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SELL YOURSELF AND YOUR AGENCY Karen Flaherty, president, Professional Training Systems, Inc., conducted a telephone survey of 50 independent insurance agencies to evaluate how well agencies responded...
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PUT CUSTOMERS FIRST Without competition, producers would eventually become complacent and ineffective. Competition is necessary for growth. If salespeople had an exclusive product or service with ex...
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JOB DESCRIPTIONS JOB DESCRIPTIONS A. MANAGEMENT B. ACCOUNT EXECUTIVES C. SALES CENTER D. CUSTOMER SERVICE E. ADMINISTRATIVE F. LIFE G. USER-C...
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JOB DESCRIPTION: SALES CENTER MANAGER OBJECTIVE: Under the direction of the marketing manager, organize, plan, lead and control the sales center to assist in administration of an ef...
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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...
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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...
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SAMPLE JOB DESCRIPTION: COMMERCIAL CSR Every position in the agency should have a written job description. An ideal job description contains the following elements: 1. Position title ...
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REVIEW AND RENEW: CLIENT SERVICE AS A RETENTION TOOL Today's busy consumer prefers one-stop shopping to running around town in search of...
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WHY BUSINESSES LOSE CUSTOMERS After a 40-year career as an automobile dealer, Martin Bury wrote of his experiences in the book The Automobile Dealer (Damascus Publishing, Gresham, OR). A...
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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...