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Insurance Consultant Tips: Your Leadership Checklist

Posted on June 18, 2016 by Kelly Donahue Piro

Funny how in licensing school no one ever taught you how to be a leader right? Maybe you learned from your parents or a mentor.  But leadership is a hard thing. Unless you have met or been mentored by a strong leader, it’s a very hard thing to do and understand. I have always found that leadership is something you feel and when you feel it you can believe in it. If it’s foreign to you, you will never truly understand it’s power.

As we continue across this great country to do more Agency Assessments  we find that we are spending more and more time assisting the agency owners become better leaders before we can dive in and work with the team. Without effective leadership, anything we do just won’t stick and becomes a waste of money. This helps us facilitate great communication and get team buy in!

Here are the top areas we like to make sure agencies are focused on so we can help set them up for success:

Objective
Updated Accurate Organizational Chart/Launch Team Leaders
Updated Accurate Job Descriptions
Mission Statement Review
Post Assessment Team Meeting/Share Org Chart
Routine Team/Department Meeting Cadence
Scheduled 90 Team Check in Meetings
Team Goal and Incentive Program
Tracking and Baseline Metrics Approved
Create Job Postings for “Forever Recruiting”
Handle any internal conflicts
Select the first area to focus on
Schedule and Plan your launch party for the first area to concentrate
Commitment from leaders on providing 1 compliment per day
Establish a tracking area on goals

If you are struggling in these areas, contact us today so we can help!