The Ultimate Account Manager School™ Why You or Your Account Manager Should Attend FACT: It normally takes 2-3 years to recoup your investment in a new Account Manager. RESULT: The school reduces this break-even time to between 12 and 18 months. FACT: Most Producers spend too much time handling service work, cutting into sales results and profitability. RESULT: Our school helps Producers to sell by training Account Managers to provide extraordinary service and support. FACT: Many agency owners ask, "What if we train them and they leave?" RESULT: What if you don't and they stay? If you want them to earn more, they need to learn more!

Education & Training Programs

For the cost of one E&O claim deductible, you can invest in your
service staff and increase your profitability......and perhaps keep that E&O claim from occurring!   We developed our Ultimate Account Manager School™ in 2004, in response to the overwhelming need for an effective approach to training professional Account Managers/CSRs.
Most agencies today have to “grow their own” service staff, yet lack the resources or experience to achieve a professional result.   Our school makes that possible.   We provide comprehensive training by national level insurance professionals, who have actually done this job!   We present our school in person, on site, at your agency.

We Bring Our Expertise to You!

• Option One - One 2-Day Seminar
         Core Curriculum
  
• Option Two - Two 2-Day Seminars
         Core + Advanced Curriculum w/ Case Studies
  


• Curriculum includes:
• Customer Service as an Art Form
• Characteristics of the Ultimate Account Manager
• The View from 32,000 Feet – An Introduction to the World of Insurance
• Agency Operations
• Components of Successful Desk Management and Prioritization
• Effective Use of Automation
• Risk Management Lite
• Contract law and the Insurance Agent
• Underwriting 101
• Maneuvering the ACORD Minefield
• The Ultimate Submission:  How to Get Your App to the Top of the Stack
• Marketing and Negotiating Skills
• Insurance Contract Analysis
• The Account Manager and the Producer – The Making of a Great Team
• Everyone is in Sales – Cross-selling Lite
• Agency Accounting 101
• Errors & Omissions
• Ethics
• Skill Practice – Role Playing
• Career Management and Lifelong Learning


• Instructors:
• Cheryl L. Koch           MBA, CPCU, CIC, ARM, AAI, AIM, API, AIS, ARP, AAM, ACSR, AFIS
• Mary M. Eisenhart     CPCU, ARM, ARe, RPLU, CIC, CPIW


• Cost:
• Option One: $7,995*
• Option Two: $15,995*
• Cost is fixed, regardless of the number of participants.

* Plus reasonable expenses