We are excited to announce that Dawn Hamilton, a Client Services Representative with Valley Agency of Kingston, NY, recently was awarded the designation of Certified Professional Insurance Agent (CPIA), a professional designation conferred by the American Insurance Marketing and Sales Society (the AIMS Society).
Dawn successfully completed three Insurance Success Seminars. The CPIA designation stands for professionalism, commitment to sales training and results, and technical knowledge. The designation does require a bi-annual continuing education update.
Position for Success (CPIA 1) assists participants in implementing risk identification strategies and systems that will prevent errors and omissions during the insurance prospecting process. Implement for Success (CPIA 2) focuses on the development of the technical knowledge and skills needed to design a complete, yet innovative, insurance program for prospective clients. Participants will leave with detailed information for providing solutions that benefit consumers in the complex insurance marketplace. Sustain Success (CPIA 3) provides participants with specific methods for maintaining high legal and ethical standards of operation while developing the agent-client relationship.
The AIMS Society is the only insurance organization dedicated solely to recognizing training and service quality among property and casualty insurance personnel. The mission of the AIMS Society is to improve the selling skills and insurance knowledge of its members by upgrading professionalism through information and education, which will result in providing better service to the insurance-buying public.
Valley Agency is a subsidiary of Marshall & Sterling Insurance. Founded over 150 years ago, Marshall & Sterling, Inc. is currently ranked 33rd among more than 40,000 privately-held insurance agencies in the United States*, with total annual written premiums in excess of $700 million. An 100% employee-owned company with more than 450 insurance specialists in 24 branch offices in New York, California, Michigan, Florida, Virginia and the U.S. Virgin Islands, Marshall & Sterling has been recognized for exceptional insurance services and best practices throughout the nation, and remains closely tied to the communities it serves.
*Source: Insurance Journal