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Course Information


Program: CIC
Event: Insurance Company Operations
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 150
Start Date: Feb 03, 2021
End Date: Feb 04, 2021
Price: $435


*CE Hours vary by State

Accommodations


PIIAC Webinar Event
Feb 03, 2021


PIIAC Webinar Event, WB 80238

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

10

Topic Date Time Speaker
Join Webinar Feb 03, 2021 07:30-08:00
Executive Strategies Feb 03, 2021 08:00-10:15 Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Actuarial Practices & Accounting Feb 03, 2021 10:15-12:15 Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Lunch Feb 03, 2021 12:15-13:15
Claims Feb 03, 2021 13:15-17:15 Jay Williams
CIC, CRM, CRIS, MLIS, AIP, AAI, ACSR
Join Webinar Feb 04, 2021 07:30-08:00
Agency/Policyholder Services Feb 04, 2021 08:00-10:00 Rebecca Lathrop
CIC, CPIA
Product Development Feb 04, 2021 10:00-12:00 Rebecca Lathrop
CIC, CPIA
Lunch Feb 04, 2021 12:00-13:00
Underwriting Feb 04, 2021 13:00-17:00 Rebecca Lathrop
CIC, CPIA

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Jay Williams | Bio


Jay Williams is a National Faculty Member and an Educational Consultant for The National Alliance for Insurance Education and Research. He earned his CIC designation in 1996 and his CRM designation in 2004. He is a veteran of the insurance industry, starting his career in 1979. His experience includes 21 years in the agency business, nine years at the Florida Association of Insurance Agents, and seven years as an insurance company and PEO executive. Jay also served as the interim CEO for Applied Client Network, the user-group association for agents using Applied Systems platforms. Jay has been teaching formal insurance classes for over 20 years, including both technical insurance and E&O loss control classes for FAIA. He was part of the IIABA Loss Control Working Group for 5 years and also served on the Professional Liability Committee. His experience on the agency, association, and company sides gives Jay a uniquely rounded perspective on the insurance industry. His most recent position was the CEO of a construction risk wholesale operation. In addition to his work as an insurance educator, Jay serves as an expert witness, a consultant to insurance companies, associations, agencies, and industry-related partners, and an E&O auditor.

John M. Dismukes | Bio


John Dismukes has been involved in the insurance business since 1967. He has worked for an insurance company as a marketing representative, independent insurance agent, and served as Director of Education for the Independent Insurance Agents of Oklahoma from 1996 to July 2000. John received his CPCU designation in 1977, his AAI designation in 1984, and his CIC designation in 1994, and his AIS designation in 2000. He has served as President of the Independent Insurance Agents of Greater Tulsa and President of the Northeastern Oklahoma Chapter of CPCU. John is a National Faculty member of The National Alliance and serves as Educational Consultant. John formed his own independent training and consulting firm in 1998, and now conducts educational seminars all over the United States. In addition, he provides consulting services, expert witness services, and insurance agency valuations to agencies and companies.

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.