The Ultimate Account Manager -Desk Management and Client Value
Total Credits: 2 including 2 CE Credit
- Average Rating:
- 40
- Bundle(s):
- The New Ultimate Account Manager Series
- Categories:
- Professional Development | Professional Development - Agency Management
- Faculty:
- Cheryl Koch | Sharon A, Koches, CPCU, RPLU, AAI, AU, ITP
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Access for 90 day(s) after purchase.
Description
Do you remember your first couple of days in the insurance business? If it was like most, you probably didn’t understand much of what was being said. Unlike producers, most Account Managers didn’t get the benefit of attending a formalized training program. Training for an Account Manager position consists primarily of “on-the-job-training” which is little or no training at all. We call this “Learning in the Osmosis Chair”.
You are welcomed to the firm, shown where the restroom and lunch areas are located and then taken to your new desk or cubicle, where you are expected to sit in the Osmosis Chair and absorb wisdom and knowledge up through your backside. OK, we exaggerate a little, but not that much.
Learning Objectives- Determine how you can elicit a “WOW” from your agency’s customer
- Recognize the fundamentals of successful desk management and how that relates to extraordinary customer service
- Understand the implications of chronic backlog and how to eliminate it
- Learn a system that will reduce E&O exposures for the agency, improve the level of customer service and provide greater satisfaction and accomplishment for the Account Manager
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
| IMPORTANT_CE Credit Instructions_for_Video_on_Demand_Webcasts_Updated (135.2 KB) | Available after Purchase | ||
| Course_Slides (2.2 MB) | Available after Purchase | ||
Faculty
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 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.
State Specific Details
Basic Course Information
Course Developer Agency Management Resource GroupPromo Video
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