Best Practices: Training Employees

Training employees so they can know the ins and outs of their job as insurance agents is vital to their own personal success, as well as the success of your business as a whole. Perhaps what’s even more important than training employees is the way you execute training.

Often times, agencies do not train employees specifically for their job duties. In turn, this leads to employees being disengaged in training, and it ends up being somewhat of a waste of time. Instead, everyone in the insurance agency should be trained based on their specific position and not a position that they are not specialized in, nor should they be. For example, a receptionist should not be in the same training circle as an employee in service since a receptionist has different duties that involve looking up clients instead of servicing business. Though the receptionist should have a general understanding of how the service works, it is not necessary for him or her to go through intensive training for a position other than his or her own.

Amigo MGA, LLC

In addition to catering training based on separate departments of your company, there should always be a set date and time for training so that your employees can get on a regular schedule. Your company may even have a certificate program that lasts for six weeks, scheduling in 2-3 hours of training each week in different segments. According to an article published on InsuranceJournal.com:

“Make a plan for dates and times for training. Post where everyone can see. No vacation time during the training period should be scheduled. Someone in management that can answer specific questions about the standards and processes must be present in every session. Questions should never be left just hanging in the air,” (Alexander, Best Practices – Training & Implementation).

Furthermore, your staff should understand that training is a vital necessity of their job, and they should take it as serious as any other part of the workday.

Having a staff that is fully engaged during these important training sessions means that they are eager to learn more about their job, and in turn will boost company confidence. If any questions arise, your staff should be open about asking them – and higher-level managers and company executives should be prepared to answer anything that comes up. It is also imperative that if there is something that member of your staff do not understand during training, they let the trainer know so that they can leave the session with full clarity in what is being taught.

Remember, training employees should be taken very seriously, and your employees should know that there are consequences for non-compliance, as well as rewards for compliance.

Insurance Agency Best Practices

There are many steps to take when it comes to establishing your insurance agency as one that your customers would recommend. Being willing to make sacrifices along the way is just one element towards maintaining a well-liked, efficient, and effective insurance agency. Here are a few best practice tips to help your insurance agency gain recognition throughout your area:

Amigo MGA

First, always focus on customer service and satisfaction. A great way to keep track of your agency’s customer satisfaction, besides calculating renewal rates, is to provide an informal survey that caters to your customers’ perceptions and includes suggestions to help improve your service. Always remember to go out of your way for customers, and try to go above and beyond their expectations.

Second, build a valuable staff with well-educated, personable employees that are not only great people for your customers to trust, but a pleasure to be around in the office environment. You should also provide training and tools your staff needs to do their jobs effectively with utmost efficiency. Incorporate leadership programs and reward employees when they are showing improvement and helping your agency meet its goals. Remember to celebrate and keep your workplace in a positivAmigo MGAe environment.

Third, be sure your agency has a clear mission statement that everyone who partakes in your company knows by heart. This statement should be the focus of your agency and customers should understand its meaning.

Fourth, your agency should be up-to-date with technology. Many companies are in a decline due not be able to adapt to current technological trends and improvements. Technology is a necessity for helping your agency grow, keep customer contact, and complete tasks efficiently.

Finally, always seek for continuous improvement. All companies should be seeking to improve at all times – a company cannot grow if it is not measuring its performance against its past performance (and that of competitors).

Very First Post

Hello, and welcome to Amigo MGA’s blog for insurance professionals.  Be sure to stay tuned for what’s to come.