Independent study and proficiency examination program administered from the central offices of LOMA.
Length:
Version 1 and 2: Independent study.
Dates:
Version 1: June 1995 - October 2000. Version 2: November 2000 - December 2013.
Instructional delivery format:
Hybrid course/exam
Learner Outcomes:
Version 1: Upon successful completion of the course, students will be able to: describe the function of management and basic management principles; recognize common problems in the business office environment and identify potential solutions; and describe techniques for maximizing the productivity of administrative staff members and controlling expenses. Version 2: Upon successful completion of the coures, students will be able to: discuss effective resource management in an office environment; identify practical ways to provide support for agents; recognize compliance and sales practice issues that affect agents and field offices; explain how to use technology to improve communication;and identify principles of financial management; identify methods of recruiting, training, and evaluating employees.
Instruction:
Version 1: Major topics include: basic principles of management; managing a culturally diverse workforce; communication networks; recruiting and orientation; supervision and training; salary administration; office automation and ergonomics; managing office information systems; improving office productivity; examining workplace issues. These topics are discussed in both a general context and the context of the organization and systems used in an insurance agency office. Version 2: Major topics include: insurance marketing and distribution; compliance and ethics; functions of the supervisor; quality and teams; using technology; communication; projecting a professional image; office management; identifying and hiring employees; compensating, training, and appraising employees; working with people. These topics are discussed in both a general context and the context of the organization and systems used in an insurance agency office.
Credit recommendation:
Version 1 and 2: In the lower division baccalaureate/associate degree category OR in the upper division baccalaureate degree category, 3 semester hours in Office Management or Administrative Office Systems (12/95) (1/01 revalidation) (7/06 revalidation) (6/12 Administrative Review). NOTE: This course overlaps with Management Principles and Practices (LOMA 330). If both courses are completed, a total of 4 semester hours is recommended.