“The real value of Institute courses is in the terrific base they provide for insurance professionals to build on. The Institutes’ courses teach you how to apply fundamentals to everyday situations, giving you the foundation you need to be able to learn on the job.”

Richard A. Riley, CPCU, ARM, AIM
Vice Chairman and CEO, Retired
WNC First Insurance Services
Member, AICPCU Board of Trustees

Program in Supervisory Management (SM)

The Institutes’ Program in Supervisory Management provides you with practical knowledge of fair employment laws and supervisory skills, so you will be better equipped to handle motivational and leadership roles, manage workflows, deal effectively with performance problems, and develop teamwork. By earning the Certificate in Supervisory Management, you’ll gain the practical, real-world skills you need to increase your confidence in working with upper management.

Earn the Certificate in Supervisory Management by passing the required course exams.

You can earn the Certificate in Supervisory Management by successfully completing the courses listed below:

SM 18—Essentials of Supervision: Role of the Supervisor, Improving Communications and Meetings, Transition to Supervisor, Motivation, Leadership, Coaching, Understanding Others, Fair Employment Laws and Regulations.

SM 19—Supervisory Skills: Problem Solving, Functions of Management, Training, Automation, Work Management, Performance Appraisal, Problems and Opportunities, Time Management, Developing Teamwork.

Program Options: The SM program is available as self-study courses via printed textbooks and course guides.

Public classes at third-party providers may be available for SM courses.

We Recommend SM for: Agents/brokers, call center supervisors, customer service supervisors, line of business supervisors, and support and general office staff

Course Sequence: When pursuing this designation, it is best to take SM 18 before SM 19.

Exam Information: Supervisory Management course exams are offered as Exams-on-Request (EOR) and can be administered in two ways. You can take the multiple-choice exam:

  1. By computer at an Institutes-approved on-site testing location or at a Prometric Testing Center during one of The Institutes´ four testing windows.
  2. As a pen-and-paper exam at your workplace at any time.

SM exams consist of 60 objective questions, and examinees have two hours to complete each exam. Read more about EOR exams.

The Program in Supervisory Management consists of the courses listed below.

SM 18—Essentials of Supervision
SM 19—Supervisory Skills

Bottom-Line Benefits

  • Increase new supervisor effectiveness by learning how to effectively transition from line employee to the role of supervisor
  • Enhance workplace efficiency by learning practical skills to manage in times of change
Phone: (800) 644-2101 (U.S. and Canada)
(610) 644-2100 (Outside the U.S. and Canada)
Fax: (610) 640-9576
Mail: The Institutes
720 Providence Road
Suite 100
Malvern, PA 19355-3433
Customer Success is available Monday through Friday, 8 a.m. to 6 p.m. eastern time.
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