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Outline of On-the-Job Training Plan and Method of Assessment: <br />ELEMENTS OF TRAINING HOURS OF TRAINING <br />1. Will be trained to support the agency by developing exceptional customer 80 <br />service. Develop client relationship through a courteous and prompt customer <br />interaction. <br />Measurement Method: Q 8c A, task observation and inspection. Goal is to achieve rate <br />of proficiency within first Month and a half of training. <br />2. <br />a. Learn to call policyholders to deliver and explain policy, to analyze 180 <br />insurance programs and suggest additions or changes to change beneficiaries. <br />b. Learn to send out introductory letters regarding agency and prompt service <br />requirements. <br />c. Learn to follow up on all referrals and leads. <br />d. Learn to send out thank you cards for referrals. <br />Measurement Method: Q &c A, task observation and inspection. Goal is to achieve rate <br />of proficiency within subsequent three and a half months. <br />3. <br />a. Learn to sell various types of insurance policies to business and individuals 260 <br />on behalf of insurance companies, including automobiles, fire, life, property, <br />medical and dental insurance or specialized policies such as marine, far/crop <br />and medical malpractice. <br />b. Learn to interview prospective clients to obtain data about their financial <br />resources and needs, the physical condition for the person or property to be <br />insured, and to discuss any existing coverage. <br />c. Learn features of various policies to be able to promote sale of insurance <br />plans. <br />Measurement Method: Q 8c A task observation and inspection. Goal is to achieve rate of <br />proficiency within subsequent three and a half months. <br />4. <br />a. Learn to seek out new clients and develop clientele by networking to find 160 <br />new customers and generate lists of prospective clients. <br />b. Learn how to insure that policy requirements are fulfilled, including any <br />necessary medical examinations and the completion of appropriate forms. <br />c. Learn to confer with clients to obtain and provide information when claims <br />are made on a policy. <br />Measurement Method: Q & A task observation and inspection. Goal is to achieve rate of <br />proficiency within subsequent three and a half months.