Agency Management

image
Available
Seats Available
More Information
Instruction Hours 16
Topics Agency Management
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Mar 04, 2020
End Date Mar 06, 2020
Learning Options Traditional Classroom

Download Agenda

Register
Topics Covered:

  • Strategic Planning
  • Talent Acquisition and Development
  • Client Retention and Acquisition
  • Technology Utilization
  • Ethical Responsibility

Bridgeton, MO
March 4-6, 2020
7:30 AM Registration
Embassy Suites St. Louis Airport
11237 Lone Eagle Drive
Bridgeton, MO 63044
314-739-5114

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

As we all know, our industry is constantly changing with new or revised coverage forms, rating plans, and organizational structures. Whether or not your organization focuses on commercial lines, personal lines, benefits, or a combination of things, the big issue is always how well the firm’s resources are managed. The better managed an organization is, the more successful it will be. The Agency Management Institute is designed to be relevant to the broad range of industry professionals who attend. Each subject is presented in a way that agency owners, producers, account executives, customer service representatives, and insurance company personnel see the value and how it relates to their position within the organization.

Topics Covered: Covered:

  • Strategic Planning
  • Talent Acquisition and Development
  • Client Retention and Acquisition
  • Technology Utilization
  • Ethical Responsibility

Participants will:

  • Discuss the types of agency organizational structures, the importance of licensing, and the role of state and federal regulation. This will include understanding the agency contractual relationship with the Insurance Company and how to create the best possible relationship.
  • Understand the financial aspects of an agency and how financial performance affects both clients and agency employees. The basics of Cash Flow, Income Statements, Balance Sheets, and the importance of effective collection procedures are included.
  • Learn the fundamentals of agency planning, including questions to consider and how to conduct the proper agency analysis. Participants will understand the benefits of succession planning and the methods they can use to perpetuate the agency organization as a successful viable entity.
  • Understand the process of managing personnel, including legal guidelines, establishing job descriptions, interviewing techniques, performance appraisals/evaluations, and termination procedures and be able to apply what they have learned.
  • Learn what motivates ethical behavior and examine the leading causes of errors and omissions claims made against agents, and the control methods to implement to reduce or prevent risk.
Faculty

Faculty Name

David Walker

Bio Detail

David A. Walker was elected to the Independent Insurance Agents & Brokers of America (IIABA or the Big "I") executive committee at the association's Leadership Conference in New Orleans September 2009. David began his insurance career in 1979 as an agent with Guarantee Mutual Life Insurance Co. In 1981, he joined Hartland Insurance Agency as a producer, rose through the ranks, and currently serves as president and principal of the agency. Throughout his career, David has been an active association leader at the state and national level. He has served on the Michigan Young Agents Council, the National Young Agents Council, the Michigan Association of Insurance Agents (MAIA) Education Committee (including three years as chairman), MAIA Legislative Affairs Committee and MAIA Agency-Company Relations Committee. In 2014-15 he served as the Chairman of the Independent Insurance Agent & Brokers of America (IIABA). At the national level, David served for five years, 2004-09, as the director representing Michigan on the Big "I" National Board of Directors. He has served on many and varied committees at the IIABA level during his service on the board and executive committee. David has taught many classes nationally for CIC, CISR and numerous conventions. David has received numerous MAIA awards including the Young Charger Award in 1986, the Aschom Education Award in 1997 and 2000, the Forsetlund Award (Agent of the Year) in 2000 and 2003, and the W.O. Hilderbrand Award in 2006 for his lifetime service and achievement in the insurance industry and MAIA, and in 2019 received the Capitol Award for his active work on legislative affairs in Michigan.

Faculty Name

Keith Wilts

Bio Detail

Keith Wilts is President of Professional Training Associates, Inc. (PTA), a national education management and training company, whose focus is the development and delivery of live web-based education programs. With over 38 years of experience involving production and consulting activities on both personal and commercial accounts, Keith presents more than 100 webinars and seminars annually. Keith is a member of the National Faculty for the Society of Certified Insurance Counselors (CIC), teaching at the CIC institutes and James K. Ruble Graduate Seminars. In addition, he serves as an educational consultant for the Society of CIC and the Missouri Association of Insurance Agents. Keith previously served as Director of Education for the Independent Insurance Agents of Kentucky. He also was a member of the National Education Committee and the National ACSR Exam Review Committee for the Independent Insurance Agents of America, the License Administration Committee for the Kentucky Department of Insurance, and as education chairperson for the Kentucky Chapter of CPCU.

Faculty Name

Bruce McCreadie

Bio Detail

Bruce McCreadie is the founder and president of American PEO Insurers, a virtual agency that specializes in providing insurances for Professional Employer Organizations and Staffing Companies across the country. Bruce commenced his agency career as a founding partner in "Ashlyn & McCreadie Insurance and Financial Services", an agency which was formed in 1982. This agency was driven by a very active sales center operation that marketed Personal Lines, Commercial Lines, and Life, Health, and Financial Services. Upon retiring to Florida, Bruce opened a new agency in Tallahassee marketing personal and commercial lines. The agency was very successful in that it was a "laboratory" where the latest in technology and marketing & sales ideas were implemented. During this time Bruce also served on the Faculty of Florida State University, College of Business, Department of Risk Management and Insurance. Bruce is a graduate of Florida State University majoring in "Business Management" with minor coursework in "Risk Management and Insurance." Bruce is a Certified Insurance Counselor (CIC), an Accredited Advisor in Insurance (AAI), and a Certified Professional Insurance Agent (CPIA). Additionally, Bruce has served on various Boards of The National Alliance and currently serves on the Florida State University Executive Council of the Dr. William T. Hold/The National Alliance Program in Risk Management & Insurance.