Xiao Li is a new ordering officer. I heard from my seniors that an ordering officer should write a work summary. So, how to write a work summary for an ordering officer? Is there any good one? What about an example? The following is a summary of the personal work of an insurance company's bill issuer that I compiled for you. I hope it will be helpful to you. If you like it, you can share it with your friends!
Insurance company's individual bill issuer Work summary 1
Looking back on the past year, under the correct leadership of the company leaders and department managers, our work focuses on the company's business policy, with the purpose of "big marketing, big service" and In terms of efficiency goals, we will work closely around the key points and keep up with the company's various work arrangements. Performed due responsibilities in accounting and management. This year, with the understanding, care and support of my leaders and colleagues, and through my unremitting efforts, I have achieved certain results in my work, but there are also many shortcomings. In order to sum up experience, carry forward achievements and overcome shortcomings, the work of - year is now reported as follows.
This year’s work can be divided into the following three aspects:
1. Underwriting Department Management
--In 2019, under the leadership of the company manager’s office, the underwriting department The Department summarized the work experience and lessons learned in the past years, and the Underwriting Department formulated the department's annual work goals: to improve service awareness, change ideas, be market-oriented, do a good job in business quality control, strengthen collaboration and communication with departments, and actively promote business development. .
Actively respond to the branch's work ideas of "steady development, improved management, strengthened implementation of reform and innovation, and strive to fully realize the goal of 'efficiency first'". First of all, we improved the service attitude of all employees in the Underwriting Department, and specially selected outstanding service personnel from the Talent Exchange Center to work at the counter. Standardize civilized language. The efficiency of issuing orders has been improved, so the underwriting department staff have won unanimous praise from people inside and outside the company. At the beginning of each month, we will conduct statistics on various insurance businesses and submit various data reports to the relevant departments of the state company.
2. Basic accounting work
(1) Conscientiously implement the "Accounting Law", prepare and print accounting vouchers on time every month, strictly review the rationality of the original vouchers, and strengthen accounting files management, etc. All costs and expenses are collected and classified by department and project, and the same expenses will be apportioned and carried forward at the end of the month to reflect departmental benefits.
(2) Report all taxes in a timely manner according to the prescribed time. Actively cooperate with relevant personnel in mid-year spot inspections, year-end pre-examinations and financial and tax inspections of superior companies.
(3) Carefully manage the social security and medical payment of all employees within the company, as well as the entry and change of the company's personal generation system.
3. Financial accounting work
(1) Strictly implement the "receipt and expenditure lines" of the head office, account for expenses separately, do not cross accounts, and do not sit on cash accounts Management regulations.
(2) Supervise and review the income of each business point of the company, unify the accounting standards, communicate in a timely manner, keep close contact and pay attention to their opinions, and establish a good cooperative relationship with the staff of the business point.
(3) Correctly calculate business taxes and vehicle and vessel taxes, pay taxes in a timely and full amount, actively cooperate with the tax department in using new tax declaration software, and focus on the update of tax source monitoring software. Timely discover problems that violate tax regulations and correct them, maintain communication and contact with the tax department, and obtain their support and guidance.
(4) As a low-level manager of the company, I fully realize that I am both a manager and an executor. If you want to lead a team well, in addition to being familiar with the business, you also need to be responsible for specific work and business. You must first lead by example, so as to ensure that everyone can take the initiative to take on the work when the staff is tight. In addition to intense work, we strengthen team building and create a team with comprehensive business and high enthusiasm for work. For subordinates, we should fully "observe people's strengths, employ people's strengths, gather people's strengths, and display people's strengths", and give full play to their subjective initiative and work enthusiasm.
Improve the overall quality of the team and establish a new image of the department as pioneering, innovative, pragmatic and efficient.
Personal work summary of the insurance company’s issuer 2
--The year was the year when Yangquan PICC achieved excellent performance in the face of a more complex market environment and greater internal and external pressure. One year. Under the correct leadership of the provincial company's Party Committee and General Manager's Office, and under the command and leadership of General Manager Zhang Xiuquan, all the cadres and employees under the jurisdiction are united and united, closely focusing on the main tone of the work of "promoting development, increasing efficiency, and preventing risks", and closely Focusing on the various goals and tasks set at the beginning of the year, we inspired ourselves, worked hard, vigorously explored the market, comprehensively strengthened management, continuously deepened reforms, actively responded to challenges, withstood unimaginable pressure, overcame extremely complex difficulties, and created " It exceeded 100 million in the first quarter, exceeded 100 million in the second quarter, captured 100 million in the third quarter, and reached nearly 350 million for the whole year." This is a development miracle.
