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Agency Operations New

Course Description

CATEGORY:
General.

APPROVED CE HOURS
3 Hour.

Course Description
This course is designed to encompass key issues in the business of agency operations. It looks at the various aspects of risk management, and outlines the workings of the insurance markets as they exist today. To highlight the importance of procedural issues, the course also focuses on issues of Errors and Omissions, and links the same to various aspects of the agency business.

Topics Covered

.

  • Introduction
  • Lesson 1: DEALING WITH RISK
  • Lesson 2: KEY ELEMENTS OF THE RISK MANAGEMENT PROCESS
  • Lesson 3: INSURANCE MARKET CLASSIFICATIONS
  • Lesson 4: ETHICS AND LEGAL RESPONSIBILITY
  • Lesson 5: SALES AND MARKETING
  • Lesson 6: ERRORS & OMISSIONS
  • Lesson 7: AGENCY FINANCES
  • LESSON 8: Insurance Regulation
  • LESSON 9: Policy Illustrations
  • LESSON 10: Consumer Protection in the Insurance Industry
  • LESSON 11: Regulation of Insurance Trade Practices

REGULATORY REQUIREMENT:
Please see the state/regulatory requirement from the course catalog page.

LEARNING OBJECTIVES
.

  • Learn about Insurance Agency Operations
  • Familiarize the student with the concept of Risk Management, its purposes and implementation process within the Agency
  • Educate the student about different types of insurance markets as well as insurance company evaluation
  • Familiarize the student with the ethical and legal responsibility pertaining to Insurance Agency Operations
  • Learn about sales and marketing within the agency
  • Familiarize the student with Errors & Omissions, and with E&O planning
  • Understand agency finances including financial management, accounting records, agency accounting and etc.

SUBJECT MATTER EXPERT
.

EMMERT C. DAUGARD, M.A. CLU ChFC HIA MHP PAHM RHU REBC LIC

An accomplished speaker/trainer who has developed and taught many public insurance continuing education courses. Since 1988, designed and taught courses to over 25,000 insurance professionals. Held the insurance positions of agent/broker, manager, and corporate senior vice – president. Licensed for over 20 years in both property/casualty and life/health.

EXPERIENCE.

Director, Center for Continuing Education, Austin, Texas
Manager/Senior Vice – President, Sales/Marketing, Sheshunoff & Company, Austin, Texas
Vice President, Sales, Hawkeye Insurance Services, Des Moines, Iowa
District Manager, Farmers Insurance Group, California & Iowa.

EDUCATION AND LICENSES:
Masters Of Arts, Business And Administration, Columbia Pacific University
Bachelor of Science, Mankato State University
Chartered Life Underwriter & Chartered Financial Counselor Designations
Registered Health Underwriter & Registered Employee Benefits Counselor.

COURSE AVAILABILITY
The course will be available until completion of the final examination.

TESTING:
Final Exam – You will be required to pass the monitored final exam with a 70% in order to receive course credit.

COURSE COMPLETION:
Upon successful completion of this course you will be able to print your certificate online.

State Requirements

Please refer to the state requirements for a list of New York approved and available monitors

http://www.dfs.ny.gov/

PRICE:

$15

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