In this class, you will get a quick rundown of the basics you'll need to know entering this internship. This will include about Pinnacle Partners, about our partners (Keller Williams), industry terminology, common tasks, communication tips and a few others things! Also included are a few videos, quizes and assignments that will help the student reinforce what they have learned! This course should be taken and completed prior to starting your first day.
Also included in this course is examples of actual insurance policies with the coverages and forms a real client would have with our company. We feel this will be a hands on way of learning how to read and interpret policy language!
Sections included in this curriculum:
1. Who is Pinnacle
2. Who is Keller Williams
3. Basics of Risk Management
4. Basics of Acquiring New Clients
5. Inbound Phone Calls, Client Retention and servicing clients
6. Ways to learn new things
We look forward to having you complete this course and reviewing these concepts with you on your first day. Please send any questions about this course to Jessica Vermillion at [email protected]
Related Topics: Insurance, Risk Management, Real Estate, Business, Management, Marketing, Communications, Customer Service, Technology, House, Cars, Liability, Property, Travelers, Nationwide, Progressive, Allstate, Liberty Mutual,