CISR Live Webinar: Agency Operations
Approved for 4 GEN Hrs/1 ETH Hr NE
Approved for 6 GEN Hrs/1 ETH Hr IA
29% of surveyed CSRs expressed an interest in advancement opportunities in agency management. —CSR Profile
CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you confidence to move into another position. As you work with colleagues and customers, you’ll discover an enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential training for both insurance agency and company personnel.
Topics:
- Legal & Ethical Requirements
- The Insurance Agency
- The Insurance Industry and Marketplace
- Communication and Technology
- Agency Workflow Concepts
- Agency Workflow Steps
- Account Management
- Errors & Omissions
*PLEASE NOTE THAT THIS COURSE IS AN ONLINE COURSE*
The optional exam will be available on your Alliance Personal Learning portal immediately after the course concludes through the following Thursday at 11:59 pm Central Time Zone.
Please make checks payable to PIA NE/IA.
$165.00
PIA Members: $165.00
Instructors
Stacy Flynn
CIC, CRM, CPIA, AFIS, ASC, FLMI
Stacy Flynn is President of The Legacy Insurance Group, a personal, commercial, life, and ag agency located in Southern Iowa. Stacy began her career in 1999 as a high school student working in a local insurance agency and fell in love with the industry. Stacy has a very comprehensive background in her 20+ year insurance career including service, education, sales, and risk management - both in the main street and large agency arena. Prior to forming her own firm, she worked most recently in sales for one of the largest insurance brokers in the world specializing in commercial agriculture. Her extensive experience and education within the industry allows her to marry the academic and real world to add value for business owners, insurance, and risk management professionals alike. Stacy has a degree in finance, and she earned her CIC designation in 2017 and her CRM designation in 2020. She also holds the Agribusiness and Farm Insurance Specialist (AFIS), Fellow, Life Management Institute (FLMI), and Associate Customer Service (ACS) designations.
Stacy Flynn
CIC, CRM, CPIA, AFIS, ASC, FLMI
Stacy Flynn is President of The Legacy Insurance Group, a personal, commercial, life, and ag agency located in Southern Iowa. Stacy began her career in 1999 as a high school student working in a local insurance agency and fell in love with the industry. Stacy has a very comprehensive background in her 20+ year insurance career including service, education, sales, and risk management - both in the main street and large agency arena. Prior to forming her own firm, she worked most recently in sales for one of the largest insurance brokers in the world specializing in commercial agriculture. Her extensive experience and education within the industry allows her to marry the academic and real world to add value for business owners, insurance, and risk management professionals alike. Stacy has a degree in finance, and she earned her CIC designation in 2017 and her CRM designation in 2020. She also holds the Agribusiness and Farm Insurance Specialist (AFIS), Fellow, Life Management Institute (FLMI), and Associate Customer Service (ACS) designations.
Additional Information
Cancellation Policy:
Cancellations received after Sep 6th at 8:00 AM will incur a $25.00 non-transferable fee.
Please Note:
Recording devices, paging systems, cell phones, wristwatch alarms, laptops or other electronic devices may not be used during presentations. In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any request for accommodation to that disability. Please submit your request as far as possible in advance of the institute you wish to attend.
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