Description

Valid for 7 CE in all 50 States

Agency Operations

CISR Agency Operations can transform you into an indispensable team player in any insurance agency or give you the confidence to move into another position. As you work with colleagues and customers, you’ll discover enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies function is essential for training both insurance agency and company personnel.

29% of surveyed CSRs expressed an interest in advancement opportunities in agency management. —CSR Profile

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

Suzanne Baillargeon, CPCU

 Suzanne M. Baillargeon is a National Property Officer at Travelers, bringing extensive experience in the insurance sector.

Their career reflects a strong focus on insurance underwriting and risk management. At Travelers, Suzanne is responsible for Cure, national property oversight.

Prior to Travelers, Suzanne served as a Progressive Care Segment Leader at OneBeacon Insurance Group, demonstrating leadership competencies. Their work history includes a tenure as Senior Underwriter at Chubb, where they applied principles of risk assessment and policy analysis.

Suzanne's background is supported by a Bachelor of Science degree from Central Connecticut State University, demonstrating applied knowledge of insurance principles 

State CE credit is approved in all states. To determine specific credits for your state, go to the CE Guide. at https://www.scic.com/ce-by-state/

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Click here to view Agenda.