https://completemarkets.com/Article/article-post/1494/A-SUBCONTRACTORS-GUIDE-TO-STOPPING-SUBSTANCE-ABUSE/
... act as a deterrent to drug use for non drug-using employees and occasional us...uspect substance abuse, such as an appearance of being high or causing an acci...
https://completemarkets.com/Article/article-post/2663/The-New-Employees-Greatest-Need-Proper-Training/
... want for the position, and make it non negotiable. The position standard shou...ompanies you represent, and general insurance education. Other areas of focus ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2663/The-New-Employees-Greatest-Need-Proper-Training/
... /product.htm . DON'T PANIC HIRE As Roger Sitkins says, "Don't use the mirror test" (if a job candidate can fog a mirror, they're hired) . Make a detailed list of the type of person you want for the position, and make it non negotiable. The position standard should include such elements as communications skills, experience, education, appearance, etc. Don't settle for second best. The high cost of training a new employee should only be invested in the right person. CREATE A TRAINING MATRIX This ... include basic items for all employees, together with specific standards for the job of each worker. Their educational matrix should include the basics: When is the training to take place, who is to train the worker, who will follow up each training segment to make sure that they have a grasp of the material and training presented, etc. Training should cover education on the coverages for which the employee will be responsible, variations among the policies issued by the companies you represent, and general insurance education. Other areas of focus ... include proper use of the agency management system (your computer system and software); Errors and Omissions, binding authorities, agency operating standards (dress, breaks and lunch, dos and don'ts, etc.); and the special responsibilities of their job. GIVE THE NEW EMPLOYEE A DETAILED PROCEDURES MANUAL Even better, store this manual on your network so that the employee can study and reference the material at any time. You do have a written Procedures Manual, don't you? If not, you'll find a great one at ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1531/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-CHAPTER-2/
... grounds as anti-solicitation covenants. The Court upheld such covenants among former law partners in Howard v. Babcock (1993) 4 Cal.4th 409, 25 Cal.Rptr.2d 80. That case, however, dealt with lawyer-owners, and I am not sure to what extent it supports agency non solicitation and non acceptance covenants. An alternative to an outright prohibition against soliciting or accepting business is to use a reasonable commission split if an account wishes to follow a departing producer, whether or not the account was solicited. The bottom line is that covenants against ... such a notice is sent, though no case has ruled on this practice. Use of an employer's lists to send out notices poses problems. The cases are unclear on whether a departing producer can use material from the agency to send out such notices, but they appear to turn on whether the lists themselves are trade secrets, and possibly on whether the material was written or remembered. Anti-solicitation clauses have been upheld when necessary to protect trade secrets. Moss, Adams & Company v. John D. Shilling (1986) 179 ... O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Legal Outline For California Agencies - Chapter 2 4/30/2013 10:39:41 PM by CompleteMarkets Editor This content has not been rated yet. LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER TWO CONTRACTS 2.1 Contracts every agency should consider. An insurance production agency is a creature of contracts. It has agency contracts with its carriers. If it is a brokerage, it may have agreements with its insureds. It deals in contracts of insurance ...
https://completemarkets.com/Article/article-post/1531/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-CHAPTER-2/
...agencies, to protect trade secrets. Non-competition Agreements are also import... may keep the proceeds as 'key man' insurance. It might also use the proceeds ...
https://completemarkets.com/Article/article-post/1088/ARE-CSRS-%E2%80%98EXEMPT%E2%80%99-EMPLOYEES/
...ance agency considered 'exempt' or 'nonexempt' under the Fair Labor Standards ... workweek basis. Employees who perform non-exempt duties in a workweek typical...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1088/ARE-CSRS-%E2%80%98EXEMPT%E2%80%99-EMPLOYEES/
... a salaried' position. One would take this to mean that it would be exempt. In delving into the idea most agencies have behind using the salary' term, they're hinting at the idea that this is an exempt position. The bottom line isn't exempt versus non exempt — it has to do with overtime pay, an expense that few agencies want to incur. I've reviewed this every way to Sunday. In my opinion, under no circumstances will a true customer service rep position ever pass the FSLA exemption test. Among ... fairly generic within our industry? Isn't there a formula that can be applied that would be far simpler to use than the flood of guidance available on the Internet and from the government? Sure, here's a simple answer: Maybe, but probably not. Not to appear facetious but, no, there isn't always a simple answer. Each situation is unique and a CSR' can actually have duties that go far beyond those of a typical CSR and move them into the exempt' area. In most cases, CSRs fit the ... 58 PM by CompleteMarkets Editor , IIABA Virtual University Faculty IIABA Virtual University Faculty This content has not been rated yet. ARE CSRS ‘EXEMPT' EMPLOYEES? by Judi Newman and the IIABA Virtual Faculty Is the customer service representative (CSR) position in an insurance agency considered exempt' or nonexempt' under the Fair Labor Standards Act (FLSA)? In this document, several faculty members provide an opinion, together with an article by Judi Newman on related overtime issues. Within the insurance agency industry, is the customer ...