
The Insurance Professional School for Employee Benefits
How It Works
The Insurance Professional School combines online, self-paced learning with activities and live virtual sessions that reinforce understanding and provide opportunities to apply the material to real world scenarios. Our program is intentionally designed to allow participants the time they need to do their job while learning the skills they to succeed. This structured approach also requires less of the manager’s time for training and development.
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Approximately four hours/week, with three hours per week on online readings and assignments and one hour lecture session.
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The Insurance Professional School is the perfect opportunity for firms to attract and retain young employees with the motivation and drive to become seasoned industry champions. The expert instruction the School offers is best paired with client-facing participants with less than three years of experience in the industry, who are licensed and in whom you see potential.
Roles that will find the most value in attending the Insurance Professional School include:
- Benefits Producers/Consultants
- Account Executives
- Account Managers
- Client Service Representatives
- Business Development Associates or other sales roles
Not sure who to send? Contact The Council team to set up a call.
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Council Member Tuition: $3,250 per person
Non-Council Members Tuition: $5,250 per person
Program Overview
Our partnership with the University of Wisconsin, International Federation of Employee Benefit Plans (IFEBP) and other industry experts allow us to offer your employees in-depth knowledge, facilitated discussions, growth-oriented assignments and accountability checkpoints to ensure learning retention.
Key Takeaways
- Provides a broad and in-depth understanding of employee benefits and focuses on applying the knowledge with a customer-centric advisory mindset
- Combines online learning with live virtual instruction
Topics Covered
- Introduction to Employee Benefits
- Health Insurance
- Types of Health Insurance Plans
- Health Savings and Spending Accounts (HSAs, HRAs, FSAs)
- Prescription Drug Plans/PBMs
- Plan Underwriting
- Group Insurance Contracts
- Plan Funding
- Dental and Vision
- Voluntary Benefits
- Government Sponsored Healthcare Programs
- Laws Impacting Health Insurance Benefits
- Retirement Benefits
- Wellness and Total Rewards
- Benefit Plan Design
- The EB Client Lifecycle
- Being a Trusted Advisor
- EB Technology and Data
- Carrier and Vendors Partners
- Presentation Skills
- Legislative Environment
TAKE THE NEXT STEP
Ready to sign up?
Registration for the January 2026 cohort opens this fall. Join our waitlist to be contacted as soon as registration opens.
Want to share with a peer?
Click here to download the IPS Employee Benefits One-Sheet PDF.
Want to learn more?
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Frequently Asked Questions
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The Insurance Professional School – Employee Benefits (IPS-EB) is a professional development program offered by The Council of Insurance Agents & Brokers. It is designed to help early-career brokerage professionals deepen their expertise in employee benefits, develop foundational skills, and build industry knowledge.
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The IPS-EB program is ideal for junior to mid-level professionals working in benefits consulting, client management, or related support roles at insurance brokerages. It is also suitable for high-potential employees looking to grow their careers in the employee benefits sector.
Roles that will benefit most include:
- Benefits Producers/Consultants
- Account Executives
- Account Managers
- Client Services Representatives
- Business Development
- Others involved in EB production, account management or service
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The curriculum includes core topics such as group benefits strategy, healthcare policy, pharmacy benefits, underwriting, carrier relations, financial analysis, and client service best practices. It also incorporates real-world case studies and interactive learning modules.
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The Insurance Professional School for Employee Benefits is 100% virtual. Participants spend approximately three hours per week on online readings and assignments and one hour per week attending a virtual Zoom class and discussion with a University of Wisconsin professor or industry expert. Our program is intentionally designed to allow participants the time they need to do their job while learning and applying the skills they need to succeed. Resources are provided to support managers in their efforts to reinforce and transfer the learning to the job.
The typical time commitment per week is approximately four hours.
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Cohort start dates vary by year. You can find the latest application deadlines and program schedule on The Council’s website.
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Graduates gain a deeper understanding of the employee benefits landscape, stronger analytical and communication skills, and greater confidence in client-facing situations. Many alumni also report accelerated career growth and stronger internal visibility within their firms.
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To apply, complete the online interest form available on the Employee Benefits program page. Some employers may nominate or sponsor employees directly. For more information, visit the program page.
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Yes, tuition fees apply. Program fees cover instruction, course materials, and access to faculty and resources. Many member firms sponsor employee participation as part of their internal training investment.
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While the program is designed for employees of Council member firms, non-member participation is also available. Please contact The Council’s Talent Development team for more details.