Selecting The Right Person For The Job!

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Choosing the wrong person for the job can lower morale, waste time and money, cause a lot of aggravation, and put a damper on your agency's success. To make the right choice determine whether the characteristics of your potential manager or agency principal include:


  • doing strictly outside sales
  • following through on projects
  • spending enough time in the office
  • getting along with staff members
  • following instructions
  • understanding the upcoming project

What happens when the wrong person gets the job? One agency chose its part-owner to head a Property/Casualty procedures project, even though this person had no experience in this area. Employees didn't get written instructions, so they didn't know what they were doing. In the end, the project was transferred to a more qualified person. But a lot of time was wasted, and the agency's morale took a nose dive.

CHOOSING PROJECT STAFF

Sometimes agency principals don't notice a member of their own staff who'd be perfect for a project. Ask yourself whether the candidate is familiar with the subject, is good at following through, and is around when you need them. Do they attend meetings, gather information from others, and make sure decisions are made as a group for the benefit of the agency?

From beginning to end, take seriously the agency projects that influence your entire operation. And don't forget what could happen if you choose the wrong person for the job!

Grace Bauer helps insurance agencies put together customized procedural manuals to secure consistency, protect against errors and omissions, attain security, and increase efficiency. She can be reached at The Grace Bauer Group, P.O. Box 08121, Fort Myers, FL 33908, (800) 896-4226, fax (941) 489-1525, E-mail [email protected].

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