Creating and Managing Successful Customer Relationships

Creating and Managing Successful Customer Relationships

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Course Description

This course introduces the participant to, and develops their skills in, successfully creating and managing insurance client relationships. Information and exercises will help improve understanding of these responsibilities and how to respond to the challenges of being an insurance producer.

The challenges faced and issues raised in performing these responsibilities including risk identification, exposure based sales, and the legal issues facing producers, will also be discussed.

This course consists of eight (8) sections of material delivered in a 1/2 day period.

Course Outline

Section 1 Introduction
Section 2 What Does the Client Expect?
Section 3 Meeting Client Expectations
Section 4 Understanding the Client
Section 5 Effective Client Communication
Section 6 Identifying and Responding to Client Needs
Section 7 Sales Synergy
Section 8 Client Relationship Management

Continuing Education Credits – ID #33394

1) Alberta Insurance Council 3.75 hours
General, Adjuster, Life, Accident & Sickness Certificate
2) General Insurance Council of Manitoba 3.75 hours
3) General Insurance Council of Saskatchewan 3.75 hours
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