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Management Series 

The Management Series is a free monthly e-newsletter published by Leader's Edge magazine. It’s a quick read on a wide variety of leadership and management issues facing commercial insurance brokers. Read the latest issue and subscribe today.


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    RESOURCES

    The Council has a wide variety of resources available to assist you in maximizing your potential. From human resources and management issues to navigating the state regulation maze to industry-specific training, The Council has you covered.

    FEATURED RESOURCE 

    Compliance CYA...Cover Your Actions!

    The maze of state regulation makes it a daunting task to keep track of the changing landscape of regulations and statutes affecting our business. These publications are available at no charge to Council members only and are designed to take the confusion out of the compliance equation.


    Management Tools  
    1  Job Description Templates 
    Descriptions categorized by department.  
    1  Hiring Tools
    Pre-employment assessments, offer letter templates and more. Includes: SPQ *Gold and Profiles XT
     
    3  Management Forms
    Sample employee policies and leadership forms.
     
    4  Compliance CYA
    State laws and regulations summaries.
     
    5  Sample Employee Handbook
    Customizable employee policy documents.
     
     
     
    Training & Education 
    1  Online Training
    Essential Business Skills for the Insurance Professional. Training consists of 36 modules and a total of six courses. 
    2  Client Services
    Fees and disclosure tools. 
    3  Council Select Consultants
    Council vetted experts who provide on-site leadership, management and HR consulting, and training. 
     
    4  Employee Benefits Producer Training
    Intensive training course for employee benefits sales professionals.
     
    5  Web CE
    Earn continuing education credits online.
     
     

     

     

    Working Groups  
    1  Chief Financial Officer  
    1  Chief Information Officer  
    3  Human Resources in Insurance  
    4  Legal Counsel  
     

     
    Research  
    1  Market Index Surveys
    Track property/casualty and employee benefit market trends on a region-by-region basis.
     
    1   Compensation Survey 
    McLagan annual survey featuring coverage of full range of industry positions.  
    3  Personnel Surveys
    Uncover best practices and industry benchmarks through these Council member survey results.
     
     
    Connect  
    1   2013 Member Charity Listing
    Asking nothing in return, these member firms step up to aid their communities. Featured in the Dec. 2013 issue of Leader's Edge.  
    1  Membership Directory
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