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2009 Best Practices Study | Agencies with Revenues Between $2,500,000 and $5,000,000 | Service Staff Info
Agencies with Revenues Between $2,500,000 and $5,000,000
Appendix
Insurance
Carriers
Technology
Service
Staff Info
Producer
Info
Employee
Overview
Financial
Stability
Revenues/
Expenses
Profile
Average
+25% Profit
+25% Growth
Total # of Service Staff:
(as defined above)
13.2
11.9
12.2
% of Peer Agencies Having:
Separate/Dedicated Marketing Department
36.4%
33.3%
22.2%
Separate/Dedicated Claims Department
48.5%
33.3%
66.7%
Assistants for CSRs/Account Managers
48.5%
55.6%
33.3%
Average
+25% Profit
+25% Growth
% of Peer Agencies Having:
Workers Comp TPA
0.0%
0.0%
0.0%
# of Service Staff
*
*
*
Total TPA Revenues Serviced
*
*
*
Group Benefits TPA
0.0%
0.0%
0.0%
# of Service Staff
*
*
*
Total TPA Revenues Serviced
*
*
*
Service Staff
TPA Service Staff
Service Staff is defined in the study as typically non-commissioned employees who have responsibility—either directly (e.g.,
Account Executives (AE), Account Managers (AM), Customer Service Representatives (CSRs), Assistant CSRs, etc.) or indirectly
(e.g., Claims Specialist, Placer/Marketer, etc.)—to provide or support the delivery of service to the agency’s clients.
In the following charts the number of CSRs includes Account Executives (non-producer position), Senior CSRs, CSRs, Account
Managers, Assistant CSRs, etc.
(i.e., positions with main responsibility for client service)
. It also includes the department
managers who spend a portion of their time servicing clients. Respondents were instructed to use decimals to accurately
represent the actual number of full-time CSR positions. Staff dedicated to marketing, claims, and TPA departments are
excluded from the following head counts.
*Insufficient Data
Customer Service Representatives (FTE)
Customer Service Staff