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Appraiser
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Broker/Agent - Sales
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Broker/Agent - Service
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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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People Management
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Technical Management
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Navigating the Maps
Definitions in the Maps
Actuary
Appraiser
Broker/Agent - Sales
Broker/Agent - Service
Business Development
Attitudes & Core Values
Mentoring
Knowledge
Skills & Experiences
Industry Engagement
Leadership Competencies
Career Path Chart
Downloadable Summary
Claims Investigator
Loss Adjuster
Loss Control Specialist
Risk Manager
Underwriter
People Management
Technical Management
Career Maps
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Business Development
Business Development
Foundation
Hone your craft
Be a ‘sponge’ to learning
Expose yourself to as many facets of your role as possible
You may come from industry role (eg. broker, underwriter, claims representative) or perhaps account management or sales in another industry; your entry point helps set your learning focus at this stage – business development or insurance acumen?
In some organizations, business development is an extension / part of another specialist role; you may find it helpful to also review the career map for your operational role (eg. Broker, Loss Adjuster, Underwriter) to benchmark and help set career goals
Building
Build on your knowledge and experience
Increase ability to manage accounts and client needs more independently
Maintain balance between internal business drivers and relationship management
Foster understanding and expertise in defining key metrics and relationship needed for business success
Continue to hone pitch / presentation skills
Enhancing
Assess what lies ahead
Continue to foster capacity to secure new business, enhance products/coverages, and develop relationships
Consider your skills and experience when making decisions about next steps; what feels right for you? Specializing, diversifying, taking on new challenges like people leadership, business process improvement, or other?
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 practice leadership roles in other areas of your organization (eg. Underwriting, Claims, Risk Management, etc.)