Insurance Writer Onboarding Checklist

Insurance Writer Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Insurance Writer starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Writing onboarding experience or just need an onboarding checklist for your new Insurance Writer, you’re in the right place. We’ve put together a sample Insurance Writer onboarding checklist below and have created onboarding templates & resources to help.

Insurance Writer Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new insurance writer with an overview of the company’s culture, values, and mission. This helps them understand the company’s expectations, work environment, and overall goals. The HR department or a designated company representative typically performs this task.

2. Orientation to company policies and procedures: This task involves familiarizing the insurance writer with the company’s policies and procedures, including those related to writing, editing, and publishing insurance content. It ensures that the writer understands the guidelines they need to follow while creating insurance-related materials. The HR department or a designated supervisor typically performs this task.

3. Introduction to insurance products and services: The new insurance writer needs to have a comprehensive understanding of the insurance products and services offered by the company. This task involves providing them with detailed information about the various insurance policies, coverage options, and target markets. The product management team or a designated subject matter expert typically performs this task.

4. Training on insurance industry regulations: Insurance writers must be well-versed in the regulations and compliance requirements of the insurance industry. This task involves providing training on relevant laws, regulations, and industry best practices to ensure that the writer produces accurate and compliant content. The compliance department or a designated compliance officer typically performs this task.

5. Familiarization with writing style and tone: Each company may have its own preferred writing style and tone for insurance-related content. This task involves introducing the new insurance writer to the company’s preferred style guide, tone guidelines, and any specific writing conventions. The content or marketing department typically performs this task.

6. Introduction to content management systems: Insurance writers often work with content management systems (CMS) to create, edit, and publish their work. This task involves providing training on the company’s CMS, including how to navigate, upload, and manage content effectively. The IT department or a designated CMS administrator typically performs this task.

7. Collaboration with other departments: Insurance writers often collaborate with various departments, such as underwriting, claims, and marketing. This task involves introducing the new writer to key stakeholders in these departments, explaining their roles, and fostering effective communication channels. The supervisor or a designated team lead typically performs this task.

8. Review of existing insurance content: To familiarize the new insurance writer with the company’s writing standards and style, they should be provided with existing insurance content for review. This task involves assigning a mentor or supervisor to guide the writer through the review process, providing feedback, and addressing any questions or concerns. The content or marketing department typically performs this task.

9. Shadowing experienced insurance writers: Shadowing experienced insurance writers allows the new writer to observe and learn from their colleagues’ work processes, writing techniques, and industry knowledge. This task involves pairing the new writer with a seasoned insurance writer who can provide guidance, answer questions, and offer insights into the role. The supervisor or a designated mentor typically performs this task.

10. Performance expectations and goal setting: Setting clear performance expectations and goals is crucial for the new insurance writer’s success. This task involves discussing performance metrics, targets, and timelines with the writer, ensuring they understand what is expected of them and how their performance will be evaluated. The supervisor or a designated manager typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Insurance Writer checklist above, you’ll now have an idea of how you can apply best practices to getting your new Insurance Writer up to speed and working well in your Writing team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.