Agency Operations

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$172.00
Available
Seats Available
More Information
Instruction Hours 7
Topics Agency Operations
Programs Certified Insurance Service Representatives (CISR)
Start Date Sep 21, 2020
End Date Sep 21, 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 
Sioux Falls, SD
September 21, 2020
7:30 AM Registration
TBD
UNKNOWN ADDRESS
Sioux Falls, SD 57101
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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

Robert Stenerson

Bio Detail

Robert Stenerson is a commercial field specialist with a major insurance company based in North Dakota. He has a degree in Business Management with a concentration in Accounting. Rob received his CIC designation in 2001. Rob started his career with an independent insurance agency as an accounting specialist. He performed all financial duties as the accounting specialist until transitioning into a full time property and casualty agent, specializing in personal and commercial lines. With nine years on the agency side of the business, Rob, decided to move to the company side of the industry as a commercial lines underwriter and broker. He has held various positions within the commercial lines department. His duties have been underwriting, brokering business, policy design, implementing processing systems, new agent training, continued education, and managing the insurance company risk management program. Both his agency and company work experience brings a broad perspective to his present work of educating and training agents in commercial insurance.