 An
immediate and dramatic improvement in quality opportunities
by developing, integrating, coaching, and supporting personalized
relationship management strategies for each Marketing/Territory
Manager and underwriting team.- Develop a goals based business plan that results in a
significant increase in close ratios, productivity, retention,
product awareness, and goodwill.
- Develop a personal goals program, plans of action, and
consistent tracking systems focused on high payoff activities.
- Analyze participant’s time use and design a planning
system to increase effectiveness, accountability, and efficiency.
- Identify personal barriers to growth and facilitate a
behavioral transition to improve negotiation and communication
skills with external (agents) and internal team members.
- Design and implement streamlined systems and creative
strategies to improve consistency, pro-active agency management,
value-added service programs, and follow-up efforts.
- Develop a plan to enhance personal attitudes, self-motivation,
entrepreneurial spirit, and self-discipline.
- Additional Benefits & Advantages (Team Leaders/Managers):
- Provides each team with an activity management and accountability
system.
- Creates a down-line process to implement channel marketing
strategies for new product introduction, cross-selling opportunities,
service initiatives, and agency management /evaluation criteria.
- Provides motivational “shot-in-the-arm” and
transition coaching for all profit center personnel and
team members.
- Streamlines team communications and firmly establishes
team objectives, expectations, and activities.
- Provides workflow suggestions and implementation assistance.
- Assists Team Leaders to coach, support, and train a team-driven,
synergistic group, and provides recommendations and unbiased
evaluations of all personnel.
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