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 Jan 14, 2020
End Date Jan 14, 2020
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 
St. Petersburg, FL
January 14, 2020
7:30 AM Registration
Hilton St. Petersburg Carillon Park
950 Lake Carillon Drive
St. Petersburg, FL 33716
727-540-0050

This event is being conducted by the Florida Association of Insurance Agents

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

David Thompson

Bio Detail

After receiving his college degree from Mercer University in Macon, Georgia and serving over seven years as a commissioned officer in the U.S. Army and U.S. Coast Guard, David Thompson began his insurance career in a family owned independent agency in Vero Beach, Florida where he was a licensed agent selling all types of insurance. In 1996 David accepted a training & education position with the Florida Association of Insurance Agents in Tallahassee, Florida where he presents continuing education seminars throughout the country on a variety of insurance subjects over 100 days a year.