ACCOUNT MANAGERFIT

In a typical agency, the service department is treated almost like an after thought. But your Account Managers are the front line for:

• Allowing your Producers to be freed up to spend more time selling
• Often the first point of contact for the client experience
• Maintaining and retaining accounts that drives client retention

All agencies are sales organizations and the common goal for all departments should be to obtain and retain ideal clients. Same goal; different roles.

By attending this program, Account Managers will:

• Gain a clear understanding of the valuable role they play.
• Have streamlined communication with Producers to increase efficiency and trust.
• Take ownership of their role in client retention.

As an agency owner, the results you will see are:

• Proper structure between sales and service to work with each other, not against each other.
• Increased sales and service capacity from your Account Managers and Producers.
• Increased client retention; keep the accounts you want to keep.

The next Account ManagerFit starts on September 16, 2025.

Registrations must be received by Thursday at 5:00 pm before the first session.

Logistics

• 100% virtual - no travel costs or time away from the office or family.
• Just pick a quiet spot where you can be focused and uninterrupted for 90 minutes once every other week.
• You will be interacting with the Sitkins Coaches and other members. A computer with a webcam and audio is mandatory.

How it works

• Complete the registration.
• Attend and actively participate in the bi-weekly sessions; take advantage of the Sitkins Coaches 40+ years of experience.
• Complete the homework after each session to build your new found skills.

What you'll get

• A deep understanding of the Sitkins core strategies and how they apply to you.
• Everyone in the agency speaking the "same language" to improve communication and implementation.
• Increased Revenue per Relationship; make more money with the same amount of clients.

Cost

•  $297/Account Manager or unlimited registrations for member agencies.