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CISR-Agency Operations - Portland, OR (ORCISR170614AO)
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CISR-Agency Operations - Portland, OR (ORCISR170614AO)

CISR-Agency Operations

6/14/2017
When: Wednesday, June 14, 2017
8:00 AM-5:00 PM
Where: Rothert Insurance
541 NE 20th Ave
Ste 102
Portland, Oregon  97232
United States
Presenter: Kathy Jones-Mance, CIC
Contact: Pam Busch
888-246-4466 x115


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AGENDA

 

Agency Operations

This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel.

Topics include:

  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication
  • Agency Workflow
  • Account Management
  • Errors & Omissions 

A special thank you to our KKlub Members for their support.