Skip Ribbon Commands
Skip to main content

The Ultimate Account Manager Series

TUAM - Email Header.png 

Move from Reactive to Proactive Customer Service and True Account Management

Approximately 400,000 new people will enter the insurance industry in the next three years, yet… we still haven't figured out how to train those we already have!


Why 'The Ultimate Account Manager' series?

  • Experienced Account Managers will enhance their skills, productivity, and effectiveness.
  • Newcomers will acquire powerful methods that represent world-class customer service.
  • Everyone learns to reduce errors and omissions exposures and develop true career satisfaction.
  • Learn things you wish you'd been told your first days, weeks, or months on the job.

This is not your typical CE class. This class offers 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 different for your clients and your agency.

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!

Maximize your efficiency and effectiveness through action!
Be prepared to learn and immediately apply proven practices on the Job

Register Now!

This 6 Part Series Includes:

  • ​MODULE 1: The Ultimate Account Manager
  • MODULE 2: Client Value & Desk Management
  • MODULE 3: Risk Management & Contract Analysis
  • MODULE 4: Errors & Omissions Loss Control
  • MODULE 5: Effective Communication
  • MODULE 6: What Will be​​
TUAM - Discount (fb).png