Agency Operations

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Available
Seats Available
More Information
Instruction Hours 7
Topics Agency Operations
Programs Certified Insurance Service Representatives (CISR)
Start Date Jun 30, 2020
End Date Jun 30, 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 
Grand Rapids, MI
June 30, 2020
7:30 AM Registration
DoubleTree Hilton Grand Rapids Airport
4747 28th St SE
Grand Rapids, MI 49512
616-957-0100

This event is being conducted by the MAIA

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

Sharon Bieser

Bio Detail

Sharon Bieser has spent over 30 years in the insurance industry, and currently enjoys working with other insurance professionals dedicating her time to helping them move from ordinary to extraordinary in their every day jobs. Throughout her career, she has spent time in each employment position within the independent agency environment and has a solid understanding of what it takes to be successful in each chair. Sharon is presently the Operations Manager for Community Insurance Center, and manages all three of the agency's Michigan and Tennessee locations. Sharon earned her Bachelor of Business Administration in Finance, and her Master of Business Administration focusing in Management Information Systems and Human Resources. She has continued her insurance education earning the Certified Insurance Counselor, Certified Insurance Service Representative, and Certified Professional Service Representative designations from the National Alliance. She also maintains her property & casualty and life & health agent licenses. During her career Sharon has held office on the Michigan NetVU Board of Directors, and currently serves on the Michigan Association of Insurance Agents (MAIA) Professional Development Council and CIC/CISR Task Force. She continues to work with carriers as an advocate for the advancement of download, real time, and automated workflows.