales volume of butterfly valves is not ideal (planned150,000 or so), the sales volume of large-diameter butterfly valves (dn 1000 or more) is very small, and the soft sealing butterfly valves have a slight increase.

Generally speaking, the sales volume is normal, and the main engine factory grows rapidly, but the growth of the company's own products is not ideal, and the growth of the "Shuangda" brand is not ideal.

Second, customers report more situations.

For our production and sales-oriented enterprises, quality and service are our life. If these two aspects are not done well, the development and growth of enterprises is an armchair strategist.

1. Quality status: unstable quality, many returns. Such as customer's ball valve, customer's butterfly valve, etc. Quality problems occur one after another and customers complain.

2. Not paying enough attention to details, such as large welding scar, uneven surface, incorrect paint color, and handwheel falling off during delivery. Although it is a small problem, it affects the quality of the whole product and gives customers a bad impression.

3, delivery is not timely: inaccurate production cycle planning, improper production scheduling often leads to delay in delivery, but also human factors caused by the owner.

4. Freight: Many customers complain about freight, especially old customers. For example, there are others who say that it is more expensive than others. The price of the same goods and the same means of transportation is different today from yesterday.

5. Technical support problems: customers' questions are not answered or ambiguous, which leads customers to complain and misunderstand the company, and others have mentioned such problems. It's not a big problem, but it is not in harmony with the company's tenet of "customer first" and "customer is God".

6. Quotation: Because the internal price system of the company is not complete, different customer grades can't be reflected, and old customers and big customers can't appreciate the company's care and preferential treatment.

Third, the problems in sales.

After nearly two years of running-in, the sales department has merged into a lean, United and progressive team. Teamwork and cooperation, smooth communication and harmonious coexistence; Sales staff have mastered certain sales skills and strengthened the idea of serving customers; Proficient in business, everyone can be independent, and the problems in work are good at summing up and finding reasonable solutions, especially in this respect. The cooperation between relevant departments is getting smoother and smoother, and they can understand and support each other. The good aspects need to be carried forward, but there are also many problems.

1, employees' work enthusiasm is not high, and their autonomy is not strong. Talking at work, watching movies and playing games happen from time to time. The reasons are as follows: first, the system supervision is weak; Secondly, salespeople have low salaries and feel that they have done a lot, but compared with other departments, their salaries are low, which leads to psychological imbalance.

2. The awareness of organizational discipline is weak, and the phenomenon of being late for work and leaving early often occurs. This situation exists in all departments of the company, and the company should have a suitable attendance system. When a bad phenomenon occurs, not only the department leaders should take charge, but also the company leaders should come forward to stop it.

3. The concept of delivery personnel: delivery personnel only regard delivery as a simple task, thinking that the goods will leave the factory, and there is no concept of serving customers. In fact, the care in details can make customers feel the service and sincerity of the company, such as the packaging and clear marking of goods, inform customers of the weight and arrival time of goods in time, and reduce the transportation cost for customers as much as possible.

4. The statistical work is not in place, and there are no finished or semi-finished statistical reports. Every time the sales department needs to ask the workshop about the inventory status of goods, it may cause the loss of sales opportunities and waste of manpower, and customers also doubt the efficiency of the company. Finished goods warehouse and semi-finished goods warehouse should provide regular reports to inform the inventory situation, so as to prepare goods in time and inform customers of the specific production cycle.

5, sales, production, procurement and other processes are not well connected, often resulting in delivery delays and mutual responsibility, mutual blame.

6. Poor technical support, lack of tender drawings and sales drawings.

7. The responsibilities of the departments are unclear, and the cost has not been reversed, resulting in the sales staff having no time to actively win customers.

The above problems are only a small part of many problems, which also occur from time to time in the sales process. Although it will not affect the company's fundamentals, it may eventually bring great losses to the company's future development if it is not taken seriously.

Fourthly, the concept of company management.

After two years of development, our Shuangda company has advanced hardware facilities, perfect organizational structure and obvious progress in production management, and enjoys a high reputation in Wenzhou and even the valve industry. It should be said that as long as we have the right strategy, tactics and personnel, the prospects will be very bright.

Everyone knows that "management produces benefits", but it is not easy to manage enterprises well. I feel that the company pays more attention to emotional management and institutionalized management is not enough. Strictly speaking, companies should take institutionalized management as the basis and give consideration to emotional management, so as to achieve the management effect. Take attendance as an example. Punch in every day, there is no penalty for being late and leaving early, and overtime is not rewarded. So what's the difference between punching in and not punching in? It's best not to call. Another example is the negligence of employees, and no one criticizes and corrects it. Even if someone mentions it, it won't do. This is appeasement and connivance. In the long run, the company's interests will inevitably suffer.

The process determines the result, and the details determine the success or failure. A company's goal or a plan eventually deviates, often because some details are not put in place during the implementation process. Bosses have many good ideas, schemes and grand plans. Why didn't it bring obvious results in the end? For example, the warehouse report and cost accounting ordered by the company at the beginning of the year were said again and again at the meeting, but there was no result. Why? Therefore, the decree is unreasonable and the enforcement is not enough. This is an important reason why domestic enterprises attach great importance to "execution" in recent years. Where does execution come from? Process control is the key! Complete process control is divided into the following four aspects:

1) Work report Relevant personnel and departments report their work to the general manager or relevant person in charge regularly or irregularly, and report the progress. Leaders will also take the time to actively understand the progress and give guidance in their work.

2) Regular meetings Regular meetings can help you understand the cooperation of various departments, make suggestions and communicate with each other. There are too few regular meetings in the company, especially vertical communication. Employees don't understand their bosses' work plans and views on their work, and bosses don't understand their ideas and needs.

3) Regularly check the implementation of the plan or scheme after a period of time. The company regularly checks its implementation, whether it deviates from the plan, whether it needs to be adjusted, and arranges tasks for the next period of time.

4) Fair Incentive A fair incentive mechanism is needed to build a harmonious team and mobilize the enthusiasm and initiative of employees. Otherwise, there will be conflicts between employees, uncoordinated work and no enthusiasm for going to work. Personally, I think the salary in the sales department is low. Compare the treatment of sales staff in various valve factories in the big environment and the treatment of various departments in the small environment. Although the employees in the sales department are very dedicated, in fact, everyone has some opinions in their hearts. If the company thinks that the sales department is an important department, recognizes the hard work of salespeople, and wants to keep those salespeople who can bring profits to the company, then I suggest adjusting the salary accordingly. After all, the loss of an employee is too great.

The other aspect is the management structure and employment of the company. Due to the particularity of the company's own structure, personnel management is prone to leapfrog management, multi-head management and excessive management. Leapfrog management easily leads to the loss of prestige and enthusiasm of department managers, and finally leads to discord between leaders and employees in the department, and no one is responsible for accidents; Multi-head management easily makes employees unable to adapt to work and worry about work mistakes; Excessive management may cause employees to lose their creativity, and employees are not confident in themselves, making it difficult to cultivate independent talents.

The above is just my personal opinion, which may not be correct, but I sincerely think about the future development of the company, make every effort to do a good job in the sales department and strive for some dignity for the company and myself. Please be careful.

Sales target:

Preliminary assumption-it will increase by about 40% on the basis of last year, including about170,000 butterfly valves in the first workshop, about 28 million ball valves and about 25 million others. The formulation of this specific goal hopes that the boss of the company can put forward it in a big way among the sales staff in combination with the actual situation and opinions from all sides. Why do you clearly put forward the sales task? Because a clear sales target is not only the company's phased direction of struggle, but also increases the pressure on sales staff to generate motivation.