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ACSR 5 - Professional Development and Account Management - Part 2

Total Credits: 2 including 2 CE Credit

Average Rating:
ACSR Bundle
ACSR Training |  Professional Development |  Professional Development - Agency Management
Mishell K. Magnusson, CIC, CISR, AAI, CPIA, FIPC
2 hrs
Access for 30 day(s) after program date.




If you are seeking the ACSR credentialing designation you must accomplish this by purchasing the self-study materials and pass the exam included on The Institutes website - these webcasts are intended to SUPPLEMENT and serve as companion pieces to the self-study designation but will not replace the need to follow the steps required to attain the ACSR designation!

The Institutes, IIABNY and ABEN are pleased to provide viewers with excellent instruction which is intended to SUPPLEMENT the Accredited Customer Service Representative (ACSR) designation program offered on The Institutes website: If you are looking for distance learning instruction to assist in the preparation for ACSR credentialing exams, this ABEN course is a cost effective solution that provides guided instruction while also helping you to fulfill licensing CE requirements:

Educational Objectives of Part 2- note - parts 1 & 2 do not have to be taken in order:

  • Describe the essential components of effective communication.
  • Highlight the characteristics of professional voice qualities.
  • Illustrate methods of cultivating listening techniques and demonstrating active listening skills.
  • Describe guidelines for professional telephone interactions.
  • Illustrate the guidelines and format for a modern business letter and professional e-mail
  • Describe the benefits of up-selling and cross-selling for an agency.
  • Explain how a customer service representative recommends increased coverage limits, additional coverage, or additional policies to an existing customer.
  • Outline the contents and importance of an insurance agency contract.
  • Explain how an insurance agent operates within express, implied and apparent levels of authority.
  • Describe the steps needed to make a meeting with an insurance company representative productive.
  • Demonstrate how an insurance professional can contribute to the agency-insurer relationship.


Even if you are not seeking the ACSR designation, the valuable content covered in the ACSR  Core modules 4 & 5 webcasts will:

  • Improve efficiency by accurately identifying and assessing errors and omissions risks
  • Support agency profitability with an enhanced understanding of how to build and retain customer relationships
  • Increase value to your agency and producers with better decision making and problem solving skills
  • Gain technical insurance training while improving your confidence and professionalism


Course Materials


Mishell K. Magnusson, CIC, CISR, AAI, CPIA, FIPC's Profile

Mishell K. Magnusson, CIC, CISR, AAI, CPIA, FIPC Related seminars and products

Mishell is an owner of KJM Consulting & Training, Inc. in Munnsville, New York.  KJM specializes in providing a broad range of high quality training programs to insurance agencies; insurance companies and banks throughout the north east.  In addition to the customized training KJM also provides consulting services focusing on E&O; Procedure Manual development and implementation; and Agency Management training techniques.

Mishell currently holds New York State Property and Casualty Brokers License; a New York State Life and Health Brokers License; a New York State Producer License to Act as a Consultant; a Certified Insurance Service Representative (CISR) designation; a Certified Insurance Counselor (CIC) designation; the Accredited Advisor of Insurance (AAI) designation; Certified Professional Insurance Agent (CPIA) designation; and the Federation of Insurance Professional Counselor (FIPC) designation.

Mishell is a frequent speaker for Professional Insurance Agents (PIA) of New York, New Jersey, New Hampshire and Connecticut for CIC and CISR programs and for the Independent Insurance Agents & Brokers of New York’s Best Practices of Errors & Omission Loss Prevention along with their various other programs.

In addition, Mishell works as an Adjunct Professor for Mohawk Valley Community College; Bryant & Stratton College; Madison/Oneida BOCES and State University of New York (SUNY) Oswego.

KJM Consulting & Training, Inc.
5869 Bishop Road
Munnsville, NY 13409-2218


Wed, Aug 25, 2021 - 02:00pm to 04:07pm EDT
Wed, Sep 22, 2021 - 02:00pm to 04:07pm EDT
Wed, Oct 27, 2021 - 02:00pm to 04:07pm EDT
Wed, Nov 24, 2021 - 02:00pm to 04:07pm EST
Wed, Dec 22, 2021 - 02:00pm to 04:07pm EST

State Specific Details

State Approval Information Details

NY - This course has been approved  - Course # NYCR - 246254




Overall:      4.6

Total Reviews: 173


Laura G

"Mishell Magnusson is one of the best speakers. Her classes are always informative and easy to follow"

Alison W - Fairport, New York

"Found this very helpful."

Dennis L - Auburn, New York

"Excellent course for every licensed agent."

Kelly K

"Mishell is an excellent teacher"

eileen s - NEW YORK, New York

"She did a great job with this presentation. "

Connie N - Walworth, New York

"Very interesting & informative! "



Sonia B - Canastota, New York

"very comprehensive!"

Robert O - Lancaster, New York

"A little too basic for me but I do want my staff some day to have the opportunity to view this webinar."

Aggie K - PENNINGTON, New Jersey

"Great class!"

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