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 Mar 26, 2020
End Date Mar 26, 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 
Phoenix, AZ
March 26, 2020
7:15 AM Registration
ITEC Classroom
333 E. Flower St.
Phoenix, AZ 85012
602-956-1851

This event is being conducted by the IIA & Brokers of Arizona, 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

Lynne Lovell

Bio Detail

Lynne Lovell's experience encompasses the areas of life insurance & employee benefits, property & casualty insurance, and risk management. As an independent contractor, Lynne is an Educational Consultant and faculty member for both the CIC and CRM programs offered by The National Alliance as well as faculty for eight of the nine-parts of the CISR program. She travels throughout the United States providing her expertise to help others better their careers in insurance and risk management. In addition, Lynne works with various insurance companies and others helping to develop in-house training programs. Lynne is Past-President of the Arizona Central RIMS Chapter as well as Past President of the Greater Phoenix Chapter of the Society of Financial Services Professionals and has served on national committees to support these organizations. Lynne is a past member of the Board of Governors for The Society of CIC and has served on the Insurance Advisory Committee of Nuclear Electric Insurance Limited. She currently participates on the Valley of The Sun YMCA Risk Management Committee. Lynne holds an undergraduate degree in Finance, graduating magna cum laude.