Agency Operations

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Instruction Hours 7
Topics Agency Operations
Programs Certified Insurance Service Representatives (CISR)
Start Date Feb 06, 2020
End Date Feb 06, 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 
Cary, NC
February 6, 2020
7:30 AM Registration
IIANC
101 Weston Oaks Court
Cary, NC 27513
919-828-4371

This event is being conducted by the IIA of North 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

LuAnn Wooters

Bio Detail

A native of North Carolina, LuAnn Wooters has been in the insurance industry for over 30 years. During this time, she held multiple agency positions as personal and commercial lines CSR, office manager, personal lines manager, claims manager, small business sales manager, and education specialist. She joined IIANC as the Vice President of Professional Development in August of 2014. LuAnn is a graduate of Peace College and attended North Carolina State University. She completed her AAI designation in 1992, her CISR designation in 1994 and her AAI-M in 2018. She has served on several local and national companies' business councils.