20241016WBAO Agency Operations Webinar

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

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/

Polling Questions Log Click Here

Click here to view the Agenda.

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Kathy Fraley, CIC, CPIW

Kathy Fraley retired as the Service Center Director for the Travelers Select Service Center located in Spokane, Washington and Colorado Springs, Colorado. Her teams were responsible for providing direct service to insureds and agents in all states. Kathy has spent more than 30 years in the agents and carrier ranks. Her career started in the underwriting side at a carrier and after 4 years moved to the agency side. Prior to joining Travelers, Kathy retired after 28 years as a partner/owner from Propel Insurance where she held the position of Vice President of Marketing and Commercial Operations located in the Pacific Northwest. Kathy developed a passion for the industry and feels it is important to give back to the industry by teaching. She has been a teacher in the Junior Achievement program and enjoyed working with students as they learned about community involvement. Kathy earned her CIC designation in 1987 and has previously served on the CISR Board of Governors. She also acts as an instructor and Education Consultant for various programs with The National Alliance.