Agency Management Training Plan

Employee Name

Employee Title

Department

Hire Date

Annual Review Date

Mentor Assigned

Supervisor Name

Training To Be Completed

Agency Management Training Plan Page 2

SKILLS / COMPLETE
BY / DATE COMPLETED / NOTES /
Communication
Listening skills
Nonverbal communication
Written communication
Managing stress
Emotional awareness
Financial Management
Analyzing Financial statements
Financial ratios
Working capital management
Break-even analysis
Selling & perpetuation
Marketing
Branding
Marketing
Relationship Building
Problem Solving
Team Management
Delegation
Motivation
Goal Setting
Strategic Planning
Mission Statement
Vision Statement
Values Statement
Long-term Strategic objectives
Short-term goals
Customer Service Standards
Compliance & Law
Industry
State/Federal
Contractual Issues
Agency agreements
Agency terminations
Carrier appointments
Producer agreements
Policy and Procedures Training
Policies & procedures(manual)
E&O prevention tools
Personnel & Human Resources Training
Organizing Planning Training
Leadership Training
Technology
Agency Management Systems
Security
Emergency & Business Continuity Planning
IA&B Introduction
IABforME.com tour
Professional training offerings
Products & services
Agency support services
Get involved with IA&B / ·  State Grassroots
·  Federal Grassroots
·  State/National Political Action Committee(PAC)
·  State Government Relations Committee
Additional Training

Agency Management Training Plan Page 2

For IA&B training options and partners, visit us at: www.iabforme.com/trainingpaths

¯  This sample Agency Management Training Plan checklist has been prepared for IA&B member agencies to utilize in the drafting of their own Agency Management Training Plan checklist. While broad, the plan/checklist is not exhaustive, and focuses primarily on the key steps in the entire procedure. In conjunction with a training course, the plan/checklist is to be used as a guide and an assessment tool by the trainer. This document is not a legal opinion and should be relied upon as such. This document is intended to provide a general background regarding the topic or topics addressed, not to provide legal advice. Neither the Insurance Agents and Brokers nor any of its employees shall be responsible for any errors or omissions regarding any statements made in this document.

Agency Management Training Plan Page 2