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Course Information


Program: CISR
Event: Agency Operations
Delivery Method: Webinar
Instruction Hours: 7*
Metro Area:
Available Seats: 84
Start Date: Sep 29, 2020
End Date: Sep 29, 2020
Exam Start Date: Oct 05, 2020
Exam End Date: Oct 07, 2020
Price: $195


*CE Hours vary by State

Accommodations


PIA of NY NJ CT Webinar Event
Sep 29, 2020


PIA of NY NJ CT Webinar Event, WB 12077

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Sep 29, 2020 07:30-08:00
Legal & Ethical Requirements Sep 29, 2020 08:00-09:00 Mishell K. Magnusson
CIC, CISR, CPIA, AAI
The Insurance Agency Sep 29, 2020 09:00-10:00 Mishell K. Magnusson
CIC, CISR, CPIA, AAI
The Insurance Industry and Marketplace Sep 29, 2020 10:00-11:00 Mishell K. Magnusson
CIC, CISR, CPIA, AAI
Communications and Technology Sep 29, 2020 11:00-12:00 Mishell K. Magnusson
CIC, CISR, CPIA, AAI
Lunch Sep 29, 2020 12:00-12:45
Agency Workflow Components Sep 29, 2020 12:45-13:30 Mishell K. Magnusson
CIC, CISR, CPIA, AAI
Agency Workflow Steps Sep 29, 2020 13:30-14:15 Mishell K. Magnusson
CIC, CISR, CPIA, AAI
Account Management Sep 29, 2020 14:15-15:15 Mishell K. Magnusson
CIC, CISR, CPIA, AAI
Errors & Omissions Sep 29, 2020 15:15-15:45 Mishell K. Magnusson
CIC, CISR, CPIA, AAI
Q&A and Review Sep 29, 2020 15:45-16:15 Mishell K. Magnusson
CIC, CISR, CPIA, AAI

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Mishell K. Magnusson | Bio


Mishell is the owner of KJM Consulting & Training, Inc. in Munnsville, New York. KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east. Mishell currently holds New York State Property and Casualty Brokers License; a New York State Life and Health Brokers License; a New York State Producer License to Act as a Consultant; the Accredited Advisor of Insurance designation; Certified Professional Insurance Agent designation; and the Federation of Insurance Professional Counselor designation. She earned her CIC designation in 2000 and her CISR designation in 1997. Mishell has written and presented specialty programs for numerous insurance companies including Allegany Insurance Group; Dryden Mutual Insurance Company; HR Keller Group; Midstate Mutual Insurance Company; NYCM Insurance Company; Preferred Mutual Insurance Company; Security Mutual Insurance Company; and Plymouth Rock Assurance Company, as well as being one of the primary presenters for The New York Automobile Insurance Plan Producers Procedures Course. In 2016 Mishell was awarded the Silver Level Outstanding Course Leader Award by The Institutes Risk & Insurance Knowledge Group in recognition of teaching classes that met or exceeded the national pass ratio. Mishell was named the 2013 AIMS Society - CPIA Facilitator of the Year as well as the 2014 Federation of New York Insurance Professionals - Tina A. Bobak Insurance Professional of the Year. She received the National Customer Service Representative of the Year award by the Professional Insurance Agents in 2004. She was also named one of 25 Women in Leadership in Central New York State in 2004. Mishell is also contributing editor to Agents of America for a series "Insurance Agency Risk management - A Comprehensive Guide to Avoiding E&O Claims". These books are published nationally by West Legal Ed center, a business of Thomas Reuters. Mishell is a contributing author for PIA Management Services Inc. New York and New Jersey Professional Insurance Agents magazine; Wisconsin Professional Agent; Professional Insurance Agents of Florida; Professional Insurance Agents of Indiana, Inc. and The Professional Insurance Agent of Nebraska/Iowa. Her class presentations have also been featured in National Underwriter Magazine.