If at all you are planning to start an insurance agency, certainly you are going to require staff. Hiring staff for an insurance agency can be such a challenge but it doesn’t necessarily have to be.
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.
First and foremost, you must have laid out plans for the staffing needs of your 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. Make sure that you have the administrative staff trained in the business of insurance for this is the only way you can ensure that they will be able to execute their duties the right way.
In the initial stages of the business, the licensed agent will be the one on whom all tasks and duties major to the operations of the business will fall, that is from marketing and sales, claims management , accounting and all there is, all these falling on the shoulders of the owner. 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.
For instance, you will need a claims manager to take care of the claims aspect of your company. 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. By and large, the person occupying such an office as the claims manager will be the one to track the claims, right from the beginning to their ultimate conclusion and see to it that the clients are indeed content.
The other staff your agency will require going forward 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.