Insurance Personal Skills Training
Whether you are looking for guidance on managing your time, conflict in the workplace or working on your negotiation skills, we have courses for all of these topics, and more. Please see below and browse what is available.
Certificates
Every course completion earns a certificate.
Online Studies
100% online e-learning from the comfort of your own home.
Years of Excellence
MRD have provided many years of insurance expert coaching.
PERSONAL SKILLS
PERSONAL SKILLS
Available course are listed below. Your progress on enrolled courses is shown with a green progress bar.
5-Day Challenge to Improve Your Mental Health
The importance of mental health can’t be overstated, given that it impacts every part of our lives. Even so, we often let caring for our mental health take a back seat to other priorities. We ignore our needs until we’re burned out, isolated, or struggling with illness.
May is Mental Health Awareness Month, a perfect time to prioritize your mental health by committing to a 5-day challenge. Each day explores a different facet of mental health and contains a simple exercise for putting it into practice. In less than 15 minutes a day, you can improve your emotional well-being.
Accreditation: 1 Hour
ON/BC/MB Accreditation: Personal Skills
SK: All classes other than Life / General
AB: General and Adjusters
Soliciting and Responding to Customer Feedback
A customer has just finished relating the negative experience they had with your product. What now? Do you react defensively—or thank them for their candor? Either way, what do you say?
In this course, you’ll learn why customer feedback is important and how to solicit it effectively. Then, you’ll explore ways to respond to positive, neutral, and negative feedback so that you can use the information you get to make changes for the better.
This course is addressed to all industry professionals.
Accreditation: 2 Hours
ON/MB: Accreditation: Personal Development
SK: All classes other than Life / General
AB: General and Adjusters
Essential Customer Service
There are a handful of customer service skills that can make the difference between an average experience and one that leaves your customers feeling completely delighted. Do you know what those skills are? Do you have them?
In this course, we'll uncover four essential customer service skills and give you tons of tips, food for thought, and resources for developing these skills. Let's get started!
This course is addressed to all industry professionals.
Accreditation: 1 Hour
ON/MB: Accreditation: Personal Development
SK: All classes other than Life / General
AB: General and Adjusters
A Guide To Empathy At Work
Empathy—the ability to understand and share other people’s emotions—is critical in the workplace. Customers want to feel appreciated for their business and acknowledged when they have a problem. Employees want to feel valued and for their coworkers and managers to notice when they’re happy or in distress.
In this course, you’ll first learn what empathy is and why it’s an essential business skill. Then, you’ll uncover how to communicate with empathy and overcome roadblocks. Finally, you’ll work on strategies to help you build empathy.
This course is addressed to all industry professionals.
Accreditation: 2 Hours
ON/MB: Accreditation: Personal Development
SK: All classes other than Life / General
AB: General and Adjusters
Write Like a Boss
Have you ever emailed a co-worker and gotten a confused reply? Have you filed a great report only to have your boss complain it was riddled with spelling and punctuation errors? Did a client misunderstand a letter you sent?
If any of these situations sound familiar, you’re not alone. It’s easy to fall into common writing traps like confusing language, grammar mishaps, and poor structure. Anyone can improve their writing—but even the best writers need practice.
In this course, you’ll learn some tricks and techniques to improve your writing, avoid common mistakes, structure your message, and target communication to your audience.
This course is addressed to all industry professionals.
Accreditation: 2 Hours
ON/MB: Accreditation: Personal Development
SK: All classes other than Life / General
AB: General and Adjusters
How to Handle Objections and Getting Your Client To Say Yes!!
Every salesperson will encounter hesitation from customers. What separates the good and the great salespeople is knowing how to handle objections. This course explores what sales objections are, how to overcome them, and how to avoid rejection.
Accreditation: 2 Hours
ON/MB: Accreditation: Personal Development
SK: All classes other than Life / General
AB: General and Adjusters
Coping With Workplace Change
Change takes many shapes in the workplace. You might face project changes shifting organizational goals, and job or team restructuring—to name a few. Regardless of what the change is, how does it make you feel? Excited? Anxious? Skeptical?
