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 16, 2020
End Date Jan 16, 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 
Columbia, SC
January 16, 2020
7:30 AM Registration
IIAB of South Carolina
800 Gracern Road
Columbia, SC 29210
803-731-9460

This event is being conducted by the IIAB of South Carolina

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

Rebecca McCormack

Bio Detail

Rebecca (Becky) McCormack is the Vice-President of the Independent Insurance Agents and Brokers of South Carolina in Columbia, South Carolina. Becky began her insurance career in 1984 after graduating from the University of South Carolina with a double major in Insurance and Economic Security and Business Management. Before joining IIABSC in September 1996, Becky's background included agency and broker experience, as well as eight years as a Commercial Lines Underwriter and Marketing Representative for The Travelers Insurance Company. Becky instructs a variety of insurance continuing education seminars including the Certified Insurance Services Representative (CISR) modules, Accredited Advisor in Insurance (AAI) seminars and the Dynamics of Service seminar. She currently serves as the Chairperson of the South Carolina Continuing Education Advisory Board for the South Carolina Department of Insurance, the Education Chairperson of the South Carolina Chapter of CPCU, and as a Board Member of the South Carolina Society of Association Executives. Becky earned her CIC designation in 2000. She also holds the Chartered Property Casualty Underwriter (CPCU), Accredited Advisor in Insurance (AIA) and Associate in General Insurance (AINS) designations.