SESSIONS BY LEARNING TRACK
It’s Easy Selling Small Commercial Lines
Speaker(s): Marshall Katz, MS, CIC, LIA, AAI, LUTC
This class will focus on getting the CSR who "just handles personal lines," or someone new to commercial lines as a CSR or salesperson, to understand and be functional selling and servicing small commercial risks. We will focus on the stuff they need and they’ll walk away with the tools to do the job, a winter reading assignment, and a challenge to be discussed.
Marshall currently teaches full-time for MAIA on a variety of subjects from personal lines licensing to CISR & CIC designation programs. Marshall started in the industry working for a direct writer in their personal lines sales department and after many years with them opened his own independent agency. The agency wrote personal and commercial lines as well as life and health products. He juggled agency duties with teaching classes for 24 years and has since sold the agency to be able to concentrate on facilitating classes. All though he is now back writing insurance for select accounts through a local agency.
Marshall has a Bachelors degree from Clark University with a major in accounting and a Masters degree also from Clark with a major in Marketing Communications. He is a licensed producer in MA and CT and a licensed insurance advisor in MA and an avid golfer and woodworker.
Marshall’s classes employ the use of PowerPoint visuals and he gladly shares those with his classes as support to the material being presented. If you desire a course PowerPoint that I might have, feel free to email me your request: firstname.lastname@example.org
Preferred Mutual Insurance Company