Quelles sont les meilleures ressources pour rester à jour sur la gestion des portefeuilles et des comptes de renouvellement ?

Blogs are more dynamic & up to date , great to include leaders talking about challenges they have had the chance to manage.. by listening to others, you are able to create your own version which for sure will enhance your existing tool box- for proper outstanding account management (learn from others & add your own approach)

Depending on the industry you work in its important to find sources of information, which indeed can be varied from podcasts, youtube, reports and insights however, it is always important to stay connected with people. Communities and netowrking will always keep you up to date with everything happening in your field. Additionally researching is what usually keeps your mind agile and ignits curiosity awake.

For staying abreast of the latest industry developments, industry blogs and podcasts stand out as the swiftest channels. However, it is imperative to meticulously validate information from these sources to ensure its reliability before embracing it unquestionably.

There are only 3 best resources for Account Management: 1. Right Knowledge 2. Right Advisor 3. Timely Execution If any of the above are missing then the Portfolio may not be beating the Benchmark Indices. We always believe in the philosophy of “Invest Rightly, Switch Timely” which in our view is the 9th wonder of the world. If executed timely with the help of the right advisor.

In a professional context - mine is Insurance - the key is to keep abreast of industry and sector trends, continually develop your offer, adopt best practice and communicate, communicate, communicate with your client. The more you build the trust and confidence of your client, the stronger your renewal portfolio is (and the more recommendations and testimonials you will receive). If you build an advocate group within your renewal portfolio then you have a ready made, engaged, credible and cost free external sales force!!

Certification/online courses are undoubtedly a great way to stay up to date on knowledge and establish credibility. Displaying a designation or two on your business card is the perfect humble brag to say "I've put in the work", without having to actually say the words.

I’m a big believer in life long learning and online courses are a great way to gain general or specialist knowledge about a particular field. When I was furloughed during Covid, I undertook a CIPD level 5 diploma and even though it wasn’t directly relevant to the role I went back to, it taught me so much about business in general too.

Cuando tomas algun tipo de curso o certificacion independientemente si es precesencial o en linea, obtienes mayor conocimiento y reconocimiento en el ambito que estes manejando, asi mismo aumenta tu valor curricular.

Investing in certifications like BRM Professional or Customer Success Manager isn't just learning; it's declaring your commitment to mastering renewal portfolio and account management.

Cursos online ajudam muito o processo de acúmulo de capital intelectual neste sentido. Tanto pelos conteúdos, como pela logística digital.

Los webinars y seminarios son muy recomendables sobre todo si es en vivo ya sea en linea, presencial ya que puedes interactuar para dudas o aclaraciones, tambien el networking que se puede conseguir es algo que te puede ayudar posteriormente.

Webinars and events are great for three reasons: 1) the topics are usually interesting and insightful and draw together people with similar interests, with whom you can 2) network with, and while amongst people you get to 3) read the "pulse" of the room. Is there general excitement or skepticism about the topic? Is a shared challenge brought up? How could you use this in your service with your accounts?

Webinars and events are a great way to network, which can lead to great conversations from multiple people. People can also ask questions and provide suggestions, and discuss why or why not these ideas would work, and collaborate with one another.

webinars and events are awesome platforms to network with your Industry , however suitably of schedule need to check as sometimes it clashes with your other Important assignments and we miss it. Webinar offers more flexibility than events as we can attend online from any location

En medio de la Pandemia, las personas y empresas desarrollaron las herramientas para compartir información, capacitaciones y la continuidad de los negocios, las nuevas tendencias con oportunidades de crecimiento laboral y en tu CV de la mano de expertos en muchas materias. Oportunidades hay, sólo hay que buscarlas.

Asides taking online courses and certifications, joining communities is one of the best ways to grow in any chosen career! You get to share insights and also stay in tune with industry standards and innovation.

All reports, all decisions are based on research. However research is initially based on word of mouth. -Blogs and podcasts are an opportunity to be a fly on the wall and learn about real world experience and developments happening at the earliest. -Your network is your resource. Stay connected folks!

Engaging in communities like BRM Institute or SaaS Growth Hacks isn't just networking; it's actively shaping the future of renewal portfolio and account management. It's a collective journey towards excellence.

Dependiendo de nuestro giro de negocio, podemos encontrar muchas formas de capacitarnos, para llevar un adecuado conocimiento de las nuevas tendencias empresariales. Con, ideas, personas, orientación y sabiduría en nuestro entorno.

Como as demais fontes online/digitais citadas anteriormente, todos são importantes para a busca do conhecimento de melhores práticas, cases e metodologias a serem aplicadas.

Books are the key of success, it's not only help us to increase our knowledge but also help to enhance our ideas & views widely

Junto com os modelos mais inovadores de agregação de conhecimento, os livros, físicos ou digitais, continuam uma fonte muito importante de disseminação de conhecimento pois seus conteúdos geralmente são resultado de muita pesquisa e estudos que o leitor pode acessar de forma compilada pelo autor, dependendo do setor de seu interesse.

Books are a way to learn and develop. Even if you don't have access to or know the expert personally, through the book you have the opportunity to understand how the author thinks, explore his experiences and learnings. Then you just have to apply the learning.

Os livros são de extrema importância para manter-se atualizado, mas gostaria de adicionar também a importância de newsletters e empresas especializadas em estudos e análise de mercado. São ótimas fontes de referência e atualização.

In my experience one of the most effective ways of staying up-to-date is subscribing to news letters or updates from industry specific government websites and portals. It’ll help you receive the update early, which will in turn give you a good understanding of up coming changes and their impacts and your interpretation of a particular update or change will be based on your own knowledge instead of someone else’s, which in the long run will turn into industry wide knowledge and you’ll be able to foresee updates and stay ahead of the curve.

In the Singapore context, Workforce Singapore #WSG works closely with Sector Agencies, Trade Associations and Chambers, Professional bodies and best in class consultants to develop sectoral Jobs Transformation Maps to identify how the few hundred jobs in each sector will be impacted and transformed by tech, automation and emerging global trends in digitalisation, innovation and sustainability so that we can systematically prioritise job redesign and reskilling for the highly impacted job roles. The work does not end with the completion of the JTM reports as close coordination is needed with industry markets and government agencies to come up with a suite of highly subsidised reskilling and training initiatives to benefit existing workers.

One of the things that has worked beautifully for me is the mentorship from my seniors, smart tips & tricks from the experienced professionals & how to go about certain challenges by jumping into things & situations which were quite new to me.

Apart from the things mentioned earlier, it’s also important to regularly interact with industry analysts like Gartner, IDC, HFS etc. they interact with clients and vendors both and have a great view of how account management needs to shape up with changing demands.

There are several resources available to stay up to date on renewal portfolio and account management. > Industry publications and websites- Subscribe to Insurance Journal, Risk Management Magazine, and Insurance Business Magazine. >Professional associations- Joining professional associations. >Webinars and online courses- Participating in webinars and online courses. >Conferences and events- Attend industry conferences and events. > LinkedIn groups and forums- Join relevant LinkedIn groups. >Networking-Building a strong professional network. Remember, it's essential to consistently engage with these resources to stay informed and ensure you're up to date on the latest developments in renewal portfolio and account management.

Create a database of key stake holders and ensure you keep in some form of contact frequently. Sosial media updates and financial updates helps to build a reliable source of knowledge on your clients.