Client Services: Fees & Disclosure Tools

Trust is a critical element in the client and broker/agent relationship. Achieving trust may be enhanced when there is a clear understanding between the producer and the client of the services being provided and the cost of those services. To help build that relationship there are numerous approaches firms can use in communicating with clients. | More

Leadership & Management Resources

The Council’s Leadership & Management Resources program is designed to help members grow their businesses through leadership development, management support and human resources consulting. The guidance and toolkits here assist with a wide range of staff and firm management issues, including talent acquisition and retention, compensation, leadership development, training and education, employee relations, policy and procedure, organizational development and change management.

For questions, please contact Julia Smith, Management Resources Associate, at 202.662.4309 or by e-mail at julia.smith@ciab.com.

Training & Development  

Online Training: Essential Business Skills for the Insurance Professional  

An organization can only achieve its strategic goals with a knowledgeable staff. So, when we asked member CEOs what keeps them awake at night, it came as no surprise that the recurring theme was "developing talent." The Council and The Institutes listened, and in response present Essential Business Skills for the Insurance Professional, a series of six online, self-study courses (a total of 36 modules) designed to develop practical selling skills and servicing skills, teach business-related interpersonal skills, increase productivity and much more. 

Networking & Education 

The Council’s Human Resources in Insurance Working Group is a non-competitive networking and development forum for HR professionals, and those with HR responsibility, from insurance brokerage firms that are members of The Council. The next Human Resources in Insurance Meeting will be in September 2013, more details will be posted as they become available. For more information, click here. 

Have a question? Need information? Start a discussion! Tap into fellow leaders from The Council’s membership on LinkedIn. 

  Join our Council HR Connection on LinkedIn! 

  Join our Council Leadership Network on LinkedIn! 

Research and Current Events

• Background Check Survey  
• Employee Benefits Producer Training Program 
• Human Resources Information System Survey  
• Internal Recruiting Survey  
• Most Commonly Observed Holidays Survey   
• Producer Training & Development Survey  
• NEW! PTO vs. Sick/Vacation Leave Survey  
• 2012 Reagan Consulting Sales Study  
• Social Media Survey  
• The Private Ownership Study   
• The Young Producer Study  

Toolkits for Managers

• RIF Toolkit 
• How to Implement an Effective Intern Program 
• Sample Employee Handbook
  • Full (Doc)  
  • Index 
                                                                                

Resources and Samples

• FLSA Compliance Guidance 
• Hiring Tools 
• Horse Sense for People 
• It's All About Risk  
• Job Descriptions 
• Management Forms 
• Profiles Pre-Employment Assessment  
• Sales Preference Questionnaire™ (SPQ*GOLD®)   
• Training Tools 

From Leader’s Edge Magazine

... Management Series Newsletter

The Management Series includes detailed information on a wide variety of management issues facing commercial insurance brokers. We admit this material is not easy to master. We don’t make it easy. We make it readable and accessible. The rest is up to you. Let us help you with your career adventure. Subscribe today for your once-a-month free newsletter.