To achieve the results, too many people have poured their wisdom and talents, hard work and sweat into it. Especially the correct leadership decisions of superiors, the strong leadership of the general manager office of the branch and the hard work of all employees. As a member of the team, I also actively participate in various tasks and contribute my due strength to the development of the company.
Throughout the year, the company's development has reached a new level. At the same time, in the process of performing my duties, my thoughts and abilities have also been comprehensively improved.
First, no matter how busy or tired I am at work, I always put pressure on myself and focus on strengthening the study of theoretical knowledge and moral cultivation. Be able to conscientiously implement the party's basic program, basic line, basic principles, and basic experience, conscientiously study the theory and the important thought of "----", conscientiously practice the scientific outlook on development and the spirit of the Fifth Plenary Session of the 19th CPC Central Committee, and be able to follow the instructions of the superior company Important resolutions and decisions of the party committee and the party committee of the municipal branch guide work and practice. On major issues of right and wrong, we must be clear-headed, firm-minded, and clear-cut in ideological, political, and action coordination with the Party Central Committee and the party committees of higher-level companies and branches. consistent. The second is to be able to actively participate in various trainings organized by the company and be serious. Especially in terms of strengthening moral integrity, performance and diligence, we must strictly abide by job responsibilities, start with me, be strict with me, abide by rules and disciplines, act in compliance with regulations, and be honest in government.
Since the beginning of this year, according to the division of labor in the general manager’s office, I have been in charge of five departments: the office, the vehicle insurance department and the sales management department, the legal department/compliance department, and the billing management center. The service department is a stand-alone treatment unit. At work, I insist on taking "backstage support front desk, housekeeping service business, division of labor in no particular order" as the foothold and starting point of the work in charge. Together with department managers and grassroots leaders, I actively formulate work plans, carefully sort out work priorities, and accurately Grasp the rhythm of work and steadily advance the work process, providing sufficient support and guarantee for the scientific decision-making of the Party Committee and the General Manager's Office, the work practice of the business departments, and the business development of the grassroots companies.
1. The office adheres to the "service commitment", and its coordination, organization and comprehensive service capabilities have been significantly improved
The office has the ability to ensure the uploading and issuing of government orders, ensure the coordination and implementation of work, and improve the efficiency and effectiveness of the agency. Business work has an equally important role and significance. Therefore, I require the office to make new improvements and breakthroughs in coordination and organizational capabilities and comprehensive service levels.
Over the past year, the office has been able to grasp the rhythm and carry out various tasks in an orderly manner. *** Processed more than 1,700 official documents of various types, issued 278 government documents, 41 party documents, wrote 26 leadership speeches and empirical materials of more than 200,000 words, compiled and distributed 65 issues of "Yangquan PICC Property and Casualty Information", "Shanxi Insurance "Industry Association Information" published 4 manuscripts, "Head Office's Special Issue on Creation and Excellence" published 1 piece of information, and "Shanxi PICC Property and Casualty Insurance Information" published 30 manuscripts. Business and experience exchanges were conducted through various cultural platforms, which effectively promoted the solid development of work.
Over the past year, the office has successfully organized the "Celebration Meeting for the Over 100 Million in the First Quarter and the Launch Ceremony for the Over 100 Million in the Second Quarter", the Mid-Year Summary Meeting and the "Over 200 Million in the Year to Lead Development and All Employees Sing a Red Song to Appreciate the Party's Gratitude" Singing competition, "--Year Work Summary and Commendation and Staff Art Performance" and other large-scale meetings, assisted the claims center to successfully hold the "Joining hands with PICC *** to enjoy the World Expo Asian Games" Customer Festival, and cooperated with various brother departments to provide conference reception and logistics services , all achieved good results and were highly praised by the Party Committee and the General Manager’s Office.
Personal work summary of insurance company issuer 3
I have joined the company in a blink of an eye. First of all, I would like to thank the company for giving me this opportunity to grow and work. At the same time, I would like to thank all the leaders and work partners for their support. Help, support and guidance in my work. During this period of work, through continuous learning, I have improved my insurance business skills and knowledge, but there are also some shortcomings. The current work is summarized as follows:
Ideologically, I Be strict with self-discipline, abide by company rules and regulations, insist on never being late, never leaving early, and arrive at get off work on time. Actively and conscientiously participate in various studies organized by the company, and carefully understand them, turning them into their own ideological weapons.
At this stage, I mainly place orders at Hongsheng Jianghuai Automobile Dealership. It is a job that directly faces customers and requires patience and carefulness. Therefore, I always pay attention to my speech and behavior, and treat customers with enthusiasm and generosity. Do not affect the image of the entire company because of your own fault. When communicating with customers, be able to proactively explain and explain the comprehensive protection of car insurance purchased at the car dealership, in order to stabilize customers and encourage customers to purchase new insurance at the car dealership.
