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Moderating Opportunities
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Key ingredients for a successful contact center operation include the proper integration of people, processes and technology. LOMA’s Contact Center Workshop is the best place to learn the latest trends and leave with real-world solutions to improve your contact center operations. You’ll discover what your peers are doing, and obtain ideas that will help you develop and implement better strategies, improve processes, optimize resources and achieve your goals. Some exciting new sessions have been added to this program that will provide takeaways that you will be able to apply immediately to your operations.

Important Notice:  Thanks to valuable feedback from our members and attendees, LOMA’s Policyowner Service Seminar and Contact Center Workshop will take place only once in 2008 with the goal to maintain strong attendance and present the best program possible.

Wednesday, April 30, 2008

7:45 A.M.–8:45 A.M.
Continental Breakfast

8:45 A.M.–10:00 A.M.
Opening Comments and Opening General Session
Strategies for Service Excellence from an Industry Leader

Call
Center
Excellence: Another Chapter in the Story
Lynn A. O'Neill, Assistant Vice President, New York Life Insurance Company - AARP Operations


O’Neill will provide insight into the culture, practices and processes resulting in the success of a New York Life Insurance call center.  She made a similar presentation that was extremely highly rated at the 2007 conference. This session will be an opportunity to learn how this contact center is continuing to evolve and become a center of service excellence. 

10:15 A.M. – 11:30 A.M.
Concurrent Interactive Discussions Session 1

(Select one)

 

1A: Contact Center Excellence – What are you Doing to Achieve This Goal?

 

The term contact center excellence is used to describe the culture and overall practices in a contact center.  What does contact center excellence mean in your company and what steps are your company taking to achieve this goal?  Is it award-winning metrics?  Is it the culture?  Attendees in this session will discuss what call center excellence means to them and discover practices and procedures employed by contact centers striving for excellence.

1B:  Are Your Agents at Home … Working?

With the proliferation of technology combined with the challenges of retaining a qualified staff, the practice referred to as telecommuting, home-based agents or simply working from home, is on the rise.  Frequently implemented out of necessity to retain valuable staff members, it may be cost effective and increase productivity.  Or is it?  Participants in this session should be prepared to discuss why and how telecommuting is employed in their organization.  What are some of the technology challenges you are facing to overcome to implement this initiative?  Is it cost effective?  Attendees will learn how other companies are succeeding with this practice, and will discover the pitfalls to avoid.  

1C:  Managing and Measuring the Metrics

It has been stated before that you can’t manage what you don’t measure.  Using metrics to measure productivity is the first step to increasing it.  Attendees will talk about the most critical call center metrics, CSR performance, how to calculate those numbers and what to do with the data.  Discuss how to balance productivity and quality, as well as create highly visible metrics that drive the CSR’s improvement process. Learn what can be gained from individual metrics, and how to integrate key metrics to increasing customer satisfaction and customer loyalty. Discover how to use key metrics to train, motivate, improve and retrain employees.

11:45 A.M. – 1:00 P.M.
Lunch Provided for Conference Attendees

 

1:00 P.M. – 2:00 P.M.
General Session

Redesigning the Contact Center Organizational Model to Improve the Customer Experience

Robert Osgood, Vice President, Exogen

Are your customers forced to negotiate your company’s organizational structure blindfolded in order to try to conduct their business?  Are transferred calls far too common and negatively impacting your One Call Resolution rate?  If the answer to these questions is “yes,” your customer service center is exhibiting clear signs of organizational dysfunction.

How can you ensure that the majority of valuable customers are:

  • Routed to the best skilled individual
  • Dealt with accurately the first time
  • Handled by satisfied employees who see a bright future with your company?

This case study presented by Osgood, a call center consultant with more than 20 years of cross functional experience in consulting for insurance, financial services and other industries with key areas of expertise in contact centers and customer service, will demonstrate how he approached this challenge using a combination of a new organizational model, supporting technology and an employee-centric philosophy. It will be a lively, give-and-take session so come with your sleeves rolled up and ready to work!

2:15 P.M. – 3:30 P.M.
Concurrent
Interactive Discussions Session 2

(Select one)


2
A: Best Practices in Call Center Management


Best practices may be defined as those practices an organization considers to be its greatest attributes. Most successful call centers follow a certain set of practices that maximize productivity, customer loyalty and employee satisfaction. Attendees of this session should be prepared to discuss their call center’s best practices that optimize performance as well as employee and customer satisfaction.

2B:  Managing Difficult Employees While Rewarding Outstanding Performers

Properly managing the factors that affect employee performance is vital to the quality of service you can deliver. Gain insight on how to deal with problematic employees while keeping your stars motivated. Discuss stifling bad influences, turning the negative into the positive, when to terminate difficult employees, maintaining staff morale and other related topics. Learn about ways to motivate for performance with non-monetary rewards, dispelling false rumors, promoting from within the department, and guiding staff members through alliances, mergers, acquisitions, downsizing and other transitions.

2C: Call Monitoring and Coaching for Success

Ongoing success depends on more than a one-time event.  True success requires the constant monitoring, training and coaching of your staff to build and maintain a successful contact center. At this session, discuss how using a contact monitoring program can fit into an overall contact center strategy and hear innovative ways of developing staff through various coaching and training methods. Also, learn the technologies and techniques other organizations use to monitor and record phone calls and discover how they can be used in the coaching process.

