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CISR-Agency Operations-Portland (ORCISR181204AO)
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CISR-Agency Operations-Portland (ORCISR181204AO)

CISR-Agency Operations

12/4/2018
When: Tuesday, December 4, 2018
8:00 AM-5:00 PM
Where: Portland Airport Sheraton Hotel
8235 NE Airport Way
Portland, Oregon  97220
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.