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The Rough Notes Company Inc.

Management

    COMMIT TO YOUR PROFESSIONAL DEVELOPMENT: IT’S MORE THAN CE!

COMMIT TO YOUR PROFESSIONAL DEVELOPMENT: IT’S MORE THAN CE!

COMMIT TO YOUR PROFESSIONAL DEVELOPMENT: IT’S MORE THAN CE! Intentionally find opportunities to explore and expand with a curious mind and a passionate attitude By Donna Gray According to Wikipedia, “Professional Development” can be described as “learning to earn or maintain professional credentials such as academic degrees to formal coursework, attending conferences, and informal learning opportunities situated in practice.” That’s an extremely broad definition, but it certainly summarizes the many ways insurance professionals work their way

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    TRAINING AND DEVELOPMENT IN A POST-COVID WORLD

TRAINING AND DEVELOPMENT IN A POST-COVID WORLD

LEADERSHIP TRAINING AND DEVELOPMENT IN A POST-COVID WORLD Empower your employees and they’ll help your clients—and your agency—achieve success By Matt Masiello If your main takeaway from the way work changed for independent agencies during the COVID-19 pandemic was Zoom fatigue, it’s time for a reality check. Like it or not, many of the changes that shook the foundation of independent agencies in 2020 will be with us for a

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    SIX TIPS FOR CREATING A CUSTOMER SERVICE CULTURE

SIX TIPS FOR CREATING A CUSTOMER SERVICE CULTURE

Customer Service Focus By Paul Martin, CPCU SIX TIPS FOR CREATING A CUSTOMER SERVICE CULTURE Build a positive culture by paying attention to these common-sense practices Every organization has the potential to create a positive culture that customers and stakeholders value, but those that stand out for quality service don’t get there by accident. Those organizations understand that quality customer service is vital to their success. They invest in their

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    THE BAD HABIT: AVOIDING CONFLICT

THE BAD HABIT: AVOIDING CONFLICT

Management by Coaching By Kimberly Paterson, CEC THE BAD HABIT: AVOIDING CONFLICT Overcoming the destructive behavior that can end a promising career It was 5:15 on Thursday evening. Josh was still at his desk fixing a report submitted by his teammate Barb. The report was three days late and filled with typos and incorrect information. The document reflected on the entire team, and Josh was uncomfortable forwarding it to his

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    ACCOUNTABILITY AND EMPOWERMENT … LESSONS LEARNED IN THE LAND OF OZ

ACCOUNTABILITY AND EMPOWERMENT … LESSONS LEARNED IN THE LAND OF OZ

Beyond Insurance By F. Scott Addis, CPCU, CRA, ACRA, ASA ACCOUNTABILITY AND EMPOWERMENT … LESSONS LEARNED IN THE LAND OF OZ Begin the process of reaping rewards by accepting responsibility for your attitude and actions The Wizard of Oz is a story about self-awareness, accountability, and empowerment. While the characters of Dorothy, the Cowardly Lion, the Tin Man, and the Scarecrow see themselves as victims of circumstances, they gradually learn

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