Role Pathways: Choose Your Academy
Start
Welcome to the Learning Center — where your learning journey is designed around your role, your goals, and your growth.
This short quiz will help you identify which Learning Academy best fits your responsibilities and career path. Each Academy is built to help you succeed in your unique role:
- Producer / Agent Academy – Focused on building confident environmental risk advisors who drive new business and growth.
- Account Executive Academy – Designed for AEs who protect accounts, manage renewals, and prevent E&O.
- Customer Service Academy – Tailored for CSRs who deliver efficient, compliant, and client-focused service.
- Leadership Academy – Built for agency leaders who coach teams, drive growth, and build lasting success.
Purpose of this Quiz:
By answering a few quick questions about your daily responsibilities and goals, you’ll discover which Academy is your best match.
Let’s get started & find the path that fits you best.
Next
Question #1
When it comes to environmental risk, what best describes your focus?
Selling coverage and growing new business
Managing renewals and preventing E&O
Supporting daily account operations and servicing policies
Leading teams and setting agency direction
Producer / Agent
Account Executive
Customer Service
Leadership
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Write a brief description here
Question #2
Which statement best describes your main responsibility?
“I oversee people, performance, and strategy.”
“I bring in new accounts and close deals.”
“I manage existing clients and renewals.”
“I handle documentation, endorsements, and service requests.”
Producer / Agent
Account Executive
Customer Service
Leadership
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Write a brief description here
Question #3
What’s most important to your success?
Coaching others and driving retention and growth metrics
Building client trust through confident sales conversations
Reducing renewal risk and avoiding coverage gaps
Delivering fast, accurate service with minimal errors
Producer / Agent
Account Executive
Customer Service
Leadership
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Write a brief description here
Question #4
Which tool or resource do you use most often?
Dashboards and Team Metrics Reports
NXUS for quoting and sales insights
Renewal Playbook and E&O tools
Pathfinder and Service Checklists
Producer / Agent
Account Executive
Customer Service
Leadership
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Write a brief description here
Question #5
What motivates you to keep learning?
Scaling the agency’s success
Growing my book of business
Improving account retention and compliance
Becoming a go-to expert for clients and teammates
Producer / Agent
Account Executive
Customer Service
Leadership
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Write a brief description here
You’ve completed the Role Pathways quiz — now it’s time to identify which learning journey fits you best.
As you review your answers, think about which role you selected most often throughout the five questions. This will help point you toward the Academy that aligns most closely with your daily work and professional goals.
Ask yourself:
- Which responsibilities sounded most like your day-to-day work?
- Which goals or challenges do you relate to the most?
- Which skills are you most eager to strengthen?
Now, choose the role that best represents you.
Click below to explore that Academy and see how the Learning Center can support your growth:
Account Executive
Producer/Agent
Leadership
Customer Service
You Belong in the Producer/Agent Academy
You’re a natural connector who thrives on building relationships and growing business. Your answers show you think like a trusted environmental risk advisor — confident in conversations about coverage and driven to uncover new opportunities.
Your learning pathway focuses on:
- Selling with confidence
- Understanding environmental exposures
- Leveraging NXUS tools to win and retain business
Next Step:
Continue to the Producer/Agent Academy in the course catalog to explore the curriculum tailored to your role. This Academy is recommended based on your selections, but learners are encouraged to explore and experience every Academy.
You Belong in the Account Executive Academy
You excel at managing renewals, protecting accounts, and ensuring clients stay covered without gaps.
Your results show a strong focus on process, organization, and client trust — the marks of an exceptional Account Executive.
Your learning pathway focuses on:
- Renewal excellence and retention strategies
- E&O prevention best practices
- Strengthening producer collaboration
Next Step:
Continue to the Account Executive Academy in the course catalog to explore the curriculum tailored to your role. This Academy is recommended based on your selections, but learners are encouraged to explore and experience every Academy.
You Belong in the Customer Service Academy
You’re the backbone of the agency — detailed, dependable, and committed to service excellence.
Your responses highlight your focus on efficiency, accuracy, and delivering a smooth client experience every time.
Your learning pathway focuses on:
- Platform navigation and servicing accuracy
- NXUS workflow automation
- Customer communication and support excellence
Next Step:
Continue to the Customer Service Academy in the course catalog to explore the curriculum tailored to your role. This Academy is recommended based on your selections, but learners are encouraged to explore and experience every Academy.
You Belong in the Leadership Academy
You think about the big picture — focusing on people, performance, and results.
Your answers reflect a leadership mindset centered on growth, strategy, and continuous improvement across your agency.
Your learning pathway focuses on:
- Coaching and developing producers
- Renewal and retention oversight
- Operational, compliance, and performance leadership
Next Step:
Continue to the Leadership Academy in the course catalog to explore the curriculum tailored to your role. This Academy is recommended based on your selections, but learners are encouraged to explore and experience every Academy.
AG - Role Pathways: Choose Your Academy
UCPM
Created on October 27, 2025
Start designing with a free template
Discover more than 1500 professional designs like these:
View
Word Search: Corporate Culture
View
Corporate Escape Room: Operation Christmas
View
Happy Holidays Mobile Card
View
Christmas Magic: Discover Your Character!
