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AIAM 320 - Professional Relationships in the Insurance Agency
Length: 1 hr
Insurance is a relationship business. You make a difference to your clients, underwriters, and co-workers. We will look at developing relationships and how it improves the bottom line in the agency.
Course Outline:
1 Hour
I. Introduction
II. Encourage Honest Feedback
III. Listen
a. 5 Myths about listening
b. Listening Distractions
c. Effective Listener
IV. Make A Routine
V. Be Honest
VI. Take Notes
VII. Give More Than You Receive
VIII. Turn Blunders Into Opportunities
IX. Make It Personal
a. Introducing Yourself
b. Conversations
c. Questions
X. Advantages Of Relationships
XI. Underwriters
XII. You Are The Relationship
XIII. Closing
Jeff Odom, Education Instructor & Insurance Analyst, Florida Association of Insurance Agents
Jeff graduated from FSU in 1988 and began his insurance career as both a general lines and life and health insurance agent with an independent insurance agency. He moved to the education side of insurance by taking a position with the Department of Financial Services (formerly Department of Insurance), working in the continuing education section. Jeff spent his last four years there the administrator of Continuing Education. At FAIA, Jeff's duties include writing, updating, and revising FAIA's Florida Insurance Research Library, and teaching.
