How to Break Away from a Traditional Account Manager Role and Create a More Efficient Service Model

Step away from the traditional Account Manager role with an alpha split/book of business model and learn how to create an innovative approach to delivering a positive and memorable client experience. In this case study, the presenter will share how their agency went from a silo book of business client experience to a more serviced focused approach by building teams across offices with a focus on what the client needs when they contact the agency. The instructor will explain how this approach has allowed them to create reactive and proactive teams to service clients’ needs in today’s world and enabled them to have a more manageable workload.

Skill level: Intermediate

Target Audience: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, Owner/Principal, IT/Operations Manager, Office Manager, HR Manager

Presenters: Kerrie Koestner, FBinsure

Length: 60 minutes