The Ultimate Account Manager School™

Life-changing... that’s the phrase some agency CSRs are using to describe AMRG’s Ultimate Account Manager School™. When was the last time you heard of a school completely devoted to the needs of CSRs and Account Managers? Your answer is probably “never”. Well, that’s been changing!

"I never blame myself when I'm not hitting. I just blame the bat and if it keeps up, I change bats. After all, if I know it isn't my fault that I'm not hitting, how can I get mad at myself? —Yogi Berra

Don't blame yourself. You need the right training to be able to park those homers. Account managers are the backbone of an insurance agency. If they're not at their full potential, the agency begins to suffer.

Current Curriculum

This is not a typical insurance technical course, nor another CSR designation program. The focus of the school is on the day-to-day issues facing CSRs in their quest to become extraordinary. Technical training is certainly important, but equally important is the ability to manage multiple producers, prioritize work, stay current and provide unforgettably positive customer service.

The classes are intense, yet fun and interesting, and groups of 20 to 30 allow for lots of one-on-one interaction. A comprehensive notebook is included for reference following the class and 24 hours of CE credit is available, depending on the state. Comprehensive case studies are included, which can be customized to an agency’s market niches.

Why Do I Need This?

Agencies across the country express their concern about being able to find and train the “next generation” of CSRs.

The Ultimate Account Manager School can be tailored to the needs of those new to the CSR position, or those who may have been in a CSR role for many years, but did not receive the training necessary to manage their desks for maximum efficiency and productivity. The school is meant to integrate with but not duplicate CSR designation programs, such as the Accredited Customer Service Representative (ACSR), offered by the Independent Insurance Agents and Brokers of America and its state affiliates.

Class Information

We value our student-teacher ratios

All current registrations are full, please contact us to be placed on the waiting list for an extra class.

For larger agencies, the program can be offered in-house, with scheduling flexibility to minimize the impact of taking service people off-line for a significant amount of time. Classes can also be structured for morning and afternoon sessions to keep your agency running while investing in your future.