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Ultimate Account Manager


This is not your typical customer service training. The issues discussed offer REAL WORLD solutions to the problems faced by Account Managers. Walk away with practical solutions to your most challenging issues, a rejuvinated sense of purpose and a renewed commitment to being an extraordinary account manager in a great industry!

Each course is approved for 6 hrs. P&C credit. Cost is $175/day or $420/all three days for members or $195/day or $470/all three days for nonmembers.

Day 1 - April 20
  • Defining Value: Make Me Say WOW!
  • The Ultimate Account Manager
  • Zero Backlog™ Desk Management
  • The Insurance Marketplace
  • The Risk Management Process
  • Contract Law and Policy Analysis

Day 2 - April 21
  • E&O Loss Control
  • Certificates / Evidence of Insurance
  • Generations at Work
  • Career Development
  • Dealing with Diversity
  • The Future of Insurance: Current and Emerging Issues

Day 3 - April 22
  • Exposure Identification Tools
  • The Ultimate Submission
  • Underwriting and Rating Basics
  • Coverage Comparisons
  • Creating Proposals that SELL
  • Additional Insured Endorsements
  • Commercial Lines Market Update

Day 1 - April 20
Day 2 - April 21
Day 3 - April 22
6 hrs. P&C credit each day