Elevate Your Game In Account Management
Are you ready to take account management up a few notches? Then sign up today for UBA’s second annual Account Manager Academy! Redesigned using UBA Partner feedback, this year’s academy is all new and reflects the complex problems your clients expect your account teams to handle.Register Now!
The UBA Account Manager Academy will be held May 20-22, 2017, at the Loews Chicago O'Hare Hotel in Rosemont, Illinois, paralleling the UBA Spring Conference. Note: Due to scheduling for 2017, attendees will only be able to attend the UBA Spring Conference on Tuesday if they so desire.
The UBA Account Manager Academy is $600 per person and limited to a maximum of 75 participants. Early registration is highly recommended in order to ensure a place in the program. Once you register, payment is due in the form of a check, payable to United Benefit Advisors, by April 30, 2017, and should be mailed to UBA at 280 East 96th Street, Suite 250, Indianapolis, IN 46240.
UBA Account Manager Academy Details
In the 2017 United Benefit Advisors’ Account Manager program, the objective is to enable Account Managers to leverage the client discovery process, renewal strategy, a personal toolkit, compliance awareness, technology, and interpersonal skills to create a better engagement experience for their clients.
The program is geared toward participants with at least one year of agency brokerage experience, preferably in client service. Participants should have client-facing service responsibilities including, but not limited to, renewal preparation and presentations, compliance, additional product and service needs, and overall client satisfaction.
Account Manager Academy participants will:
- Learn how to evaluate communication preferences through DiSC® training. Participants will take the DiSC® profile and receive their own personal assessment.
- Conduct a discovery process to enable annual account planning
- Learn about UBA services and Strategic Partners to develop creative client solutions
- Create a personal toolkit and build a network of colleagues with whom they can continue the dialogue and share ideas and best practices
The nearly three full days of instruction include detailed account training and people engagement techniques weaved through realistic examples from the account manager perspective. Training experience will include roundtables, panel discussions, and classroom "chalk talks."
The program is highly interactive and participants will leave the academy being able to conduct a complex technical conversation complete with buying recommendations in a language the client will understand.
If you have questions, please contact Jill McCarthy, UBA VP of Business Development.
