AIAM 220 examines how to get the work done more efficiently. The webinar topics include backlog and setting up workflows for each position in the agency.
Outline
Introduction
Unauthorized Entities
Erisa and Mewas
Penalties
Business Process
Customer Service Representative
Producer
Principal
Workflow Defined
Set of tasks-grouped chronologically into processes
Agency Management Workflow for prevention of Errors and Omissions
Speed and Accuracy
Back and forth of material
Backlog
Positions in the Agency
Title, Department, Supervisor
Summary of responsibilities
Primary accountabilities
Nature and scope: How the position into the department
Types of Organizational Structures
Line-One direct relationship between the different levels in the agency
Function- Direct authority
Line and Staff –for large agencies
Business Workflow of Errors and Omissions Procedures
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.
State Approval Information Details
KS - This course is approved for 1 hour of credit - #6000114218
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PLEASE NOTE - THIS VIDEO ON DEMAND PURCHASE IS FOR INDIVIDUAL USE ONLY!! IF YOU ARE INTERESTED IN VIEWING THIS VIDEO ON DEMAND CLASS IN A GROUP SETTING PLEASE DO NOT FOLLOW THROUGH WITH THIS PURCHASE AND CONTACT SALLY SMITH DIRECTLY AT SALLY.SMITH@ABEN.TV!
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No Group viewing for vod
PLEASE NOTE - THIS VIDEO ON DEMAND PURCHASE IS FOR INDIVIDUAL USE ONLY!! IF YOU ARE INTERESTED IN VIEWING THIS VIDEO ON DEMAND CLASS IN A GROUP SETTING PLEASE DO NOT FOLLOW THROUGH WITH THIS PURCHASE AND CONTACT SALLY SMITH DIRECTLY AT SALLY.SMITH@ABEN.TV!