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Ultimate Account Manager (2 days)

June 24, 2026 8:30 AM - June 25, 2026 3:30 PM (EDT)

Description

HYBRID Event - Attend In Person OR Online!!

The Ultimate Account Manager series provides REAL WORLD  solutions to the problems faced by Account Managers - too much work, too little time and too high demands—all with too little enjoyment, career growth or confidence that you’re making a difference for your clients and your agency. 

Attendees will walk away with practical solutions to the most challenging issues and gain tools to become the Ultimate Account Manager! You will learn ways to enhance your skills, productivity and effectiveness and acquire powerful methods that represent world-class customer service. Learn things you wish you would have been told your first day, week or months on the job!

The Ultimate Account Manager is a two(2)-day series.  (No single day options are available) Upon completion of the two days, attendees will receive their Ultimate Account Manager certification.  

Even if you've taken UAM modules in the past, you won't want to miss this updated and streamlined version. 

Part 1 Includes: 

* Personality and learning styles
* Critical skills of the UAM
* Essential accountabilities of the UAM 
* Successful desk management & extraordinary customer service
* Chronic backlog & how to eliminate it
* Reduce E&O exposures, improve customer service & provide greater job satisfaction & accomplishment
* Fundamentals & education of the risk management process
* Contract law & its relationship to Insurance policy
* Insurance policy analysis

Part 2 Includes: 

* History & evolution of agency E&O claims* Underlying causes of E&O losses & their cost
* The STOP IT list
* Effective agency procedures
* Active listening & its role in customer service
* Client objections & skills to work through them
* Negotiate for win-in results
* Generations In the workplace
* The positive impact of having a more diverse agency
* Current emerging trends & their impact on the independent agency

(Breakfast, lunch & snacks included both days!)

Attending IN-PERSON? 

Location:
IIABSC Offices
800 Gracern Road
Columbia, SC 

 **HOTEL INFO**: You are responsible for your own overnight accommodations. Overnight accommodations are NOT included in the registration fee. 

Hilton Garden Inn - Downtown Corporate Rate: https://www.hilton.com/en/book/reservation/deeplink/?ctyhocn=CAECDGI&corporateCode=3202212 $135 rate
Cambria Hotel - 1000 Lady St - 803-728-3355
Tru by Hilton - 185 Stoneridge Dr. - 803-756-4140
Doubletree - 2100 Bush River Rd. - 803-731-0300
Hampton Inn Downtown - 822 Gervais St. - 803-231-2000
Springhill Suites - 511 Lady Street - 803-978-2333
Hilton Columbia Center - 924 Senate St. - 803-744-7800

CANCELLATION POLICY:
No refund for cancellations within 10 business days of a class. Any changes made once class is scheduled will incur a $10 processing fee. Changes made within 30 business days of the class will incur a $45 processing fee. Substitutions are permitted with prior written notification. You must complete BOTH DAYS of this program to get any CE credit. If you do not attend, and do not notify IIABSC 24 hours prior to the seminar, you will not be allowed to transfer your registration fee and will not receive a refund. All cancellations and transfers must be submitted in writing.

IIABSC gladly complies with Title III of ADA

Time

This is a two(2) day seminar. Class time each day is 8:30am-3:30pm.

Pricing

$435 Members (both days and includes breakfast/lunch)

$460 Non-members (both days and includes breakfast/lunch)

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Contact Information

Ind Ins Agents & Brokers of South Carolina
Name: Stacy Boan
Email: sboan@iiabsc.com
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