The Ultimate Account Manager

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The Ultimate Account Manager Series will Help Account Managers: 

  • Enhance their skills, productivity, and effectiveness
  • Acquire powerful methods that will help them implement world-class customer service
  • Reduce errors and omissions exposures
  • Develop true career satisfaction
Attend this series in the best format for you, in-person or remote, and learn the skills you wish you had known your first day, week, or month on the job.

Register today for this six-part series where you will cover so many important topics.

Module 1 - The Ultimate Account Manager

  • Personality and learning styles
  • Critical skills of the UAM
  • Essential accountabilities of the UAM
  • Develop a career development plan

Module 2 - Client Value & Desk Management

  • Successful desk management & extraordinary customer service
  • Chronic backlog & how to eliminate it
  • Reduce E&O exposures, Improve customer service & provide greater job satisfaction & accomplishment

Module 3 - Risk Management & Contract Analysis

  • Fundamentals & education of the risk management process
  • Contract law & its relationship to Insurance policy
  • Insurance policy analysis
  • Contractual risk transfer

Module 4 - Errors & Omissions Loss Control

  • History & evolution of agency E&O claims
  • Underlying causes of E&O losses & their cost
  • The STOP IT list
  • Effective agency procedures

Module 5 - Effective Communication 

  • Diversity & Inclusion in the industry
  • Active listening & its role in customer service
  • Client objections & skills to work through them
  • Negotiate for win-win results

Module 6 - What Will Be

  • Generations in the workplace
  • The positive impact of having a more diverse agency
  • Current emerging trends & their Impact on the independent agency

Register Now

  • Modules 1 and 2 - Monday, May 22, 2023
  • Modules 3 and 4 - Tuesday, May 23, 2023
  • Modules 5 and 6 - Wednesday, May 24, 2023

Classes will be held 9:00 AM - 4:00 PM each day. 

CE Credit: 

By attending all six sessions you will earn 18 hours of CE. 


This course is a hybrid course. You can choose your preferred format and either attend virtually or in person from our IIANC office in Cary, NC.