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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 30 day(s) after program date.



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

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.


Dates

Wed, Feb 19, 2020 - 09:00a to 10:00a CST
Wed, Mar 18, 2020 - 09:00a to 10:00a CDT
Wed, Apr 15, 2020 - 09:00a to 10:00a CDT
Wed, May 20, 2020 - 09:00a to 10:00a CDT
Wed, Jun 17, 2020 - 09:00a to 10:00a CDT
Wed, Jul 15, 2020 - 09:00a to 10:00a CDT
Wed, Aug 19, 2020 - 09:00a to 10:00a CDT
Wed, Sep 16, 2020 - 09:00a to 10:00a CDT
Wed, Oct 21, 2020 - 09:00a to 10:00a CDT
Wed, Nov 18, 2020 - 09:00a to 10:00a CST
Wed, Dec 16, 2020 - 09:00a to 10:00a CST

State Specific Details

State Approval Information Details

This course is approved in NJ - Course#88895936

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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1

Overall:      4.8

Total Reviews: 18

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