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Is Your Agency's Client Service Structure Outdated?

Is Your Agency's Client Service Structure Outdated

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Quick Overview

Getting the most from your existing resources is a priority for most agency owners.


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Duration 1 hour
Location Online Webinar
Formats On-Demand
Instructor Mary NewgardMary Newgard

Getting the most from your existing resources is a priority for most agency owners. In a time where costs need to be closely managed having the very best client service structure is a key issue in profitability and retention. Agencies face challenges on how to adequately staff traditional service roles while also be innovative and true to their unique culture. This course, Is Your Agency's Client Service Structure Outdated?, will examine the framework of account management in today's independent insurance brokerage.

The presentation will be broken into three segments.

You can expect to take away information from each of the following categories:

  • Position by definition: The conversation will begin with an overview of position descriptions and job responsibilities. This will be a helpful comparison against your existing service roles.
  • Hierarchy and need: The insurance industry uses so many different titles for one position it's hard to know what's what. We'll weed through the nuances to look at usage of positions and titles prevalent in property and casualty, corporate benefits and private client personal lines teams. From a junior level analyst to a senior consultant we'll ask questions like "How do these folks work together? Who reports to whom? What workflow makes the most sense based on my hierarchy?"
  • Qualifications and Compensation: Here's where the rubber meets the road with your agency being competitive. Each position in your service team warrants unique skills and creates internal equity. You're right to set requirements standards by position. However, are you prepared for what those required qualifications will cost in salary and variable compensation?
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