20251211WBAO 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 Agenda. 

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Chuck Hembree, CIC, CRM

Chuck Hembree is the NFP Practice Team Leader for American Church Group in St. Louis, Missouri. He divides his time between sales, risk management, and insurance technical instruction. He has worked in the Agency Environment since joining the industry in 1982. 

Chuck earned his CIC designation in 1987 and his CRM designation in 2012.  He is also a Life-Member of the Certified Professional Insurance Agents and has maintained a commitment to insurance education throughout his career. He has served as President of the MAIA State Insurance Association, the chairman of Education for the Missouri Association of Insurance Agents, formerly served on the National Catastrophe Task Force Committee, and as an advisor for the State for their licensing requirement for agents and brokers. 

He currently serves as a CISR faculty member for The National Alliance having taught courses in many states throughout the country. Chuck is also a past member of the CISR National Board of Governors in Austin, Texas.