Delegate tasks in customer advice and support

Aufgaben in der Kundenberatung und -betreuung delegieren
flag of de
cultural fair logo

Cultural Fit

accessibility logo

Without barrier

subcategory logo

Basics of leadership


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.


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


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

Authoring tool



Animated illustrative videos
Enacted scenes
Transfer tasks
Key messages
Knowledge Check
Interactive elements
Moderated video lectures
These macrolearnings may also interest you
Bewerbergespräche führen – Leistungsstarke Teams für die Kundenberatung
iddConducting interviews with applicants - High-performance teams for client counselling
Mitarbeitende zu Leistungsstärke und Kundenzentrierung motivieren
iddMotivating employees to be high performers and customer-centric
Diversität und Inklusion fördern – Leistungsstarke Teams für die Kundenberatung
iddPromoting diversity and inclusion - High-performance teams for customer advisory services
New e-trainings at PINKTUM
Lernen fördern – Eine Lernkultur im Team etablieren
macrolearningPromoting learning - establishing a learning culture in the team
Mental Health: Achtsam handeln im Arbeitsalltag
macrolearningMental Health: Being Mindful in Your Daily Work Routine
Probleme lösen – Von der Analyse bis zur Umsetzung
macrolearningEffective Problem-Solving—Strategies for Identifying and Solving Issues