Agency Operations

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Instruction Hours 7
Topics Agency Operations
Programs Certified Insurance Service Representatives (CISR)
Start Date Aug 12, 2020
End Date Aug 12, 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 
St. Louis, MO
August 12, 2020
7:15 AM Registration
Holiday Inn Southwest
10709 Watson Road
St. Louis, MO 63129
800-682-6338

This event is being conducted by the Missouri 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

Charles Hembree

Bio Detail

Chuck Hembree is President of Clark-Lami-Hembree Insurance in St. Louis, Missouri. He divides his time between sales, agency management, and insurance technical instruction. After joining the firm in 1982, he was promoted to Vice-President in 1986. He became President in 1995 and CEO of the firm in 2000. A 1987 recipient of the Certified Insurance Counselor designation and a Life-Member of the Certified Professional Insurance Agents, he has maintained a commitment to insurance education. He has served as President of the MAIA State Insurance Association, the chairman of Education for the Missouri Association of Insurance Agents, formerly served on the National Catastrophe Task Force Committee, and as an advisor for the State for their licensing requirement for agents and brokers. Chuck obtained the Certified Risk Manager (CRM) designation in 2012. He is a national faculty member for the Certified Insurance Service Representative program. Chuck is a past member of the CISR National Board of Governors in Austin, Texas.