As a matter of fact and as it is with any business set up out there, as you make plan for starting your insurance agency, there will have to be made plans for bringing on board staff or human resource. 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.
Generally speaking, the whole process of hiring staff for an agency can be reduced to four essential steps or stages which are; the planning stage, the recruitment phase, interviewing and then to the completion of the hire. We are going to take a look at some of the basic steps an tips to help you go through the whole process of hiring staff 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. Normally, it is the case that an insurance agency will start out small, having just a single licensed agent, and this is in most cases the owner of the startup. Looking at the volume of paperwork there is in the venture, it is always the case that such a startup will have one or two administrative assistants to help handle the volume of paperwork required for the running of the business. You should bear in mind the fact that there is a need to have these staff trained in the insurance business so as to be able to do their jobs the right way.
In the beginning, the licensed agent, whom we have said to be in most cases the business owner, will handle all aspects of the business, from sales and marketing, claims management, accounting and all there is in between. However, going forward and as your insurance agency expands, there will be the need to consider bringing on board specialized personnel to take care of the specific roles there are now in 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 agency will as well require an accountant going forward and this is yet another position you must think of filling as your insurance agency expands. And this is indeed a wise hire even looking at the fact that there is such a volume of financial transactions involved with the various policies which can be so time consuming for you to monitor on your own.