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Designations

​​Earning a designation does more than just add a few letters to the end of your name, it demonstrates your knowledge of, and committment to, your career.

IIABNJ offers independent agents four designation options:

  • Accredited Advisor in Insurance (AAI)
  • Accredited Customer Service Representative (ACSR)
  • Associate in Risk Management (ARM)
  • Construction Risk and Insurance Specialists (CRIS)
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The Accredited Advisor in Insurance (AAI) Designation can be earned in just nine, one-day seminars.

 

By completing this program, individuals will learn practical information that can be used immediately. AAI designations are recommended for all staff levels and will cover:

  • Practical Marketing Tips
  • Enhanced Understanding of Policies and Coverages
  • Sales Management Techniques
  • Personal Sales Planning Activities
  • How to Avoid E&O Claims
  • Workflow Efficiencies
  • Improved Underwriter Communication Skills
  • Competitive Advantage to Increase Sales

Courses

AAI 81
A- Principles of Insurance
B- Personal Insurance
C- Commercial Property Insurance

AAI 82
A - Commercial Liability Coverage
B - Other Commercial Insurance
C - Specialized Insurance Bonds

AAI 83
A - Principles of Agency Management
B - The Insurance Production
      Environment
C - Agency Management Tools and 
      Processes

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Find a Class          Download the Brochure 

 

Individual Class Pricing: $225 for IIABNJ Members, $295 for Non-Members
Bulk Pricing: $625 for IIABNJ Members, $855 for Non-Members
(Bulk pricing is available for individuals who sign up for all three segments of a course at one time.)  


 Course Waiver Information

The AAI (section A-C) exams will be waived if a student meets one of the following criteria:

  1. Student currently holds the CIC designation.
  2. Student currently holds the IIA Certificate in General Insurance (INS).
  3. Student has completed CPCU 553 or 555 (CPCU 2), CPCU 551 (CPCU3), and CPCU 552 (CPCU4).

Cancellation Policy

Cancellations received anytime prior to a scheduled class will incur an $85 cancelation fee. Cancelations received the day of the class will result in a forfeiture of the full registration fee.

Students may be eligible for a one-time, no-penalty transfer fee if: no materials have been shipped, the request is made 10 days prior to a class, and this is the first transfer request.


 

 

The Accredited Customer Service Representative (ACSR) program is a nationally recognized program created by the Independent Insurance Agents and Brokers of America, Inc. and AICPCU/IIA. It provides participants with a strong insurance foundation and equips them with the skills needed to succeed in today’s agency environment.
 
Throughout the insurance industry, an ACSR designation is recognized as a mark of commitment, distinction, and excellence.
 
ACSRs have an increased product knowledge, improved selling and account rounding skills, higher levels of customer service, technical expertise, enhanced productivity, and confidence.
 
Ethics Requirement: The Institutes believe ethical decision making skills are essential to the practice of insurance. Anyone completing the ACSR designation after December 31, 2011 must complete either Ethical Guidelines for Insurance Professionals (for all programs except CPCU) or the CPCU program’s Ethics and the CPCU Code of Professional Conduct. Both online modules are free. Learn more and register now.

Personal Lines
The personal lines designation modules are as follows:

Module 1 - Homeowners Insurance
This course will introduce homeowners policy provisions and help to develop an understanding of the endorsements and pricing, other residential policies, the perils, exclusions and conditions, and provide tips and examples that will allow a firm understanding of this important coverage.

Module 2 - Personal Automobile Insurance
This course will introduce automobile insurance and society, the personal auto policy (PAP) provisions, how to understand endorsements, pricing, and underwriting. It will also provide tips and examples to help understand liability coverage, medical payments, and information on uninsured motorists.

Module 3 - Personal Lines Related Coverage
This course will provide information on dwelling policies, conditions and endorsements, the personal umbrella policy, inland marine floaters, watercraft insurance, government insurance programs, and share real life tips and examples to help explain the content.

Commercial Lines
The commercial lines designation modules are as follows:
 
Module 6 - Commercial Property Insurance
This course will introduce property loss exposures, building and personal property causes of loss, endorsements, and discuss business income and other aspects of insuring commercial property.
 
