Essential Skills for New Account Managers
Master key skills in customer segmentation, conflict resolution, and SaaS management to excel as an Account Manager. Enhance your presentations, project management, and continuous learning strategies.
Course curriculum
-
-
30/60/90 Day Key Milestones | Checklist
-
Customer Success & Account Management
-
-
-
Intercom in your Daily Routine
-
Monthly Reports | Flagged Filings
-
Quarterly Tag Review | State-specific (All states but NY & CA)
-
-
-
Customer Segmentation
-
Customer Segmentation | Assignment
-
Conflict Resolution
-
De-escalation Techniques
-
Transparency and Honesty, Consistency
-
-
-
Introduction to Project Management
-
Project Management 101
-
Project Charter
-
Project Charter | Example
-
Project Plan
-
Project Plan | Example
-
Statement of Work (SOW)
-
Statement of Work (SOW) | Example
-
Work Breakdown Structure (WBS)
-
Work Breakdown Structure (WBS) | Example
-
RACI Matrix
-
RACI Matrix Template | Example
-
Gantt Chart
-
Gantt Chart Template | Example
-
Introduction to Jira (If not already completed)
-
-
-
Building Presentation Skills
-
Creating Engaging Presentations
-
-
-
Compliance Resources
-
.png)
About this course
- Free
- 28 lessons
- 2.5 hours of video content
Additional products
-
.png)
All Courses, Surplus Lines Industry
Basics of Insurance & Surplus Lines
CourseThis course introduces the basics of insurance and surplus lines. You'll learn key concepts, the role of surplus lines brokers, and how InsCipher fits in this industry. Ideal for newcomers to the insurance industry or those refreshing their skills.
-
%20(1).png)
All Courses, Department-Specific
Exceptional Customer Support
CourseGet ready to excel in providing exceptional customer support with essential skills, techniques, and confidence to handle any situation effectively.
-
.png)
All Courses, Product Training, Surplus Lines Industry
InsCipher Connect Portal Introduction
CourseNavigate the InsCipher Connect Portal with confidence. Master user roles, e-filing, invoicing, and analytics for enhanced productivity and decision-making.
Instructor(s)
Wendi Lee
Learning and Development Manager
[email protected]
Wendi Lee is the Learning & Development Manager at InsCipher, where she strategically plans and leads innovative training programs for both internal and external participants. Wendi is dedicated to fostering a culture of continuous learning and empowering individuals to reach their full potential.
Chris Brown
Technical Trainer
[email protected]
Chris Brown is the Technical Trainer at InsCipher, with over a decade of experience in learning design and development and over three decades in the insurance industry. She excels at simplifying complex technical concepts and creating engaging training programs. Known for her compelling presentation skills and dedication to continuous improvement, Chris consistently enhances the learning experience for her students.
Trifon Tsvetkov
Contractor
[email protected]
Trifon is a seasoned project manager with a expertise in InsCipher's platform and tools. He adeptly balances his responsibilities between the Learning & Development (L&D) team and Marketing, where he excels in creating comprehensive internal training content and managing our Intercom help articles.