What’s in the e-book? 

Is the structure of your agency contributing to company growth and client success? The way that many insurance agencies divide responsibility doesn't necessarily result in ideal account management or optimal career growth for employees. But there is a better way!

A better solution is to strategically build out careers by dividing responsibility by skill level. This allows more experienced team members to focus on high-performance activities instead of administrative entry-level work. 

In this e-book we'll cover:

1. How an HR platform can reduce the administrative burden

2. How to strategically divide responsibility

3. What a career progression might look like for your agency

4. What benefits there are to strategic responsibility

Download e-book



Strategic structure


Dividing responsibility to strategically manage accounts


Copyright 2019 BerniePortal

Building Out 
Account Management Careers

Full Chapter List

How to strategically divide responsibility



Career progression flowchart



The benefits of strategic responsibility



Using Technology to Strategically Divide Responsibility