NAR Managing Your Work rS P incipl Daily reviews of queues, mail, v/m, metrics, & faxes es • Every morning the manager is required to check the adjuster metrics in C3 • If the adjuster falls behind, you will need to address it immediately and mentor them • You must assist, however, if the assistance becomes habit forming then you will C need to address the issues further mo • Manager to send an email to the adjuster summarizing the discussion outcome pl • Manager must maintain discussion documentation for training and performance ianc purposes e Weekly reviews of pending The manager will receive a weekly pending report • Focus on 100% closure fPre • Guiding the adjusters in the right direction while providing: R&manor o Additional training if necessary uqeec o A mentoring relationship meeiraM o Mentoring is a relationship between two people with the goal of professional tn gan and personal development s mee o The mentor (manager) is usually an experienced individual who shares tn knowledge, experience, and advise with a less experienced person or mentee Managerial Involvement a) Managers are required to review files every 90 days and document the file speRmAd including a review of the following: I. Coverage onsibilstini II. Liability ar III. Exposures ieiteivt 1. Phys dam s 2. Property damage 3. Injuries IV. Litigation V. Providing guidance to adjusters including what is necessary to bring the file to conclusion uoYoY aMMa VI. If guidance is provided, the manager must act and follow up rur n VII.Direction must have substance and meaning W W igagna 15 okrkro gn ing Confidential, Proprietary and Trade Secret Document of NARS and protected by the Florida Uniform Trade Secrets Act, chapter 688, Florida Statutes. No use allowed unless specifically authorized.
NARS Playbook - Managers Page 14 Page 16