Developing customer-centered teamwork in the insurance industry

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Kundenzentrierte Teamarbeit in der Versicherungsbranche entwickeln
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Cultural Fit

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Leading teams

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Total time 90 minutes

The e⁠-⁠training presents five important factors for successful teamwork in the insurance industry. These include: Team goals, a clear distribution of tasks, team rules, constructive communication and trust and cohesion. Each of these five factors is explained in detail in order to optimally prepare teams in the insurance industry for common challenges.

Teaser

Target group

  • Managers in the distribution of insurance products

Learning objectives

  • Developing motivating team goals together with employees to increase customer satisfaction in the insurance sector

  • Clearly regulating the distribution of tasks within the team so that customers can be offered professional and comprehensive insurance advice and support

  • Defining target-oriented rules for teamwork to ensure the quality of insurance advice

  • Promoting constructive communication within the team to support efficient workflows and optimal customer interaction

  • Build trust within the team and promote cohesion to create a positive and productive working environment in insurance sales

Competencies

Agreeing on goals
Supporting employees
Motivating employees
Managing teams
Taking on responsibility
Being reliable

Authoring tool

Rise

Methods

Animated illustrative videos
Enacted scenes
Transfer tasks
Key messages
Knowledge Check
Interactive elements
Moderated video lectures
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