Insurance Brokerage Firms

The following elements are included:

  •  A Basic Personnel Policy
  •  Job Descriptions, Orientation Checklists and Workplan / Appraisals for these positions:
    • Receptionist
    • Accounts Manager
    • General Manager
    • Commercial Account Manager
    • Commercial Account Broker
    • Personal Lines Manager
    • Personal Lines Broker
    • Personal Lines Underwriter
  • An Employee Career Plan form.
  • A Duty Roster Form
  • Blank templates for future use.
  • An Implementation Guide to explain how to set up the program and fine-tune the documents to match your needs.
  • Program Guidelines to explain the appraisal process, scoring and conducting appraisal interviews.

This package includes the tasks and duties of a typical insurance brokerage firm.  Please edit the Personnel Policy to ensure it complies with your state or provincial legislation.  In the event that your business has a different structure, simply re-allocate tasks and responsibilities and revise Job Descriptions, Orientation Checklists and Workplan / Appraisals to match; also adjust Appraisal Points as required.  The templates will make allocating tasks convenient.

Buy the Insurance Brokerage Package for $949.00 CDN.