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Course Information


Program: CISR
Event: Agency Operations
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: 47
Start Date: Nov 19, 2020
End Date: Nov 19, 2020
Exam Start Date: Nov 23, 2020
Exam End Date: Nov 25, 2020
Price: $200


*CE Hours vary by State

Accommodations


IA&B of PA MD & DE Webinar Event
Nov 19, 2020


IA&B of PA MD & DE Webinar Event, WB 17055

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Nov 19, 2020 07:30-08:00
Legal & Ethical Requirements Nov 19, 2020 08:00-09:00 James Back
CIC
The Insurance Agency Nov 19, 2020 09:00-10:00 James Back
CIC
The Insurance Industry and Marketplace Nov 19, 2020 10:00-11:00 James Back
CIC
Communications and Technology Nov 19, 2020 11:00-12:00 James Back
CIC
Lunch Nov 19, 2020 12:00-13:00
Agency Workflow Components Nov 19, 2020 13:00-13:45 James Back
CIC
Agency Workflow Steps Nov 19, 2020 13:45-14:30 James Back
CIC
Account Management Nov 19, 2020 14:30-15:30 James Back
CIC
Errors & Omissions Nov 19, 2020 15:30-16:00 James Back
CIC
Q&A and Review Nov 19, 2020 16:00-16:30

What Time Does This Start For Me?

Pacific Mountain Central Eastern

James Back | Bio


Jim graduated from Capital University in Columbus, Ohio with a degree in business Marketing and Communications. After graduation, he began his insurance career as a claims adjuster. He is currently the Principal/Owner of the Back and Associates Insurance Agency in Dayton, Ohio. The agency has been family owned since 1958. Jim obtained his Certified Insurance Counselor designation (CIC) in 1989. He instructs insurance education classes for the Ohio Insurance Agents Association(OIA), the Independent Agents and Brokers Association (IA&B) of Pennsylvania and the Professional Insurance Agents (PIA) of Indiana. He is a member of the faculties for the Certified Insurance Counselors (CIC), Certified Insurance Service Representatives (CISR) and the Certified Professional Insurance Agents (CPIA). Jim is a past recipient of the Jack V Hedges Educator of the Year award presented annually by the Ohio Insurance Agents Association.