AIAM 320 – Professional Relationships in the Insurance Agency – NO CE

Course Description

Archive : AIAM 320 – Professional Relationships in the Insurance Agency – NO CE Digital Download
Salepage : AIAM 320 – Professional Relationships in the Insurance Agency – NO CE
Delivery : Online With Any Device

Insurance is a relationship business. You make a difference to your clients, underwriters, and co-workers. We will look at developing relationships and how it improves the bottom line in the agency.

Course Outline:

1 Hour

1.   Introduction
2.   Encourage Honest Feedback

III.     Listen

1.     5 Myths about listening
2.     Listening Distractions
3.     Effective Listener
4.   Make A Routine
5.   Be Honest
6.   Take Notes

VII.     Give More Than You Receive

VIII.     Turn Blunders Into Opportunities

1.   Make It Personal
2.     Introducing Yourself
3.     Conversations
4.     Questions
5.   Advantages Of Relationships
6.   Underwriters

XII.     You Are The Relationship

XIII.     Closing

Jeff graduated from FSU in 1988 and began his insurance career as both a general lines and life and health insurance agent with an independent insurance agency. He moved to the education side of insurance by taking a position with the Department of Financial Services (formerly Department of Insurance), working in the continuing education section. Jeff spent his last four years there the administrator of Continuing Education. At FAIA, Jeff’s duties include writing, updating, and revising FAIA’s Florida Insurance Research Library, and teaching.