Print

Course Information


Program: CIC
Event: Agency Management
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 107
Start Date: Oct 14, 2020
End Date: Oct 15, 2020
Exam Start Date: Oct 19, 2020
Exam End Date: Oct 21, 2020
Price: $430


*CE Hours vary by State

Accommodations


Alabama IIA Webinar Event
Oct 14, 2020


Alabama IIA Webinar Event, WB 35211

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Oct 14, 2020 07:30-08:00
STRATEGIC PLANNING Oct 14, 2020 08:00-12:15 David A. Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Lunch Oct 14, 2020 12:15-13:15
TALENT ACQUISITION AND DEVELOPMENT Oct 14, 2020 13:15-17:15 David A. Walker
CIC, CRM, ARM, AAI, LIC, CAWC
Join Webinar Oct 15, 2020 07:30-08:00
CLIENT RETENTION AND ACQUISITION Oct 15, 2020 08:00-10:00 Joseph Karl Sherrill
MBA, CIC, CRM
TECHNOLOGY UTILIZATION Oct 15, 2020 10:00-12:00 Joseph Karl Sherrill
MBA, CIC, CRM
Lunch Oct 15, 2020 12:00-13:00
TECHNOLOGY UTILIZATION (Continued) Oct 15, 2020 13:00-14:00 Joseph Karl Sherrill
MBA, CIC, CRM
ETHICAL RESPONSIBILITY Oct 15, 2020 14:00-17:00 Joseph Karl Sherrill
MBA, CIC, CRM

What Time Does This Start For Me?

Pacific Mountain Central Eastern

David A. Walker | Bio


David A. Walker was elected to the Independent Insurance Agents & Brokers of America (IIABA or the Big "I") executive committee at the association's Leadership Conference in New Orleans September 2009. David began his insurance career in 1979 as an agent with Guarantee Mutual Life Insurance Co. In 1981, he joined Hartland Insurance Agency as a producer, rose through the ranks, and currently serves as president and principal of the agency. Throughout his career, David has been an active association leader at the state and national level. He has served on the Michigan Young Agents Council, the National Young Agents Council, the Michigan Association of Insurance Agents (MAIA) Education Committee (including three years as chairman), MAIA Legislative Affairs Committee and MAIA Agency-Company Relations Committee. In 2014-15 he served as the Chairman of the Independent Insurance Agent & Brokers of America (IIABA). At the national level, David served for five years, 2004-09, as the director representing Michigan on the Big "I" National Board of Directors. He has served on many and varied committees at the IIABA level during his service on the board and executive committee. David has taught many classes nationally for CIC, CISR and numerous conventions. David has received numerous MAIA awards including the Young Charger Award in 1986, the Aschom Education Award in 1997 and 2000, the Forsetlund Award (Agent of the Year) in 2000 and 2003, and the W.O. Hilderbrand Award in 2006 for his lifetime service and achievement in the insurance industry and MAIA, and in 2019 received the Capitol Award for his active work on legislative affairs in Michigan.

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 A. 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.