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Search results for: Training-Specialist-Errors-and-Omissions
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https://completemarkets.com/Article/article-post/693/Agency-Telephone-Procedures-How-To-Take-Calls/
...ew of us ever receive any formal training in listening skills. There are many ... are unavailable. You are truly an 'island of communication' in your agency. As with any island, the options are few-sink or float.

https://completemarkets.com/Article/article-post/1664/MUTUAL-FUNDS-MODULE-V-I/
... examinations, it does not offer training courses or study materials. It will,...t also be a charge for accounting fees and marketing costs, whic

https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1652/PAYROLL-DEDUCTION-EMPLOYEE-BENEFITS-MODULEV-B/
... run if the agent is serious about making the investment. But the investment should be a wise one in that the agent spends some time learning about the payroll deduction business, and in that he or she hires people experienced in the field, or knows enough to train these people properly. What all this amounts to is that, to be successful and profitable for an agency, a voluntary benefits payroll deduction program must be well-run. Employees who are unhappy with their benefit programs can make life very unpleasant for an employer, who ... , one has to look at the different approaches an agent can take to the program (as described under the subtitle The Coverage' in this campaign) . An agent who handles the entire program alone can run into different problems than agents who contract with carriers or specialists to provide the payroll deduction service. Agent-handled Programs When an agent inexperienced in the field tries to handle the entire payroll deduction process, from selling the client to enrolling the employees to renewal, major cash flow and systems management problems can surface. First of all ... enrollment, reenrollment, and persistency processes. 6. Automation: A computerized system should be in place to help the firm efficiently administer any size group, and all paperwork between the insurance company and the employer should be screened through the firm to detect and correct any errors or omissions. 7. Flexibility: The firm should be flexible as to the size of group it can handle. Some handle as few as two or three lives. If the firm's lowest threshold is more than 25 or so, that's going to narrow your ...

https://completemarkets.com/Article/article-post/1652/PAYROLL-DEDUCTION-EMPLOYEE-BENEFITS-MODULEV-B/
...s who contract with carriers or specialists to provide the payroll deduction s... and cuts down on the probability of errors. 0 && menu.element.children()[0].hasChildNodes() && isOpen){ e.currentTarget.value = menu.element.children()[0].lastChild.innerHTML; } } }); // Each rendered function getSelectedCategory() { return $('#' + 'ctl00_ctl00_ctl01_ctl00_cp_cp_cp_cp_ctlSearchBox_ddlCategories').find("option[selected='selected']").val(); } }