Ultimate Account Manager School

Ultimate Account Manager School

The Program Built for Account Managers and CSRs

Life-changing…that’s the phrase some Account Managers/CSRs are using to describe The Ultimate Account Manager SchoolTM. When was the last time you heard of a school devoted to training only Account Managers/CSRs? Your answer is probably never, well the time is here! This program is tailored to the needs of new and established Account Managers/CSRs, so all will benefit!

This is not a typical insurance technical course, or another CSR designation program. The focus of the School is on the day-to-day issues facing Account Managers/CSRs. Technical training is certainly important, but equally important is the ability to manage multiple producers, prioritize work, stay current, and provide unforgettably positive customer service.

The days are intense, yet fun with a group no larger than 30 to allow for lots of interaction. A comprehensive workbook is included.

About Our Presenters

Mary BelkaMary M. Belka, CPCU, ARM, Are, RPLU, CIC, CPIW
Mary Eisenhart Belka has spent more than 35 years in the insurance industry, both in independent agencies and with insurance carriers. In 1996, she became an insurance industry consultant, and is the owner of Eisenhart Consulting Group in Lincoln, Nebraska, a consulting firm dedicated to helping insurance organizations become extraordinary.

Mary has been featured in Rough Notes and other insurance industry publications, and has authored a Best Practices tool for IIABA, The Next Generation: A Young Agent’s Best Practices Leadership Guide. She has also chaired local and state Big “I” Education Committees. Mary develops and presents insurance industry management, technical, Best Practices, motivational, and risk management seminars throughout the U.S.

Cheryl KochCheryl Koch, CPCU, CIC, ARM, AAI, API, AAM, AIM, AIS, ARP, ACSR, AFIS
Cheryl has served in nearly every capacity in an Independent Agency, having been an Account Manager, Producer and Agency Owner. She now devotes her time to agency management consulting and training and speaking at industry functions throughout the country. She is the President and CEO of Agency Management Resource Group located in Roseville, California. Cheryl consults on marketing and sales, sales management, agency operations, automation, and strategic planning.

Excellence in Insurance Agents 2021

Dates and Location

We're offering two UAMS Programs in 2022!
May 11-13, 2022 
October 5-7, 2022

Schedule for Both UAMS Programs
Wednesday: Noon - 4:00 p.m.
Thursday: 8:00 a.m. - 4:00 p.m.
Friday: 8:00 a.m. - 3:00 p.m.
Lunch on your own from Noon - 1:00 p.m. daily

Big I Michigan Headquarters
1141 Centennial Way
Lansing, MI 48917


$595 per attendee

Please note: Check with your carriers, they may assist with registration fee(s).

CE Credit Info

Our 2022 UAMS programs each qualify for 12 hours of continuing education credit.

Qualifies for TQA Update  Qualifies for TQA Update.


Crowne Plaza West Crowne Plaza West
925 S. Creyts Road
(517) 323-7100

Hilton Garden Inn Lansing/West

633 N Canal Rd, Lansing
(517) 999-9930


Download the UAMS Info Sheet, or contact Caryn Bedford, Associate Vice President Membership / Professional Development at cbedford@michagent.org, (517) 327-8045.