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 Apr 16, 2020
End Date Apr 16, 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 
Manchester, NH
April 16, 2020
7:30 AM Registration
Best Western Plus
13500 S Willow St
Manchester, NH 03103
603-627-2525

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

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

Kathleen Silvia

Bio Detail

Kathleen Silvia is President/Owner of the Fair Insurance Agency in Centerville, Massachusetts. She has been in the insurance industry for over 35 years. Kathleen is Past-President of the Massachusetts Association of Insurance Women, Past-President of the Massachusetts Association of Insurance Agents, and is a past National Director to the National PIA. She has chaired the Technical Committee for National PIA, and has served as a liaison to the ISO Personal Lines Committee. Kathleen earned her CIC designation in 1980. She served as a member of the Board of Certified Insurance Service Representatives from 1997-2003 and served as its Chair in 2001. Kathy has been teaching for MAIA since 2004, and was named to the CIC National Faculty in 2014.