Delegate tasks in customer advice and support

idd
Aufgaben im Versicherungs­unternehmen delegieren
flag of de
cultural fair logo

Cultural Fit

accessibility logo

Without barrier

subcategory logo

Basics of leadership

clock

Total time 60 minutes

In this e⁠-⁠training, participants learn the basics of delegation. This includes first identifying tasks that can be delegated, finally assigning these tasks to the appropriate employees, conducting delegation discussions and also monitoring the delegated tasks in the long term.

Teaser

Target group

  • Managers in the distribution of insurance products

Learning objectives

  • Distinguish which tasks can and cannot be delegated to employees

  • Delegate delegable tasks to the appropriate employees in order to meet customer needs in the best possible way.

  • Monitor delegated tasks and prevent back delegation so that customer contacts are smooth and efficient

  • Promote the further development of employees through targeted delegation

Competencies

Delegating tasks
Using leeway in decision-making
Demonstrating confidence
Managing teams
Working within a network

Authoring tool

Rise

Methods

Animated illustrative videos
Enacted scenes
Transfer tasks
Key messages
Knowledge Check
Interactive elements
Moderated video lectures
These macrolearnings may also interest you
Kundenorientierte Entscheidungen in der Versicherungswirtschaft treffen
iddMake decisions in the interest of clients
Bindungskräfte entfalten – Leistungsstarke Teams für die kundenorientierte Versicherungsberatung
iddUnleashing bonding forces - High-performance teams for customer-oriented insurance consulting
In der Versicherungswirtschaft mit Lob und Anerkennung führen
iddLead in the insurance industry with praise and recognition
New e-trainings at PINKTUM
Im Unternehmenssinne denken: Verantwortung übernehmen, Entscheidungen treffen
macrolearningAdopt a Company-First Mindset: Own Your Actions and Make Decisions
Onboarding: Strategien für gelungenes Einarbeiten
macrolearningSeamless Onboarding: Proven Tactics for a Successful Start
Führen nach Entwicklungsstand: Mitarbeitende optimal unterstützen
macrolearningLeading by Skill Level: Giving Employees the Best Possible Support