3:45 P.M. – 4:45 P.M.
Interactive Discussions Session 3

(Select one)

3A: Improving Morale & Preventing Employee Burnout

The stress often associated with a call center representative’s job can lead to low morale, burnout and, eventually, high turnover. Come to this session to share ideas on improving morale and preventing burnout through improving working conditions, establishing incentives and providing a career path for your reps. Learn how to prepare your staff for the new skills and performance standards expected in the contact center of today. Attendees should be prepared to discuss how to maintain morale during mergers and downsizing.

3B: Handling the Irate Caller and Complaint Resolution

Not all calls to a call center are routine.  Some callers are rude, angry and difficult to deal with. Complaints from callers are also common and have to be dealt with by call center representatives.  Attendees to this session will share their insights on how their organization handles the angry or difficult caller and their procedures for handling complaints.

5:30 P.M. – 6:30 P.M.
Networking Reception

6:30 P.M. Dine Around

What better way to network with fellow attendees than to dine together at a local restaurant? Restaurant sign-up sheets will be posted at the conference registration desk.

Thursday, May 1, 2008

7:45 A.M. – 8:30 A.M.
Continental Breakfast

8:30 A.M. – 9:30 A.M.
General Session

Leading Edge Contact Center Technology... Technology You Can Implement to Effectively Serve Your Customers
Alan Mattei, Managing Director, Novantas

The employment of the right technology in a contact center can mean the difference between service excellence and service mediocrity.  With experience as a call center adviser and technology provider for major players such as Bank of America Corp. and the former MBNA Corp, Mattei will share insight into contact center technologies to more effectively serve your customers.

9:45 A.M. – 10:45 A.M.
General Session
In Search of Workers … What Can You Do About It?

Ron Hetrick, Director of Market Research, Aerotek Professional Services
Jeremy Feldmann, Director of National Sales, Aerotek Professional Services

Your company has taken the time to pick out the best and most appropriate technology for the call center.  A training program is in place and a success profile of your target job candidates is developed.  You put up your help wanted signs and wait...and wait, but the applicant pool you are seeing is not what you had hoped for.  Why?  To steal a popular phrase, to get the best talent, it is all about "location, location, location."  Life is not about hoping for a "Field of Dreams," if you open it they will come.  We all need to become labor economists if our most valuable asset is the quality of our employees.  In this workshop we will:  

  • Review the state of the country and how the 'War for Talent' is shaping up
  • Examine how local labor market economics not only affect your hiring, but your retention
  • Look at how changing economic conditions can affect how often you should benchmark your pay rates
  • Find out which markets are the most ideal for hiring right now...and which ones are not
  • Discover different ideas for how to succeed if your market is heavily favoring job seekers

11:00 A.M. – 12:00 P.M.
Interactive Discussions Session 4

(Select one)

4A: Essential Contact Center Technology:  What Works!


Technology is one way to move your call center to a new level.  Call centers are transforming into multi-media customer contact centers and distribution channels driven by new and innovative technologies.  What technology is the most essential in your call center and why?  Be prepared to discuss how your organization chose and implemented this technology, how it is used and its overall effectiveness.

4BC: Hiring, Staffing and Workforce Management

With high call center employee turnover rates, the hiring of employees who will stay with your organization is critical.  Excellent phone skills no longer provide the complete definition of a successful CSR. Today’s reps need excellent written and verbal communication skills, advanced product knowledge and proficient computer skills. Come to this session to discuss employee selection tools that work.  Discover the best interview questions to ask, and learn how to find, attract and, ultimately, hire the best reps.

12:00 P.M. Noon Conference Adjourned

Hotel Information

Hyatt Regency Minneapolis
1300 Nicollet Mall
Minneapolis MN 55403

Reservations:
(800) 233-1234
or direct at (612) 370-1234

Room rate: $179.00 single/double + 13.15% tax

 

Mention that you are attending the LOMA meeting, and reserve by April 7, 2008 to get this discounted rate.

 

Registration
If you register by April 7, 2008
LOMA Member:   $515
LIMRA Member* $655
Nonmember: $815

If you register after April 7, 2008
LOMA Member  $595
LIMRA Member* $745
Nonmember $895

*Price for members of LIMRA International who are not members of LOMA.

Special Offer!
Save $100 when you also register for the LOMA Policyowner Service Seminar,
April 28–29 at the Hyatt Regency Minneapolis.

Register for both by April 7, 2008 
LOMA Members $930
LIMRA Member* $1,210
Nonmembers $1,530

Register for both after April 7, 2008
LOMA Members $1,090
LIMRA Member* $1,390
Nonmembers $1,690

Refund Policy
LOMA requires all cancellations or refund requests be received in writing. These requests carry a $75.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than three business days before the meeting start date. No refunds will be granted if the request is received within three business days of the meeting. If for any reason a meeting is cancelled, LOMA will refund the total registration fee. However, LOMA will not be responsible for any travel, hotel accommodations or other costs incurred.

Moderating Opportunities and Discounted Registration Fees
Several sessions have moderators and we welcome attendees to be considered to serve as a moderator for a discussion session. A moderator is responsible for offering insight on the topic, assuring a steady flow of discussion, proposing topics for discussion and beginning and ending sessions on time. This is an excellent way to make sure your concerns are addressed. Moderators are also eligible for a discounted registration fee. Contact Jim Huffman of LOMA at 770-984-6446 to discuss moderating opportunities.

For More Information
Contact us at 770-984-6446 or e-mail insops@loma.org.

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