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Everything Ties Back to Core Values
Manage episode 477670239 series 2922251
In this Power Producers Shop Talk episode, David Carothers kicks
off a six-week series focused on the growing trend of remote workforces in the
insurance industry. Rather than just relying on virtual assistants, David and
his team are diving into the process of building and managing remote teams
within the United States, specifically focused on highly skilled professionals.
This week, David is joined by Jeremy Huerta, Michael Overstreet,
and Caleb Walker, all
partners at Heritage, an
insurance agency that’s already perfected the remote workforce model. Together,
they share how they’ve scaled their business by embracing remote work and
managing teams across multiple states, breaking down what’s working for them
and what others in the industry can learn from their experience.
Key Highlights:
Building a Remote Workforce
The team discusses how the need to build a remote workforce arose from merging
multiple agencies and expanding across states like Missouri, Washington, Utah,
and Arizona. They share how remote work helped them overcome logistical
hurdles, giving them access to great talent across the country without the
constraints of physical office space.
Core Values: The Foundation of Everything
dive deep into why core values are critical when building a remote team. They
explain how defining core values early on shapes every decision—hiring, firing,
and everyday interactions. They emphasize that core values are more than just
words on a wall; they must be actively practiced, reinforced, and consistently
tied to everything the team does.
Why Less is More with Core Values
The partners discuss how they kept their core values simple and easy to
remember, and how it’s essential for their remote team to live and breathe
these values daily. They draw on examples from other successful companies like
Ritz-Carlton, whose attention to detail and consistency in core values creates
a replicated experience every time. Michael, Jeremy, and Caleb share the secret
of keeping core values alive within the team, even remotely.
Turning Core Values into Actionable Results
It’s one thing to have core values, but it’s another to live by them. The team
explains how they use weekly meetings, peer recognition, and real-time feedback
to keep the values front and center. From providing feedback on employee
performance to using recognition programs and even offering rewards like gift
cards, they actively reinforce the behaviors they want to see in the team.
Handling Turnover and Maintaining a Strong Culture
David and the team
discuss the role turnover plays when defining and sticking to core values. They
emphasize that turnover can be a positive thing when it means only those who
align with the company’s values remain. Michael, Jeremy, and Caleb share how
they’ve navigated turnover while ensuring their culture remains strong.
Practical Takeaways
At the end of each episode, the team provides downloadable resources, including
worksheets to help define and implement core values within your own agency.
Whether you’re building a new remote team or refining an existing one, these
resources are designed to help you put these principles into action.
To download the resources and read the full blog, visit: Core Values
In the coming weeks, David and the team will continue to
dive into the aspects of remote team management, focusing on culture,
connection, and team-building activities. Be sure to tune in for more practical
insights and actionable strategies to help you build a winning remote team.
Connect with:
- David Carothers
- Jeromy Huerta
- Michael Overstreet
- Caleb Walker LinkedIn
- Kyle Houck LinkedIn
Visit Websites:
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