Posted: Mon Jan 31, 2005 8:22 pm
Hi all,
Love this site. Okay, this may be a silly question, but keep in mind that I am fairly new to the brokerage side of the business. I have been promoted to a junior account manager which is essentially a transitioning phase to prepare me for an account manager position. Problem is, I am confused with these premium allocation spreadsheets. How is one done? How are the rates determined? Can someone give me a step by step guide on how to do one, or what questions may need to be asked? I do have an example of one if that helps. I realize this question, may be broad, but ask me for specifics if need be.
Thank you :unsure:
Love this site. Okay, this may be a silly question, but keep in mind that I am fairly new to the brokerage side of the business. I have been promoted to a junior account manager which is essentially a transitioning phase to prepare me for an account manager position. Problem is, I am confused with these premium allocation spreadsheets. How is one done? How are the rates determined? Can someone give me a step by step guide on how to do one, or what questions may need to be asked? I do have an example of one if that helps. I realize this question, may be broad, but ask me for specifics if need be.
Thank you :unsure: