Strategic sales in the insurance industry - developing key customers in line with demand

idd
Strategischer Vertrieb in der Versicherungswirtschaft – Schlüsselkunden bedarfsgerecht entwickeln
flag of de
cultural fair logo

Cultural Fit

accessibility logo

Without barrier

subcategory logo

Selling

clock

Total time 60 minutes

Key account management is the strategic, needs-based support and development of key customers. This e⁠-⁠training provides a lot of know-how about successful key account management in the insurance industry - among other things, how the key account management process works, how one's own key account customers and important stakeholders on the customer side can be identified and analysed, and what different strategic development options are available for the key accounts. This course is part of the three-part series "Strategic Sales in the Insurance Industry". However, the courses do not build on each other and therefore do not presuppose any prior knowledge.

Teaser

Target group

  • Intermediaries and advisors working in the distribution of insurance products

  • Employees who assist in the placement or counselling process

Learning objectives

  • Know and be able to classify the concept of key account management

  • Identify the key accounts among your own insurance customers in order to be able to offer an intensity of support tailored to their needs

  • Being able to correctly assess stakeholders in the insurance industry

  • Develop a strategic and customer-oriented partnership with key insurance clients.

Competencies

Entrepreneurial thinking
Taking a goal-oriented approach
Developing strategies
Focusing on customer satisfaction

Authoring tool

Rise

Methods

Animated illustrative videos
Transfer tasks
Key messages
Interactive elements
Knowledge Check
Moderated video lectures
These macrolearnings may also interest you
Kundenberatungen in der Versicherungswirtschaft erfolgreich abschließen
iddSuccessfully complete customer consultations in the insurance industry
Wertschätzende Beziehungen in der Beratung von Versicherungskundinnen und -kunden aufbauen
iddBuilding appreciative relationships in client counselling
Effektiv mit Versicherungskundinnen und -kunden telefonieren
iddMaking effective phone calls to insurance customers
New e-trainings at PINKTUM
Praxisorientiertes Prozessmanagement: Die Grundlagen
macrolearningPractice-orientated process management: the basics
Mental Health: Die psychische Gesundheit der Mitarbeitenden schützen
macrolearningMental Health: Safeguarding Employee Mental Health—Prioritizing Well-Being
Lernen lernen: Weiterbildungschancen erkennen und nutzen
macrolearningLearning to Learn: Identifying and Seizing Further Development Opportunities