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Appraiser
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Broker/Agent - Sales
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Loss Adjuster
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Loss Control Specialist
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Navigating the Maps
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Actuary
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Broker/Agent - Sales
Attitudes & Core Values
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Broker/Agent - Service
Business Development
Claims Investigator
Loss Adjuster
Loss Control Specialist
Risk Manager
Underwriter
People Management
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Career Maps
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Broker/Agent - Sales
Broker/Agent - Sales
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 sales, work to grow your insurance knowledge to complement your experience
Some organizations may blend both sales and service in their broker/agent roles; it may be useful to also review Broker/Agent - Service Stream Career Map to benchmark where you are now and plan for future goals
Building
Build on your knowledge, book of business, and experience
Increase ability to manage client needs more independently
Maintain balance between sales / production and relationship management
Foster understanding of key metrics, sales targets, and relationship needed for success
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 for you
Continue to foster capacity to secure new business, enhance products /coverages, and develop relationship
Consider your skills and experience when making decisions about next steps; what feels right for you? Specializing, diversifying, taking on new challenges like business development or people leadership?
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, Risk Management, or even Account Management/Service Stream