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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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    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.


    Leadership Academy

    The Council is addressing members’ changing needs for leadership training with a slate of action-oriented programs built on the Adult Learning Theory (learning by doing). The goal of these new programs is to have a qualitative impact on staff performance, whether you’re looking to improve the leadership skills of your young producers, senior level managers, or those climbing the C-Suite ladder. Visit the website and learn more.

    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. 
    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  

    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.
    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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