In this course, you’ll explore five common reactions to change and identify your emotions. From there, you’ll learn four strategies to embrace change, roll with the punches, and focus on the things within your control. While you can’t always predict or prevent change, you can manage your response.
Accreditation: 2 Hours
ON/BC/MB Accreditation: Personal Hours
SK: All classes other than Life / General
AB: General and Adjusters
Social Media Marketing
Recent studies report that over 70% of Canadians—and billions of people worldwide—actively use social media. Popular platforms like Facebook, YouTube, Instagram, Twitter, Pinterest, and LinkedIn have transformed the way brands interact with their audience. Understanding the landscape and how to thrive in it is no longer optional for businesses—it’s a necessary part of doing business in the digital age. This course can help.
This is the first in a two-part series. In part one, you’ll review social media marketing terms, tools, and other basics. In the second part of the course, we take you deeper into strategy, engagement, and metrics to measure your success.
With billions of people worldwide using social media, businesses can’t afford to take a relaxed approach to engage their audience online. In this second course of a two-part series, learn to take social media marketing to the next level.
This course is addressed to all industry professionals.
Accreditation: 2 Hours
ON/MB: Accreditation: Personal Development
SK: All classes other than Life / General
AB: General and Adjusters
Overcoming Procrastination
If you’ve ever put off doing an important task or project, you’re not alone. Procrastination is common in the workplace. And while it may not seem harmful in the moment, chronic procrastination can hinder your productivity, damage your relationships with coworkers, impact your well-being, and more.
In this course, you’ll discover the real reason many of us are prone to procrastination. You’ll also learn how to break the cycle of procrastination and reclaim your productivity.
This course is addressed to all industry professionals.
Accreditation: 1 Hour
ON/MB: Accreditation: Personal Development
SK: All classes other than Life / General
AB: General and Adjusters
Developing a Growth Mind Set
Developing a growth mindset allows individuals and companies to realize their potential, increase resilience, and achieve success. A growth mindset can unlock your capacity to learn, grow, and thrive—regardless of your current abilities or skill level.
In this course, you’ll first learn about the differences between a fixed mindset versus a growth mindset. You’ll then explore how a growth mindset can benefit you and your team. Finally, uncover specific strategies to develop a growth mindset—and expand your possibilities.
This course is addressed to all industry professionals.
Accreditation: 2 Hours
ON/MB: Accreditation: Personal Development
SK: All classes other than Life / General
AB: General and Adjusters
Dealing With Stress, Pressure, and Burnout
Ever feel stressed at work? How do you react to high-pressure situations? Is burnout a threat to your well-being and productivity?
The truth is that we’re all prone to stress, pressure, and burnout. Understanding what they are and how they work helps us create a better, more satisfying lifestyle.
This course will help you define stress, pressure, and burnout, recognizing the unique ways they show up for you. You’ll be able to evaluate your work and lifestyle to identify opportunities for healing. You’ll also get valuable strategies to manage the effects of stress, pressure, and burnout. By the end of the course, you’ll have a clearer understanding of how these forces affect you—and what you can do about it.
This course is addressed to all industry professionals.
Accreditation: 2 Hours
ON/MB: Accreditation: Personal Development
SK: All classes other than Life / General
AB: General and Adjusters
Black History Month
Both Canada and The United States have formally recognized the importance of Black History for more than 100 years. What started as a weeklong observance in the early 1900s has blossomed into the month of events, activities, and celebrations we now see each February.
But how did we get here, and what does it mean to celebrate Black History? How do we reconcile America’s legacy of racism and oppression with its founding principles of freedom?
Throughout this course, we’ll address these questions and more. We’ll start by examining the history of the Black experience.
We’ll learn about a few of the many contributions that Black people have made to society through excellence and innovation in science, the arts, law and politics, sports, and more.
Although this course is American based the history is what drove Canadians to also force change.
