“It’s a great day at Great Park Insurance!” is the greeting we use when our members call us. Not only do we enjoy our time here at the office, we like to share that positivity with the community as well. Although it may not cross everyone’s mind what exactly happens at an insurance broker’s office, we thought it would be neat to talk a little bit about our daily activities at Great Park Insurance (GPI) in Irvine, CA.
The morning usually starts off with cups of coffee at everyone’s desk as they are working through their emails and returning phone calls/messages that were left the previous day after closing. The office is always filled with fun, pop music to keep a lively atmosphere. Our Agency Manager, Yesenia Marcha, is at the front answering phone calls throughout the day and greeting guests that come in for their appointed meetings.
Each of the staff members here have our own daily to do lists. For example, Account Managers will usually work through memos and emails where we process necessary changes to our members’ policies. Throughout the day, Account Managers will also receive phone calls from our members who have inquiries on their policies about anything from renewals to coverages. An example would be a member calling in about their auto insurance to ask if they can add another vehicle onto their policy.
Our Risk Managers work on looking for policies that best suit members needs in case they need to switch their insurance for better coverages/prices. Like we previously mentioned in an earlier blog, video quotes are a daily part of the process where we clearly explain to our members how they are being covered and what policies are a good fit for them. We have our Personal Lines Risk Managers who mainly deal with home, auto, and umbrella insurance. We also have our Commercial Risk Managers who work with business insurance. Of course, we cannot forget our Life and Health Risk Managers as well who help find the best policies for life insurance. At GPI, we try our best to accommodate whatever insurance someone may need.
At GPI, it is important for us to create strong bonds with each other and our community. An office is only nice to be at if it has an atmosphere that encourages everyone rather than discourages them. Not only do we have weekly meetings where we can touch base with each other, we also have a monthly bonding activity where we choose a game to play together.
Another aspect of keeping the work culture uplifting is introducing social media into our routine. Although it is mainly for our members to see what we get up to in the office, it also helps us keep account of our memories here and the work we proudly do. Like our greeting says, it truly is a great day at Great Park Insurance.