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csrs
Articles tagged with csrs
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CHECKLISTS PROTECT AGAINST ERRORS AND OMISSIONS by Grace Bauer I recently got to babysit my two nephews for four days. My sister gave me a long list of daily things to do as well as rules t...
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COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who s...
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Successful marketing of Commercial Lines requires a detailed plan. The first step is to assess where you are right now. In this first of a three-part series, Jack Fries examines the preliminary steps that an agency should take in marketing Commercial Lines.
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COMPENSATION: MODULE III-B INTRODUCTION Producers and CSRs must be compensated for Life production, but how? It seems there are as many ways to structure a compen...
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COMPUTER COMFORT FOR CSRs by Mary Beth Bolen As we all know by now, ergonomics is essential for people who work at a computer all day. CSRs can maintain sanity and prevent injury by guarding aga...
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CSR COMPENSATION MANUAL INTRODUCTION You've hired a new Customer Service Representative (CSR). He/she may not have technical insurance knowledge, but it doesn't...
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I have always been a believer that the best salespeople we have working for us are our clerical staff. The biggest problem seems to be our lack of proper motivational tools to excite them into selling. I have attempted to change their method of thinking, and although our program is in its infancy, it appears to be a step in the right direction.
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'Nothing happens until somebody sells something.' Traditionally, in the independent insurance agency that 'somebody'...
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CSR EXTRAORDINAIRE by Mary Beth Bolen Tina Roberts currently works as a CSR for Cosmo Conte at his State Farm Insurance Agency in La Jolla, California-one of the top State Farm agencies in North...
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CompleteMarkets Editor, IIABA Virtual University Faculty IIABA Virtual University Faculty
4/30/2013 10:36:58 PM
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CSR JOB TITLES by the IIABA Virtual Faculty For eons (it seems), the persons who directly serviced clients in the agency have been referred to as Customer Service Representatives (...