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