North Carolina Agents - Power of Prevention: Agency Risk Management Essentials of Service
Total Credits: 3 including 3 CE Credit
- Average Rating:
- Not yet rated
- Categories:
- Swiss Re Risk Management Credit Approved | Agency Management | Professional Development
- Faculty:
- Marisa Fridenmaker, CIC, CISR
- Course Levels:
- Basic
- Duration:
- 3 Hours
Description
This three-hour class Essentials of Service specifically targets customer service functions in the agency. Customer service professionals may hold various titles, including Customer Service Representative (CSR), Customer Service Agent (CSA), Account Manager, Account Agent, or Account Executive, for example. In some agencies, producers may also perform customer service tasks. No matter what your title, if you interact with customers, this class provides valuable insights to help reduce your E&O exposure.
Basic Course Information
Learning Objectives- Explain how common servicing activities contribute to Errors & Omissions (E&O) exposure and identify strategies to reduce agency risk
- Differentiate between an agent's legal duties, standards of care, and agency practices, including how special relationships may expand those duties
- Identify key state and federal laws that affect daily account servicing and agency compliance responsibilities
- Apply consistent procedures and effective documentation practices to improve customer service and strengthen the agency's defense against E&O claims
Major Subjects
- Errors & Omissions (E&O) Fundamentals
- Compliance with State and Federal Laws
- Agency Procedures and Operational Consistency
- Documentation and Communication
Course Materials
| IMPORTANT_CE Credit Instructions_for_Video_on_Demand_Webcasts_Updated (135.2 KB) | Available after Purchase | ||
| Student Guide - Power of Prevention (1.1 MB) | Available after Purchase | ||
| Timed Outline - Power of Prevention (38.4 KB) | Available after Purchase | ||
Faculty
Marisa Fridenmaker, CIC, CISR Related Seminars and Products
Mari is IIANC's Professional Development Insurance Trainer. She brings over 16 years of experience in commercial insurance. She spent much of her career in the independent agency environment on a team as an Account Manager, servicing large clients in various industries, and as a Training Specialist assisting new Account Managers.
Mari earned the Certified Insurance Service Representative (CISR) designation in 2018 and is working toward the Certified Insurance Counselor (CIC) designation with an expected completion date of November 2024.
Mari holds a Bachelor of Science in Business Administration degree from The Ohio State University.
State Specific Details
State Approval Information Details NC - This course is approved for 3 hours of credit - # 222266Basic Course Information
Course Developer IIANCDesigned For This course is designed for account managers, customer service representatives, and other agency team members who are directly involved in servicing client accounts.