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Changing the Customer Relationship Approach to Grow Your Actuarial Business
may say, “what's the point of the relationship if it's not focused on what I sell?” It's understandable ... impulse. This is what's called Customer Discovery: Learning about the customer's interests, what frustrates ...- Authors: Elena Petricone
- Date: May 2023
- Competency: Leadership; Strategic Insight and Integration
- Publication Name: Innovators & Entrepreneurs
- Topics: Actuarial Profession; Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development
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How to Turn Suspects Into Prospects
sales and accelerate the growth of your business. Let’s start with the end. You actually have prospects when: ... You are talking to decision-makers; Your company’s products/services are potential solutions to the clients’ ...
- Date: May 2017
- Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Innovators & Entrepreneurs
- Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
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The Deepest of Work Meetings
as a leader, that it's okay to admit you're not okay even at work, and that it's important to find informal ... demonstrated insight into each other’s personalities, each other’s best qualities, and it was evident to ...
- Authors: Mitchell Stephenson
- Date: Nov 2023
- Competency: Communication; Leadership; Professional Values; Relationship Management
- Publication Name: The Stepping Stone
- Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Mentoring; Actuarial Profession>Professional development
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The Stepping Stone
Actuary Installment 7: “Facing Employment Mortality” By Rich Lauria 25 Re-Script Your Story By ... Coordinators Kelly Hennigan Carrie Kelley 2015 Life & Annuity Symposium Coordinators Sarah Osborne 2015 Health ...- Authors: Society of Actuaries
- Date: Nov 2015
- Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>General business skills; Leadership>Change management; Leadership>Influence; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Stepping Stone
- Topics: Actuarial Profession>Best practices; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
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Data Science Meets InsurTech Startup: An Illustrative Profile
the impact of AI models on forward-thinkers, and it's even more exciting to be part of the transformation ... numbers and examples to spot emerging new trends. It's big numbers versus small examples. To accurately analyze ...
- Authors: Mark Spong, Dror Katzav
- Date: Aug 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Innovators & Entrepreneurs
- Topics: Actuarial Profession; Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development; Technology & Applications; Technology & Applications>Analytics and informatics; Technology & Applications>Business intelligence; Technology & Applications>Artificial intelligence & machine learning; Technology & Applications>Automation
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The Stepping Stone
Coordinator Kelly Hennigan Carrie Kelley 2016 Life & Annuity Symposium Coordinators Joanne Ryan Mary Wagnon ... practices of how a servant leader values people. A s we build on the ideas presented in this series, we ...- Authors: Society of Actuaries
- Date: May 2016
- Competency: Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Thought leadership; Professional Values; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Influence decisions
- Publication Name: The Stepping Stone
- Topics: Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development; Actuarial Profession>Traditional careers; Enterprise Risk Management>Risk appetite
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From the Chairperson: The Progress Continues
From the Chairperson: The Progress Continues It is hard to believe we are just about halfway ... I think will help fill the “good manual” void. It’s not too late to run for a section council! Ask anyone ...
- Authors: Kevin Pledge
- Date: May 2012
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Independent Consultant
- Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development
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Starting Meetings Right
people are expected to behave to ensure the meeting’s success. When designing a meeting for a group for ... how people may be expected to act, try saying, “Let’s take a minute and agree on a few basic ground rules ...
- Authors: Jay W Vogt
- Date: May 2012
- Competency: Communication>Active listening; Communication>Persuasive communication
- Publication Name: The Independent Consultant
- Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development
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What Breadcrumbs Are You Leaving Behind? A Better Way to Think of Your Entrepreneurial Legacy
Leave a conversation or interaction?” Really, it’s all of the above. “Leaving” happens in so many different ... live on through these crumbs, which means that what’s important to us won’t be lost. For Ron Carucci, author ...
- Authors: Elena Petricone
- Date: May 2023
- Competency: Leadership; Professional Values
- Publication Name: Innovators & Entrepreneurs
- Topics: Actuarial Profession; Actuarial Profession>Entrepreneurism; Actuarial Profession>Professional development
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The Times They Are a-Changin'
professional conduct, which applies to members of the five U.S.-based actuarial organizations, states that its purpose ... as non-STEM jobs.7 If this trend continues, the U.S. could see a shortage of more than a million STEM ...- Authors: Mitchell Stephenson
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management
- Publication Name: The Stepping Stone
- Topics: Actuarial Profession; Actuarial Profession>Competencies; Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development