Give your new brokers a Jump Start into their careers!. This new five day program is designed to help launch the careers of newly licensed brokers with the technical knowledge and professional skills required for them to be successful in their new roles.
Over the course of the five days we will cover a review of basic insurance policies along with detailed underwriting skills such as application completion, calculators and reports. Negotiation, time management, communication skills along with errors & omissions prevention training are all included.
Participants will receive a handbook which they can use as a reference tool when they are back in the office. A mentor’s guide will also be provided so that the Jump Start Training can be integrated into your company on-boarding program.
This five day program is highly interactive with many case studies, exercises and practical applications.
Give your new hires their best chance at success by enrolling them in Broker Jump Start. Course dates: June 24-28 By the end of this program participants will be able to:
Identify strategies to prioritize work and manage their time effectively
Discuss common ethical challenges for brokers and outline effective strategies for avoiding errors and omissions claims
Demonstrate effective strategies for dealing with difficult customers
Discuss the importance of selling and display customer focussed sales techniques
Identify automobile rating criteria
Identify the different building construction classes and understand how they play a factor in rating
Discuss the importance of accurate limits and how they are applied in the event of a claim
Discuss unique exposures to homeowners such as home office
Complete an application of insurance for the file as well as for the underwriter
Discuss the application and identify red flags and questions to ask
Demonstrate the process of issuing binders & reviewing policy documents
Demonstrate effective strategies for handling payments
Explain the processes required to handle renewals, endorsements & cancellations
Identify the Brokers Role in Claims Handling
Melanie Needham, FCIP, CRM