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CSR Profile: Unique Views of Insurance Customer Service Representatives, Account Managers, and Account Executives


CSR Profile: Unique Views of Insurance Customer Service Representatives, Account Managers, and Account Executives

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CSR Profile: Unique Views of Insurance Customer Service Representatives, Account Managers, and Account Executives (eBook)
$45.00
CSR Profile: Unique Views of Insurance Customer Service Representatives, Account Managers, and Account Executives (Print)
$55.00

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The CSR Profile
is the insurance industry's preeminent source for current information on customer service representatives and other service positions. The Academy surveyed CSRs (and account managers and account executives) from independent insurance agencies across the country, using the results of over 1,900 completed surveys to compile the latest findings and trends.


The CSR Profile focuses on a wide array of topics of interest to agency owners, managers, and customer service representatives. This publication can help agency owners with managing their support staff and making sure that CSRs' compensation reflects on their contributions to the agency. CSRs will see how they compare to their peer group regarding compensation, benefits, and servicing volume. (4th edition, 234 pages, includes companion CD)


CONTENTS:

-Expert Panel Summary
-Characteristics
-Hiring and Qualifications
-Responsibilities
-Compensation
-Servicing Volume

UNIQUE FEATURES:

-Expert panel tips and suggestions
-Job descriptions
-Career paths
-Skills checklists
-A CD with the job descriptions and checklists that can
 be tailored for any agency

-Survey results on both commercial lines CSRs and
 personal lines CSRs


PRACTICAL USES AND BENEFITS:
-Read the expert panel summary to improve agency 
 efficiency and productivity.
-Use the survey results to compare your compensation,
 servicing volume, and responsibilities.

-Learn about qualifications, experience, skills, and
 knowledge for both commercial lines CSRs and personal
 lines CSRs.

-Chart a future course with checklists, job descriptions,
 and career paths.


Recommended reading for the CIC Agency Management Institute, Dynamics of Service Course, and the CISR Agency Operations Course.

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Profile Series