Core Skill Development for Insurance: 1 Day Session in San José, CA
Schedule
Tue, 20 Jan, 2026 at 09:00 am to Mon, 22 Jun, 2026 at 05:00 pm
UTC-08:00Location
Spaces - San Jose, 18 South 2nd Street | San Francisco, CA
About this Event
Bring your team and save:
1. Groups of three or more receive a 10% discount
2. Organizations hosting an in-house session with 10+ participants enjoy a 15% discount.
Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session
Course Overview:
This one-day program strengthens essential workplace and communication skills required for insurance roles. The course focuses on service excellence, accuracy in work, structured communication, and effective problem-solving. With practical examples drawn from typical insurance interactions, you learn how to deliver professional support, handle customer queries confidently, and manage tasks with precision. The program equips you with the core competencies needed to excel in insurance operations and customer-facing environments.
Learning objectives:
By the end of the course, you will:
- Strengthen essential communication and interpersonal skills for insurance settings.
- Provide accurate, timely, and reliable support to customers and colleagues.
- Improve problem-solving, decision-making, and workplace professionalism.
- Manage tasks effectively while reducing errors and delays.
- Build confidence in handling everyday responsibilities within insurance operations.
Target audience:
Insurance staff seeking to improve communication, service delivery, accuracy, teamwork, and core workplace skills.
Why is it right fit for you?
This course is ideal for insurance staff looking to enhance the foundational skills required for consistent performance. It provides simple, practical tools to communicate clearly, avoid errors, and deliver high-quality service. The program focuses on real workplace scenarios, helping you apply the concepts immediately. You also develop a proactive and professional mindset that strengthens your daily effectiveness. With guided practice and interactive modules, the course gives you the confidence and competence needed to excel in your role.
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Our Royalty Referral Program
Know a team or professional who could benefit from our workshops? Refer them and earn attractive royalties for every successful registration.
Looking to train your insurance team together?
We offer customised in-house training tailored to your organisation’s workflows, customer service expectations, and operational needs. Whether your team requires deeper communication focus, accuracy improvement, or enhanced service delivery, we adapt the content to your context. In-house training ensures consistency, relevance, and stronger performance across your staff group
📧 Contact us today to schedule a customized in-house session:
Agenda
Module 1: Introduction to Core Workplace Skills
Info: • Importance of behavioural and communication competencies
• Understanding expectations in insurance roles
• Building confidence at the workplace
• Activity
Module 2: Professional Communication Skills
Info: • Communicating clearly and respectfully
• Structuring conversations with customers and colleagues
• Email and phone communication essentials
• Role Play
Module 3: Service Excellence in Insurance
Info: • Understanding customer needs
• Providing timely and reliable service
• Managing difficult conversations with professionalism
• Activity
Module 4: Accuracy & Attention to Detail
Info: • Importance of error-free work
• Common mistakes in insurance tasks
• Methods to improve precision and consistency
• Activity
Module 5: Problem-Solving & Critical Thinking
Info: • Identifying issues accurately
• Approaching problems systematically
• Making decisions with clarity
• Case Study
Module 6: Team Collaboration & Workplace Etiquette
Info: • Working effectively with colleagues
• Respectful communication and positive work habits
• Supporting team goals and workflow
• Activity
Module 7: Managing Workload & Time Effectively
Info: • Prioritising daily tasks
• Staying organised in high-volume environments
• Minimising delays through planning
• Activity
Module 8: Handling Customer Queries & Information Requests
Info: • Gathering correct information
• Responding with accuracy and empathy
• Ensuring clarity and compliance in answers
• Role Play
Module 9: Building Long-Term Professionalism
Info: • Consistent behaviour and reliability
• Developing a proactive mindset
• Continuous improvement in core skills
• Activity
Where is it happening?
Spaces - San Jose, 18 South 2nd Street, 18 South 2nd Street San, San Francisco, United StatesEvent Location & Nearby Stays:
USD 542.07 to USD 705.91
