Delegate tasks in customer advice and support

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Aufgaben in der Kundenberatung und -betreuung delegieren
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Cultural Fit

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Basics of leadership

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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
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