JOB DESCRIPTION: MARKETING MANAGER OBJECTIVE: Under the direction of the agency manager, plan, lead and control an effective marketing function to ensure the development, maintenance and gr...

JOB DESCRIPTION: PRODUCER OBJECTIVE: Under the direction of the production manager, plan, lead, and control personal p...

OBJECTIVE: Under the direction of the agency manager, plan, lead and control an effective sales function to ensure the development,...

JOB DESCRIPTION: SALES CENTER COORDINATOR OBJECTIVE: Under the direction of the sales center manager, provide sales center support in obtaining and maintaining leads and dates and p...

JOB DESCRIPTIONS JOB DESCRIPTIONS A. MANAGEMENT B. ACCOUNT EXECUTIVES C. SALES CENTER D. CUSTOMER SERVICE E. ADMINISTRATIVE F. LIFE G. USER-C...

JOIN FORCES WITH A LIFE PROFESSIONAL by Harlan Warthen Harlan Warthen provides a simple, field proven, cost-effective program that you can use to produce a consistent flow of highly qualifi...

The major goal of any agency or brokerage can be expressed in just one word: survival.
The mounting failures involving seemingly strong, well-established businesses that have been around for 15 to 75 years are of great concern.
The time has come for agencies and brokerages to take immediate action in order to survive a protracted economic downturn that may extend for several more years in some sectors of business or regions of North America.

KEEPING ACCOUNTS You work for maximum efficiency. You spend a lot of effort on improving service and getting leads, and you streamline your time by discarding dead-end business, such as cancell...

Just as the Personal Lines lead form opens the door of opportunity for the Life producer, the Commercial Lines lead form generates potential business.

LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER ONE FORM OF ORGANIZATION CHOICE OF A LEGAL FORM OF AGENCY OPERATION - PROPRIETORSHIP, CLUSTER OF INDIVIDUALS, PARTNERSHIP, OR COR...