https://completemarkets.com/Article/article-post/1689/AGENCY-BROKER-PROFILE-FORM/
...___________ B. Personal Lines clerical support ___________ ___________ C. ...d with any carriers? 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 agency's annualized premium is $2 million and the average commission in the agency i...nt of CSR personnel is related to compensation.
One very professional woman pr...
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...y evaluated with respect to financial and operational red flags that might in...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1689/AGENCY-BROKER-PROFILE-FORM/
... 2. $ _____ 3. $ _____ 4. $ _____ 5. $ _____ 6. Staffing: Total Number Includes Principals NUMBER % OF TIME SPENT A. Personal Lines customer service representative or underwriter ____ ____ B. Personal Lines clerical support ____ ____ C. Commercial Lines customer service representative or underwriter ____ ____ D. Commercial placer ____ ____ E. Commercial clerical support ____ ____ F. Data input ____ ____ G. Receptionist/secretary ___ ... policies ____ Commercial Lines accounts ____ Commercial Lines policies ____ 5. Commercial Accounts: Five Largest, written Premium 1. $ _____ 2. $ _____ 3. $ _____ 4. $ _____ 5. $ _____ 6. Staffing: Total Number Includes Principals NUMBER % OF TIME SPENT A. Personal Lines customer service representative or underwriter ____ ____ B. Personal Lines clerical support ____ ____ C. Commercial Lines customer service representative or underwriter ____ ____ D. Commercial ... 19_ Fire/Allied/Marine ___% ___% ___% Crime/Fidelity/Glass ___% ___% ___% General Liability ___% ___% ___% CPP/BOP/Package ___% ___% ___% Commercial Auto ___% ___% ___% Workers Compensation ___% ___% ___% Other Commercial Lines ___% ___% ___% Personal Auto ___% ___% ___% Homeowners ___% ___% ___% Other Personal Lines ___% ___% ___% TOTAL 100 % 100 % 100 % &# ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1684/AGENCY-BROKER-PROFILING/
... in a cost-effective manner? In a discussion on staffing, how the employees each spend their work hours carrying out duties is more important than how many people are employed. Once you have determined who's doing what, you can consider tasks and time spent on administration, clerical support, and technical activity for your inside staff. You will need to break down written premium and numbers of accounts handled for each of your customer service representatives. In a small agency where the employee has broad duties, try to allocate time spent on various ... accounts to overall volume. The loss of a large account could have a dramatic impact on your results, and is another area that can be addressed in your planning efforts. Item No. 6: Provide information on agency staffing-the total number, including principals. Agency staffing is very important and is treated as a separate section in the profile. One of the major criteria used by a national broker to measure performance is the gross revenue generated per employee. While a revenue-per-employee standard is helpful, it varies dramatically from agency to agency ... take special pains to explain how you operate and control your book of business. One strategy you might want to consider is to seek an appointment for Commercial Lines only and then develop the relationship with the carrier with the hope of eventually getting a Personal Lines appointment. Workers Compensation is another line that has produced underwriting loss over the past 14 years-in excess of $45 billion. The combined loss ratio has been running about 118% and is climbing. All 14 years produced an underwriting loss. Personal Auto, representing 38% of ...
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...-billed basis. Ratings should be quick and easy, applications and endorsement requests standardized, and underwriting requirements clear-cut...
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 switchboard. Once the review has ...
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...ate" in revenues per employee and the profitability of the entire ope...
https://completemarkets.com/Article/article-post/2588/Sales-Center-Part-1/
...owing ways:
Entry-level or clerical staff perform the most routine, repe...when first planning such an operation, and be prepared to expand your operation when needs and finances dictate.
TELEMARKETING C...
https://completemarkets.com/Article/article-post/2573/Characteristics-of-the-Most-Successful-Independent-Agencies/
... functions while trainees tackle clerical functions. This type of stratificati...n easily turn into a big fire that can and will consume every one in the agency.