Search

Press Release

Jacobson Discusses Succession Planning Considerations at LIC Final Expense Workshop

CHICAGO – As Baby Boomers continue to retire and average agent age increases, succession planning is becoming a priority for final expense carriers. Abbie Fleming, assistant vice president and managing director of The Jacobson Group, will discuss a variety of succession planning best practices and considerations at the Life Office Management Association’s 2019 Life Insurers ... Jacobson Discusses Succession Planning Considerations at LIC Final Expense Workshop

Recruiting for Skills, Not Experience

There is not enough talent to meet the current industry’s hiring needs, and a common mistake organizations make is narrowing the candidate pool with specific experience requirements. It is important for companies to look beyond a candidate’s experience and instead focus on finding talent with the skills necessary to drive future success.

5 Keys to Unlocking the Optimal Customer Experience

In today’s customer-centric market, perfecting the customer experience has become vital to success. Insurers can gain an edge by building faultless processes and cultivating genuine, knowledgeable employees. Forward-thinking organizations are developing teams of versatile representatives to provide a seamless customer experience.

Top Considerations in Care Management

With many priorities shifting within the managed care industry, organizations are working to adapt to a variety of changes such as value-based care and an influx of newly insured individuals. Focusing on teamwork and customer service is the key to success. Companies must embrace cross-functional collaboration, value-based care and a customer-centric emphasis to best service ... Top Considerations in Care Management

How to Manage Remote Underwriting Staff

In the current candidate-driven labor market, many insurers are unable to find qualified underwriters locally. As the war for talent deepens and the nature of underwriting continues to evolve, executives will need to consider providing work-at-home programs to stay competitive in the marketplace. By digitizing systems and creating intentional and well-defined remote work policies, businesses ... How to Manage Remote Underwriting Staff

Succession Planning: What to Expect

Planning for succession often starts early and can take years to effectively complete. Well-designed plans identify talent gaps and include a timeline for action. By developing an effective succession process, organizations can promote the long-term sustainability of business goals and talent retention.

The CEO’s Role in Selecting a Successor

One of the most difficult business endeavors a CEO may ever face is the selection of a successor. While the CEOs level of involvement varies from organization to organization, there are a few key considerations and challenges most CEOs face during the succession process.

Press Release

Jacobson Explores How to Prepare Employees for Technological Transformations

CHICAGO – As artificial intelligence and automation become more prominent, an organization’s ability to effectively leverage both humans and machines is vital for success. How can insurers prepare their employees to excel in new environments? Judy Busby, senior vice president of executive search and corporate strategy at The Jacobson Group, will share best practices for ... Jacobson Explores How to Prepare Employees for Technological Transformations

Press Release

Jacobson Highlights Employee Development in a Digital World at LOMA’s Financial Inforum

CHICAGO – Technology is drastically impacting the insurance industry and its workforce. Human capital is the most critical component of any organization and engaging employees during times of transition is vital to maintaining a strong business. Kylee Lacson, assistant vice president and life practice lead at The Jacobson Group, will discuss how organizations can best ... Jacobson Highlights Employee Development in a Digital World at LOMA’s Financial Inforum