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Accredited by NIBA, providing 10 CPD points for the full program

Accredited by NIBA, providing 10 CPD points for the full program

Client Management Training for Insurance Brokers

Client Management Training for Insurance Brokers

​This training is designed specifically for corporate insurance brokers.

It focuses on enhancing client retention, building client advocacy, and driving growth within the insurance industry.

Our program equips participants with the essential skills to expertly manage and grow strategic client relationships specific to their roles as insurance professionals.

Click the button to schedule a call to discuss training for your organisation. Or to find out more, download our full training program outline.a

Learning Outcomes

Market Proficiency: Develop a deep understanding of the corporate insurance market dynamics, including key stakeholders, industry trends and how these impact clients. 

Strategic Account Management: Learn to design and implement comprehensive account plans that cater to growth, key and at-risk clients.

Contract Renewal and Negotiation Skills: Master negotiation tactics that lead to win-win outcomes and favourable terms for all parties involved.

Client Retention and Relationship Management: Enhance client loyalty through effective retention strategies and relationship management.

Tender Expertise: Navigate the complexities of broker tenders to secure and expand market share.

Portfolio Management: Effectively manage a diverse portfolio of clients, ensuring each client’s needs are met and their expectations exceeded.

Renewal Processes: Handle multiple renewals simultaneously, optimising the renewal process efficiently and ensuring the best outcomes for clients.

Effective Insurance Program Management: Manage insurance programs by identifying risks, client needs, and opportunities, consistently focusing on delivering value to the client throughout the engagement.

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Program Overview

Program Overview

Duration: 2 Days
Delivery Methods: In-Person or Online

Course Methods

Interactive Workshops: Engage in hands-on workshops utilising design thinking to solve real-world challenges. Theory and 

Practical Exercises: The training integrates theoretical knowledge with practical exercises, ensuring a balanced learning experience that enhances skills application.

Takeaways

Participants will leave the course equipped with a comprehensive workbook, a collection of practical templates, and a suite of tools that they can readily implement in their daily work, boosting their efficiency in managing and expanding their client portfolios.

 Client Management Training

Venessa has helped me realise I have more skills and knowledge than I thought and provided ways to plan and implement processes using my time wisely. I have found the training extremely helpful.

Account Manager, Training Participant
Meet the trainer Venessa Almond

Meet the trainer

Venessa Almond

Venessa brings two decades of experience in client management within the financial services and insurance sectors.

With a career that has taken her through top brokerage and insurance firms in Australia and New Zealand, she focuses on designing effective, professional training programs tailored to the needs of insurance broker client management.

Her programs are designed to deliver practical strategies that drive retention, advocacy, and sustainable growth.
 

To learn more, connect with Venessa on LinkedIn.

  • LinkedIn
  • Is the training delivered in person or online?
    The training can be conducted both in-person for a tailored experience specific to your organisation and online to accommodate participants from various locations.
  • Do you offer training within organisations or group training sessions?
    We offer both options: bespoke training tailored for individual organisations and group training sessions that bring together account managers from different companies to share insights and learn together.
  • Are there any pre-requisites for attending the training?
    There are no strict pre-requisites, but participants typically have some experience in account management or client-facing roles. The training is designed to cater to a wide range of experience levels, from new account managers to seasoned professionals.
  • Who should attend this training?
    This training is ideal for account managers, sales professionals, and anyone responsible for managing client relationships.
  • What is the duration of the course?
    The typical duration is two full days. Duration may vary based on the training format and specific client needs.
  • How does this training address the current talent and skills shortages?
    Our program is designed to upskill participants quickly and effectively, focusing on practical skills and strategies that can be immediately applied to manage accounts more effectively, even in the context of talent and skills shortages.
  • Will there be any certification or accreditation provided?
    Upon successful completion of the training, participants will receive a certificate of completion that acknowledges their participation and the skills they have acquired.
  • Can the training be customised to our specific industry or company needs?
    Yes, our bespoke training option allows us to tailor the content and case studies to align with your industry, company, and specific challenges or goals.
  • How is the training structured to ensure practical application?
    The training combines theoretical knowledge with practical exercises, real-life case studies, and interactive discussions to ensure that participants can apply what they learn to their roles effectively. We also create the participants' annual development plan and account management plan within the training. We ask them to come prepared with a list of their clients and an overview of their portfolio so they can apply what they have learned in the training.
  • What post-training support is available?
    Post-training support, including follow-up sessions and development coaching, is available and will be tailored to specific needs after an initial discovery call. Please click the schedule a call button to arrange a time to discuss.
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