The Ultimate Account Manager: Entire Series

The Ultimate Account Manager: Entire Series

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 the typical customer service training.  The series takes an in-depth look the day-to-day issues faced by account managers in their quest to become extraordinary.  Become an expert in 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° view of the insurance industry
  • Tips to improve your efficiency, productivity & 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 Hours:  Filed by Module - Module 1 - 4 hrs, Module 2 - 6 hrs, Module 3 - 6 hrs - TOTAL CE 16 hrs 
Registration:  8:00 - 8:30 AM
Class Time:  8:30 AM - 3:30 PM
Price:  $360 Members / $480 Non-Members  (20% discount per module!!)
3/26/2019 8:30 AM - 3/28/2019 3:30 PM
IIANC Classroom 101 Weston Oaks Ct. Cary, NC 27513 UNITED STATES

Online Registration Instructions:
Click here to view instructions for how to register online.

IIANC Cancellation Policies & Event Disclaimers:
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