Insurance   

This comprehensive program is designed to equip aspiring insurance sales agents with the essential skills and knowledge needed to excel in the dynamic world of insurance sales. Through this curriculum, you'll learn how to harness data from various channels to create effective sales strategies and drive policy acquisition.

Throughout this program, you'll master a wide array of insurance sales tools and techniques, including client needs assessment, relationship building, sales funnel optimization, and the fundamentals of data-driven sales decisions. You’ll gain proficiency in industry-standard platforms like CRM systems (e.g., Salesforce), insurance quoting software, and analytics tools, while developing a deep understanding of client profiling, risk assessment, and performance tracking. This program prepares you to leverage client management dashboards, monitor key performance indicators (KPIs) like policy conversion rates and client retention rates, and create impactful sales strategies that align with client needs and business goals, setting you up for success in an insurance sales career. The Insurance Sales Agent Career Academy includes the Liberty Mutual Insurance Sales Agent Professional Certificate and 6 guided projects:

• Building a Business Presence with Facebook Marketing
• Introduction to CRM with HubSpot
• Create Information Presentations with Google Slides
• Small Business Marketing using Facebook
• Strategically Build and Engage Your Network on LinkedIn
• Create Customer Support Data with Google Sheets

The course combines video lectures, interactive labs, and real-world projects to ensure you not only learn but apply your knowledge effectively. With guided assessments and feedback, you will build a robust portfolio that showcases your skills to potential employers.

Powered by Coursera

This program will equip you with a comprehensive foundation in insurance and sales, empowering you to make a real difference in people’s lives while securing a promising career for yourself with generous earning potential. The insurance sector is experiencing a surge in job openings, with companies struggling to hire quickly enough as they grow their business.

Learn how to become a trusted advisor for your customers by having a deep understanding of different policy options, mastering the art of explaining insurance coverage and learning how to best protect future customers with personalized insurance solutions. Our unique approach combines industry-specific content with engaging, real-life examples and first-hand tips from seasoned experts using everyday language rather than confusing insurance jargon.

By earning this certification, you'll stand out as a highly-trained and knowledgeable professional ready to thrive in the dynamic world of insurance sales. Liberty Mutual, a Fortune 100 property and casualty insurance company with over a century of experience, ensures you're learning from the best in the industry.

Powered by Coursera

By the end of this project-based course, you will understand the basics of applying Digital Marketing on Facebook. The course will walk you through setting up digital marketing for a fictitious company, the Belltown Bakery in downtown Seattle. The course begins with setting up a fictitious business page on Facebook. You will then learn how to navigate your Facebook account, including setting up advertisements. You will then learn how to post content and boost a post. We will then cover tools available to engage with Facebook users and grow your audience on Facebook.

Powered by Coursera

In this project, we will develop and utilize a CRM in HubSpot and learn how to utilize our CRM to better grow and manage our business. HubSpot is a cloud-based customer relationship management (CRM) platform that can improve all aspects of your business. The HubSpot CRM is a launching pad to all other customer-facing teams as it houses all customer data ranging from contact information to detailed communication logs. HubSpot allows you to incorporate your sales, marketing, and customer service processes into one, all-inclusive platform with their CRM as the foundation. With its user friendly features, HubSpot allows you to easily manage and grow your customers as well as improve your business relationship with existing customers. Best of all, HubSpot’s CRM is completely free!

With “Grow Better” as their mantra, HubSpot has mastered the CRM game. Also, as a platform, HubSpot is able to easily sync and work with other platforms which allows you to incorporate every aspect of your business to better streamline and manage your company. HubSpot is an invaluable tool that is sure to improve your company’s growth, productivity, and brand!

Powered by Coursera

By the end of this project, you will create a Google Slide that contains an introduction, visuals, linked charts, and a conclusion. You will learn how to create a presentation that is informative and captures an audience's attention. You will also learn how to link charts from Google Sheets into your presentation that will synchronize as data changes.

Powered by Coursera

In this course, learners will learn how to use Facebook to promote their small business. They will learn how to create a personal profile, as well as a business page, how to proactively engage with their target audience by sharing pictures and other information, how to schedule their content, publish ads, and analyze their progress. This course will benefit small business owners with limited to no social media marketing experience.

Powered by Coursera

In this 1-hour long project-based course, you will learn how to strategically build and engage your network on LinkedIn. Many people in today’s society think that they know how to network but do they really? We will discuss the appropriate manner to use your LinkedIn account to extend your own network. Personal branding is very important to know about within LinkedIn as well. We will delve into how to find the connections that you are looking for. And we will talk about how to maintain your connections. To be successful in this course you will need to have a free LinkedIn account. If you need to get a strong start on your account before joining this course check out the “Create a Profile and Network on LinkedIn” course on Coursera. Some learning objectives that we will cover include ensuring your LinkedIn page has the basics for intermediate involvement on LinkedIn and as we expand your network strategically while establishing your brand. We will work on keeping track of over 500 connections while focusing on engagement. We will learn about creating and posting content as well as creating an article to make your engagement increase.

Powered by Coursera

By the end of this project, you will create a Google Sheet that transforms a business’s raw customer support data into a useful data set that provides the business with an overview of past support requirements. You will be able to determine which areas of the business are exceeding standards and which departments are performing below standard. This course will include an introduction to Google Sheets, how to leverage formulas, how to link multiple tabs, and how to utilize Google Sheets to determine if support is being provided within the required levels of service.

Powered by Coursera