The training is intended as an introduction to the basics of process management. Process management methods are explained, as well as their concrete application in order to speed up processes and improve the quality of services. The training explains why process management is necessary in companies and how processes can be mapped in order to find sources of error and continuously optimise processes. Various methods are presented, e.g. the PDCA cycle and the 5 Why method. The training also provides suggestions on how teams can clearly assign responsibilities and competences in workshops.

Praxisorientiertes Prozessmanagement: Die Grundlagen

Practice-orientated process management: the basics

Ensuring employees' mental well-being is crucial for companies and management—not just due to the substantial economic impact of mental health problems annually. Therefore, prevention and support must be deeply integrated into everyday management practices. This e⁠-⁠training course explains how different leadership styles can make a leader either a resource or a stressor for their team. It details the benefits of transformational leadership and guidance on how to arrange daily work to prioritize employees' mental health.  The importance of recognition and providing appropriate autonomy in tasks is also highlighted. Moreover, it promotes the creation of a supportive company culture and outlines how managers can safeguard their own mental health, considering the specific challenges they encounter.

Mental Health: Die psychische Gesundheit der Mitarbeitenden schützen

Mental Health: Safeguarding Employee Mental Health—Prioritizing Well-Being

Learning never stops, especially in today's digital and unpredictable work environment. Fortunately, today's employees can do more for their education than ever before. This e⁠-⁠training course introduces the concept of lifelong learning, explores future skills, offers tips for identifying personal learning needs, showcases diverse learning opportunities, and provides strategies for integrating learning into daily work routines. Additionally, it offers insights on effectively coordinating with managers and networking with colleagues to facilitate internal knowledge sharing.

Lernen lernen: Weiterbildungschancen erkennen und nutzen

Learning to Learn: Identifying and Seizing Further Development Opportunities

In order to ensure that insurance customers feel well looked after, it is important to create an individual and customer-oriented relationship with them. This includes identifying the motives and needs of the customers by skilfully asking questions and listening, always being ready to help the customers and using individual rather than mass marketing. Cross-selling tailored to the client can also create great added value for both the client and the insurance company. This e⁠-⁠training offers a lot of useful know-how on strategic relationship building in the insurance industry.

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 assume any prior knowledge.

Strategischer Vertrieb in der Versicherungswirtschaft – Kundenbeziehungen individuell gestalten 

strategic-sales-in-the-insurance-industry-shaping-customer-relationships-individually

selling

Selling

Strategic sales in the insurance industry - shaping customer relationships individually

Participants learn how to start conversations with clients successfully. Small talk is an important tool here. The e⁠-⁠training therefore teaches how to cultivate small talk and thus build up sympathy, how to find the right small talk topics and how to avoid no-gos. Participants also learn how to understand the non-verbal signals of their customers and how to communicate in an appreciative way using their own body language. The aim is to always express appreciation through one's own appearance and behaviour. This is how sustainable relationships can be built up in customer counselling.

Wertschätzende Beziehungen in der Beratung von Versicherungskundinnen und -kunden aufbauen

building-appreciative-relationships-in-client-counselling

Building appreciative relationships in client counselling

A strategic approach to insurance sales has several advantages. In this way, key customers can be developed according to their needs and the effectiveness of customer care can be increased. The e⁠-⁠training explains for which sales models strategic sales is particularly useful and which competences are necessary to serve customers strategically in the insurance industry.  

Strategischer Vertrieb in der Versicherungswirtschaft – Kundinnen und Kunden strategisch betreuen 

strategic-sales-in-the-insurance-industry-looking-after-customers-strategically

Strategic sales in the insurance industry - looking after customers strategically

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.

Strategischer Vertrieb in der Versicherungswirtschaft – Schlüsselkunden bedarfsgerecht entwickeln 

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

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

Sales professionals and aspiring sales employees can find suitable strategies for different sales requirements in the Sales & Services clusters. The contained learning paths train diverse competencies with which you can proactively and sustainably support your customers.

Acquiring and Retaining Customers

Sales & Service

Agility is one of the most important skills in the modern working world. The Agile Essentials topic cluster helps you to act agilely according to different requirements and consolidates valuable methods to develop a future-oriented mindset and apply it situationally.

Shaping the Future

Agile Essentials

The intricacies of communication are a daily challenge. The Communication & Collaboration topic cluster helps you to strengthen your personal communication skills. The learning paths deepen methods to promote team communication and to address different types of conflicts with solution-oriented strategies.

Moving forward as a team

Communication & Collaboration

From classic to digital skills, this topic cluster covers relevant competencies for a convincing appearance in the workplace. The learning paths awaken your talents to lead presentations and meetings, manage projects across on- or offline channels, and refine a deep understanding of complex digital issues.

Managing everyday work confidently and convincingly

Business Essentials

Leaders will find basic solution strategies for characteristic challenges in leadership positions in the Leadership Essentials topic cluster. The learning paths decode complex leadership topics with practical recommendations for action and support you in shaping your responsible role.

Leading and Developing Employees

Leadership Essentials

New Work, hybrid work, diversity and inclusion. The modern world of work continues to evolve rapidly through a variety of topics. The demands placed on managers are changing at the same pace. The learning paths from the New Leadership topic cluster show how to convince with attitude, help on the way to a future-oriented leadership mindset, and motivate towards a forward-thinking leadership position.

Expanding leadership competencies for the new world of work

New Leadership

Everyday training for your own soft skills. The learning paths in the Grow & Flow topic cluster support you in using needs-oriented work methods to structure your daily routine efficiently. The e-trainings promote self-competencies and encourage optimizing the personal performance curve and reduce stress levels.

Developing self-competencies for the new world of work

Grow & Flow

Comprehensive soft skills training for in-depth personal development. Macrolearning is a classic elearning course with a completion time of approximately 50 minutes. As a particularly intensive form of digital development, macrolearning promotes soft skills and sharpens personal profiles. For a holistic learning journey, PINKTUM Macrolearnings can also be combined with suitable compact Microlearnings. 

It’s a skill booster for complex tasks. Challenge Microlearnings focus on solving everyday challenges by advancing knowledge and teaching relevant emotional soft skills. They are to the point and deficitoriented.

Know-how Microlearnings provide expertise on a specific topic in minutes. Focusing on your knowhow therefore provides solutions to your everyday issues. It’s a very efficient way to refresh one’s knowledge.

Ideal soft skill training for the hectic workday, even without in-depth prior knowledge. Microlearning is a compact e-learning course that takes only a few minutes to complete. The short learning unit is ideal for quickly refreshing knowledge (Know-how) or solving professional challenges (Challenge). A microlearning can be combined with appropriate macrolearnings or used as a stand-alone learning product.

Strategic sales in the insurance industry - shaping customer relationships individually

Teaser

Course details

Target group

Learning objectives

Competencies

Authoring tool

Methods

These macrolearnings may also interest you

New e-trainings at PINKTUM