Underwriting Skills Training
hard market edition
Empower your team - and reinforce their value to your organization - when we partner to provide a unique and impactful training experience for your new and seasoned underwriting team during your next team meeting or off-site.
Included in our engagement
At the intersection of personal and professional development, Meg McKeen will present a first-of-its-kind, highly interactive learning experience for your underwriting team.
In this “choose your own adventure”-style workshop, as the leader of your underwriting team, first you’ll choose the length of our session: Two, four, or eight hour options are available.
Next, from the list of topics below, you’ll choose those that are relevant and resonant for your team today. All topics are 30 minutes in duration, so select just as many will fit in the session length you choose.
(included) why this is the hardest of hard markets
(Included) The agent + Underwriter reality
communication best practices
underwriting with authority
Time + workload management
nurturing relationship with self during uncertain times
navigating change in a challenging market
Demographic and generational shifts in the industry
Defensive v. offensive underwriting
Navigating Imposter syndrome
portfolio underwriting best practices
Not sure which topics you’d like to choose? No problem - we’ll talk through these when we schedule our introductory call. Both virtual and in-person options are available.
Optional: Private one-on-one coaching with Meg for up to four underwriters on your team following our engagement.
Optional: Prior to your event, Meg can promote her involvement with your event twice on social media (LinkedIn, Facebook), once in the monthly newsletter she curates, and in one promotional spot on the podcast she hosts.
Optional: As schedules and mutual interest allows, Meg is available to participate in other activities as part of your event.
why underwriting skills training?
Our engagement is an investment in your team and a signal of your commitment to them. After attending this training, participants report feeling a renewed commitment to the work they do, more alignment between their actions and corporate objectives, a deeper connection with their agent partners, enthusiasm for staying their chosen career course, and gratitude to their employer for investing in their development in this way.
why meg mckeen, CIC?
Informed and relatable, through her unique lens, Meg draws from her direct experience as a small business and middle-market underwriter, in both a home office and field underwriting setting, as an underwriting leader, her experience as a licensed P&C producer - and today, as a consultant working every day with producers and underwriters as they navigate this hard market. Learn more about Meg here.
WHAT OTHERS HAVE TO SAY
“As a leader of an underwriting organization in a very hard market, I was looking for someone who could speak with my team about how agents are dealing with this challenge. I have seen Meg talk on this subject many times but I was looking for something a little more customized. When I reached out to Meg, she was very open to discussing what my needs were specific for my organization. We began to immediately collaborate. I almost felt like we were Lennon and McCartney. She was Lennon. Meg was so easy to work with and the result was a two hour program that my team could really sink their teeth into. This was a highly successful partnership. Meg was fantastic and I highly recommend her services.”
“Our underwriters gained a ton of knowledge from your presentation that I think will help prepare them for an extended hard-market. Today you were referenced quite a few times in the second day of meetings. We really enjoyed your presentation. ”
“I would recommend Meg McKeen of Adjunct Advisors for just about any function in the insurance world regarding constant improvement for your firm or organization. Her past insurance experience provides her with the insight to lead projects of any nature designed to bring the best out of your staff or your members. Your investment, both time and financial, will be well spent.”
Prior client engagements are treated confidentially and references are available upon request.
Don’t see what you’re looking for here? Message Meg to chat about a custom option for your team.