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Since 1995, K.M. Associates has been serving the educational needs of the insurance industry by offering over 175 unique continuing education (CE) programs, plus a wide variety of workshops covering topics such as sales, marketing, communications, service, and more.
In addition, our CONSULTING division offers a customized approach in helping organizations tackle some of the challenging issues our industry faces today. Our team has over 80 years of insurance industry experience, with expertise in a wide variety of functional disciplines. Some of the areas we can bring consulting value are:
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Strategic/Management
- - Defining mission, vision, and corporate alignment of stakeholders
- - Defining owners and accountabilities
- - Employing Strengths, Weaknesses, Opportunities, and Threats (SWOT) to arrive at baseline state
- - Establishing mileposts toward achievement of desired state
- - Assessing organizational effectiveness (teamwork, collaboration)
- - Defining roles, responsibilities, and job descriptions
- - Coaching of key staff
- - Designing of training programs to meet needs
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Operational/Service
- - Analyzing operational effectiveness (workflows, systems, technology)
- - Analyzing staffing levels, structure, and responsibilities
- - Analyzing redundancies and expense impact
- - Defining measures of success (financial and other)
- - Developing service skills (phone, back office, other)
- - Improving communication skills
- - Developing operational procedures and adherence to standards
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Contact us for a complimentary needs assessment to help determine where our services may be of value to your firm.
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