Building Resilience in the Workplace
Resilience (less commonly also called resiliency) is the ability to endure adversities, recover from them, and grow stronger as a result. There are many benefits of resilience, both on a personal and professional level. Personal resilience for an individual is important as it improves their well-being and mental health which in turn reflects productivity and stronger relationships with teams and clients. The aim of this course is to help participants develop resilience-boosting attitudes and to understand how their personal resilience can be applied to the workplace.
Accreditation: 3 Hours
ON/BC/MB Accreditation: Personal Skills
SK: All classes other than Life / General
AB: General and Adjusters
Understanding Imposter Syndrome
At one point or another, many people have experienced feeling like a fraud or an impostor in our career or in our day to day life. Impostor syndrome is a psychological occurrence in which an individual doubts their skills, talents, or accomplishments and has a persistent internalized fear of being exposed as a fraud. Join us as we teach you to defeat the internal voice and live in your greatness!
Accreditation: 1 Hour
ON/BC/MB Accreditation: Personal Skills
SK: All classes other than Life / General
AB: General and Adjusters
Tapping Into Your Unconscious Bias
Unconscious bias, also known as implicit bias, refers to a person's attitude or beliefs about others that happen without the person being aware of it. These biases are based on common facts or your past experiences that may affect how you think of things now. Human brains create a prejudice that affects our decision-making. Misinformation and stereotypes can have a negative effect on our attitudes.
Unconscious bias can be hard to address because they happen without you realizing it, hence the name "unconscious" bias. By understanding the various unconscious biases, a company manager can raise awareness in the workplace to be more inclusive of members to create a more diverse work environment. Recognizing unconscious bias in the workplace is important, and we are going to help you delve into this topic!
Accreditation: 3 Hours
ON/BC/MB Accreditation: Personal Skills
SK: All classes other than Life / General
AB: General and Adjusters
Building Self Esteem
Everyone has moments where their self esteem is challenged, I promise that you are not alone. This personal and interactive session starts to tap into some of your Negative Automatic Thoughts and helps you understand how you can retrain our brain to create more of a positive outcome, we suggest you bring a blank journal to use but we will provide some worksheets too 🙂
Accreditation: 1 Hour
ON/BC Accreditation: Personal Hours
SK: All classes other than Life / General
AB: General and Adjusters
Diversity & Culture in The Workplace
Diversity in the workplace leads to a plethora of benefits – both from an internal and external perspective. However, that doesn’t mean implementing diversity initiatives at work isn’t without its unique set of challenges. Join us as we talk about understanding the importance of diversity and culture, learning to communicate with different cultures, and how to diffuse cultural differences. All these skills can be used on your team and with clients!
Accreditation: 2 Hours
ON/BC/MB Accreditation: Personal Skills
SK: All classes other than Life / General
AB: General and Adjusters
Listening to Understand Not To Respond
Did you know that there is a difference between hearing and listening? There is! Have you ever been told that you just don't listen? Most people have at some point in their life, so you probably have experienced it as well.
This course explains the ins and outs of what good listening skills consist of, why they are important and how you can improve them.
Accreditation: 3 Hours
ON/MB: Accreditation: Personal Development
SK: All classes other than Life / General
AB: General and Adjusters
Note Taking to Protect Your E&O
Note-taking is an art that is extremely important in our industry. What do we document? How do you say it? When can these notes be used?
Join us for a quick 30-minute session on note-taking and what to include in your notes as well as valuable tips to protect your E&O.
Exclusively for membership only.
Negotiation Skills & The Power of Persuasion #61668
This webinar is addressed to all industry professionals who want to learn how to effectively continue their professional development and negotiate effectively. By the end of the course, learners will be able to understand and apply the 10 principles to achieve a win-win negotiation outcome.
Accreditation: 3 Hours
ON/BC/MB Accreditation: Personal Skills
SK: All classes other than Life / General
AB: General and Adjusters
OTHER TOPICS
OTHER TOPICS
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