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 Dec 10, 2019
End Date Dec 10, 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 
Maple Grove, MN
December 10, 2019
7:30 AM Registration
MIIAB/Austin Mutual Training Center
15490 101st Avenue North
Maple Grove, MN 55369
763-235-6460

This event is being conducted by the Minnesota Independent Insurance Agents & Broker

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

Gloria Thompson

Bio Detail

Gloria Thompson began her career in the insurance industry over 40 years ago and obtained her insurance agent's license in 1984. She earned her CIC designation in 2000. Gloria is currently employed by North Risk Partners as a Risk Advisor and enjoys the opportunities she has to mentor and collaborate with her fellow agents. Gloria's passion for education and public speaking aligned her with the opportunity to instruct insurance courses. She has taught courses for several organizations, including the National Alliance's CISR program and Kaplan Professional Schools, as well as specific specialty topics written by her and presented at the MIIAB conventions. Gloria is a past board member for the National Alliance's CISR Board of Governors. Through her service on the Board of Governors she gained in depth knowledge of the CISR program, and watched the program evolve over her six years of service. Currently, Gloria serves as the Education Chair for the Minnesota Independent Insurance Agents and Brokers, which serves as the oversight committee for the National Alliance's continuing education programs in Minnesota. Gloria appreciates the opportunities for mentoring, networking, and involvement in the insurance industry that these organizations provide. She is also a member of the Twin Cities Insurance Club and has been a guest speaker for various insurance topics for the organization over the years. She was named Agent of the Year by the Minnesota Independent Insurance Agents and Brokers in 2014. Dan Riley, CEO of the association said, "Her professional experiences and her vast knowledge of the business have helped thousands of Minnesota agents become the best insurance professionals in the country." Gloria completed her Educational Consultant training with the National Alliance in May of 2017, and now serves in that role on behalf of the MIIAB for Minnesota CIC and Rubles educational programs.