Module 7 - Commercial Liability Insurance
This course will examine liability loss exposures, CGL occurrences, claims made forms, review endorsements, commercial umbrella, and underwriting guidelines.
 
Module 8 - Commercial Auto Insurance
This course reviews Business Auto Coverage (BAC) and endorsements, and evaluates the garage and truckers forms.
 
Module 9 - Commercial Lines Related Coverages
This course examines inland and ocean marine policies, crime, business owners policies (BOP), workers compensation, and provides an overview of bonds.

Life and Health
The life and health designation modules are as follows:

Module 10 - Understanding Life Insurance
This course will introduce the fundamentals of life insurance. The course acquaints students with the needs and types of life insurance, and life insurance provisions, settlement options, and riders, concluding with an overview of underwriting life insurance.
 
Module 11 - Understanding Health Insurance
This course will introduce the fundamentals of individual and group health insurance plans.  The course acquaints students with the needs and types of health insurance and health insurance policy provisions, including basic and major medical insurance, and introduces the types of managed care plans.
 
Module 12 - Understanding Disability, Government and Long-Term Care Insurance
This course will introduce the fundamentals of government health insurance programs, as well as disability and long-term care insurance. The course helps the students understand the various government programs available, starting with the descriptions of Medicare Parts A and B, then Medicaid, and the basics of workers' compensation.


Core Modules
Core modules are required for each designation. Individuals pursuing multiple designations only need to take the core modules once.
 
Module 4 - Errors & Omissions Loss Control
Learn what a Best Practices approach to Errors & Omissions is and understand agent liability, client responsibilities, how to reduce your clients exposures, common errors, specialty markets, and how to process an E&O claim.
 
Module 5 - Professional Development 
Learn how to take customer service to the next level through understanding and satisfying customer needs, developing a professional appearance, communication, and knowledge that shines through. This class is based on IIABA's Best Practices Guide - Customer Service Made Simple.
The Associate in Risk Management (ARM) program is designed for individuals whose careers involve in a cost-effective manner with exposures to accidental losses. Receiving any of these designations demonstrates a commitment to professional development and recognizes educational efforts.
 
Upon completion of this program, individuals should be able to:
  • Identify and evaluate loss exposures.
  • Analyze possible alternative risk control and risk financing techniques for each exposure.
  • Select the most effective of these alternatives.
  • Implement and monitor these selected risk controls and risk financing techniques.

 Courses
 
The Associate in Risk Management Program (ARM) consists of three courses, each consisting of 13 weekly assignments. To earn the ARM designation, individuals must pass three Insurance Institute of America examinations. Passing the ARM 55 or ARM 56 Examination will satisfy the CPCU 10/Related Studies Requirement of the revised CPCU curriculum.
 
ARM 54 - Essentials of Risk Management
A focus on the first two steps of the risk management decision-making process: identifying and analyzing the loss exposure, and developing alternative techniques for treating each exposure.
 
ARM 55 - Essentials of Risk Control
A focus on the last three steps of the risk management process: selecting appropriate risk control techniques, and monitoring the results for effective control and coordination of the organization's total risk management effort.
 
ARM 56 - Essentials of Risk Financing
Completion of the risk management decision-making process with respect to risks financing techniques. Attention is directed primarily to risk retention, including use of captive insurers, and commercial insurance.
 
To register for the online ARM program, click here.
 
The Construction Risk and Insurance Specialist (CRIS) continuing education (CE) program was developed by IRMI to make it easier for insurance agents, brokers, CSRs, and in-house risk managers or insurance buyers to gain specialized expertise in construction insurance and risk management. Obtaining the CRIS certification will increase the competence, confidence, and credibility of insurance professionals who sell or underwrite insurance for contractors. A contractor who buys insurance from a CRIS designee will know he or she is dealing with a professional who is committed to the construction industry. Construction insurance buyers who obtain the certification will have the knowledge to make wiser insurance and risk management decisions for their employers.
 
The Construction Risk and Insurance Specialist (CRIS) program is a specialized curriculum focusing on the insurance and risk management needs of construction projects and contractors. To obtain the CRIS certification, you complete five specialized courses, which can be taken in any order, on construction risks and insurance.
 
For additional information on the CRIS Program, including registration information, click here to download the brochure.