BlogHelpful Tips: For Hiring
Insurance Account Manager Salary and CSR Pay Guide for 2026
Insurance account manager salary and CSR pay data for 2026 from BLS, what drives pay, how to build pay bands, and how CSRs grow into account managers.
Essential Resources & Blogs for Insurance Agency Success
Get helpful resources, guides, content, and podcasts on insurance, agency ownership, and more by visiting our insurance agency blog and resource center.
64 results in Helpful Tips: For Employees or Helpful Tips: For Hiring · page 1 of 3
BlogHelpful Tips: For Hiring
The Insurance Agency Hiring Process: A Step-by-Step Playbook
Eight hiring steps for insurance agencies: plan the role, source and screen CSR candidates, interview with structure, run the required checks, and onboard.
BlogHelpful Tips: For Hiring
Insurance CSR Interview Questions: 25 Customer Service Questions That Predict Success
25 interview questions for insurance CSR candidates, grouped by skill, with what each one reveals, what a strong answer sounds like, and how to score it.
GuidesHelpful Tips: For Employees
Understanding Composite Risk Assessment: Key Insights for Effective Implementation
Learn what composite risk assessment is, how carriers and agencies use it to see how risks interact, and how to apply it in a commercial account review.
BlogAgency Staff Articles
How to Deal With Workplace Dilemmas
When employees encounter difficulties, there is a tendency to ignore them and move on. While avoiding problems feels like the more comfortable option in the moment, it can build up and cause more significant issues in the future.
BlogHelpful Tips: For Employees
Your Complete Guide to Cyber Insurance Designations
Compare cyber insurance designations like the PLUS CPLP, ACRM, Chubb CCIC, CyRM and IAPP CIPP: who issues each one, who it suits and how to choose.
BlogHelpful Tips: For Employees
Your Complete Guide to the CRIS Designation (Construction Risk and Insurance Specialist)
What the IRMI CRIS designation covers, the five required courses, current cost, renewal rules and how agents, CSRs and risk managers use it with contractors.
BlogHelpful Tips: For Employees
Incurred Losses Explained: Understanding Insurance Claims
What incurred losses are, how paid amounts and reserves combine on a loss run, a worked example, and how to explain the numbers to clients.
BlogHelpful Tips: For Employees
Building a Career as a Health Insurance Specialist at an Agency: Steps Beyond Licensing
How to build a health insurance specialist career at an agency after licensing: daily duties, how the role differs from billing, training, and designations.
BlogHelpful Tips: For Employees
Coverage E Homeowners Policy Guide: What Agents Need to Know
Coverage E is homeowners personal liability. Learn what it pays, how it differs from Coverage F, key exclusions, and when to recommend an umbrella policy.
GuidesAgency Staff Articles
The Practical Guide to Insurance Designations
The insurance industry allows agents to earn many professional designations, but it can get confusing with so many designations. See our full guide here.
BlogAgency Staff Articles
Everything You Should Know About the AINS Designation
What the AINS designation covers, the current course and exam requirements from The Institutes, study time, and how agency staff can use it to grow.
GuidesAgency Staff Articles
How to Complete the ACORD 140 for Commercial Property Insurance
A field-by-field guide to the ACORD 140 property section: premises, coverages, construction, protection, interests, and signatures.
GuidesAgency Staff Articles
How to Complete the ACORD 127 for Commercial Auto Insurance
A section-by-section guide to the ACORD 127 business auto section: drivers, vehicles, coverages, additional interests, and the forms that go with it.
BlogHelpful Tips: For Hiring
Insurance 101: What New Hires Need to Know
Insurance 101 for new agency hires: how insurance works, common coverage types, health plan basics, and the terminology you will use with clients in week one.
GuidesAgency Staff Articles
How to Complete the ACORD 25 Certificate of Liability
A field-by-field guide to the ACORD 25 for CSRs and account managers: what goes in each box, what the certificate cannot do, and mistakes to catch.
GuidesAgency Staff Articles
How to Complete the ACORD 130 for Insurance: Step-by-Step Guide + Fillable Form
A step-by-step guide to the ACORD 130 workers' compensation application: applicant details, rating worksheet, experience mod, loss history, and state forms.
GuidesAgency Staff Articles
How to Complete the ACORD 125
A section-by-section guide to the ACORD 125 commercial application: what to gather, what each section asks, and which ACORD forms go with it.
BlogHelpful Tips: For Employees
What's the Difference Between an Occurrence vs Claims-Made Form?
Occurrence vs claims made form explained for agency staff: coverage triggers, retroactive dates, tail coverage, ISO CG 00 01 vs CG 00 02, and pricing.
GuidesAgency Staff Articles
How to Complete the ACORD 126 for Insurance
A section-by-section guide to the ACORD 126 Commercial General Liability Section: limits, schedule of hazards, claims-made, contractors, and products questions.
GuidesAgency Staff Articles
ACORD 163 Form: Your Guide to Commercial Auto Insurance
Learn how the ACORD 163 simplifies commercial auto driver info. Discover key tips, streamline your process, and start mastering ACORD 163 today!
GuidesAgency Staff Articles
How to Complete the ACORD 129 Form
Learn what goes on the ACORD 129 vehicle schedule, how it works with the ACORD 127, and how to avoid the errors that slow a commercial auto quote.
GuidesAgency Staff Articles
How to Complete the ACORD 27: Certificate of Insurance
How to complete the ACORD 27 evidence of property insurance section by section, when to use it instead of the ACORD 25 or 28, and common errors to avoid.
PodcastsAgency Owner Articles
Total CSR Case Study: From Food Service to Insurance in 30 Days
Discover how Total CSR's training program enabled Lei, a new account manager at Goodman Insurance, to transition from food service to insurance in under 30 days, outperforming industry veterans.
