The James Allen Companies Inc.
Mission Statement for everyone in the office: Provide an experience for our clients that will reflect a caring nature and hard work on their behalf.
Goal of the agency personnel: for the benefit of all we adopted the plan set forth
- Review applications, renewal requests, and endorsements for accuracy.
- Initiate and follow-up on endorsements and cancellations.
- Rate and compute endorsements and new business.
- Handle telephone requests, correspondence, and face to face situations effectively.
- Maintain all client activity in the agency automation system documenting any and all correspondence.
- Keep current on rates, forms and coverage changes within insurance carriers
- Promptly assist owner requests as priority to your other work
- Follow the guidelines outlined in the Employee Handbook.
- Maintain required insurance license.
- Immediately report anything that should be a concern of the owners.
- Work along side others and utilize this means of teamwork to attain greater success than you can by yourself. We work as a team.
All Employees are expected to act in the following manner:
With INTEGRITY – honest and trustworthy, keeping to your word and honoring your commitments.
With RESPECT – consistently treating employees, customers, carriers and vendors with an understanding that they too have strengths that benefit the insurance industry.
Show EXCELLENCE – We cannot achieve its goals without the best employees. You must be among the best at your job.
Be RESPONSIBLE – step it up when the office is without an employee or a fellow employee needs assistance. Be a employee that will go the extra mile so that clients do not experience a drop in service.
Be PROFESSIONAL – treat our customers, employees and company’s information in a confidential manner. We must all maintain a professional work environment through a personal appearance, language and behavior.
RELATIONSHIPS – this is a relationship business. You are required to have the skills to be able to build a relationship with those people you come in contact with in and out of the office. Your image is our image.
CUSTOMER FOCUS – our client’s pay all our salaries. Your actions affect everyone’s income that is working here.