JOIN NOW
MEMBER LOGIN

HOME

AGENCIES

SPEAKING

OUR STORY

UPDATES & EVENTS

CONTACT US

SERVICE TRAINING

ACCOUNT MANAGERFIT

The ART of Account Management

 

REGISTER

Appreciation

Understanding that sales and service bring two unique skill sets to a high performance team.

Rapport

Building a harmonious relationship between sales and service; not a contentious relationship.

Trust

Developing trust as partners on a high performance team to sell and retain ideal clients.

Get your Producers and their Service teams on the same page and achieving higher goals faster than ever.

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.

Agenda

Download our detailed agenda to see exactly what is covered in each session.

Four bi-weekly sessions to turn your sales & service teams from high maintenance to high performance.

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 February 11, 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 web cam 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.

Get unlimited registrations for your entire agency; for this and all of our other programs. 

EXPLORE MEMBERSHIP

UPCOMING STARTING DATES

Virtual Account ManagerFit 17

Feb 2025 | Tuesdays at 2:00 - 3:30 pm ET with a 30-min optional Q&A

  • Session 2: Feb 11
  • Session 4: Feb 25
  • Session 6: Mar 11
  • Session 8: Mar 25
REGISTER

Virtual Account ManagerFit 18

May 2025 | Tuesdays at 2:00 - 3:30 pm ET with a 30-min optional Q&A

  • Session 2: May 6
  • Session 4: May 20
  • Session 6: Jun 3
  • Session 8: Jun 17

Virtual Account ManagerFit 19

Sep 2025 | Tuesdays at 2:00 - 3:30 pm ET with a 30-min optional Q&A

  • Session 2: Sep 16
  • Session 4: Sep 30
  • Session 6: Oct 14
  • Session 8: Oct 28

Already a member?

Log in to register at no cost.

LOG IN

Helping independent insurance agencies achieve their dreams for over 40 years.

BOOK A CALL

QUICK LINKS

MEMBERSHIP | SPEAKING | BOOK
SALES | SERVICE | LEADERSHIP
AGENT LEADER PODCAST
ASSOCIATIONS | CARRIERS
CONTACT US

CONTACT

5237 Summerlin Commons Blvd
Suite 107
Fort Myers, FL 33907
239.337.2555 | 877.SIT.KINS