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Effective Management of Insurance Brokerage firms Course


This course will help you develop the key competencies required to succeed in today’s competitive environment through coverage of core responsibilities needed by senior broking staff. The course is delivered by leading market practitioners who share the first-hand experience of the issues facing brokers today. The participative workshops will examine both theory and practice to improve your understanding of the challenges encountered in running a successful brokerage


2 Days


The program specifically caters for mid-senior managers, directors, and owners who have, or aspire to, have a strategic management responsibility within their firm.


  • Enhance and develop the additional skills needed for successful leadership.
  • Examine strategy and the importance of business planning.
  • Develop your leadership style in order to motivate and drive success within your team
  • Understand financial and management accounting
  • Discover the key elements of succession planning
  • Sharpen and polish your sales skills and relationship management


  • Strategy and business planning
  • Leadership
  • Financial accounting
  • Succession planning and interview skills
  • Sales and relationship management.                                                     


The instructor led trainings are delivered using a blended learning approach and comprise of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.


Upon successful completion of this training, participants will be issued with an Indepth Research Services (IRES) certificate.


The training is residential and will be held at IRES training Centre. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.


Accommodation is arranged upon request. For reservations contact the Training Officer.

Email:  This email address is being protected from spambots. You need JavaScript enabled to view it.   

Mob: +254 715 077 817

Tel: 020 211 3814


This training can also be customized for your institution upon request to a minimum of 4 participants. You can have it delivered in our training centre or at a convenient location.

For further inquiries, please contact us on Tel: +254715077817, +254(020) 211 3814 or mail This email address is being protected from spambots. You need JavaScript enabled to view it.


Payment should be transferred to IRES account through bank on or before C.O.B 23rd September 2019.

Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it.


Payment for all courses includes a registration fee, which is non-refundable and equals 15% of the total sum of the course fee.

1.    Participants may cancel attendance 14 days or more prior to the training commencement date.

2.    No refunds will be made 14 days or less to the training commencement date. However, participants who are unable to attend may opt to attend a similar training at a later date, or send a substitute participant provided the participation criteria have been met.

Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

Event Properties

Event Duration 2 Days
Event Date 30-09-2019
Event End Date 01-10-2019
Cut off date 23-09-2019
Individual Price(Kenyan) KES 30,000
Individual Price (International) EUR 404
Individual Price(International in Dollars) USD 440
Location Nairobi, Kenya
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