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 Oct 06, 2020
End Date Oct 06, 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 
Clark, NJ
October 6, 2020
7:30 AM Registration
Holiday Inn
36 Valley Road
Clark, NJ 07066
732-574-0100

This event is being conducted by the PIA of NY, NJ & CT

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

Sheldon Hansen

Bio Detail

Sheldon Hansen graduated from the University of Minnesota with a Bachelor of Science degree in Education. He moved with his wife to New Jersey to accept a teaching position at Toms River High School North. While teaching, he worked in his father's independent insurance agency. Sheldon purchased the agency in 1978 and grew the agency to 16 professional staff members before merging in 2001 to form Brouwer Hansen and Izdebski Associates. BHI is a multi-location independent insurance agency located in New Jersey. Sheldon completed his CIC designation in 1980, his CRM in 2006, and his CPIA designation in September 2009 with the firm belief that knowledge is power. He has been a member of the Chamber of Commerce, President of the Central Ocean Rotary Club, Board Member of the Ocean County Independent Insurance Agents, Member of the Independent Insurance Agents and Brokers, Redshaw User Group, and many other community organizations. Sheldon has 40 years of very valuable experience in all aspects of the Independent Agency System, and he now sells from a risk management forum which most clients view as professional consulting. He maintains his own book of business with BHI meeting with clients on a regular basis to adjust their coverage to meet their current needs. The reduced agency management responsibilities facilitated by the merger gave Sheldon the opportunity to expand back into his first love, education. He now teaches numerous continuing education classes to professional insurance agents in a number of designations. Sheldon is a CIC National Faculty member for The National Alliance of Education & Research. He teaches all 9 of the CISR courses, various subjects in the CIC Commercial Property Institute, William T. Hold Seminars, PIA Agency on site, PIA Lunch and Learn, and PIA Expo/March Madness courses including Flood Certification, Fraud, Errors and Omissions, Ethics, Customer Service, CAIP/PAIP, and many others. He is pleased to be teaching all 4 of the CPIA classes for The American Insurance Marketing and Sales Society (AIMS) and PIA. Sheldon has taught Continuing Education Class in numerous other states and Puerto Rico, as well as mentored many other new instructors.