Team Development Process

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Team Development Process

Our customers deserve the highest level of service and knowledge from every one of our team members. To ensure that, we undertake an ongoing and multi-faceted development process for our team.

Recruitment

Fielding a team that best serves its customers starts with effective recruiting and hiring. Positive attitudes, intelligence necessary to learn and understand the complexities of insurance and effective communication skills are some of the overriding qualities for which we search.

Scott discusses recruiting and continuing development of the team.

Licensing

With very limited exception, team members obtain Property and Casualty Insurance and Life and Health Insurance Licenses.
The process for obtaining each license consists of:

  • Completing a pre-licensing course with hours of study and pretesting
  • Passing of the Pennsylvania written final exam.
  • Submitting fingerprint samples to the Insurance Department. The Department uses this information to receive and ultimately approve national criminal history background information for the candidate from the Federal Bureau of Investigation.

To learn more about the licensing process, take a look at Brenna’s perspective.

Continuing Education

Licensed agents are required to complete 24 hours of sanctioned continuing education content in every 24-month education review period.

Here are Jeannie’s views on continuing education.

Ongoing Development

Rossbacher is dedicated to levels of team development that are uncommon among insurance agencies. This internally-conducted, ongoing development consists of various components such as group development, team coordination meetings and special focus meetings in commercial, personal lines and life insurance.

An average month would involve about 12 team and special focus meetings.

Dual-monitor video conferencing equipment is used to connect participants at the company’s various offices for effective training. Participants can see each other on one monitor and follow along with simultaneous computer navigation on the other monitor.

See more on how the agency uses technology in training.

Individualized development is also a top priority, and is formalized as part of an individual training plan. This includes ad hoc and on-the-job training.

Learn more about the value of on-the-job-training from Jeannie.

Advanced Industry Designations

As is the case for ongoing development, Rossbacher is dedicated to supporting its team’s attainment of appropriate industry designations. These designations take a much deeper dive into the general insurance information associated with insurance licensure.

Attaining at least one advanced designation is a requirement for most positions at the company.

Below are a few videos outlining Brad’s viewpoints on Industry Designations.