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 Feb 04, 2020
End Date Feb 04, 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 
Evansville, IN
February 4, 2020
7:30 AM Registration
Old National Bank-ON Place
One Main St
Evansville, IN 47706
800-423-5229

This event is being conducted by the PIA of Indiana, Inc.

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

Ted Kinney

Bio Detail

Ted Kinney is the owner/President of Kinney Training and Consulting, LLC, which specializes in providing quality insurance training programs to agencies and companies throughout the United States. Ted also serves as the Director of Education and Technical Affairs for the Alabama Independent Insurance Agents in Birmingham, Alabama. In this position, he is responsible for developing agent education programs and providing technical assistance to association members. Ted has been in the insurance business since his graduation from the Ohio State University in 1973. During his career, he has worked as an underwriter, field sales manager, department supervisor, marketing specialist, trainer and insurance agent. From 1994 to 2003, Ted was the Director of Curriculum and Faculty Development for PIA of Ohio & Indiana. During that time, he developed over 150 training courses covering all aspects of the insurance industry. He has obtained several insurance designations including Certified Insurance Counselor (CIC), Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM), Associate in Underwriting (AU), Associate in Automation Management (AAM), Accredited Advisor in Insurance (AAI), Associate in General Insurance (AINS), Certified Professional Insurance Agent (CPIA) and Construction Risk and Insurance Specialist (CRIS). He is a member of the national faculty of the Society of Certified Insurance Counselors, the American Insurance Marketing Society (CPIA) and the Independent Insurance Agents and Brokers of America's "ask the expert" service. In addition, Ted is a member of the Society of Certified Insurance Counselors, the National Academy of Producer Insurance Studies, the National and Columbus Chapter of the CPCU Society, and the Society of Insurance Trainers and Educators.