If at all you are planning to start an insurance agency, certainly you are going to require staff. By and large, the process of hiring staff for your agency can be such an uphill task but this doesn’t have to be the case always anyway.
The hiring process can be broken down into four basic steps and these are; the planning, recruiting, interviewing and the completion of the hire. In this post, we will take a look at some tips to guide all through these phases of the hiring process for your insurance agency.
In the first place, it is to be noted that there should be such clearly laid out plans for your staffing needs as an agency. In most cases, an insurance agency will start out small, having just one licensed agent, oftentimes the proprietor. There being such a volume of paperwork to see the business up and running, the agency will have one or two administrative staff to help out with these needs. You should be alive to the fact if there being such need to have these staff trained in the business of insurance so as to be able to execute their duties in the right manner.
In most cases, as the startup lives and goes through the initial stages of their operation, the major functions of the business such as marketing, sales, accounting and claims management will be handled by the licensed agent who is often the business owner as we have already mentioned. But as time goes by and the agency grows, it will only be sensible for you to hire specialized staff and personnel to handle the specific tasks there are within the company.
Claims should be left to be handed specifically by the claims manager. The claims manager will essentially be tasked with the task of working with your clients after a loss, gathering the necessary information after the accident or loss and then have their reports filed with the insurance company. It is the responsibility of the claims manager to track the claim from the start to finish and ensure that your clients are satisfied with the services that you offer.
The other necessary personnel you will want to bring on board for your insurance agency is an accountant. Given the volume of financial transactions there will be involving the many policies your agency will have on offer, it so follows that having an accountant brought on board into your insurance agency will be such a wise move considering the fact that tracking all these on your own ca be so time consuming and challenging anyway.