2020 Effective Coaching

About the Program

Participants receive customized sales coaching training geared specifically to transacting business in the surplus lines market. With the current restrictions and changes due to COVID-19, WSIA has converted the 2020 one-day program into a two-day facilitated virtual learning experience.  Any professional who leads a team of professionals responsible for revenue or premium production will benefit from this program. Coaching and improving the performance of a team is the secret of sales success, and it is the most important job of a sales manager. Effective Coaching is a customized coaching training geared specifically to transacting business in the surplus market.

Participants will work in real-life scenarios, impacting both brokers and underwriters, with role-playing opportunities to develop an approach that helps their team members take responsibility for their success. They will develop an enhanced understanding of the differences between managing and coaching and how to help their team members develop specific, measurable objectives using metrics that assess where performance is compared to those goals. 

Who Should Attend

  • Any surplus lines manager who leads a team of professionals responsible for revenue or premium production and desires to improve the performance of that team.
  • The program is ideal for both WSIA wholesale broker and company member employees.
  • Managers whose team members have completed WSIA's Consultative Selling and Negotiations will find this program of particular interest.
Registration Deadline is October 23, 2020.

Please click here for additional information about the program.

If you have any questions about the program, please contact Lindsay Holland, lindsay@wsia.org.

Schedule and Participation Details

The newly adjusted November program schedule follows a three-day format with shortened schedule each day and built-in breaks.

Monday, November 2
11:00 a.m. - 3:30 p.m. ET
10:00 a.m. - 2:30 p.m. CT
9:00 a.m. - 1:30 p.m. MT
8:00 a.m. - 12:30 p.m. PT

Tuesday, November 3
No class

Wednesday, November 4
No class

Thursday, November 5
11:00 a.m. - 3:30 p.m. ET
10:00 a.m. - 2:30 p.m. CT
9:00 a.m. - 1:30 p.m. MT
8:00 a.m. - 12:30 p.m. PT

The online learning platform is Zoom.

  • You do not need a Zoom account to participate.
  • You must be able to connect via video and turn the video on.
When
11/2/2020 - 11/5/2020
Where
Facilitated virtual learning UNITED STATES

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