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IIAB Member Offer: 2-Day Account Manager School

The IIAB Sacramento is sponsoring 20 seats for the Ultimate Account Manager School in Roseville, lead by Cheryl Koch. This focused, two-day program sharpens service, retention, communication, and workflow skills. Registration is $100 and will be reimbursed via gift card at the end of the class for attendees who complete both days.

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Invest in your team: Send your rising stars

When & Where

Location: Hyatt Place Sacramento/Roseville, 220 Conference Center Dr, Roseville

Dates: October 29th & 30th

Time: 8:30 a.m. to 4:30 p.m. each day

Instructor: Cheryl Koch

Who Should Attend

New or developing Account Managers
CSRs moving into AM roles
Producers who want stronger service fundamentals

What They Will Learn

Client communication and expectation setting
Coverage review and renewal preparation
Handling endorsements and certificates efficiently
Workflow, time blocking, and inbox management
Working with carriers, underwriters, and producers
Retention tactics you can use immediately

Why Send Someone Now

In person coaching with practical exercises
Immediate impact on client experience and retention
Limited to 20 seats for focused attention
$100 registration reimbursed via gift card at the end

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Why invest in your team?

Strong agencies grow because their people do. Upskilling account managers and producers lifts client experience, boosts retention, and creates cross-sell momentum. The Ultimate Account Manager School gives practical tools your team can use on day one, in person, with lunch included. Seats are limited to 20. Registration is $100 and is reimbursed via gift card at the end of day two for attendees who complete both days. The registering agency must be a current and active member of IIAB Sacramento.

Ready to Register!

Have questions or ready to register: Conact Shirley Rosenberg by clicking the submit a request below or emailing directly at shirlyrosen@gmail.com

Submit a request