Agency Operations

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Available
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Instruction Hours 7
Topics Agency Operations
Programs Certified Insurance Service Representatives (CISR)
Start Date Oct 29, 2019
End Date Oct 29, 2019
Learning Options Traditional Classroom

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Topics Covered:

  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication and Technology
  • Agency Workflow Components
  • Agency Workflow Steps
  • Account Management
  • Errors & Omissions 
Sublimity, OR
October 29, 2019
7:30 AM Registration
Sublimity Insurance
100 SW Sublimity
Sublimity, OR 97385
800-424-2491

This event is being conducted by the Oregon PIA

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 Covered::

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

Faculty Name

Corey Wilkins

Bio Detail

Corey Wilkins is the Owner and President of Corey Wilkins Insurance & Financial Services, Inc., a State Farm agency in Tacoma, WA. He attended the University of Washington in Seattle then transferred to Seattle Pacific University to receive a Bachelor of Arts in Broadcast Communications in 1991. He has worked in radio, TV, and continues to do 'voice-over' work for a variety of companies. While Corey was born in Astoria, Oregon, at age 9 he moved to the greater Seattle/Tacoma area where he resides today. He started in the industry with Safeco in 1994 as a Commercial Underwriter and later a Multi-Line Marketing Representative. In 1999, he became a Marketing Manager for Kemper Auto & Home Group for Washington, Oregon, and Alaska. Corey is the past president of both the local Rotary and Chamber of Commerce. He volunteers for Young Life, is on the speaking team for Teleios Ministries and sits on the board of the Faith Leadership Initiative. Corey is the lead singer/guitarist for the Johnny Cash tribute band, "Folsom Prism" and has ran six marathons. He's been married for twenty five years to his high school sweetheart, Gina. He also has 16 year old fraternal twins, Noah and Olivia; a dog that is a Boston Terrier, and a cat that is a nuisance!