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Course Information


Program: CIC
Event: Agency Management
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 87
Start Date: Mar 10, 2021
End Date: Mar 11, 2021
Exam Start Date: Mar 15, 2021
Exam End Date: Mar 18, 2021
Price: $399


Accommodations


PIA of Kentucky Webinar Event
Mar 10, 2021


PIA of Kentucky Webinar Event, WB 40604

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

35

Topic Date Time Speaker
Join Webinar Mar 10, 2021 07:45-08:00
Strategic Planning Mar 10, 2021 08:00-12:15 Diane Masterson
CIC, CPCU
Lunch Mar 10, 2021 12:15-13:15
Agency Talent Management Mar 10, 2021 13:15-17:15 Diane Masterson
CIC, CPCU
Exam Briefing Mar 10, 2021 17:15-17:30
Join Webinar Mar 11, 2021 07:45-08:00
Managing Agency Client Retention and Acquisition Mar 11, 2021 08:00-10:00 Joseph Karl Sherrill
MBA, CIC, CRM
Managing Agency Technology Utilization Mar 11, 2021 10:00-12:00 Joseph Karl Sherrill
MBA, CIC, CRM
Lunch Mar 11, 2021 12:00-13:00
Managing Agency Technology Utilization (Continued) Mar 11, 2021 13:00-14:00 Joseph Karl Sherrill
MBA, CIC, CRM
Ethical Responsibility Mar 11, 2021 14:00-17:00 Joseph Karl Sherrill
MBA, CIC, CRM

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Diane Masterson | Bio


Diane has 40 years of experience in the insurance industry. While in college, she started selling and servicing personal insurance through a direct writer. She then switched her focus to the independent carrier side. From there, the vast majority of her career has been spent in positions of underwriting, district sales management, supervision as well as corporate training in insurance contracts, sales, and management practices. Diane is the co-developer of the PaceSetter program at State Auto Insurance and has personally coached more than 1,000 new producers for more than 22 years. She began teaching as a faculty member for the National Alliance for Insurance Education & Research in 2013 where she lectures all over the country. Some of her classes include: sales management, carrier/agency relations, Ruble MEGA's, and will be expanding into CIC. Diane is currently an advisor to the business school within Columbus State Community College and has previously served as President of the Columbus CPCU chapter.

Joseph Karl Sherrill | Bio


Karl Sherrill is a Consultant with Marsh & McLennan Agency (MMA) in their High Point, NC office. Karl serves as the Leader for the National Manufacturing Practice Group at MMA and manages their Private Education and Tuition Insurance programs. Prior to joining MMA, Karl worked over 20 years in manufacturing with specific experience in textiles, automotive, furniture, plastics, food and beverage, distribution/supply chain, and heavy machinery. He has specific training in team building, ISO Standards, OSHA Voluntary Courses, and Kaizen Continuous Improvement Instruction. His background provides unique insights into the risk that companies face and allows him to build innovative and forward-thinking risk management strategies for his clients. Karl is a respected lecturer having taught undergraduate and graduate courses in professional sales, sales management, business communication, and fundamentals of management. He enjoys speaking to various business groups regarding ethics, leadership, interpersonal relationship dynamics, and professional network building. Karl earned his CIC and CRM designations in 2013. Karl is a graduate of North Carolina State University with a Bachelors and Masters degree in Textile Management. He also earned his MBA from Elon University, where he received the Richard H. Behrman Most Outstanding MBA Graduate award. Karl was also inducted into the International Business School Honor Society of Beta Gamma Sigma. He served on the board for the Elon School of Business and was a founding member of both the Elon Chandler Professional Sales Center Board of Advisors and the Elon MBA Student-Alumni Board. Karl serves as a District Director on the Board of the Independent Insurance Agents of North Carolina (IIANC) and is a past Chairperson for the NC Young Agents Committee of the IIANC. In 2011, Karl was selected as the North Carolina Young Agent of the Year. He also serves on the Legislative Committee for the IIANC where he spends time in Washington, DC meeting with legislators regarding insurance and business legislation. In the community, Karl serves on the advisory board for a local bank, held leadership roles in church and civic organizations. As an Eagle Scout, he remains active in his local troop.

Patrick Deem | Bio


Patrick Deem began his insurance industry career in December 1969 with USF&G Insurance Company in the Louisville, Kentucky Branch Office. He has been an Underwriting Manager, Sales Manager, Excess and Surplus Lines Underwriter, and an Independent Insurance Agent. Patrick publishes articles and conducts seminars on a state and national basis regarding technical subjects of property and casualty insurance for insurance and trade associations. In addition, Patrick has served as an insurance consultant and testified as an expert witness in various fields associated with the insurance industry. Currently, Patrick is a licensed Risk Manager in Texas. He founded Risk Management and Insurance Education Services in Austin, Texas, an independent company which serves insurance companies, agents, and insureds. Patrick holds the Certified Insurance Counselor designation, which he obtained in 1984. He has been a National Faculty member for The National Alliance for Insurance Education & Research since 1986.