https://completemarkets.com/Article/article-post/204/Working-Your-Plan-For-Renewals/
...ter? Those were the days, my friend and, alas, they have come to an end.
The r...ION
Advance preparation, managing time and work efforts, account development, and client satisfaction all provide sol...
https://completemarkets.com/Article/article-post/1442/JOB-DESCRIPTIONS/
...ntain close liaison with public accountants, state examiners, and Internal Revenue Service agents. 12. ...quiring retro or special rating plans, and other accounts as assigned. Salary Grade: 13 ACTION STEPS: 1. Manage and direct the Special Accounts Unit. 2. Keep abreast of trends and techniques. Research and develop new and improved selling tools and aids to maintain a competitive stat...
https://completemarkets.com/Article/article-post/2062/PROFIT-CENTER-ACCOUNTING/
...NTER ACCOUNTING by Bill Schoeffler and Catherine Oak Is Personal Lines co... to split the time for the bookkeeper and receptionist ...
https://completemarkets.com/Article/article-post/1858/System-Utilization-Your-Return-on-Investment/
...puters were for 'number crunchers') and blissfully went about the business of selling and servicing. Today, most agencies have ...76 = ______% SECTION VI-RATING AND UNDERWRITING MANAGEMENT Our agency...
https://completemarkets.com/Article/article-post/1490/EMPLOYEE-COMPENSATION-1/
...k to be paid. Pay your people well, and they'll work hard for the agency and stay with you as you grow. But you've managed people, and you know it's not that easy. The compensation must be fair and adequate, must be directly related to the task you want performed, and must allow the agency to profit while ...your staff, use numbers they'll understand. In this case, only $1,500 in writt...
https://completemarkets.com/Article/article-post/1363/EMPLOYEE-COMPENSATION/
...k to be paid. Pay your people well, and they'll work hard for the agency and stay with you as you grow. But you've managed people, and you know it's not that easy. The compensation must be fair and adequate, must be directly related to the task you want performed, and must allow the agency to profit while ...it . There are two full-time employees and one part-time employee in your Pers...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2062/PROFIT-CENTER-ACCOUNTING/
... our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Profit Center ... find it easier to export the accounting data to an Excel spreadsheet to do the final calculations. The reason: The amount of manual calculations the bookkeeper has to do as they're entering the indirect expenses in the system. For instance, if the agency has a complex formula to allocate expenses, ...
https://completemarkets.com/Article/article-post/161/Best-Practices-Of-Financial-Management/
...gement, good operations management, and good financial management. If the management of sales and operations is inadequate, revenues obv...stment income?
Is your accounting and finance function properly staffed and effectively run?
Are you in a position to properly assess and respond to opportunities for acquisitions, mergers, and other strategic affiliations?
Are you getting the financial and management information you need to ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1442/JOB-DESCRIPTIONS/
... our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Job Descriptions ... CSR II G. Personal Lines CSR I JOB DESCRIPTIONS\ADMINISTRATIVE A. Executive Secretary B. Administrative Secretary C. Secretary D. Cashier/Bookkeeper E. Receptionist F. Sr. Administrative Support Clerk II G. Administrative Support Clerk I H. Sr. Policy Typist/Data Input I ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2063/AGENCY-FINANCIAL-MANAGEMENT-101/
... our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Agency Financial ... The agency owner's role in most medium to large-size firms should be strategic, rather than focused on day-to-day tasks. The employee handling the accounting/bookkeeping will perform all necessary functions, including preparing reports for management. The accounting manager's job description should include a checklist of the tasks that they're expected ...