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Zurich Academy for Select Brokers®

Continuing education for Select Brokers

Zurich Academy offers Select Brokers access to a wide range of both CE-accredited technical training and non-technical skill-building programs, including sales and negotiation training. All are designed to enhance your expertise, credibility and success…and to deliver these benefits in a productive, highly interactive and engaging environment.

You and your team can take advantage of these programs to help enhance your sales strategies and keep ahead of emerging risk management issues. Tap Zurich’s knowledge and experience in multiple subjects or talk to us about customizing a training program for your organization’s specific needs.

View the Zurich Academy course descriptions 

Learn more about our Sales Coaching Program

For more information about our programs, please contact:

Featured program

Winning Titan: Be a player in international insurance (a business simulation)

Credits / Hours:3

International insurance programs can be extremely complex and demanding in terms of compliance, coverages, coordination and integration with local insurance laws and regulations, costs, and ongoing servicing and administration.

This program presents participants with an opportunity to engage and interact in a business simulation that requires them to analyze the needs of a hypothetical manufacturing company named Titan Industries.

During the course of the simulation, participants are grouped in teams and are confronted with multiple events that will impact the design, implementation, execution and administration of Titan’s international insurance and risk management programs. The events present multiple options for which teams must select the “best” or most optimal alternative and justify the selection thereof, balancing a number of often conflicting demands.

One of the main objectives of the simulation is to demystify what the insurer is doing when presenting, underwriting, structuring and servicing an international insurance and risk management program and to understand how that process works from beginning to end. All producers working with customers who have global operations will benefit from this intensive, comprehensive, hands-on learning experience.

Program highlights:

  • Compete against other teams to formulate a globally compliant insurance and risk management program.
  • Develop awareness about the factors that may help ensure, or which might impede, successful program implementation.
  • Identify customer circumstances, goals and objectives in order to optimize global insurance and risk management program strategies.
  • Identify important insurance program structuring strategies, including use of master policies in coordination with local policies, and Difference in Conditions/Difference in Limits strategies designed to provide comprehensive coverage and prevent coverage gaps.
  • Learn how the entire process of presenting, underwriting, structuring and servicing an international insurance and risk management program works from beginning to end.
International CE program Winning Titans

Frequently asked questions (FAQs)

FREQUENTLY ASKED QUESTIONS about the Zurich Academy Select Brokers Training Programs:

How are the programs delivered?

Programs are available to our Select Brokers and are generally delivered on-site at the broker’s office, on times and dates convenient for that broker. This is a value-added service we provide to our Select Brokers.

How many CE credits can I earn?

This varies depending on the content and length of the program. Our programs generally offer 1-4 continuing education credits.

In what states do you offer insurance continuing education credits?

We typically offer insurance continuing education credits in all U.S. states and most provinces in Canada. Contact us directly for state or province approval status for each individual course.

What type of CE credits are available?

Various professionals are required to complete continuing education requirements in order to satisfy licensing renewal needs. Our programs are structured to satisfy state insurance continuing education requirements and, depending on the program, may also be available to satisfy CE requirements required of attorneys, accountants and financial planners.

Where can I find the schedule?

Our programs are designed and delivered exclusively to our Select Brokers, usually at the broker’s office. Since attendance is limited to producers and staff of that broker, we do not publish a public schedule of events.

Can individuals sign up for a program?

Our programs are not available to individual producers.

In what format are programs delivered?

Most of our programs are delivered live at the broker’s office, giving brokers an opportunity to engage and interact.  We also use distance learning media, including webcasts and webinars.

Who should I contact if I have additional questions and/or to discuss our broker’s interest in the program?

Contact Bart Shachnow, Director, Zurich Academy Broker Training Programs at 917-534-4637 or bart.shachnow@zurichna.com

Contact us

We design our programs to meet the needs of our Select Brokers. So, we’re always asking, what do you need? In what areas do you feel your organization needs training? Please provide us with your feedback by filling out the form below.