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
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12 results in Helpful Tips: For Hiring
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.
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.
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.
PodcastsAgency Owner Articles
How Can Small Agencies Attract Talent on a Smaller Budget?
Discover effective strategies for small insurance agencies to attract top talent without a large budget: emphasize company culture, offer flexible work options, and provide clear career advancement paths.
PodcastsAgency Owner Articles
Addressing Sexism and Gender Discrimination
Learn effective strategies to address sexism and gender discrimination in your organization. Implement clear policies, provide training, and foster an inclusive culture to promote equality.
PodcastsAgency Owner Articles
How Should Internal Employee Moves be Managed?
Learn effective strategies for managing internal employee transitions in insurance agencies: establish clear policies, ensure transparency, and provide adequate training to support successful role changes.
BlogAgency Owner Articles
How to Know When it's Time to Hire in Your Agency
Whether an agency is overstaffed or understaffed will impact the organization, and both can cause stress for different reasons.
BlogAgency Owner Articles
Help Your Agency Compete for Top Talent In Any Job Market
Attracting and maintaining talent in insurance agencies has been a growing challenge in the industry over the last few years. Smaller agencies may feel they are at a disadvantage against larger brokers when it comes to both what they can offer for salaries and career growth opportunities.
BlogAgency Owner Articles
Attract Top Talent with Career Roadmapping
The top employees at an agency want to know what their career opportunities are within the company therefore, creating a program focused on the continued success of employees is essential to developing and retaining top performers.
BlogAgency Owner Articles
Make the Most of New Hire Trial Periods
Implement a structured 30-60-90 day trial period for new hires in your insurance agency to ensure cultural fit, provide clear expectations, and facilitate smooth integration, enhancing long-term retention and performance.
