Insurance Agent Training Program
Fast Track to a Insurance Career
This training program offers a unique opportunity to build a rewarding and stable career in personal or commercial lines insurance. Whether you’re starting with no prior experience or looking for a career change, we provide all the tools you need to succeed. Our program includes paid schooling and licensing support, comprehensive on-the-job training, and mentorship to help you grow from a new hire into a skilled Insurance Agent. Join us and take the first step toward a long-term, fulfilling career with room to grow.
“Every expert was once a beginner”
Embrace the learning process, and don’t hesitate to ask questions—it’s a sign of growth.
Program Duration
Approximately 3 months (depending on prior experience and pace of learning)
Key Training Goals
Learn how to use our agency management system
Understand the basics of insurance policies and procedures
Master key customer service skills
Prepare for and pass the Property and Casualty Insurance Licensing Exam
Career Path
Upon completion, you will be eligible for full-time employment as a licensed insurance agent, with opportunities for growth in the agency.
Interested?
Contact us for more information.
Detailed Training Plan
Phase 1: Introduction and Administrative Foundations (Weeks 1-3)
By the end of Phase 1, you will understand how to use the agency management system for foundational tasks, the importance of accuracy in documentation, and basic customer service processes.
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Time Estimate: 2 days
Complete new hire paperwork and orientation.
Learn the basics of our agency management system, including:
Creating notations and reminders
Attaching documents
Understand file naming conventions and their importance.
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Time Estimate: 2 days
Understand the importance of proper notation and documentation in the agency management system.
Utilize the agency management system reminder functionality to track pending tasks and ensure accuracy.
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Time Estimate: 1 week
Answer calls and take detailed notes on customer requests.
Notate requests in the agency management system and create tasks for and relay to agents to handle them.
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Time Estimate: 1 week
Monitor eFaxes received by the office.
Attach faxes to insureds' accounts in the agency management system.
Create notations and assign tasks to appropriate team members.
Mail renewal documents/letters to insureds and other important communications, such as substandard conditions and cancellation notifications.
Notate all mailed communications in the agency management system.
Progress Checkpoint:
At the end of Phase 1, meet with a mentor to review completed tasks and ensure understanding of the agency management system basics, E&O practices, and call-handling procedures.
Phase 2: Quoting and Policy Foundations (Weeks 4-6)
By the end of Phase 2, you will be proficient in property and auto insurance quoting and have a foundational understanding of policy coverages and lender requirements.
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Time Estimate: 1 week
Research properties and prepare research documents.
Use gathered information to prepare homeowners insurance quotes via insurance company portals.
Understand the importance of gathering accurate risk information.
Learn about policy declarations pages and coverages:
Understand key coverages such as dwelling, liability, and loss of use.
Recognize the importance of lenders and mortgagee clauses and why they must be listed on a policy.
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Time Estimate: 1 week
Research details related to auto insurance quotes (using RMV resources).
Prepare auto insurance quotes and create research documents.
Familiarize yourself with coverages in auto policies and the role of the RMV in auto insurance.
Progress Checkpoint:
At the end of Phase 2, meet with a mentor to review your research documents, quotes, and understanding of key policy elements and quoting processes.
Phase 3: Specialized Knowledge and Preparation for Licensing (Weeks 7-9)
By the end of Phase 3, you will be ready to take the Property and Casualty Insurance Licensing Exam and demonstrate advanced understanding of E&O practices.
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Time Estimate: 2 weeks
Study for the exam at home using provided materials.
Take an online practice exam at the office to assess readiness.
Schedule and take the licensing exam (agency will pay for up to 2 attempts).
Progress Checkpoint:
After completing the licensing exam, meet with a mentor to discuss your exam experience and next steps for applying your new license to real-world tasks.
Phase 4: Post-Licensing Skill Development (Weeks 10-12)
By the end of Phase 4, you will be equipped to handle advanced tasks, including payments, certificates, and surplus lines policies.
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Time Estimate: 2 weeks
Learn how to make payments for insureds and notate them in the agency management system.
Send digital signature documents and ensure proper notations in the agency management system.
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Time Estimate: 1 week
Learn how to prepare and send insurance certificates.
Understand surplus lines policies and the BR7 form, including its importance for all surplus lines policies.
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Time Estimate: 1 week
Learn the role of brokers in the industry and how to work with them effectively.
Shadow experienced agents during complex cases or applications.
Progress Checkpoint:
At the end of Phase 4, meet with a mentor to evaluate your readiness for full-time responsibilities and discuss career growth opportunities within the agency.