In terms of issuing orders, the work of the issuer is boring and repetitive, but even if the same work process is repeated every day, we must enter each policy carefully. I am well aware of the importance of my work, and I complete it with a rigorous and serious attitude. I urge myself to become familiar with various insurance clauses and systems faster and better, and at the same time strictly abide by the company's various work systems, be modest and prudent, and learn with an open mind. , and constantly improve their business level and work ability.
During this period of work, I still have many shortcomings. For example, the breadth and depth of learning are not enough, the quality of work needs to be further improved, and I cannot provide more detailed information on car insurance claims. Customer introduction and so on.
There is no end to learning, the development of the times is changing rapidly, and the knowledge of various disciplines is changing with each passing day. In the future work, I will make unremitting efforts to learn various insurance knowledge and use it to guide practical work; work harder to familiarize myself with underwriting policies and work systems, strengthen professional skills; work more actively to improve myself, constantly summarize experiences and lessons, and make Do your job better and serve the company. At the same time, if there is something wrong in the work, the leader still needs to criticize and provide guidance.
Personal work summary of insurance company issuer 4
--With the smooth development of the company's business in 2018, I slowly developed in this big environment of innovation and continuous improvement. Growing and making certain progress in professional knowledge and business skills. The work for the first half of the year is now summarized as follows:
1. Strengthen learning and further improve the understanding and mastery of insurance knowledge
As an issuer, It is not just as simple as entering a policy, because for an insurance company, the entry of the policy by the issuer is the beginning of the insurance business of a policy. If there is a problem with the issuing part, it will be a problem for the customer's new car license plate, vehicle annual inspection , as well as subsequent work such as insurance claims and insurance claims will be affected, so the accuracy of policy information entry is the key point. After the company's first phase of billing training and the second phase of billing training, I re-learned the professional knowledge of auto insurance, basic knowledge of non-auto insurance, system entry of auto insurance and non-auto insurance, and also clarified my shortcomings. Department, that is: non-auto insurance related knowledge, system entry, etc. In the future, we should continue to improve our order-issuing skills, learn and master the knowledge of auto insurance and non-auto insurance, and further improve our own quality.
2. Carry out the tasks assigned by the leader
As for myself, in addition to doing my own duties, I also perform the tasks assigned by the leader. At the same time, we actively cooperate with the work arranged by the leaders, so that we can be diligent with our legs, hands and mouth. We are not afraid of hardship or tiredness. We perform our duties conscientiously and share the worries of the leaders as much as possible, which improves the efficiency of work.
3. Observe disciplines and ensure the successful completion of work tasks
Be strict with yourself, overcome difficulties, abide by company rules and regulations, do not miss work if you have to ask for leave, and insist on not being late or leaving early , commute to get off work on time.
Insurance Company Billing Officer Personal Work Summary 5
First of all, I would like to thank my leaders for their help, support and guidance in this upcoming year of work. At the same time, during this work period, there were gains and losses. The work for the fourth quarter of 2019 is now summarized as follows:
1. Improve one's own quality and perform one's responsibilities.
In January this year, I entered an insurance company and engaged in the unfamiliar industry of insurance. For a graduate who has just stepped out of school and engaged in a new industry, he will face new challenges and tests to a greater extent. In order to adapt to the needs of current work, you should always put learning first, improve your overall quality, especially enhance your insurance knowledge, and become a true insurance person. As a confidential employee in the office, your main job is to upload and deliver files, file management, file management and trivial matters. These seemingly simple things require enough patience to do, and remember to take out the file for the first time. When showing it to the boss, the document was modified over and over again, printed over and over again, which even made me feel discouraged and irritated. However, when I compared my feelings later, the company leaders took the trouble to take every document and even every word seriously, and as me, I obviously It is trivial and serves the good purpose of cultivating patience. Attitude determines everything. I will continue to do my best to do my best at work.
2. Carry out the tasks assigned by the leader.
As for myself, in addition to doing my job well, it is also natural to carry out the things assigned by the leader. At the same time, I actively cooperated with the work arranged by the leadership, and was diligent with my legs, hands, and mouth. I was not afraid of hardship or tiredness. I performed my duties conscientiously and tried my best to share the worries of the leaders, which improved the efficiency of work.
3. Problems at work.
During this year, there were many shortcomings. For example, in the face of numerous work, the failure to summarize active, effective, concise and clear working methods, the lack of understanding of insurance theory and business In-depth knowledge. In the future work, I will work more actively to improve myself, constantly sum up experience and lessons, and let my unremitting efforts create the value I deserve. At the same time, if there is something wrong in the work, the leader needs to criticize and point it out.
I firmly believe that with the correct guidance of leading cadres and the joint efforts of all employees, the insurance company will become bigger, stronger and more brilliant!
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