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AIAM

Associate in Insurance Account Management

Most of our designations focus on the importance of understanding the policy coverage offered to clients, but it's just as important for agency employees to know how to properly manage and service their books of business.

Designed for account managers/executives, customer service representatives and office staff, the AIAM designation is a comprehensive program with the end goals of increasing retention levels and decreasing E&O exposures of your agency.

To earn the AIAM designation, candidates attend six days of instruction, followed by a single open-book exam after all classes are taken. There is no time limit for completing the six days of study and classes may be taken in any order.

All AIAM modules are presented in a live virtual format. See below for 2021 course schedule. 


2021 Course Schedule:

September 21 - Module 3 - Register here
October 7 - Module 5 - Register here
November 17 - Module 2 - Register here





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Brush up on the nontechnical skills of account management with AIAM courses

 

AIAM Module 1

Topics: Understanding Insurance Customer Needs & Best Practices in Customer Service. Open page for full course descriptions and CE info.

AIAM Module 3

Topics: Negotiating Conflict & Professional Relationships in the Insurance Agency. Open page for full course descriptions and CE info.

AIAM Module 5

Topics: Regulation, Politics and Polish & Leadership is Everyone's Job. Open page for full course descriptions and CE info.