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Agency Assessment Stat: 52% of Team Members Have an Up-To-Date Job Description

I can’t say enough about job descriptions. We all need them for clarity in showing exactly what a great job looks like. Insurance has changed in the last 5 years so if your team’s job descriptions are outdated it’s time to refresh them. Let’s face it, how can you hold your team accountable if your expectations are not clearly outlined?

In many circumstances, job descriptions that are clear and concise can help make the decision of whether or not a team member is cut out for the position. They may be great people but if they can’t get a clear cut job done, then it’s time to move on sista!

We recommend starting with a nice fresh job description that includes goals, core competencies and duties. Then every year we need to present a refreshed job description to the team member, reviewing the new updated goals and duties. You can then use this job description to conduct an annual review that is on point and tailored to their position.

Now if someone is under performing, a great job description takes personal attacks out of the equation. It’s clearly written in black and white what your expectations and demands are and it is easy to see if they are meeting them.

If you are struggling, call us! We have a whole job package with descriptions, job offer templates, job postings, review forms and more. Why recreate the wheel when we have a wheel that already fits you?!

Kelly Donahue Piro

Kelly Donahue-Piro is a game changer in the insurance industry. As the Founder and President of Agency Performance Partners and Co-Founder of the sister marketing company, Agency Appeal, she’s an in-demand speaker at regional and national insurance conferences and a social media and digital marketing trailblazer. READ MORE

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Our agencies tell the story

“Kelly had some awesome tips and is very knowledgeable on the subject. Love how she is also very down to earth and easy to talk with!”

Lindsey Hamm

Welsh's Insurance Agency

“I think this process was very beneficial and I think we are in a position for a very strong year and the future is very bright. I was able to take account of myself through our interviews and discussions and have found many areas in which I personally need to improve. You have also given me a sense of direction going forward to be a better boss, person and mentor to our staff.”


Preferred Insurance Center

“Great to work with ! Very understanding of the initial frustration and trained/encouraged us on how to handle the change in work processes.”

Kelly Nielsen

Customer Service Agent
Sheets, Forrest, Draper

“I feel your visit to our agency was very beneficial. For me, it was like a therapy session and the Amnesty Day was a great idea. I feel refreshed and I have a much better attitude. The attitude of the entire agency has improved immensely. I think we are striving to work more as a team. We are trying to be more encouraging to each other and to applaud each other’s accomplishments. Thanks for being a nice, caring person!”

Phyllis Buening

Preferred Insurance Center

“We are so grateful for you and all you have done to help our agency and our team. We are all now part of the big picture and it has changed the whole dynamic for the better. APP Rocks!!!!!”

Maegan Burbank

Insurance Specialist

“I want to thank you for stopping by the office, evaluating, listening and hearing us. I feel like the mood of the office has improved 100%. I also feel appreciated. We will have some hurdles to overcome, but I think we should get through them. The Tigger has been passed around a bit.”


Account Manager
Preferred Insurance Center

“I’m glad you came out to talk to all of us. It seems to have helped the attitude in the office. Still have our moments, but much better. Dan has improved, also. He seems to be listening to us more and getting our input. Thanks for your help.”


Account Manager
Preferred Insurance Center