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Ultimate Account Manager (Virtual)


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 rejuvenated sense of purpose and a renewed commitment to being an extraordinary account manager in a great industry!

Webinar sessions are sold as a package and limited to only 30 people. 

Module 1 - The Ultimate Account Manager
  • Personality and learning styles
  • Critical skills of the UAM
  • Essential accountabilities of an account manager
  • Develop a career development plan

Module 2 - Client Value and Desk Management
  • Elicit a "wow" from customers
  • Successful desk management and extraordinary customer service
  • Chronic backlog and how to eliminate it
  • Reduce E&O exposures, improve customer service and provide greater job satisfaction and accomplishment

Module 3 - Risk Management and Contract Analysis
  • Fundamentals and application of the risk management process
  • Contract law and its relationship to insurance policies
  • Insurance policy analysis
  • Contractual risk transfer

Module 4 - E&O Loss Control
  • History and evolution of agency E&O claims
  • Underlying causes of E&O losses and their cost
  • The "STOP IT" list
  • Effective agency procedures
  • File documentation for E&O reduction and database integrity

Module 5 - Effective Communication
  • Diversity and inclusion in the insurance industry
  • Active listening and its role in customer service
  • Client objections and skills to work through them
  • Fierce conversations
  • Negotiate for win-win-win results

Module 6 - What Will Be
  • Generations in the workplace - challenges and contributions
  • The positive impact of having a more diverse agency
  • Current state of the insurance marketplace
  • Current and emerging trends and their impact on the independent agency

Virtual courses starting next month
Module 1 - March 2
Module 2 - March 30
Module 3 - May 4
Module 4 - June 1
Module 5 - June 29
Module 6 - July 13

All sessions meet from 10:00 am to Noon, Eastern time, for  a total of 12 hrs P&C credit in South Carolina (all six sessions)

$749/person for all six modules, includes textbook and exclusive online resources