The Ultimate Account Manager

MOVE FROM REACTIVE TO PROACTIVE CUSTOMER SERVICE AND TRUE ACCOUNT MANAGEMENT
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
Schedule:
- 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.
Location:
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.