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Process Pack: Building Agency Job Descriptions For Every Role In Your Agency
Building Agency Job Descriptions For Every Role In Your Agency -Introduction
PLEASE READ: Course Update as of 5.31.24
Welcome - Getting Started
A Few Notes From Our Attorney
About the Instructor - Kelly Donahue-Piro (1:41)
Resources - Download Your Workbook
Leadership Team
President / CEO / Owner
Chief Operations Officer (COO)
Chief Financial Officer (CFO)
Director of Client Services
Director of Sales
Accounting Manager
Business Development Manager
[Dept] Retention Manager
[Dept] Sales Team Lead
[Dept] Service Team Lead
Agency Training Coordinator
Recruiter
Finance & Accounting
Controller/Accountant
Accounting Assistant
Bookkeeper/Accounting
Marketing & IT
Chief Marketing Officer
IT Coordinator
Sales Team
1099 Producer
Inside Sales Producer
Outside Sales Producer
Production Coordinator
Quoting Specialist
Service Team
Director of First Impressions / Receptionist
Commercial Account Manager
Personal Account Manager
Agriculture Account Manager
Benefits Account Manager
[Dept] Retention Specialist
[Dept] Account Technician / CSR
Claims Advocate
Blank Job Descriptions
Job Description Template (3:24)
Review Form Template
Building Agency Job Descriptions - What's Next
How to Launch the Job Descriptions (4:04)
Teach online with
[Dept] Sales Team Lead
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