Ultimate Account Manager classroom series coming to Charleston/Columbia/Greenville

In-Depth look at day-to-day issues facing CSRs

 In addition to our many designation courses, IIABSC offers advanced seminars developed to take your continuing education to the next level with current, relevant topics and in-depth discussions taught by nationally known instructors.


Ultimate Account Manager Modules I, II & Advanced
(Modules can be taken in ANY order)

Much more than typical customer service training, this series takes an in-depth look at day-to-day issues facing CSRs in their quest to become extraordinary. Includes client management, responding to multiple producers, prioritizing work, E&O pitfalls, etc.  Modules can be taken in any order!

Diverse row of account managers, varied by age, gender and race. Female in the center is looking directly at camera with a smile, satisfied by her team.

Module 1

  • Three Key Elements to being an Ultimate Account Manager
  • Characteristics of an Ultimate Account Manager
  • Customer Service Triad
  • Workflow Management
  • Working with Producers

Module 2 

  • Desk Management techniques
  • Preparing quality submissions
  • Performing coverage comparison analysis
  • 360° view of the insurance industry
  • Tips to improve your efficiency, productivity & attitude

Advanced NEW!

  • Advanced desk management techniques
  • DO NOT DO list - things to stop doing in order to improve service
  • Generations at work
  • Best practices
  • Dealing with conflict and difficult people