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Agency Ascend: Insurance Leadership Training Pack Online
Section 1: FOR AGENCY OWNERS - How To Lead And Develop A Manager Taking This Course
Welcome - Course Intro/ Overview (1:53)
A Few Notes From Our Attorney
About the Instructor (3:49)
What Is Included In Insurance Leadership Training (5:07)
Download Your Resources (1:43)
Who Should Be In This Program (1:58)
Rolling This Out To The Leadership Team (6:26)
Manager Job Descriptions (7:36)
Manager Incentive Plans (9:58)
Interview Questions (3:37)
How to Handle a Non-Performing Manager (5:41)
Building A Strategic Plan For Manager Execution (7:22)
Why Your Manager Needs Agency Values (9:53)
Tools and Resources Your Manager Needs (4:07)
How To Develop A Manager (3:16)
Coaching Meetings (5:55)
Leadership Team Meetings & Agenda (4:28)
Common Leadership Traps Your Manager May Face (8:40)
New Leaders & Existing Leaders (10:14)
Student Section: Insurance Leadership Training
Welcome (1:05)
A Few Notes From Our Attorney
About the Instructors
What You Will Learn In This Course (2:19)
Downloadable Resources (1:08)
Introduction to Leadership
Role Of An Agency Leader (17:09)
Leadership Styles (19:24)
Difference Between Leadership and Management (8:29)
Common Leadership Challenges (14:05)
Common Team Feedback Challenges (9:52)
Identifying Your Execution Plan
Agency Strategic Plan (16:35)
Setting Team Goals (Project, Activity, Growth) (25:23)
Presenting Yourself As A Leader
Your Attitude (16:11)
Being Clear & Direct (18:51)
Lead By Example (9:51)
How to Solve Problems (16:50)
Delegate To Elevate (10:58)
Managing Emotions (21:35)
Belief In the Plan (15:22)
Soliciting Team Feedback (10:28)
Being An Excellent Communicator
Active Listening (14:24)
Communicating Clearly (13:38)
Empathy & Body Language (22:56)
Accepting Team Feedback (6:07)
Being Respectful (6:49)
Using Stories (4:14)
Don’t Delay In Communicating (11:49)
Understanding The Team’s Personality Profiles (7:40)
Building A Culture of Accountability
Team Job Descriptions (11:35)
Driving Team & Individual Accountability (15:09)
Developing Key Performance Indicators (14:52)
Avoiding Favoritism (9:35)
Key Agency Operations Metrics (24:22)
1:1 Meetings (9:50)
Annual Reviews (14:41)
Auditing Work (9:57)
Earning Team Buy In
Why Team’s Don’t Buy In (7:30)
Motivating Your Team For Success (11:45)
Your Buy In Strategy On You The Leader (9:21)
Your Buy In Strategy On New Initiatives (10:53)
Handling Someone Who Is Not On Board (8:23)
Identifying Different Team Personality Types (14:12)
Role Playing (10:18)
Team Culture
Team Culture (19:42)
Department Meetings (8:10)
How to Have Fun At Work With Performance (7:12)
Recognition & Appreciation (10:28)
Operational Excellence
Agency Standards (12:30)
Agency Processes & Procedures (22:31)
Leader Time Management
Wearing Many Hats (12:23)
Doing Vs. Coaching (9:30)
Managing A Healthy Work-Life Integration (10:15)
Developing Your Current Team
The Importance of Training (11:18)
Development Opportunities (9:35)
Identifying Career Plans (9:11)
Hiring & Finding Top Team Members
Recruiting 101 (30:46)
Interview Process (27:12)
Onboarding (29:59)
Handling A Difficult Team Member
How To Know When You Have a Team Terrorist (7:18)
How To Address Them (8:18)
Handling A Team Member With Personal Matters (8:02)
Handling Team Conflict (8:56)
Working With Your Manager/Executive Team
Middle Management Tips (15:49)
Bonus Content
New Leaders (4:15)
Managing Crisis (3:50)
Working To Become A Manager In Your Agency (3:05)
Working With Family (4:28)
Teach online with
Agency Strategic Plan
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