competency in skills and knowledge through assessment tests,
but are not required to complete a specific number of hours.
General Insurance Associate_Insurance Generalist
CareerWise Colorado
Work Process Content
On the Job Training
Customer Service/ Service Orientation
5
Understands principles and processes for providing customer and personal services. This includes assessing customer needs, meeting quality standards for services, and keeping customers informed.
- Addresses internal and external customers in a polite and friendly manner. Uses email and voicemail proficiently and consistently with internal customers.
- Meets basic customer needs.
- Identifies the proper employee to help with more complex needs.
- Independently meets customer needs.
- Uses email and voicemail proficiently and consistently with external customers.
Process Analysis and Application
6
Understands the process required for specific work tasks, determines if and how the process is working and how changes in conditions, operations, and the environment will affect outcomes.
- Describes internal processes core to business operations and their functions within a system.
- Describes how these processes interact.
- Interacts with and works within processes core to business operations.
- Owns simple processes core to business operations.
- Identifies and reacts to issues within processes that need to be changed.
- Fully integrates into the system and understands impacts of their process on other processes.
Business Communication
7
Tells a story in a compelling way. Develops arguments to persuade someone to their side. Influences.
- Develops written and oral descriptions of factual issues in a concise and effective manner.
- Identifies tools that could be used in communication.
- Develops insights and communicates them effectively to supervisor.
- Uses various communication tools with direction from supervisor.
- Clearly articulates problems and solutions in written and oral forms.
- Presents solution sets.
- Independently selects the appropriate communication tool for the job.
Data Literacy
4
Reads, aggregates, distills, and disseminates internal and external data in structured formats for use in assigned tasks.
- Describes different business operations reports and how to access them.
- Accesses data from different business operations reports.
- Knows where to find data for assigned tasks.
- Runs reports for internal and external purposes.
Data Analysis
8
Analyzes and processes complex data for core business operations. Identifies the underlying principles, reasons, and facts of data sets. Breaks down information or data into separate parts.
- Performs routine data entry tasks to support supervisor.
- Exhibits basic navigation of Excel; understands the structure and purpose of a cell.
- Independently performs data entry tasks.
- Employs formatting, conditional formatting, and simple formulas in Excel.
- Employs formatting, conditional formatting, and simple formulas in Excel.
- Acts as a steward of data; prepares data with minimal errors for use by colleagues and supervisors.
- Accesses data from databases in support of business needs.
- Writes formulas in Excel and creates pivot tables.
Data Communication
7
Creates and distributes reports, dashboards, visualizations, and presentations to communicate business performance.
- Understands and navigates business management tools.
- Explains how and where elements sit within business management tools.
- Opens and interacts with reports at a basic level.
- Creates visualizations, dashboards, and presentations with assistance and direction provided by supervisor.
- Downloads reports to communicate business performance.
- Creates visualizations, dashboards, and presentations independently for assigned tasks.
- Creates reports to communicate business performance.
Business Systems Analysis
6
Determines how a system should work and how changes in conditions, operations, and the environment will affect outcomes.
- Describes systems core to business operations and their functions.
- Describes interactions between different systems.
- Works within these systems, but may lack understanding of impacts from one system to another.
- Describes impacts and relationships on the business ecosystem.
- Describes how decisions and actions impact other systems.
- Works proficiently within systems.
Interpersonal Communication
11
Discovers information that isn't publicly available, shifts another person's perspective, and makes convincing presentations.
- Addresses internal and external customers in a polite and friendly manner.
- Sets up and proactively manages voicemail and email.
- Communicates in a professional and helpful manner in all forms (in-person, written, and phone).
- Communicates effectively with managers to meet their needs.
- Leverages calendars to schedule meetings with managers and project teams.
- Collaborates with and supports peers rather than competing with them.
- Volunteers for projects.
- Recognizes when peers have less capacity and speaks up to offer their assistance.
- Presents as honest and admits and accepts mistakes.
- Accepts critical feedback as a growth opportunity.
- Advocates for self when help is needed.
Entrepreneurial Skills - Critical Thinking / Problem Solving
3
- Recognize that problems can be identified, and possible solutions can be generated.
- Define the problem using a variety of strategies.
