Total Credits: 4 including 4 CE Credits
Audience: Agent and Customer Service Training
Course Description:
Gabrielle O’Brien offers session participants a new twist on this required topic. Participants will develop tools that will be useful in increasing awareness and improving ethics for insurance professionals. Gabrielle will lead class through actual case studies and discuss the impacts on the insured, insurer, and the intermediary.
Program highlights include:
• Exploring Code of Conduct Procedures
• Developing Awareness of Potential Ethical Issues
• Understanding Positive Business Ethics
• Warning Signs of an Insurer’s Financial Instability
This session will provide agents with an understanding of their own ethics and some strategies to use when put into tough situations.
PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB) | Available after Purchase |
Course Outline | Available after Purchase |
Course_Slides (5.55 MB) | Available after Purchase |
Gabrielle O’Brien, MBA, has been active in the insurance industry for more than 25 years, developing continuing education classes in related fields such as Ethics and Errors and Omissions. As the lead instructor of the IIA of Wisconsin’s Property & Casualty and Life & Health Prelicensing Schools, she has guided thousands of students to successfully passing the insurance intermediary’s exam. O’Brien has participated in many other aspects of the industry as an underwriter, manager, and field representative. Gabrielle also teaches tailored made group seminars for completion of the INS 21,22,23 certificate and a variety of seminars and college courses.
Education: Master of Business Administration- Loyola University
Bachelor of Arts- Saint Mary's College
gabrielle.h.obrien@gmail.com
WI - This course is approved for 4 hr CE - Course# 62779
MT - This course is approved for 4 hrs CE
NJ - This course is approved for 4 hrs CE - Course# 88894719-1
AR - This course is approved for 4 hrs CE - Course#202993
OH - This course is approved for 4 hrs CE - Course # 55908
MD - This course is approved for 4 hrs CE - Course#105005
CT - This course is approved for 4 hrs CE - Course#114927 (LH), #115133 (LRE)
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