https://completemarkets.com/Article/article-post/1689/AGENCY-BROKER-PROFILE-FORM/
...___________ B. Personal Lines clerical support ___________ ___________ C. ...riers? If so, which ones and for what lines? _________________________________...
https://completemarkets.com/Article/article-post/2155/Staffing-Smart/
...e the Executive Salary, only the clerical salaries.
Let's assume that an agenc...00 files. Correspondingly, commercial lines produces $630 v. $250 respectively...
https://completemarkets.com/Article/article-post/1004/IMPROVING-PRODUCTIVITY-TO-INCREASE-NEW-SALES/
...rsonnel, dedicated data entry or clerical personnel who work in the department... Personal Lines: ...
https://completemarkets.com/Article/article-post/2573/Characteristics-of-the-Most-Successful-Independent-Agencies/
... functions while trainees tackle clerical functions. This type of stratificati...
https://completemarkets.com/Article/article-post/977/HIGHER-EXPECTATIONS-EQUAL-GREATER-PROFIT-MARGINS/
... management, data processing and clerical backup than do the smaller firms, wh... Commercial Lines: ...
https://completemarkets.com/Article/article-post/943/MANAGING-TO-AVOID-ERRORS-OMISSIONS-PROBLEM/
...hat people must spend on routine clerical tasks. This should, in turn free, a...might indicate a problem. These guidelines are not meant to be all-inclusive,...
https://completemarkets.com/Article/article-post/1684/AGENCY-BROKER-PROFILING/
...nd time spent on administration, clerical support, and technical activity for ...-liability exposures and thus surplus lines risks. The property may be a very ...
https://completemarkets.com/Article/article-post/998/MANAGING-SMALL-ACCOUNTS/
...a entry must be done manually, a clerical back-up person could be used for the...st agencies are now handling Personal lines leads this way and, although the t...
https://completemarkets.com/Article/article-post/1744/AGENCY-ACQUISITIONS-LET-THE-BUYER-BE-SMART/
...lated functions, accounting, and clerical jobs such as mail, filing, and switc...-related functions, accounting, and clerical jobs such as mail, filing, and sw...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1004/IMPROVING-PRODUCTIVITY-TO-INCREASE-NEW-SALES/
... compare apples to apples in this chart you must decide how many people to allocate to each department. Our measurements include all of the service and support people in the department, not just the service representatives. Managers, supervisors, marketing personnel, dedicated data entry or clerical personnel who work in the department should be included in the head count. In smaller agencies where people wear a number of hats, it may be necessary to determine how much of each person to allocate to each department. Use commissions, not premiums, and ... process under the current workflow system the quality of output from these people will suffer and morale will deteriorate, making it next to impossible for the agency and its producers to meet the aggressive but necessary sales goals. Many agency managers have tried to solve this problem by staffing for growth, ' adding more people in anticipation of the increase in revenues that had been projected. Overstaffing then often occurs when the expected growth did not materialize and the extra' number of service employees was not reduced accordingly. Almost miraculously, the workload stretches ... to $450,000 during the next 12 months! When setting growth objectives for the agency as a whole, or for individual departments and producers, agency principals must make sure that the goals have a reasonable chance of being accomplished. In the soft market commercial lines environment a 35% hit ratio of sales to quotes is pretty good. To write $55,000 in new commissions, a producer would therefore have to quote on accounts producing close to $160,000 in commissions. Assuming that the agency's geographic marketing ...