Skills & Experiences

Foundation Foundation
""

Learning and applying insurance fundamentals
Core Skills
Time management; communication; sale; interpersonal; resourcefulness; active listening
Key Experiences
Using available resources to understand products / lines of business available to clients, underwriting rules, etc.; facilitating obtaining quotes, renewals, putting coverage into place, collecting payment, etc.; 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. clients, underwriters, risk management, claims); initiative; multi-tasking; business communication; influencing
Key Experiences
Using more specialized knowledge and expertise; increased comfort with quotes and applying underwriting decisions to set-up client ratings/payments; working with policies with higher limits, managing renewals, customization etc. with minimal supervision; influencing insurance carriers / colleagues to achieve best solution for clients; fostering understanding of regulatory framework and competitive marketplace

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; ‘trusted’ technical specialist
Key Experiences
Having oversight of key accounts; managing key products, delegating renewals, etc. independently; directing 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