25.8.20
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Sales Excellence for Underwriters

Atefeh Karimpourkhoshkroudi

The Sales Excellence for Underwriters training program is designed for global Specialty underwriters, focusing on three essential sales skills crucial for developing a winning mindset: presentation, negotiation, and pipeline creation. These foundational skills equip underwriters with the tools and resources needed to confidently engage with their brokers.

The Sales Excellence for Underwriters training program embodies Intact’s commitment to our Employee Promise, with our core values integrated throughout the program. This initiative underscores our determination to be a top employer, fostering a culture of continuous improvement and excellence.

By participating in this training, underwriters will enhance their sales capabilities, ensuring they are well-prepared to excel in their roles and contribute to the overall success of the organization.

Key Components:

  1. Presentation Skills:

    • Master the art of delivering compelling and clear presentations.

    • Learn techniques to effectively communicate value propositions to brokers.

  2. Negotiation Skills:

    • Develop strategies for successful negotiations.

    • Gain insights into understanding broker needs and closing deals effectively.

  3. Pipeline Creation:

    • Understand the process of building and managing a sales pipeline.

    • Learn how to identify and pursue potential opportunities systematically.

Skills / Knowledge

  • Presentation
  • Negotiation
  • Sales Pipeline Creation
  • Identifying Sales Opportunities

Issued on

December 10, 2024

Expires on

Does not expire

Earning Criteria

Required

course

Three eLearning modules that must be completed prior to in-class instruction.

course

A full day instructor-led session that includes three sections:

  • Presentation Skills

  • Negotiation Skills

  • Pipeline Creation

participation

Participation in presentations, case study reviews, and role playing scenarios.

participation

Continuous learning via a take-away sales plan that is reviewed and discussed in follow-up meetings with management.

Optional

participation

Optional attendance at a Sales Panelist Question & Answer session.