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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!
Module 1 -
Three Key Elements to being an Ultimate Account Manager
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Characteristics of an Ultimate Account Manager
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Customer Service Triad
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Workflow Management
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Working with Producers
Module 2
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Desk Management techniques
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Preparing quality submissions
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Performing coverage comparison analysis
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360° view of the insurance industry
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Tips to improve your efficiency, productivity & attitude
Advanced NEW! -
Advanced desk management techniques
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DO NOT DO list - things to stop doing in order to improve service
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Generations at work
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Best practices
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Dealing with conflict and difficult people
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