Becky Lathrop, is a Certified Insurance Counselor, Certified Professional Insurance Agent, has a degree in Risk Management and Insurance from Florida State University, and has been working in the insurance industry for over 30 years. She has a diverse background in the insurance business, and has spent the majority of her professional career in industry positions such as Business Consultant, Sales Manager, Underwriting Consultant, Financial/Market Analyst, and Portfolio Manager.
During the last 15+ years, Becky has been helping agencies throughout the United States grow profitably by counseling them in areas such as sales/service training, workflow management, staff organization and stratification, sales/marketing business plans, client retention, strategic planning, and producer compensation. She has also developed a “Back to Basics” Boot Camp Sales/Service Training to assist staff in cross-selling techniques and higher retention levels. She has also developed a Marketing/Profitability workshop to help agencies manage their loss ratios and to assist them with capitalizing on agency growth and contingency bonus opportunities. Becky has written and had published several articles on a variety of insurance topics.
Becky is Vice President of Optimum Performance Solutions, 有限责任公司, a company that offers management consulting services on a nationwide basis to insurance agencies and carriers. Her agency and corporate experiences provide unique perspectives when assisting her clients. OPS is also an endorsed consulting firm for several state insurance associations.
We often get bogged down in working in our businesses, rather than working on our businesses. How does proper back office management impact the bottom line? How can making a plan to manage, 激励, and compensate the team actually increase revenue and profits? This session will help us find out.