Insurance Agency Job Descriptions
In today’s three minute video, we’re walking you through a document that helps you do something absolutely critical: create your insurance agency job descriptions. This is a core component to planning and executing your agency’s roadmap to success, and it often gets neglected.
When it comes to insurance agency job descriptions, we often fly by the seat of our pants. But in order to really plan and execute a roadmap to success, insurance agency job descriptions need to be accurate for each person. Here are the core components to insurance agency job descriptions:
Title and mission
Insurance agency job descriptions start with your title and your mission. Why does this role exist? Because if we don’t know why it exists, people think their role is to just do something specific, such as certificates, and that’s not the point. There should be a couple of statements of the mission and the role.
Desired outcomes
Desired outcomes should sound like “93% retention rate,” “cross sell book,” and “handle transactions within 24 hours.” It should not sound like “do certificates” and “get payments.” Those are tasks, and instead, you want to think about the outcomes of the role.
Key performance indicators
Up next is key performance indicators. In our new course Plan & Execute: How to Build Your Agency Success Roadmap, we talk a lot about what reports agencies should be running, and even have full guides for certain programs included in the course. And every rule should have its metrics that we’re gonna track. This makes sure everyone is crystal clear on metrics and accountability.
Principals
Every agency should have principles, also what we call values. Values are critical and without them, there’s often a lot of gray area that happens in the agency. Someone has a bad attitude, how do we fix that? If you get your values together, and put them in place, you only need to focus on if the value is violated, in order to resolve it in the best way possible.
Critical competency
These are the things that successful candidates need to have for their job, such as certain attributes that you want employees to possess.
Feedback
When there’s uncertainty in job descriptions, everybody takes it upon themselves to identify what they should be doing. Feedback brings clarity and accountability to the forefront.
When you’re working on insurance agency job descriptions, remember that they’re critical, and also that you don’t have to master them without guidance. In our new course, we have a template with job descriptions. All you have to do is tighten them up and finish them, and you’re good to go.
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