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

DOWNLOAD E-BOOK

Introduction

02

Strategic structure

03

Dividing responsibility to strategically manage accounts

03

Copyright 2018 BerniePortal

Building Out 
Account Management Careers

Full Chapter List

How to strategically divide responsibility

04

 

Career progression flowchart

05

 

The benefits of strategic responsibility

06

 

Using Technology to Strategically Divide Responsibility
 

Fix the following errors:
Hide