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

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

  • $55.00


CSR Profile is the insurance industry's pre-eminent source for current information on customer service representatives and other service positions. For this 4th edition, CSRs, account managers, and account executives from across the nation were surveyed to compile the latest trends in areas such as job responsibilities, compensation, servicing volume, qualifications, experience, skills, and knowledge for both commercial and personal lines service personnel. Included are checklists and job descriptions, as well as tips and suggestions from six expert panel members whose insights add real-world applicability to the statistical information.

CSR Profile focuses on a wide array of topics of interest to agency owners, managers, and customer service representatives. It will help agency owners manage their support staff and assure that their CSRs' compensation correlates with their contributions to the agency. CSRs can see how their compensation, benefits, and servicing volume compares to that of their peer group.

  • Look to the expert panel summary for tips on how 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 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, and the CISR Agency Operations Course.


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