Best task management system

by Melinda


Life insurance administration skills; keeping on moving LI applications along, client appointments, lapses, yearly reviews, client request: policy changes.... overwhelming at times and And request fall through the cracks and many other office admin duties fall through the cracks. I need help in managing these for an office that I was hired for sales but fell into the admin position. Thank you for any and all your help!

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by: Melinda

All great points Ted. Thank you so much for taking the time to comment. The site is so awesome!, so very helpful!!!

Administration issues.
by: Ted

You need to create a weekly planner and then divide each day into blocks of time. Example, Monday morning = focus on policy changes, Monday afternoon= firm up appointments. I would also purchase these little plastic baskets for your desk and mark them with each category and then put all incoming items in each basket and then work on them by category based on your blocks of time each day, Do not try to do everything at once.

Secondly, if you were hired to be a selling agent, then you need to stop being an office administration person and you need to do this now. You can either be one or the other, you will not become a successful agent trying to do both and your boss should know that. If he don't then you need to go to an agency that will train you properly to be an agent.

If your going to stay in Administration then forget about selling and focus on that. A jack of all trades will never be successful.

Let me know how I can help. Ted

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