2010 Best Practices Study

2010 Best Practices Study

Mgmt. Perspectives

SERVICE STAFF INFORMATION

Profile

77. Service Staff — Typically non-commissioned personnel who are responsible for providing service to the agency’s clients and/or supporting producers in the sale of new business and teh rettention of existing business. 78. Service/Sales Support Staff — A subset of 77. Includes Account Managers, Customer Service Representatives (CSRs), Assistant CSRs, Processors, Claims Specialists, Placers/Marketers, etc.. 79. Account Executives —A subset of 77. Senior level service position whose responsibility is to manage the overall service plan/activities for an existing book of business.

Revenues

Expenses

Profitability

Employee Overview

Producer Info

Staff Service Info

INSURANCE CARRIERS

Technology

80. Top Carrier Commissions: Small Commercial Accounts — Accounts generating less than $7,500 in commission income. 81. Carrier Service Center Use — Carriers with whom agency has the option of placing policies in their service centers (i.e., the carrier will assume the role of providing customer service to the policyholder).

Insurance Carriers

Appendix

2010 Best Practices Study

190