Property and casualty underwriters and risk specialists

For their onboarding training, an insurance client approached Actio to create an adaptable model that accomplished multiple goals. The training needed to support both experienced and inexperienced new hires and make it easier for existing employees to reach meaningful mid-career milestones. Additionally, the overall process should shorten employee time to performance while making the most of a limited budget.

Actio defined developmental stages and performance milestones for each role; this became the scaffolding for the training development process. We created four development maps to guide the unique journeys of existing employees and new hires. We also used a blended learning model that included multiple performance assessments designed to be used as examples during training, a multi-tiered performance assessment process, and a structured manager coaching playbook to support the widespread use of structured coaching.

BIO

This firm is a provider of middle-market and specialty commercial property and casualty insurance products across 13 core states and deep roots in the regions and communities they serve. Headquartered in the Midwest, this firm is a subsidiary member company of one of the nation’s premier commercial lines property and casualty insurance providers. Each of the subsidiary companies, or operating units, participates in a niche market requiring specialized knowledge about an industry, product, or territory. Their competitive advantage lies in our long-term strategy of decentralized operations, allowing each of the subsidiary companies to identify and respond quickly and effectively to changing market conditions and local customer needs.

ACTIO SERVICES

Learning strategy

Performance consulting