AIAM 320 - Professional Relationships in the Insurance Agency
Total Credits: 1 including 1 CE Credit
- Average Rating:
- 4.8
- Category:
- AIAM Training | Professional Development | Professional Development - Agency Management
- Faculty:
- Jeff Odom, AIP, AIAM, CCSR
- Duration:
- 1 hr
- License:
- Access for 90 day(s) after purchase.
Audience: Professional/Personal Development
Description
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
Course Materials
| Course Outline | Available after Purchase | ||
| Course_Slides (0.29 MB) | Available after Purchase | ||
| PLEASE READ - VOD CE INSTRUCTIONS AND STATE REQUIRED FORMS (0.15 MB) | Available after Purchase |
Faculty
Jeff Odom, AIP, AIAM, CCSR Related seminars and products: 12
FAIA
FAIA’s Jeff Odom AIP, AIAM, CCSR.
Jeff Odom graduated from Florida State University in 1988. He began his insurance career by working as both a general lines and life and health insurance agent with an independent insurance agency. He then 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 the last 4 years as the administrator of continuing education before joining FAIA as Insurance Analyst. Jeff's duties are writing, updating, and revising FAIA's Florida Insurance Research Library. He is married with two children. He spends his free time involved with the local Little League and attending every one of his daughter's ballet recitals.
State Specific Details
State Approval Information DetailsThis course is approved in OK - Course# 1027425 (Producers)
This course is approved in KS - Course # 989089 Gen- 1 - Note - KAIA will file your earned CE electronically within 10 business day after course completions
Reviews
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Overall: 4.8
Total Reviews: 18
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