View
Christmas Spirit Test
View
Branching Scenario: Save Christmas
View
Correct Concepts
Explore all templates
Transcript
Role Pathways: Choose Your Academy
Start
Welcome to the Learning Center — where your learning journey is designed around your role, your goals, and your growth. This short quiz will help you identify which Learning Academy best fits your responsibilities and career path. Each Academy is built to help you succeed in your unique role:
- Producer / Agent Academy – Focused on building confident environmental risk advisors who drive new business and growth.
- Account Executive Academy – Designed for AEs who protect accounts, manage renewals, and prevent E&O.
- Customer Service Academy – Tailored for CSRs who deliver efficient, compliant, and client-focused service.
- Leadership Academy – Built for agency leaders who coach teams, drive growth, and build lasting success.
Purpose of this Quiz: By answering a few quick questions about your daily responsibilities and goals, you’ll discover which Academy is your best match. Let’s get started & find the path that fits you best.Next
Question #1
When it comes to environmental risk, what best describes your focus?
Selling coverage and growing new business
Managing renewals and preventing E&O
Supporting daily account operations and servicing policies
Leading teams and setting agency direction
Producer / Agent
Account Executive
Customer Service
Leadership
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Write a brief description here
Question #2
Which statement best describes your main responsibility?
“I oversee people, performance, and strategy.”
“I bring in new accounts and close deals.”
“I manage existing clients and renewals.”
“I handle documentation, endorsements, and service requests.”
Producer / Agent
Account Executive
Customer Service
Leadership
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Write a brief description here
Question #3
What’s most important to your success?
Coaching others and driving retention and growth metrics
Building client trust through confident sales conversations
Reducing renewal risk and avoiding coverage gaps
Delivering fast, accurate service with minimal errors
Producer / Agent
Account Executive
Customer Service
Leadership
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Write a brief description here
Question #4
Which tool or resource do you use most often?
Dashboards and Team Metrics Reports
NXUS for quoting and sales insights
Renewal Playbook and E&O tools
Pathfinder and Service Checklists
Producer / Agent
Account Executive
Customer Service
Leadership
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Write a brief description here
Question #5
What motivates you to keep learning?
Scaling the agency’s success
Growing my book of business
Improving account retention and compliance
Becoming a go-to expert for clients and teammates
Producer / Agent
Account Executive
Customer Service
Leadership
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Write a brief description here
You’ve completed the Role Pathways quiz — now it’s time to identify which learning journey fits you best. As you review your answers, think about which role you selected most often throughout the five questions. This will help point you toward the Academy that aligns most closely with your daily work and professional goals. Ask yourself:
- Which responsibilities sounded most like your day-to-day work?
- Which goals or challenges do you relate to the most?
- Which skills are you most eager to strengthen?
Now, choose the role that best represents you. Click below to explore that Academy and see how the Learning Center can support your growth:Account Executive
Producer/Agent
Leadership
Customer Service
You Belong in the Producer/Agent Academy
You’re a natural connector who thrives on building relationships and growing business. Your answers show you think like a trusted environmental risk advisor — confident in conversations about coverage and driven to uncover new opportunities. Your learning pathway focuses on:
- Selling with confidence
- Understanding environmental exposures
- Leveraging NXUS tools to win and retain business
Next Step: Continue to the Producer/Agent Academy in the course catalog to explore the curriculum tailored to your role. This Academy is recommended based on your selections, but learners are encouraged to explore and experience every Academy.You Belong in the Account Executive Academy
You excel at managing renewals, protecting accounts, and ensuring clients stay covered without gaps. Your results show a strong focus on process, organization, and client trust — the marks of an exceptional Account Executive. Your learning pathway focuses on:
- Renewal excellence and retention strategies
- E&O prevention best practices
- Strengthening producer collaboration
Next Step: Continue to the Account Executive Academy in the course catalog to explore the curriculum tailored to your role. This Academy is recommended based on your selections, but learners are encouraged to explore and experience every Academy.You Belong in the Customer Service Academy
You’re the backbone of the agency — detailed, dependable, and committed to service excellence. Your responses highlight your focus on efficiency, accuracy, and delivering a smooth client experience every time. Your learning pathway focuses on:
- Platform navigation and servicing accuracy
- NXUS workflow automation
- Customer communication and support excellence
Next Step: Continue to the Customer Service Academy in the course catalog to explore the curriculum tailored to your role. This Academy is recommended based on your selections, but learners are encouraged to explore and experience every Academy.You Belong in the Leadership Academy
You think about the big picture — focusing on people, performance, and results. Your answers reflect a leadership mindset centered on growth, strategy, and continuous improvement across your agency. Your learning pathway focuses on:
- Coaching and developing producers
- Renewal and retention oversight
- Operational, compliance, and performance leadership
Next Step: Continue to the Leadership Academy in the course catalog to explore the curriculum tailored to your role. This Academy is recommended based on your selections, but learners are encouraged to explore and experience every Academy.