- Make connections between information gathered and personal experiences to apply and/or test solutions
Entrepreneurial Skills - Creativity / Innovation
3
- Demonstrate curiosity, imagination and eagerness to learn more
- Build on personal experience to specify a challenging problem to investigate
- Engage in novel approaches, moves, directions, ideas and/or perspectives
Entrepreneurial Skills - Inquiry
3
- Recognize and describe cause-and-effect relationships and patterns in everyday experiences
- Investigate to form hypotheses, make observations and draw conclusions
- Test hypotheses/prototype with planned process for getting feedback
Entrepreneurial Skills - Risk Taking
3
- Demonstrate a willingness to try new things
- Demonstrate flexibility, imagination and inventiveness in taking on tasks and activities
- Innovate from failure, connect learning across domains and recognize new opportunities
Personal Skills - Self-Management / Self Awareness
3
- Accurately recognize one’s own emotions, thoughts and values and how they influence behavior
- Appropriately express one’s own emotions, thoughts and values and identify how they influence behavior
- Assess personal strengths and limitations, with a well-grounded sense of confidence, optimism and a ‘growth mindset’
Personal Skills - Self-Direction
3
- Recognize personal characteristics, preferences, thoughts and strengths
- Pursue opportunities to engage and learn interests
- Apply knowledge to set goals, make informed decisions and transfer to new contexts
Personal Skills - Adaptability / Flexibility
3
- Recognize emotional response to ideas that differ from one’s own
- Regulate reactions to differing perspectives
- Look for and value in different perspectives expressed by others
Personal Skills - Perseverance / Resilience
3
- Resist distractions, maintain attention, and continue the task at hand through frustration or challenges
- Set goals and develop strategies to remain focused on learning goals
- Focus on learning goals by employing motivation and familiar strategies for engagement and evaluate progress, making necessary changes to stay the course
Civic/Interpersonal Skills - Collaboration / Teamwork
3
- Recognize how personal actions have had a positive or negative impact on others with feedback as needed
- Recognize how members of a community rely on each other, considering personal contributions as applicable
- Follow a process identified by others to help generate ideas, negotiate roles and responsibilities, and respects consensus in decision making
Civic/Interpersonal Skills - Communication
3
- Articulate personal strengths and challenges using different forms of communication to express oneself
- Consider purpose, formality of context and audience, and distinct cultural norms when planning content, mode, delivery and expression
- Establish goals for communication and plan out steps accordingly
Civic/Interpersonal Skills - Global / Cultural Awareness
3
- Compare attitudes and beliefs as an individual to others
- Identify and explain multiple perspectives (cultural, global) when exploring events, ideas and issues
- Plan and evaluate complex solutions to global challenges that are appropriate to their contexts using multiple disciplinary perspectives (such as cultural, historical and scientific)
Civic/Interpersonal Skills - Ethics
3
- Takes great care with organizational data
- Does not disclose any kind of personal or sensitive organizational information; understands that all data is confidential
- Demonstrates honesty and integrity in all interactions. If an error is made, prioritizes minimal impact to the organization over their own reputation
Professional Skills - Task / Time Management
3
- Articulate task requirements and identify deadlines
- Develop and utilize basic task and time-management strategies effectively
- Demonstrate task-management attributes associated with producing high-quality products including the abilities to: 1) Work positively and ethically 2) Manage time and projects effectively 3) Multi-task 4) Clearly communicate with others
Professional Skills - Self-Advocacy
3
- Appropriately express a range of emotions to communicate personal ideas/needs
- Ask questions to develop further personal understanding
- Demonstrate confidence in sharing ideas/feelings
Professional Skills - Work Ethic
3
- Complete tasks with ongoing support
- Seek clarity on tasks and needs occasional support
- Demonstrate skill in assigned tasks and completes with little or no support
Academic Skills - Core Academic Foundation
3
- Begins to use math and literacy skills to inform work
- Uses math and literacy skills to perform job tasks with frequent checks by supervisor
- Independently and consistently use math and literacy skills to perform tasks (with occasional checks for quality)
Related Instruction Content
Training Provider(s):
CareerWise Apprenticeship Boot camp
24
Introduction to career-readiness to prepare students for working in a professional environment. Topics may include: • Soft skills development • Workplace etiquette and expectations • Professional communication • Time management • Goal setting • Self-advocacy and emotional intelligence • Money management • Stress management • Supervisor interaction preparation • Growth mindset and training plans • Building strong relationships • Feedback and tough conversations • Workplace conflict • Higher education planning • Linkedin and resume development • Financial planning • Workplace Safety and Ergonomics
CareerWise Professional Development
8
Ongoing professional skills development courses. Topics may include: • Managing strengths and weaknesses • Professional communication • Networking • Time management
Macroeconomics
45
Focuses on the study of the national economy, emphasizing business cycles and long-run growth trends. Explores how macroeconomic performance is measured, including Gross Domestic Product and labor market indicators. Examines the saving-investment relationship and its relationship to Aggregate Supply and Aggregate Demand. Discusses money and banking, international trade, fiscal and monetary policy. Explores the macroeconomic role of the public sector.
Microeconomics
45
Studies the firm, the nature of cost, and how these relate to the economy as a whole. Analyzes economic models of the consumer, perfect competition, monopoly, oligopoly and monopolistic competition. Explores economic issues including market power, population growth, positive and negative externalities, income distribution, poverty and welfare, discrimination, and international economic interdependence.
Business Communication
45
Emphasizes effective business writing and covers letters, memoranda, reports, application letters, and resumes. Includes the fundamentals of business communication and an introduction to international communication.
Intro to Business
45
Focuses on the operation of the American business system. Covers fundamentals of the economy, careers and opportunities, marketing, management, production, governmental regulations, tools of business and social responsibilities.
Accounting Principles
60
This course introduces accounting principles for understanding the theory and logic that underlie procedures and practices for business organizations. Major topics include the accounting cycle for service and merchandising companies, internal control principles and practices, notes and interest, inventory systems and costing, and plant and intangible asset accounting.