C132 – Practical Issues in Broker Management
An essential course for all professional brokers, especially addressed to the senior broker or account executive. Widens the focus of C130 and C131 to the broader managerial considerations of brokerage management and organization. After an overview of the types of brokerage organization, the legal environment, insurer contract analysis, and licence requirements; the basic process of strategic and operational planning is analyzed. The daily brokerage topics of marketing, insurance market.
Chapter Outlines:
- Legal Environment and Licensing
- Planning and Managing the Brokerage
- Marketing and Markets
- Sales Management
- Human Resources
- Financial Management
- Growth
- Technology
- Continuity Planning
- Professionalism and Professional Liability
Past Exams Without Answers:
