Hiring & People
Build the right team to help you grow.
Hiring the wrong person is expensive. Waiting too long to hire can hold your agency back.
Accelsure helps you figure out when it's time to hire, who you actually need and what success should look like in the role.
Then we help you attract, recruit, interview, hire and onboard the right person, and give you and your employee support as they grow into the role.
The full hiring lifecycle
- Decide
- Attract
- Recruit
- Interview
- Hire
- Onboard
- Develop
Make the hiring decision before you write the job posting.
You may know you're overwhelmed without knowing whether another employee is the answer, or what kind of help you actually need.
Do you need a CSR or account manager to take service work off your plate? A producer to help bring in new business? A virtual assistant to handle administrative work? Or does the real problem lie somewhere else?
Ari helps you work through what's creating the pressure, where your time is going, what work needs to get done and what you or your team should stop carrying.
If hiring is the right answer, Accelsure helps you determine the type of role you actually need, what that person should own and what success should look like before you start recruiting.
Still doing everything yourself?
You don't have to wait until you've decided to hire to start thinking about your first employee. Accelsure helps you work through when it makes sense to add help, what work should come off your plate and what kind of role would give you the most leverage.
That might be a CSR or account manager, a VA, a producer or something else entirely. The goal isn't to convince you to hire. It's to help you decide what your agency actually needs and when you're ready.
Who does your agency need next?
CSR / Account manager
Often worth considering when service work is consuming owner or producer time, clients need more support, or growth is creating more work than the current team can handle.
Producer
Often worth considering when the agency has the capacity and opportunity to grow and needs someone focused on developing and closing new business.
Virtual assistant
Often worth considering when administrative, repeatable work is consuming valuable time but doesn't necessarily require another full-time insurance professional.
Operations / Administrative support
Often worth considering when coordination, follow-through and day-to-day work are becoming a bottleneck.
Other / Specialist role
You don't have to fit a predetermined title. The right answer depends on the problem your agency is trying to solve.
Ari doesn't start by picking a title. Ari helps you understand the problem you're trying to solve, then works with you to determine what kind of help makes sense.
Give the right people a reason to choose your agency.
- Define why the opportunity is worth joining.
- Present the role clearly and honestly.
- Build job postings and recruiting outreach around your agency.
- Take a deliberate recruiting approach instead of posting and hoping.
Know what you're trying to learn before you interview.
Good interviews connect to the actual role, the expectations you've set and what you need to learn about the candidate. Accelsure helps you evaluate candidates against the role and prepare focused conversations, so the interview is about fit for your agency, not a generic list of questions.
Hiring is only the beginning.
- Intentional onboarding with a structured launch plan
- Clear expectations from day one
- A shared understanding of the role
- A clear picture of what success looks like
- Access to Ari for guidance within the employee's permissions
- Check-ins and continued development
You still lead your people. Ari gives them another resource to help them grow.