This workshop begins with an attendee pre-class assignment to identify the core responsibilities of their role and how their time is allocated each week (i.e., administration, customer service, claims processing, marketing/ placement, underwriting fact-gathering and decision-making and closing renewals and new business). Upon completion of this workshop, the attendee will be able to identify time-wasters interrupting daily productivity, deploy tips for setting priorities, set goals to improve concentration, say ‘no’ professionally and create a personal action plan.

Program Dates & Registration


Service, Operations and Claims Staff


1/2 Day

Information Request

Program Information Request