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Ethics for Insurance Professionals
Total Credits: 2 including 2 CE Credit
- Average Rating:
- Not yet rated
- Categories:
- Ethics
- Speaker:
- Carie Ann Roach
- Course Levels:
- Basic
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
This course is designed to challenge insurance agency personnel to identify how ethics plays a role in their business lives and how to approach decision-making with ethical intent.
Basic Course Information
Learning Objectives- Identify situation that require the exercise of ethics
- Understand how decision-making affects clients, agency personnel, insurance companies and the agency itself
- Understand the process for applying personal ethics to business decision-making
Major Subjects
- Why study ethics?
- Core Ethical Business Values
- Challenges to Ethical Decision-Making
- Incorporating Ethics in Decision-Making
Course Materials
| IMPORTANT_CE Credit Instructions_Read Before Webcast_Updated (752.6 KB) | Available after Purchase | ||
| Ethics for Insurance Professionals Slides (1.5 MB) | Available after Purchase | ||
| Ethics for Insurance Professionals Outline (104.6 KB) | Available after Purchase | ||
Speaker
Carie Ann Roach Related Seminars and Products
Independent Insurance Agents of Texas (IIAT)
Carie's professional journey is marked by significant achievements and extensive experience in the insurance industry. As the former Operations Director at Miller & Miller Insurance Agency, she managed a dynamic team of 18, steering the agency through strategic planning and financial management to meet key business objectives.
In addition, Carie was the Owner and Senior Consultant at Novel Horse Consulting, where she built the business from the ground up. Her consultancy focused on maximizing operational efficiency, controlling risks, improving customer service, and implementing leadership programs for independent agents. Her strategic approach in business development, marketing, and sales plans has been crucial in sustaining growth for her clients.
Her educational contributions as an Adjunct Professor at Texas A&M University-Corpus Christi further highlight her commitment to the industry, where she shared her knowledge and insights with aspiring professionals. Moreover, her tenure as the CEO at American Financial Insurance Services, Inc. dba Borden Insurance, is a testament to her leadership capabilities and strategic planning skills.
"Carie's extensive experience and proven track record in the insurance industry make her an invaluable asset to our organization. Her insights and expertise will undoubtedly propel our members towards greater success. We are excited to have her on board and look forward to the positive impact she will bring to our members,” said IIAT President & Executive Director Marit Peters.
"I’m eager to leverage my experience in insurance operations, client engagement, and strategic planning to support and empower our members. Helping IIAT members navigate the complexities of the insurance industry and succeed in their endeavors is a challenge I am excited to undertake," said Carie.
Dates
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Fri, May 03, 2024 - 11:00am to 11:01am CDT
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Mon, May 20, 2024 - 01:00pm to 01:01pm CDT
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Thu, Jun 06, 2024 - 09:00am to 09:01am CDT
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Tue, Jun 25, 2024 - 11:00am to 11:01am CDT
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Mon, Jul 08, 2024 - 01:00pm to 01:01pm CDT
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Wed, Jul 31, 2024 - 11:00am to 11:01am CDT
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Mon, Aug 12, 2024 - 01:00pm to 01:01pm CDT
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Fri, Aug 23, 2024 - 09:00am to 09:01am CDT
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Wed, Sep 04, 2024 - 11:00am to 11:01am CDT
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Tue, Sep 17, 2024 - 01:00pm to 01:01pm CDT
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Tue, Oct 01, 2024 - 09:00am to 09:01am CDT
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Thu, Oct 24, 2024 - 11:00am to 11:01am CDT
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Wed, Nov 06, 2024 - 01:00pm to 01:01pm CST
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Mon, Nov 25, 2024 - 09:00am to 09:01am CST
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Fri, Dec 06, 2024 - 11:00am to 11:01am CST
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Tue, Dec 17, 2024 - 01:00pm to 01:01pm CST
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