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.
91 results in Helpful Tips: For Employees or Helpful Tips: For Hiring or Helpful Tips: For Training · page 1 of 4
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.
Agency Staff Articles
How to Complete the Acord 27 – Certificate of Insurance
Discover how to complete the ACORD 27 certificate of insurance for property coverage. Learn the essential details, along with expert tips within our guide.
BlogHelpful Tips: For Training
Insurance and Risk Management Opportunities for Gen Z
Discover the exciting world of insurance and risk management! Learn how Gen Z can harness career opportunities and master key strategies for success.
BlogAgency Staff Articles
What Is the CIC Designation?
What the CIC designation is, which five CIC courses count, how the essay-style exams and annual update work, and how CIC compares with CPCU, CRM and CISR.
BlogHelpful Tips: For Training
QCLS Designation: What Insurance Professionals Need to Know
Master commercial lines with the QCLS designation—Total CSR’s built-in certification for insurance pros seeking real career growth.
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
Explore cyber insurance designation options to boost your career and credibility. Learn insights and choose the right certification!
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 Training
Insurance Exposure Simplified: Essential Risk Management for Insurance Professionals
What exposure means in insurance, the main types of loss exposures, how exposure bases drive premium, and a review checklist for account managers.
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.
BlogHelpful Tips: For Onboarding
Contractual Liability Insurance: Understanding Coverage & Risks
How contractual liability works in the CGL: the insured contract definition, the contractual liability exclusion, defense of an indemnitee, and what to review.
BlogHelpful Tips: For Onboarding
Risk Retention Group (RRG): Pros and Cons Overview
What a risk retention group is, how the Liability Risk Retention Act lets an RRG write liability in every state, and the pros and cons agents should explain.
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
Advance your insurance career by learning about the AINS designation. Find out how it enhance professional growth and equip you with skills.
BlogAgency Staff Articles
Certificates of Insurance – Why You Need to use Templates
Discover how an insurance certificate template streamlines workflows, minimizes errors, improves efficiency, and boosts client satisfaction.
BlogAgency Staff Articles
What to Look for in CE Courses for Insurance Agents
Discover how to choose the best insurance continuing education courses for insurance agents to meet CE requirementsand advance your career.
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.
BlogHelpful Tips: For Training
The CPCU Designation: Everything You Need to Know
What CPCU stands for; the current CPCU curriculum and course numbers; cost, timeline, and matriculation rules; and how agency staff use the designation.
BlogHelpful Tips: For Training
What’s the Best Workers Compensation Training Program?
Discover the best workers compensation training program that teaches you how to read loss runs, complete acord forms and more.
