Skills & Experiences

Foundation

Foundation

Learning and applying insurance fundamentals

Core Skills

Time management; communication; sales; interpersonal; resourcefulness; active listening

Key Experiences

Using available resources to understand products / lines of business available to clients; providing advice and recommendations to clients; facilitating sale and renewal of products; building effective relationships with clients, underwriters, and other industry professionals; completing required forms and documentation; understanding and applying legislative / regulatory framework

Building

Building

Building on your insurance fundamentals and experiences to date

Core Skills

Negotiation; maintaining strong relationships (e.g. underwriters, risk management, claims); initiative; multitasking; building a strong personal / organizational brand; business communication; presentation

Key Experiences

Using more specialized knowledge and expertise; preparing quotes and proposals; working with policies with higher limits, number of exposures, customization etc. with minimal supervision; fostering understanding of regulatory framework and competitive marketplace; cultivating sales leads / clients

Enhancing

Enhancing

Enhancing your knowledge and expertise related to a particular business line / product

Core Skills

Problem solving; creativity; managing relationships to foster success; providing support / advice to team members; critical thinking

Key Experiences

Having oversight of key accounts; managing key products, delegating renewals, etc. independently; developing prospecting presentations / providing quotes with increased independence and authority; leveraging industry relationships to benefit your client; directing account management and customer service representatives in meeting client needs; advancing understanding of legal / regulatory considerations and industry drivers

Mastery

Mastery

Transitioning to technical consultant/practice leader with increased autonomy and decision making power

Core Skills

Strategic thinking; operational leadership; change management; teaching / coaching; conflict management

Key Experiences

Providing expert advice to other Brokers / Agents; leading prospecting / sales production within your product stream; facilitating knowledge transfer and / or delegating tasks to team members; leading the mitigating or controlling potential risks effectively; honing expertise in shaping organization policy, reinsurance, and continuity plans; supporting key operational projects (e.g. technology support / systems); influencing regulatory affairs, competitive market, and legal frameworks