Accredited by NIBA, providing 10 CPD points for the full program
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.
Learning Outcomes
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Market Proficiency: Develop a deep understanding of the corporate insurance market dynamics, including key stakeholders, industry trends and how these impact clients.
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Strategic Account Management: Learn to design and implement comprehensive account plans that cater to growth, key and at-risk clients.
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Contract Renewal and Negotiation Skills: Master negotiation tactics that lead to win-win outcomes and favourable terms for all parties involved.
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Client Retention and Relationship Management: Enhance client loyalty through effective retention strategies and relationship management.
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Tender Expertise: Navigate the complexities of broker tenders to secure and expand market share.
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Portfolio Management: Effectively manage a diverse portfolio of clients, ensuring each client’s needs are met and their expectations exceeded.
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Renewal Processes: Handle multiple renewals simultaneously, optimising the renewal process efficiently and ensuring the best outcomes for clients.
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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.
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.
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.
Frequently Asked Questions (FAQs)
Who is this training designed for?
This training is specifically designed for corporate insurance brokers and account managers who are looking to enhance their client management skills and drive growth within the insurance industry.
How long is the training?
The training spans two days and can be delivered in person or online, depending on your preference and availability.
Is there any prerequisite knowledge required?
Participants should have a basic understanding of insurance products and some prior experience in account management. This foundational knowledge will be built upon more specialised skills and insights relevant to the insurance market.
How does this training differ from other client or account management training programs?
This training is tailored specifically for insurance brokers, recognising their unique role as advisors and intermediaries between clients and the insurance market. It addresses the nuances of the insurance industry and teaches participants how to be effective client managers within this context. Unlike generic training programs, this course provides tools and techniques that directly apply to the challenges and opportunities faced by insurance brokers.
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 effectively apply what they learn to their roles. During the training, we also help participants create their annual development plan and account management plan. Participants are asked to come prepared with a list of their clients and an overview of their portfolio to apply their new skills.
What materials will be provided during the training?
Participants will receive a comprehensive workbook, practical templates, and tools that can be used immediately to implement learned strategies and improve client management practices.
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.
What are the flexible training options available?
Our core program is the two-day course. We offer half-day workshops focused on specific outcomes and lunch-and-learn sessions that cover particular topics in a shorter, more informal format. These options are ideal for those seeking focused learning without the commitment of a full two-day session.
What is the instructor-to-participant ratio?
We maintain a low instructor-to-participant ratio to ensure personalized attention and a more effective learning environment.
How are the training sessions structured?
Training sessions are structured to balance lecture time with interactive time, engaging participants through hands-on activities and group discussions.
How does this training stay current with insurance industry news, market updates, and changes in trends?
Our training content is regularly updated to reflect the latest developments in the insurance industry, including new market trends, regulatory changes, and advancements. This ensures that participants are always informed and can apply current practices to their client management strategies. Additionally, we teach participants efficient methods to stay updated with these changes without consuming too much of their time.