Agency Operations

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$192.00
Available
Seats Available
More Information
Instruction Hours 7
Topics Agency Operations
Programs Certified Insurance Service Representatives (CISR)
Start Date Jan 28, 2020
End Date Jan 28, 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 
Austin, TX
January 28, 2020
7:30 AM Registration
The National Alliance
3624 North Hills Drive
Austin, TX 78731
512-345-7932

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

Dewey Choate

Bio Detail

Neel Choate began his insurance career in 1982 as a claims adjuster in Dallas, Texas. His training included several years with Continental Ins. (now CNA) in all facets of the property and casualty business. He also held positions with Kemper, EBI and a mutual carrier in Texas. In addition to his claims background, he has been an Underwriting Officer, National Accounts Underwriter, Middle Markets Underwriter and Operations Manager and Officer, with additional experience in building carrier fronting operations and re-insurance programs. He served as the catastrophe claims and operations manager during Hurricanes Hugo and Andrew. Following his insurance carrier experience, Neel has been an independent insurance agent as a producer, sales manager and has built start-up agencies. Currently, Neel is the Director of Training and Education for Higginbotham in Fort Worth, Texas. The agency maintains 27 locations across Texas and one in Oklahoma. With over 1000 employees, Neel's department, HIGG U, fulfills all training programs for each position, including multiple 6-month programs for trainees new to the industry. In addition to his training and education duties, Neel serves as a resource and mentor in matters of risk assessment and policy coverage as well as actively producing and maintaining a book of business for the agency. Through the Insurance Institute of America, Neel earned his Associate in Claims designation in 1989 and earned the Certified Insurance Counselor professional designation in 2008. A graduate of Jacksonville State University in Alabama, Neel holds a BS degree in Marketing and Economics. As a member of the Society of Certified Insurance Counselors CISR Faculty, Neel teaches insurance courses throughout Texas and around the country. Neel is active in the Independent Insurance Agents & Brokers of Texas as well as his local chapter. He is a regular lecturer for classes at the University of Texas at Dallas Insurance and Risk Management Department as well as extensive involvement with the insurance department at the University of North Texas. Recently he has also given lectures and served on multiple panels regarding working with the generational differences in today's workforce.

Faculty Name

William Toll

Bio Detail

Bill Toll is President of Bill Toll & Associates, Inc., an organization specializing in insurance and risk management education and professional development, located in Austin, Texas. He is a National Faculty member for the Society of CIC, and serves as educational consultant at CIC Institutes, CRM Courses and Ruble Seminars across the country. Prior to forming his own firm, Bill worked with The National Alliance for Insurance Education & Research, headquartered in Austin, Texas. There he was one of the developers of the Growth and Performance Standards (GPS) study which is now the leading source of benchmark agency performance data in the country. He continues to help with several areas of the work of The National Alliance, and the National Alliance Research Academy. Prior to joining Tthe National Alliance, Bill worked with Safeco and Fireman's Fund insurance companies, and through these two carriers, and the National Alliance, he has worked with hundreds of independent agencies throughout the United States in such areas as strategic planning, staff organization and stratification, producer compensation, workflow management, and general management. Both his agency and company experience provide unique perspectives to his present work in the field of education. He is proud to be developing and distributing information with immediate and practical value to insurance and risk management professionals. Bill earned a degree in finance and accounting, and received his CIC designation in 1984.