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Risk Retention Group (RRG): Pros and Cons Overview
Coverage Article, Helpful Tips: For Onboarding, Helpful Tips: For Training
Understanding the Pros and Cons of a Risk Retention Group Navigating insurance options can be challenging, especially when exploring alternatives like RRG insurance. But what exactly is a risk retention group, and what does RRG stand for? In simple terms, a risk retention group (RRG) is a liability insurance company owned directly by its members, […]
The Practical Guide to Insurance Designations
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding, Helpful Tips: For Training
Choosing the Right Insurance Designation and Certifications for your Career As you begin your career in insurance, it is important to understand how you can create long-term success in this industry with the right insurance designations and certifications. There is a lot to learn and, quite honestly, the learning never stops. The sky is the […]
Insurance 101: What New Hires Need to Know
Helpful Tips: For Hiring, Helpful Tips: For Training
Understanding Insurance 101 as a New Hire Starting a career in insurance can feel daunting, so this guide aims to provide straightforward, detailed insights that help newcomers succeed. In this article, we’ll touch on everything from fundamental terminology to industry trends, practical advice, and training requirements—all while using the keyword Insurance 101 as our framework. […]
The Role of an Insurance Account Manager: Responsibilities, Skills, and Career Insights
Agency Staff Articles, Helpful Tips: For Onboarding
Understanding the Role of an Insurance Account Manager Image depicting the meaning of what an account manager does An insurance account manager, sometimes referred to as a CSR (insurance customer service representative), insurance account coordinator, or insurance relationship manager, plays a crucial role in maintaining strong client relationships and ensuring policyholders receive the service they […]
Total CSR Case Study – From Food Service to Insurance in Less Than 30 Days!
Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Training
Total CSR followed Lei, a new account manager at Goodman Insurance, as she went through licensing, training, and assessments with Total CSR. Watch how going through our training enabled Lei to outperform industry pros with years of experience!
How Can My Small Agency Attract Talent Without The Budget of Larger Firms?
Agency Owner Articles, Helpful Tips: For Hiring, Helpful Tips: For Leadership
Hiring is hard! Learn helpful tips from real agency owners, Justin and Jordan Goodman, on how to hire top talent without a huge budget in this episode of the Independent Agent. Part 1: The account manager does the work and the producer gets paid for it Intermission: Justin tries Green Flash – West Coast IPA […]
How to Keep a Top Producer From Causing Agency Turnover Problems
Agency Owner Articles, Helpful Tips: For Leadership
Part 1: The top producer is causing major staff turnover issues Intermission: Justin tries Lagavulin 16 Part 2: An account manager has to hand bad news to the insured, and it was the agency’s fault
My New Hire Won’t Stop Talking About His Old Agency, And It’s Killing Morale
Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Onboarding
Justin and Jordan offer helpful tips to insurance agency owners on managing relationships and agency culture in this episode of the Independent Agent. Check out the details below! Part 1: A new hire wants to keep talking about the ways they did things at their old agency. Intermission: Justin tries a Grapefruit Goodman Part 2: […]
Do Professional Designations Really Matter?
Agency Owner Articles, Helpful Tips: For Leadership, Helpful Tips: For Training
In this episode, Justin and Jordan discuss the various factors agency leaders should consider when developing organization wide goals. They also weigh the pros and cons of the different options available for insurance education and debate the value of professional designations. Beverage: Whiskey Sour Part 1: What should agencies consider when determining goals for the […]
My Agency is Requiring Me to Pay the SIR on an E&O Claim Caused by My Account Manager
Agency Owner Articles, Helpful Tips: For Leadership
Is this fair?? Justin and Jordan discuss the who needs to pay the SIR on an E&O claim in this scenario. Also, do outsourcing companies work? Find out in this episode of the Independent Agent. Part 1: We started utilizing an outsourcing company, but my account managers say they are busier than ever Intermission: Justin […]