5 Day Management Development Programme for Senior Managers/Directors - Searchlight Insurance Training

5 Day Management Development Programme for Senior Managers/Directors

Most small/medium broking firms are well managed, but they always need to have an eye on staying ahead of the competition, developing and maintaining the success of their businesses. Our five day programme provides an excellent network and learning opportunity for delegates who require management development with an insurance broking focus.

Delegates are likely to be experienced owners, directors and senior managers – perhaps Approved Persons in significant influence functions – who wish to maximise their potential and help lead their firm.   Often managers have built and developed successful businessess, but have not had the formal exposure to some management techniques. This programme will help to enhance the additional skills they are likely to need in performing such roles in the future.  The opportunity to debate current topics with like-minded business people has also proved invaluable to previous delegates.

The programme will be delivered for a group size of 6 to 12 owner/senior leaders over five separate days run at approximately monthly intervals. The programme is currently scheduled to run in LONDON on the following dates:

  • LONDON 2015 PROGRAMME 2: Commences 10 November 2015

The programme is heavily participative to ensure that learning opportunities are maximised.  At the end of the programme the successful delegate will receive a CII endorsed certificate.

Funding may be available to help with this training: Please click here for more information.

ILMRP_HI_RGBThis programme has been approved by the Institute of Leadership and Management (ILM)and as an option Searchlight can provide delegates with an ILM Certificate and six months student membership – designed to help candidates get the most from their management career, offering online tutorials and access to a range of specialist support and development materials and services.  There is an additional fee of £75 per delegate for this optional package.

Please note the ILM option needs to be requested before the course and to gain ILM certification all 5 days need to be attended

* Although the open market programmes have an insurance broking focus, we do offer this programme (or any of the individual workshops) as an in-house tailored option for any organisation.  Please contact us on 01372 361177 or at training@ssluk.net for more information.

Level: Management

Duration: 5 day(s) CII CPD Hours: 30

Revised to meet the needs of our new Regulator, the Financial Conduct Authority, all five sessions will prepare delegates to answer most questions that may be asked by the FCA on Conduct, Culture, Controls and Governance, in their role as senior Managers or Approved Persons.





  • New! Improving awareness of the FCA requirements on actively managing your business
  • New! Assessing Business Risk
  • Establishing Strategic and Tactical Plans
  • Defining key components of a Business Plan
  • Implementing your Business Plan
  • Reviewing progress against Plan
  • Examining Evidencing through proper MI
  • Considering future options – takeover, merger, sale


  • Defining the role of the leader
  • Appreciating different management styles
  • What makes a successful team
  • Planning and setting goals and key success criteria
  • Constructive feedback
  • Communication and trust
  • Motivating and coaching the team
  • Measuring performance of the team members



  • Explaining business cash flow model and accounting terms
  • Applying business finance basics to construct the balance sheet, profit and loss and cash flow statement
  • Comparing the financial dynamics of an insurance broker with those of its commercial clients
  • Explaining and using accounting ratios to interpret financial performance
  • Understanding the concepts of liquidity, solvnecy and the FCA’s expectations of prudential capital adequacy
  • Exploring the budgeting process and budgeting process and budgetary control to optimise business performance
  • Describing the concept of investment appraisal and net present value to assess investment opportunities


  •  New! Harnessing the power of Talent Management
  •  Reviewing current structures
  •  Preparing for structural change
  •  Updating employment law
  •  Preparing a Succession Plan
  •  Examining the pitfalls of Interviewing


  • New! Reviewing Sales Incentive Schemes
  • New! Ensuring TCF embodied
  • New! Launching new products
  • Defining Strategic: Tactical Selling
  • Managing sales teams
  • Carrying out an Internal Sales Audit
  • Improving Coaching
  • Refreshing the Sales Process
  • Managing Insurer relationships
  • Linking Sales with Marketing
  • At the end of the programme the successful delegate will receive a CII endorsed certificate


If you would like more information about this programme please contact us on 01372 361177 or at brokeracademy@ssluk.net