INTRODUCTION

Welcome to our Toolkit

We’ve created Winning@Talent to help agencies – large and small – find new ways to hire, motivate and retain the best people. It’s a 3-part toolkit for your agency to review and share best practices, consider new strategies, improve your ability to recruit and retain top talent.

Planning for growth at your agency? Focused on the future of your business?  Your ability to attract the right people to work at your agency as well as retain good talent – will factor significantly.

Selling and servicing insurance customers is at the heart of what you do. To do it well takes good people, including caring and detail-oriented customer service representatives, passionate and driven producers, and many others.

Talent – including how you hire, how you motivate, and how well you retain employees – is one of your agency’s most important assets, especially as you think about perpetuation and planning for the future.

Finding talent has never been easy – but today it’s more difficult than ever. With low unemployment rates and evolving employee expectations, it can be difficult for agencies to find the people to hire with the skills they need.

To win at talent, agencies need to be creative and resourceful – they need to explore new methods of recruiting, they must develop and reinforce employee-centric cultures, and take advantage of resources to engage prospects. In fact, the most successful agencies say they are recruiting every day, not just when they have positions open. They look at recruiting as managing a sales pipeline, that in many ways is a numbers and relationship game – and you have to have enough great opportunities (in this case, candidates) moving through the funnel to have the best ones ready to on-board. And many are partnering with their carriers, sharing growth and business plans, getting support on specific positions and candidates, and on training programs.

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