Power of Prevention: Agency Risk Management Essentials of Service
Total Credits: 3 including 3 CE Credit
- Average Rating:
- 11
- Categories:
- Swiss Re Risk Management Credit Approved | Errors and Omissions | Commercial Lines | Personal Lines | Professional Development | MLIS Designation Update Qualified | Commercial Lines - Advanced | Commercial Lines - Specialty Policies
- Faculty:
- Nancy Germond | Kim Hutson
- Course Levels:
- Mid-Level/Senior Level
- Duration:
- 3 Hours
- License:
- Access for 90 day(s) after purchase.
Description
This three-hour class Essentials of Sales specifically targets sales functions in the agency. Agents hold a variety of titles in agencies: Producer, Account Executive, or Sales Agent, for example. In some agencies, Account Managers or CSRs (Customer Service Representatives) are also responsible for sales. No matter what your title, if you sell or assist in sales, this class provides valuable insights to help reduce your E&O exposure.
This course is oriented towards agency staff and begins with general comments to make them aware of what an E&O claim is, what typically causes a claim and then provides specific processes and procedures to follow in the agency's daily operations to prevent E&O claims.
Basic Course Information
Learning Objectives- What You Need to Know About E&O and an Agent's Duties
- Compliance with State and Federal Laws
- Role of Agency Procedure
- The Sales Process/Renewals/Retention/and Documentation
Major Subjects
- Avoiding Agency Errors & Omissions Claims
- Documentation of Customer and Carrier Interactions
- How Customer Service Representatives Can Manage Insurance Client/Carrier Interactions
Course Materials
| IMPORTANT_CE Credit Instructions_for_Video_on_Demand_Webcasts_Updated (135.2 KB) | Available after Purchase | ||
| Handout (4.9 MB) | Available after Purchase | ||
| Timed Outline E&O Service Final (117.2 KB) | Available after Purchase | ||
| Student Guide - Service Focus - FINAL (1.1 MB) | Available after Purchase | ||
| Facilitator Guide - Service Focus - FINAL (282.8 KB) | Available after Purchase | ||
| PLEASE READ - Viewer Requirement for E&O Premium Discounts (19.3 KB) | Available after Purchase | ||
Faculty
Nancy Germond Related Seminars and Products
Executive Director
Independent Insurance Agents & Brokers of America
Nancy Germond is the Executive Director, Risk Management and Education, for the Independent Insurance Agents & Brokers of America, the “Big I.” She is located in Phoenix, Arizona. With almost four decades of risk management experience, her unique insights and abilities help businesses better understand and manage their risk. Nancy has authored scores of risk management-related articles, and white papers and has consulted and presented to public-sector and private-sector insurance organizations. She is a licensed P&C agent and adjuster.
A second-generation insurance professional, Nancy was the first risk manager of the City of Prescott, Arizona, and has worked in the private and public sectors as a claim and risk manager. Nancy holds a B.A. in Communication from Mills College and a Master’s degree in sociology from Lincoln University. She also holds the Associate in Risk Management, the Associate in Claims designation from the Insurance Institute of America, the Insurance Training Professional Designation from the Society of Insurance Trainers and is a Senior Professional in Human Resource Management.
Kim Hutson Related Seminars and Products
Kim began her insurance career in 2000, purchased her father’s agency in 2005 and sold her agency to Assured Partners of Texas in 2018. She continued to work as Director of Commercial P &C Operations until December 2019. After a brief retirement, Kim began working for IIAT as an Agency Coach. Her focus was supporting agencies to maximize their potential with a focus on operation, employees and profitability. She drew on her experience of owning and operating Hutson Insurance Group for almost 20 years. She then expanded her focus to include Education Director where she managed the IIAT curriculum offerings to their members as well as teaching classes. Kim continues to share her experience to help educate and grow insurance professionals teaching and creating educational content for the industry.
State Specific Details
Basic Course Information
Designed For All insurance agency staff and insurance company staff, as wellPromo Video
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