OIA is beyond excited to bring to you another tool that will help propel you forward in your insurance career: The Trusted Risk Advisor certification.
The Trusted Risk Advisor™ certification is reserved for agents and brokers who wish to take their game to the next level…to reap the rewards that only enhanced credibility, trust, and perception can bring.
A symbol of professional excellence in consultative and diagnostic sales and enterprise risk management, the Trusted Risk Advisor (TRA) is reserved for agents & brokers who wish to advance their ability to deliver an enterprise risk management (ERM) method through a logical, disciplined and results oriented framework. While participating agents and brokers may enter the program with a proven track record of success, the TRA empowers them to sharpen arrows in their quiver, confirm that they have a “growth mindset”, and consider additional tools and tactics to significantly improve performance.
To earn the TRA certification, you must take all four courses and adhere to the principals taught for rendering insurance brokerage services and business risk management services.
Competitive Advantage: Formal training in consultative, diagnostic sales and risk advisory skills gives you a distinguished brand and competitive advantage in the marketplace.
Certification: Demonstrates that you have the risk advisory knowledge, skills, tools, and process needed to successfully identify, analyze, and mitigate risks and exposures on your client’s behalf.
Performance: Trusted Risk Advisors build high-trust client relationships that are strong and enduring, regardless of market conditions. The TRA mark demonstrates that you are skilled at reducing claim frequency and severity.
Using an online collaborative learning system, you will master the methods of thinking like a risk manager in just 45 minutes a day over one week during your session.
March 15th – 19th
Session One – Goodbye, Agent and Broker. Hello, Trusted Risk Advisor
April 12th – 16th
Session Two – The Art and Science of Discovery… Leading to Strategy
May 10th – 14th
Session Three – The Risk Advisor… Moving Away from the Transactional Sales
June 7th – 11th
Session Four – Creating a Differentiated Customer Experience Journey
Purchased Individually: $350 per Session
Purchased in Full: $1,300