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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 

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  
 

 
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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