Ultimate Account Manager


This event is a one-stop shop!!  In just three days, you will cover all three modules and waste no time becoming The Ultimate Account Manager.  This program is much more than typical customer service training, taking an in-depth look at day-to-day issues facing account managers in their quest to become extraordinary. Includes client management, responding to multiple producers, prioritizing work, E&O pitfalls, etc. 

Day 1: 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

Day 2: Module 2 
  • Desk Management Techniques
  • Preparing Quality Submissions
  • Performing Coverage Comparison Analysis
  • 360 Degree View of the Insurance Industry
  • Tips to Improve Your Efficiency, Productivity and Attitude

Day 3: Module 3 
  • 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

CE Credit: 16 hours total for all 3 modules



For assistance with registration, contact IIANC Education at education@iianc.com.


Concord, NC

August 27-29, 2019 
Hilton Garden Inn Charlotte/Concord (7831 Gateway Lane, Concord, NC 28027)
Registration: 8:00am-8:30am
Class Time: 8:30am-3:30pm 

Individual sessions: Module 1  |  Module 2  |  Module 3
$360 IIANC members  |  $480 non-members
(Receive a 20% discount for signing up for all three modules!)