Commercial Lines Account Manager School


Training for New Account Managers

Talented account managers can be the backbone of an agency. Don’t let them miss out on crucial commercial lines training.
Let us help turn your new CSRs and Account Managers into well-trained high performing service professionals.
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This in-depth program will concentrate on the major lines of business within commercial lines. The program incorporates exercises and case studies to allow students to better understand how to assess insurance needs and provide effective solutions to commercial clients. The training is designed to provide participants with a strong foundation to effectively communicate with producers, insureds and insurance carriers while servicing a book of business. 

Coverage Topics Include:

  • Automobile Coverage
  • Workers' Compensation Coverage
  • General Liability/Employment Practices Liability/Umbrella Coverages
  • Property Coverage


Who is this program for?

Individuals looking to gain substantial insurance and service knowledge to develop their career as an account manager.
This program gives an in-depth exploration of automobile, workers' comp, general liability, and property coverages. Case studies and interactive activities are used to create a real-life scenario curriculum that can be taken and used in everyday job functions. Assessments will be given to validate the participant’s comprehension of material.

Upon completion of the program, the Account Manager will have been taught to:
  • Effectively service new and renewal commercial books of business.
  • Provide essential information to carriers to obtain an accurate quote.
  • Analyze and recommend appropriate coverages.
  • Cross-sell.
  • Document files to help reduce Errors & Omissions.
Hartford School of Insurance virtual training programs are live, instructor-led courses that are delivered through an online/virtual format via the Internet. These courses provide comprehensive and interactive instruction while encouraging participation and engagement. The program incorporates activities, application sharing and an online chat feature to connect with the instructor and other students. Participation in the two-week virtual phase is a full day commitment Monday thru Friday and require students to give 100% of their daily focus and time for the duration of the program.
Please note, this virtual training program is not filed for CE credits in any state.
Students must attend both daily sessions:
Daily Morning Session: 11:00am - 1:00pm ET; 10:00 - 12:00pm CT; 8:00 - 10:00am PT
Daily Afternoon Session: 2:30 - 4:30pm ET; 1:30 - 3:30pm CT; 11:30am - 1:30pm PT 
Sessions are hosted by Adobe Connect. To test your system requirements and compatibility prior to your session, use the System Check Tool
For additional questions or guidance about this program, please contact one of our Sales Consultants at (800) 772-0208.
Tuition: $3,995 and includes training materials.
Your pre-work course material will be mailed to you 30 days prior to the start of live instruction. Note: Your pre-work will not be sent unless your tuition is paid in full.
Tuition can be paid using Master Card, Visa, American Express or check.
If your primary work location is in Connecticut, Hawaii, New Mexico, South Dakota or West Virginia you are required to pay state tax on non-continuing education courses.
Commercial Lines Coverage Specialist (CLCS) Designation
Students earning the CLCS designation have demonstrated extensive knowledge in a critical functional area of property and casualty insurance practice insurance policy coverage and will have applied that knowledge in real-life case study exercises.
Students must complete the class components of the Program with a grade of 70% or better on each exam.

Haga Clic to download the CLCS Designation Flyer
This virtual program is not filed for continuing education (CE) credit 
Have a CE question? Call our Training Coordination service team at (800) 772-0208.
  • Cancellations received more than 30 days prior to start of the program will receive a full refund.
  • No refunds will be issued for cancellations received less than 30 days prior to the start of the program.
  • Students will be given one opportunity to transfer to another session, preferably within the same calendar year.
  • Refunds are not available for transferred programs.

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