https://completemarkets.com/Article/article-post/1442/JOB-DESCRIPTIONS/
...etary C. Secretary D. Cashier/Bookkeeper E. Receptionist F. Sr. Administra... to be used in the development of professional products and staff. 3. Design ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2103/ARE-PARTS-OF-YOUR-AGENCY-IMMUNE-FROM-E-O-CLAIMS/
... O claims. I commented that the majority of claims seem to involve either sales staff or CSRs. After all, they're the people most involved in consummating the transaction and delivering the insurance policy. However, the agent was somewhat surprised when I added that receptionists and bookkeepers do from time to time commit an error that results in an E&O claim. First, a few comments about CSRs and producers. In most agencies, the CSR is the individual who deals most extensively with the public. Because sales staff don't make ... in the file or on the computer system that the policy had a midterm cancellation in effect. No area of an agency is immune from an E&O claim. Circulate this article to your non-insurance personnel and let them know that it's critical to perform their duties professionally and accurately. This article originally appeared in the Utica National Insurance Co. E&O Bulletin and is reproduced with permission. Curtis M. Pearsall, CPCU, AIAF can be reached at Utica National Insurance Group, P.O. Box 530, Utica, NY ... , (800) 274-1914, fax (315) 734-2807, or e-mail [email protected] . Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you, your business or your family? Get quality appointments - Save yourself a whole lot of time & money when you use our directory of carriers, wholesalers and service providers. Negotiate lucrative contracts with carriers and wholesalers. Net result. More revenue for your agency! Clients & Prospects will ...
https://completemarkets.com/Article/article-post/951/PROFIT-CENTER-APPROACH-TO-SALES/
...aller Commercial, Contractors, Professional Liability, or some other type of b...ith one line of business (such as professional liability). Profit centers can be set up f...
https://completemarkets.com/Article/article-post/2063/AGENCY-FINANCIAL-MANAGEMENT-101/
...list for the accounting manager/bookkeeper to follow. Good communication betw...
https://completemarkets.com/Article/article-post/1695/WORK-FLOW-PROCEDURES-MANUAL-COMMERCIAL-NEW-BUSINESS-PROCEDURE/
...mputer file and sends checks to bookkeeper. 26. CSR deletes all follow ups (i...
https://completemarkets.com/Article/article-post/2103/ARE-PARTS-OF-YOUR-AGENCY-IMMUNE-FROM-E-O-CLAIMS/
... I added that receptionists and bookkeepers do from time to time commit an err... critical to perform their duties professionally and accurately. This artic...
https://completemarkets.com/Article/article-post/204/Working-Your-Plan-For-Renewals/
...ained in invoices. The agency's bookkeeper or accounting personnel can prepare...ent. Submit the information to the bookkeeper or enter it directly into the cl...
https://completemarkets.com/Article/article-post/986/Preserving-Agency-Value/
...tion will be considered to be a bookkeeper at a salary of $25,000. It would be... manager in larger agencies or the bookkeeper in smaller ones) and they should...