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/1318/COLLECTIONS/
...endly relationship with the insured and then the 'bad guy' at collection time....member: Audits are fully earned and often cannot be turned back to the ...
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/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/Article/article-post/276/Choosing-An-Accountant/
...n the tax return.
I've had many accountants tell me, 'I have no idea what the ...r agency machine. A little preparation and ongoing communication can prevent y...
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/282/Avoid-These-Common-Accounting-Mistakes/
...arding the importance of annual accountants' reviews sparked a lot of... every agent I know using multiple accountants are finding they are actually saving money - and sleeping better too!
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/Article/article-post/951/PROFIT-CENTER-APPROACH-TO-SALES/
...f premium dollars to spread around. And constantly switching of accounts from company to company is expensive and sometimes not in the customer’s ...roup was one of the most knowledgeable and effective agency management consult...
https://completemarkets.com/Article/article-post/2063/AGENCY-FINANCIAL-MANAGEMENT-101/
... MANAGEMENT 101 by Bill Schoeffler and Catherine Oak Because most agency ...hed at (707) 936-6565, e-mail info@oakandassociates.com or visit www.oakandassociates.com.