Ultimate Account Manager School (UAMS)

The Program Built for Account Managers & CSRs

Life-changing…that’s the phrase some Account Managers/CSRs are using to describe The Ultimate Account Manager SchoolTM. When was the last time you heard of a school devoted to training only Account Managers/CSRs? Your answer is probably never, well the time is here! This program is tailored to the needs of new and established Account Managers/CSRs, so all will benefit!

This is not a typical insurance technical course, or another CSR designation program. The focus of the School is on the day-to-day issues facing Account Managers/CSRs. Technical training is certainly important, but equally important is the ability to manage multiple producers, prioritize work, stay current, and provide unforgettably positive customer service.

Ultimate Account Manager School 2021


Dates and Location

We're offering two UAMS Programs in 2022!
May 11-13, 2022  
October 5-7, 2022


Schedule for Both UAMS Programs
Wednesday: Noon - 4:00 p.m.
Thursday: 8:00 a.m. - 4:00 p.m.
Friday: 8:00 a.m. - 3:00 p.m.
Lunch on your own from Noon - 1:00 p.m. daily

Location
Big I Michigan Headquarters
1141 Centennial Way
Lansing, MI 48917

Register online

Qualifies for TQA Update  Qualifies for TQA Update.

Excellence in Insurance Education Award Winner

About Our Presenters

Mary BelkaMary Eisenhart Belka, CPCU, ARM, Are, RPLU, CIC, CPIW
Mary Eisenhart Belka has spent more than 35 years in the insurance industry, both in independent agencies and with insurance carriers. In 1996, she became an insurance industry consultant, and is the owner of Eisenhart Consulting Group in Lincoln, Nebraska, a consulting firm dedicated to helping insurance organizations become extraordinary.

Mary has been featured in Rough Notes and other insurance industry publications, and has authored a Best Practices tool for IIABA, The Next Generation: A Young Agent’s Best Practices Leadership Guide. She has also chaired local and state Big “I” Education Committees. Mary develops and presents insurance industry management, technical, Best Practices, motivational, and risk management seminars throughout the U.S.

Cheryl KochCheryl Koch, CPCU, CIC, ARM, AAI, API, AAM, AIM, AIS, ARP, ACSR, AFIS
Cheryl has served in nearly every capacity in an Independent Agency, having been an Account Manager, Producer and Agency Owner. She now devotes her time to agency management consulting and training and speaking at industry functions throughout the country. She is the President and CEO of Agency Management Resource Group located in Roseville, California. Cheryl consults on marketing and sales, sales management, agency operations, automation, and strategic planning.



Cost

$595 per attendee
Includes comprehensive workbook.

Please note: Check with your carriers, they may assist with registration fee(s).

Hotel Reservations

Crowne Plaza West Crowne Plaza West
925 S. Creyts Road
(517) 323-7100

Hilton Garden Inn Lansing/West

633 N Canal Rd, Lansing
(517) 999-9930

Questions?

Contact Caryn Bedford, Associate Vice President Membership / Professional Development at cbedford@michagent.org, (517) 327-8045.

 



Accommodations

In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any requests for accommodation to that disability. Please submit your request as far in advance as possible for the program you wish to attend. If you have any questions, call (800) 589-6501 or email to info@michagent.org

Cancellation Policy

If you must cancel your registration, you will receive a 25% refund. No refunds will be given to those who attend part of a program, or who are no-shows. If you do not cancel and do not attend the program, you will be considered a no show and no money will be refunded, nor will your money be transferred to a different class.