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Appraiser
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Broker/Agent - Sales
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Business Development
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Claims Investigator
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Loss Adjuster
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Loss Control Specialist
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Risk Manager
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Underwriter
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Navigating the Maps
Definitions in the Maps
Actuary
Appraiser
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Broker/Agent - Service
Attitudes & Core Values
Mentoring
Knowledge
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Career Path Chart
Downloadable Summary
Business Development
Claims Investigator
Loss Adjuster
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Career Maps
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Broker/Agent - Service
Broker/Agent - Service
Foundation
Hone your craft
Be a ‘sponge’ to learning
Expose yourself to as many facets of your role as possible
If you are coming to insurance from a background in customer service, growing your insurance knowledge to complement your experience will be key to your success
Some organizations may blend both sales and service in their broker / agent roles; may be useful to also review Broker / Agent – Sales Stream Career Map to benchmark where you are now and plan for future goals
Building
Build on your knowledge and experience
Increase your ability to manage client needs with more independence
Maintain balance between sales / production and relationship management
Consider starting to specialize – learn as much as you can about options available (e.g. business lines, products, etc.)
Prepare for multiple possibilities to keep your options open
Enhancing
Assess what lies ahead
Continue to foster capacity to manage client relationships, enhance products / coverages, and leverage industry connections to your clients' advantage
Assess your skills and experience when making decisions about next steps; what feels right for you?
Consider specializing, diversifying, taking on new challenges like people leadership, business development, etc.
Set a goal and work towards it
Talk to your manager or HR for additional support
Mastery
Explore ways to share your expertise
Evaluate which ‘track’ feels in keeping with your goals - technical specialist or operational leader?
Consider leveraging your expertise in Underwriting, Risk Management, or even the Sales Stream within the Broker / Agent role