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Ultimate Account Manager School

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**NEW COVID-19 CLASSROOM PROTOCOLS**   IIABSC is taken extra precautions to assure your safety. However, if you do not feel comfortable attending a class, please let us know and we will issue a full refund. If you do attend class, please make a note of the following:
  • Please do not attend class if you are not feeling well or if you have a known exposure to COVID-19 in the past two weeks.
  • You will need to bring your own pen, pencil and a highlighter if you want one.
  • Food and beverage items may be limited so plan ahead.
  • Masks are not required, but are encouraged; however, they will not be provided.

Ultimate Account Manager School

Tuesday, April 20, 2021 8:30 AM - Thursday, April 22, 2021 3:30 PM (EDT)



Move from Reactive to Proactive Customer Service and True Account Management
Estimates are that over 400,000 new people will enter the insurance industry in the next three years, yet…

we still have not figured out how to train those we already have!

That ends NOW!

The Ultimate Account Manager school is not your typical CE class - the issues discussed in this class offer 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 are really making a difference for your clients and your agency.

Attendees will walk away with practical solutions to your most challenging issues, a rejuvenated sense of purpose and a renewed commitment to being an extraordinary Account Manager in a great industry!

  • Experienced Account Managers will enhance their skills,       productiveness, and effectiveness
  • Newcomers will acquire powerful methods that represent world-class      customer service
  • Master the Zero Backlog™ Desk Management system
  • Everyone learns to reduce errors and omissions exposures and      develops true career satisfaction
  • Learn the things you wish you would have been told your first days,     weeks, or months on the job

                                Take all 3 days - or just one!

The Ultimate Account Manager school is offered as a 3-day certificate program*, but you can take just one day (or two!) if you prefer! Review the topics for each day and choose which is right for you!

Take all three days and save 20% on your registration fee!



Defining Value: Make Me Say WOW!

The Ultimate Account Manager

Zero Backlog™ Desk Management

The Insurance Marketplace

The Risk Management Process

Contract Law and Policy Analysis



E&O Loss Control

Certificates / Evidence of Insurance

Generations at Work

Career Development

Dealing with Diversity

The Future of Insurance: Current and Emerging Issues

DAY 3 (CL)


Exposure Identification Tools

The Ultimate Submission

Underwriting and Rating Basics

Coverage Comparisons

Creating Proposals that SELL

Additional Insured Endorsements

Commercial Lines Market Update

*Ultimate Account Manager School certificate is only awarded to participants who complete all three days

BE ON TIME! Class begins promptly as scheduled with registration beginning 30 minutes prior to class. Please remember that if you arrive more than 10 minutes late after the class begins, you WILL NOT receive CE credit.

CANCELLATION POLICY: No refund for cancellations within 10 business days of a class. Changes made within 10 business days of the class will incur a $35 processing fee. Substitutions are permitted with prior written notification. 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


$175 Member per day / $420 Member all 3 days

$195 Non-Member per day/ $470 Non-Member all 3 days

800 Gracern Rd
Columbia, SC 29210 United States
Event Contact
Martha Reid
(803) 760-1219
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