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The Ultimate Account Manager -What Makes an Ultimate Account Manager

Total Credits: 2 including 2 CE Credit

Average Rating:
The New Ultimate Account Manager Series - Live
Professional Development |  Professional Development - Agency Management
Cheryl Koch |  Sharon A, Koches, CPCU, RPLU, AAI, AU, ITP
Course Levels:
2 Hours
Access for 30 day(s) after program date.



We begin our journey by asking one important question – do you have the “right stuff” to be an Ultimate Account Manager? Just like any other profession, some are called to it because their natural style, traits and abilities are well aligned with those associated with success. Others, however, may have to work a little harder to achieve what comes more naturally to their colleagues. Whichever situation you’re in, it makes sense to engage in an honest self-assessment – sort of a SWOT analysis for you as an individual to identify your own Strengths and Weaknesses (internal) and any Opportunities or Threats (external) you may face. And while Strengths and Opportunities are positive, it’s important not to be brought down by Weaknesses and Threats. They generally cannot be eliminated completely, but they can be managed if you know what they are. Likewise, some people believe that once you identify a Strength or Opportunity, you don’t really have to work on it – after all, you’re a “natural.” But even the most gifted and talented people can benefit from continuous improvement. We believe in focusing on the positive – those areas in which you excel. And while we won’t encourage you to ignore any negatives, we will encourage you to have a strategy to manage them. But first, we need to identify just what those strengths and weaknesses are.

Basic Course Information

Learning Objectives
  • Understand your personality and learning style
  • Understand the essential accountabilities of an Account Manager
  • Evaluate your own strengths and begin to develop a career plan

Major Subjects
  • Experienced Account Managers will enhance their skills, productivity and effectiveness
  • Newcomers will acquire powerful methods that represent world-class customer service
  • Everyone learns to reduce errors and omissions exposures and develops true career satisfaction
  • Learn the things you wish you’d been told your first days, weeks or months on the job.

Course Materials


Cheryl Koch's Profile

Cheryl Koch Related seminars and products

President and CEO

Agency Management Resource Group

Cheryl Koch has been in the insurance industry for a very, very long time.  Now, you might think that makes her old, however, old is merely a state of mind.  Over the years, Cheryl has served in nearly every capacity in an Independent Agency, having been an Account Manager, Producer and Agency Owner.  She now devotes her time to agency management consulting and training and speaking at industry functions throughout the country.  She is the President and CEO of Agency Management Resource Group located in Roseville, California.  Cheryl consults on marketing and sales, sales management, agency operations, automation, and strategic planning.

Cheryl is also a devotee of lifelong learning and has earned a number of insurance industry professional designations:  CPCU (Chartered Property Casualty Underwriter), CIC (Certified Insurance Counselor), ARM (Associate in Risk Management), AAI (Accredited Adviser in Insurance), API (Associate in Personal Insurance), AAM (Associate in Automation Management), AIM (Associate in Management), AIS (Associate in Insurance Services), ARP (Associate in Research and Planning), Associate in General Insurance (AINS), ACSR (Accredited Customer Service Representative) and AFIS (Agribusiness and Farm Insurance Specialist).  It is the last designation, AFIS, of which she is most proud, having created it along with the late Dr. Emmett J. Vaughan.  Some would say that Cheryl is a real insurance nerd, and she would not disagree.

Cheryl has a Bachelor’s degree in Economics from UCLA and an MBA from Sacramento State University, where she served as a faculty member in their Risk Management and Insurance program for many years.  She has also served as President of the Sacramento Chapter of CPCU and was on the CPCU Society’s Board of Governors for three years.

Cheryl serves as a volunteer member of the Independent Insurance Agents and Brokers of America Virtual University “Ask An Expert” Committee.  She is also a member of the Society of Insurance Trainers and Educators (SITE), the Society of CPCU and the American Association of Insurance Management Consultants (AAIMCO).

When she’s not busy with her insurance activities, Cheryl enjoys spending time at baseball games, and has been to nearly every major league ballpark.  She is a lifelong Chicago Cubs fan, which should explain a lot about her. 

Sharon A, Koches, CPCU, RPLU, AAI, AU, ITP's Profile

Sharon A, Koches, CPCU, RPLU, AAI, AU, ITP Related seminars and products

Managing Performance, LLC.

Sharon Koches, owner/consultant of Managing Performance, LLC is an Insurance Educator, consultant and industry resource.  She is also a consultant for Agency Management Resource Group and serves on the National CPCU Society Leadership Council.


Sharon was Vice President of Insurance Operations & Technical Affairs at the Independent Insurance Agents of North Carolina (IIANC). A member of the Senior Management Team, responsibilities included technical affairs, management of IIANC’s Errors & Omissions Program, Group Insurance Program, Market Access Program and the insurance operations for the North Carolina Association of Insurance Agents (NCAIA), an affiliated corporation of IIANC which is responsible for placing the insurance coverage for the State of North Carolina, including state agencies, departments and universities.  In addition she was responsible for special projects, creating and instructing educational courses and symposiums, and consulting on agency procedures and technical issues.

Prior to that, Sharon was with The Institutes (previously the American Institute for CPCU/ and the Insurance Institute of America) serving as a sales executive in the Southern Region, as well as liaison to the Independent Insurance Agents and Brokers of America (IIABA).

Sharon was an account manager, a field underwriting/production position, for Selective Insurance Company’s Alternative Market/Large Accounts Department (SRM). Her other positions at Selective included specialty lines account manager and agency management specialist (small/middle market field underwriting/production). She also handled Casualty Facultative Reinsurance. 


Thu, Jul 14, 2022 - 12:00pm to 01:57pm EDT
Tue, Jul 26, 2022 - 02:00pm to 03:57pm EDT
Thu, Aug 11, 2022 - 04:00pm to 05:57pm EDT
Tue, Aug 23, 2022 - 12:00pm to 01:57pm EDT
Thu, Sep 08, 2022 - 02:00pm to 03:57pm EDT
Tue, Sep 27, 2022 - 04:00pm to 05:57pm EDT
Thu, Oct 13, 2022 - 12:00pm to 01:57pm EDT
Tue, Oct 25, 2022 - 02:00pm to 03:57pm EDT
Thu, Nov 10, 2022 - 04:00pm to 05:57pm EST
Tue, Nov 22, 2022 - 12:00pm to 01:57pm EST
Mon, Dec 12, 2022 - 02:00pm to 03:57pm EST
Tue, Dec 27, 2022 - 04:00pm to 05:57pm EST

State Specific Details

Basic Course Information

Course Developer Agency Management Resource Group

Promo Video



Overall:      3

Total Reviews: 3


Nicolle P - Manhattan, Kansas

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