017: Driving Best Practice - with Melissa Collet

On today's episode, we’re chatting with Professional Standards Director of the Chartered Insurance Institute (Cii), Melissa Collett. Melissa has an extensive background in consumer insurance and legal issues. Melissa works incredibly hard to raise awareness of best practice and to drive ethical behaviour through engagement with the professional and external stakeholders.

• LEARNING OBJECTIVES:
  Making changes to the corporate chartered status has helped the broking community to focus their concertation on their customers.
• During the current pandemic, now may be a good time for firms, time efficiently and financially, to achieve chartered status.
• The highlight of the year for Cii was the launch of our Personal Lines Learning Pathways.
• People and employees on furlough can use this time as an opportunity to be learning, training and extending on their personal knowledge.
• Cii have introduced new e-learning modules on their e-learning platform, Broker Assess, that include materials around Coronavirus, how this impacts business interruption and also some modules around remote working.
• Cii have been working hard on their social media presence during this time to connect with our members and have done so by sending weekly magazines and sharing a wealth of materials online.
• Their new mentoring scheme, E-Connect is a complete online mentoring scheme that promises to give all of the benefits of a mentor relationship.

BEST MOMENTS:

‘’…What we landed on was that every year it's a complete application, a fresh, so that we can check all the details all over again to make sure that they meet our criteria for corporate chartered status. But when we look, when we were looking at this in the current crisis and with firms coming up for renewal, we felt this was probably an unnecessary administrative burden for them at this current moment in time.’’

‘’One of the highlights of this year so far before lockdown was the launch of our personal lines learning pathways. This will appeal to a lot of broking firms out there who deal with personal lines and it is free online courses for anyone and touching on personal lines. Soo this is something, again, is the perfect opportunity for people to dip into these learning materials, many of which are free, and then see if they want to take the journey forward.’’

‘’People may not realise, but people who are on furlough can actually still be learning during this time… They can actually use this opportunity for training.’’

‘’We have loads of opportunities for people on furlough. For instance, they can use our e-learning platform, Broker Assess. This is something that many brokers already use. We've introduced new materials and modules on about Coronavirus… how it impacts on business interruption and also just modules around remote working and how to do that effectively.’’

‘’…What I miss and what I think some members might miss is the networking that you can do at events and that we'll miss by going online, but we know we're finding ways of networking online now as well.’’

‘’For anybody listening, check your CII settings and check that you have opted in, because if you haven't, you're missing out on a wealth of interesting and informative information.’’

RESOURCES:

Cii Website: https://www.cii.co.uk/

Corporate chartered status renewal process made easier.
https://www.cii.co.uk/membership/join-us/chartered/corporate-chartered/chartered-content-hub/articles/helping-chartered-firms-with-renewal-during-the-coronavirus-crisis/91655
FAQs for learners how COVID-19 is affecting their exam dates, coursework submissions and study text renewals.
https://www.cii.co.uk/about-us/coronavirus-updates/           
Training opportunities during furlough through e-learning product, Broker Assess. New modules: Coronavirus Awareness and Remote Working.
https://brokerassess.cii.co.uk
Free Personal Lines Online Courses: https://www.cii.co.uk/learning/personal-lines/
Remote invigilation, meaning brokers can continue studying for, and sit their exams at home.
https://www.cii.co.uk/news-insight/media/press-releases/articles/cii-ensures-candidates-can-be-assessed-and-stay-covid-19-safe/92342
E-connect: our online mentoring scheme.
https://www.cii.co.uk/membership/benefits/connect/connect-e-mentoring/
Society of Insurance Broking – coronavirus hub page, wealth of CPD opportunities and good practice guides.
https://www.sib.org.uk/
Professional Focus conference series – all online.
https://www.ciiprofessionalfocus.co.uk/
Financial support for brokers who need financial assistance to study.
https://brokerassess.cii.co.uk/FindLearning#tab=Find_Learning&pageno=1&selectedcategory=97738f71-2e9c-4bda-aa97-abb201702ce2

ABOUT THE HOST

Sarah Myerscough is the Sales and Marketing Director of Boston Tullis Group. The founder of The Insurance Brokers Podcast, she brings a wealth of marketing experience and a fresh perspective on marketing in the insurance sector. Boston Tullis works with insurance brokers to offer solutions to business development ceilings, particularly in the rapidly developing fields of video marketing and thought leadership.

If you would like Sarah to help you develop an integrated marketing strategy, using state of the art concepts, then please book a free 20 min call via Calendly 

 

Website: https://bostontullis.co.uk/

Evaluation Link: https://s.bostontullis.co.uk/s/podcastevaluation

 

ABOUT THE GUEST
Melissa Collett is the Professional Standards Director at Chartered Insurance Institute (Cii) and comes from an extensive background in consumer insurance and legal issues. She spent over a decade of her career at the Financial Ombudsman service, held directorship at Fairer Finance and also sits as a tribunal judge. Melissa is also a qualified solicitor, having specialised in insurance law.

LinkedIn: https://www.linkedin.com/in/melissacollett/

Evaluation Link: https://s.bostontullis.co.uk/s/podcastevaluation