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

Register Now