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Ultimate Account Manager - Classroom


The Ultimate Account Manager series is back and better than ever! This remarkable and one-of-a-kind training has been streamlined to meet the busy needs of our independent agents. The series has been condensed into two comprehensive training days that address the major needs of Account Managers and CSRs to assure they will enhance their skills, productivity and effectiveness. Upon completion of the two days, attendees will receive their Ultimate Account Manager certification. 

DAY 1 - 
  • Personality and learning styles
  • Critical skills of the UAM
  • Essential accountabilities of an account manager
  • Successful desk management & extraordinary customer service
  • Chronic backlog and how to eliminate it
  • Reduce E&O exposures, improve customer service & provide greater job satisfaction & accomplishment
  • Fundamentals & education of the risk management process
  • Contract law & its relationship to insurance policies
  • Insurance policy analysis

Day 2 - 
  • History & evolution of agency E&O claims* Underlying causes of E&O losses & their cost
  • The STOP IT list
  • Effective agency procedures
  • Active listening & its role in customer service
  • Client objections & skills to work through them
  • Negotiate for win-in results
  • Generations in the workplace
  • The positive impact of having a more diverse agency
  • Current emerging trends & their impact on the independent agency

Classroom courses 
June 19-20, 2024

Two consecutive days of training for a total of 12 hrs P&C credit in South Carolina

$435/person for members (normally $749)