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Course Information


Program: CIC
Event: Agency Management
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 99
Start Date: May 05, 2021
End Date: May 06, 2021
Price: $495


Accommodations


FAIA Webinar Event
May 05, 2021


FAIA Webinar Event, WB 32317

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

35

Topic Date Time Speaker
Join Webinar May 05, 2021 07:30-08:00
Strategic Planning May 05, 2021 08:00-12:15 Rebecca Lathrop
CIC, CPIA
Lunch May 05, 2021 12:15-13:15
Agency Talent Management May 05, 2021 13:15-17:15 Rebecca Lathrop
CIC, CPIA
Join Webinar May 06, 2021 07:30-08:00
Managing Agency Client Retention and Acquisition May 06, 2021 08:00-10:00 Joseph Karl Sherrill
MBA, CIC, CRM
Managing Agency Technology Utilization May 06, 2021 10:00-12:00 Joseph Karl Sherrill
MBA, CIC, CRM
Lunch May 06, 2021 12:00-13:00
Managing Agency Technology Utilization (Continued) May 06, 2021 13:00-14:00 Joseph Karl Sherrill
MBA, CIC, CRM
Ethical Responsibility May 06, 2021 14:00-17:00 Joseph Karl Sherrill
MBA, CIC, CRM

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Allen Messer | Bio


Allen Messer brings technical skill, initiative, and experience to bear on the complex problems of insurance and risk management. He began his insurance career in March of 1971. He has worked for several different insurance companies in various capacities and has been involved in the independent agency system as a producer and agency owner. Allen currently consults agencies, companies, risk managers, and attorneys as well as instructs various seminars and live webinars. He earned his CPCU designation in 1981 where he received the Distinguished Graduate Award for attaining the highest academic average in the Nation. He earned his CIC designation in 1977 and serves as an Educational Consultant and is a National Faculty member of The National Alliance for Insurance Education & Research.

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.

Rebecca Lathrop | Bio


Becky Lathrop is the Vice President of Optimum Performance Solutions, LLC, a company that provides management consulting on a nationwide basis to insurance agencies and carriers. Both her agency and corporate experiences provide unique perspectives when assisting her clients. Becky earned her CIC designation in 2004 and is a Certified Professional Insurance Agent. She has a degree in Risk Management and Insurance from Florida State University and has been working in the insurance industry for over 30 years. Becky has a diverse background in the insurance business, including positions such as Agency Business Consultant, Sales Manager, Underwriting Consultant, Financial/Market Analyst, Portfolio Manager, and Office Manager. Becky helps agencies throughout the United States grow profitably by counseling them in areas such as workflow management, staff stratification/organization and training, sales/ marketing business plans, client retention, strategic planning, and producer management and compensation. She has also developed and facilitates many agency and carrier training programs, including a sales/service training series to assist with cross-up selling growth; marketing/profitability workshops to help agencies manage their loss ratios, and assist them with capitalizing on contingency bonus opportunities.