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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 […]
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: […]
How Do I Maximize My First 12 Months in the Insurance Industry?
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding
Whether you are entering the insurance industry for the first or second time, Justin and Jordan Goodman have some tidbits of wisdom to share with you in this episode of the Independent Agent. Cocktails: Justin tries a Paloma Part 1: An employee received an opportunity outside of the industry, but wants to know how easy […]
How to Prevent a New Hire from Disrupting Your Culture
Agency Owner Articles, Helpful Tips: For Onboarding
The Practical Guide to Insurance Designations
Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding, Helpful Tips: For Training
As you begin your career in insurance, it is important to understand how you can create long-term success in this industry. There is a lot to learn and, quite honestly, the learning never stops. The sky is the limit as far as options that are available to you to continue growing and developing your insurance […]
Drastically Improve Your Onboarding Program by Making These 2 Changes
Agency Owner Articles, Helpful Tips: For Onboarding
Drastically Improve Your Onboarding Program by Making These 2 Changes Inevitably, agencies are going to have their new hires sit at a desk and watch another CSR perform his or her/job duties – and they’ll call this “onboarding.” It’s a necessary, but often ill-conceived attempt at a comprehensive onboarding process, but we know that there’s […]
The First 90 Days: The Importance of Creating Strong Employee-Employer Relationships Early
Agency Owner Articles, Helpful Tips: For Onboarding
Leveraging the Power of Onboarding
Agency Owner Articles, Helpful Tips: For Onboarding
How Well-Executed Onboarding Springboards Employee Success
Agency Owner Articles, Helpful Tips: For Onboarding
How Well-Executed Onboarding Springboards Employee Success The problem with modern employee onboarding is that employers tend to turn the process into an orientation. Robin Erickson, one of the leading experts in the talent acquisition industry, says that often instead of true onboarding employees end up going through, “a two- or three-day whirlwind of compliance-related paperwork, […]
Setting Up An Effective New Hire Framework
Agency Owner Articles, Helpful Tips: For Onboarding
Methods of Creating a Supportive and Effective New Hire Framework A recent review of new hire practices has sparked some interesting discussion about the best methods of integrating new employees within a company. Author Claire Petrie discusses two distinctly different examples of her own personal experience with being a new hire. She also provides key […]