Placementkid
Expert
- 68
Hello, I'm wondering if anyone has any advice or words of wisdom to share with me. I have recently started working in small business placement, under $25k. I have 4 "new to the business" producers working with me and I'm wondering if anyone could give me some pointers on working with them.
It just happens that I'm younger or as young as these producers, but I have a few more years in the business than they do.
Some of the things that we struggle with on a daily basis are some of the basics, inspecting properties before requesting quotes, understanding what coverage to request, making the most of their target markets, etc...
Basically, I'm looking for anyone who might know of some good reads, programs or maybe share personal experiences and any advice for me in my new role in placing with multiple carriers.
Transferring from an AE myself over to placement has been difficult only on the AMS side of things. The system can be cumbersome at times and knowing exactly when to do certain things is proving to be critical for me.
It just happens that I'm younger or as young as these producers, but I have a few more years in the business than they do.
Some of the things that we struggle with on a daily basis are some of the basics, inspecting properties before requesting quotes, understanding what coverage to request, making the most of their target markets, etc...
Basically, I'm looking for anyone who might know of some good reads, programs or maybe share personal experiences and any advice for me in my new role in placing with multiple carriers.
Transferring from an AE myself over to placement has been difficult only on the AMS side of things. The system can be cumbersome at times and knowing exactly when to do certain things is proving to be critical for me.