ASSOCIATE IN INSURANCE ACCOUNT MANAGEMENT (AIAM)

The Associate in Insurance Account Management program is designed for all Customer Service Representatives, Account Managers and any other production support staff in the insurance industry.  The AIAM designation, which is approved and awarded by IIABA, will be conferred upon all students who complete the classroom work and reporting requirements of the Insurance Account Management Training course. The AIAM designation provides your agency and the student with higher credibility to the public and within the industry.

The six days of classes are held at our Association Headquarters in Framingham, MA.

The program covers everything from customer service to leadership skills. The students learn the full psychology of customer relationship management, how to manage their workflow, and how to apply the information on a day-to-day basis. The students' own actual experiences are discussed among the group, thus learning from each other's successes and failures.

TUITION: $1,099.00/member $1,699.00/non-member
REGISTRATION: 8:30 a.m.
CLASS TIME: 9:00 a.m. to 5:00 p.m.

Photo ID: You must present a photo ID to the registrar at all program locations.

Cancellation Policy: There will be a $100.00 penalty fee if we are not notified within 14 business days of the scheduled seminar. Failure to cancel will result in loss of full registration fee.

Registration Options


We've implemented a secure system for registration and now only accept credit cards for web registrations.
      Verisign Secure Site
REGISTER BY PHONE:
800-742-6363
800-222-2699
508-628-5430

REGISTER BY FAX:
508-628-5443

AIAM Daily Summary

DAY ONE

  • Communication in the Insurance Jungle
    Personal Discovery: How personalities affect the office and how to recognize your co-workers’ and customers’ styles so that you can increase effectiveness in communication.
  • Best Practices in Customer Service
    Why service matters most; and why it is never enough. This Best Practices class will show you how to build the best customer service!
DAY TWO
  • Take Control of Your Time
    We all have the same amount of hours in the day. Make the most of your most precious resource! Learn how to balance your home and work lives!
  • The Write Stuff
    Proper grammar and style in the written (or emailed!) word need not be a lost art. Let your image shine with excellent business writing and editing skills. Hands on work will help you write letters you can take back to the office and use!
DAY THREE
  • How Not to Get in Trouble with Your Mouth
    This Best Practices class will teach you how technology can help - and hurt - your E&O potential!
  • Company Relationships
    Referencing the Best Practices Joint Agency / Company Planner to show you how to maximize your relationship with company partners.
DAY FOUR
  • Negotiating Conflict
    Learn how to negotiate well with clients and co-workers. You can prevent conflict before it starts, work well with others every day, and understand both sides of the story.
  • The Account Manager’s Role in Sales
    Why would you need to know about sales? Sales skills can be transferred to many aspects of agency duties. In day-to-day customer contact, you need to know about the complete sale.
DAY FIVE
  • Why Politics Matter
    Learn why you should care about political action. What does your association do to protect your industry? What can you do to create job security?
  • Etiquette and the Spoken Word
    How to present yourself professionally when speaking, using voice mail, meeting with customers or co-workers, or at professional functions.
  • Ethics and the Account Manager
    Ethics should be a “given” in our work, but how do we define this elusive trait? How do you balance legal and ethical responsibilities?
DAY SIX
  • Leadership is Everyone’s Job
    Sooner or later everyone needs to have basic leadership skills. This class uses Best Practices materials to go beyond supervision to show you how leadership can make a difference every day .
  • Survival in the Jungle
    The final step: How to keep your work fun and reduce stress while building your personal approach to account management.
A 24-question exam will be given at the end of DAY 6 ONLY.
This is a six day course, once you register you are responsible to complete the course and pay the full tuition
(unless hardship exists). This course is designed to build upon itself and would be less effective if all six days aren’t experienced. Once all 6 classes are completed, a 24-question exam will be administered at the end of DAY 6.

SEATING WILL BE LIMITED!   RESERVE YOUR SPACE TODAY!

Call Association Education at 1-800-222-2699 for future scheduling.


 
Massachusetts Association of Insurance Agents
137 Pennsylvania Avenue, Framingham, MA 01701
800-972-9312 | (508) 628-5452 | (508) 628-5444 fax
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