Ethics for Insurance Professionals
Total Credits: 2 including 2 CE Credit
- Average Rating:
- 4
- Categories:
- Ethics | MLIS Designation Update Qualified
- Faculty:
- Carie Ann Roach
- Course Levels:
- Basic
- Duration:
- 2 Hours
- License:
- Access for 90 day(s) after purchase.
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_for_Video_on_Demand_Webcasts_Updated (135.2 KB) | Available after Purchase | ||
| Ethics for Insurance Professionals Slides Handout (1.5 MB) | Available after Purchase | ||
| Ethics for Insurance Professionals Outline (104.6 KB) | Available after Purchase | ||
Faculty
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.
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