Remember to register for the Agency Academy’s upcoming session of The Indispensable CSR. The Agency Academy offers learning and development opportunities that aim to support your agency in the sales process, strengthen client relationships, and improve customer satisfaction.
In many cases, the customer service representative within an agency is the lifeblood of day-to-day operations. Designed for Personal Lines or Commercial Lines customer service representatives, this course will focus on questioning, listening, and relationship-building skills to help grow your agency’s client base and maintain existing clients. This course will focus on the following learning objectives:
- Understanding the basics of a more consultative approach, whether it be in person or over the phone
- Demonstrating the art of asking questions and listening to understand client needs
- Understanding and answering questions about basic coverages
- Understanding why and how to cross-sell other lines of business
- Understanding and crafting a personal brand
Participants are eligible for four continuing education credits. One in-person session is planned:
Thursday, September 21, 2023 | 9 a.m. – 4:30 p.m. EST (lunch provided)
Bridgewater Banquet & Conference Center, 10561 Sawmill Pkwy, Powell, Ohio
The deadline to register is Tuesday, September 12.
Please plan to join us! Spots are limited, and this course fills quickly, so don’t hesitate to register. Email agencyacademy@fmins.com to register.
