Building Insurance Agency Job Descriptions For Every Role In Your Agency

Description

Is building insurance agency job descriptions for every role in your agency something you are looking to tackle? We have you covered! Our Agency Process Pack has templates, videos and the sample job descriptions your agency needs to have clear roles and responsibilities. You don’t need to recreate the wheel! Get started with best-in-class templates that allow you to simply polish them up and tailor the job descriptions for your agency.

What’s Included: Build Insurance Agency Job Descriptions For Every Role In Your Agency

• Workbook on how to build a great job description
• Generic templates you can use to build your own
• 2 hours of short, 5 minute videos on considerations for each role
• Blank templates & Review Form template
• Included Key Points in Each Job Description are:
  • Mission of The Role
  • Desired Role Outcomes
  • Key Performance Indicators (how you will track the role)
  • Principles of the Agency
  • Critical Competencies
  • Feedback Schedule
• “How To” video on launching the job descriptions with your team to maximize buy in.
• The following list of Job Description/Categories & Templates included in each:

Leadership Team:

• • President/CEO/Owner
  • Chief Operations Officer (COO)
  • Chief Financial Officer (CFO)
  • Director of Client Services
  • Director of Sales
  • Accounting Manager
  • Business Development Manager
  • Dept Sales Team Lead
  • Dept Service Team Lead
  • Agency Training Coordinator
  • Recruiter

Finance & Accounting:

• • Controller/ Accountant
  • Accounting Assistant
  • Bookkeeper/Accounting

Marketing & IT

• • Chief Marketing Officer
  • IT Coordinator

Sales Team

• • 1099 Producer
  • Inside Sales Producer
  • Outside Sales Producer
  • Production Coordinator
  • Quoting Specialist

Service Team

• • Director of First Impressions/Reception
  • Commercial Account Manager
  • Personal Account Manager
  • Agriculture Account Manager
  • Benefits Account Manager
  • Dept. Retention Specialist
  • Dept. Account Technician/CSR
  • Claims Advocate

We know that clear communication is important for the success of any insurance agency. Starting with a clear, mission-driven job description will help your team know what you expect. When used correctly, job descriptions are critical to holding people accountable to real outcomes (not just tasks) that fuel agency growth. As your agency grows, roles will change. You can use these job descriptions to make sure you aren’t missing any valuable responsibilities. We have also included a segment on how to roll out the job descriptions so you can maximize adoption and buy in from your team!

Check out our other Agency Process Packs.