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Course Information


Program: CIC
Event: Insurance Company Operations
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 153
Start Date: Dec 09, 2020
End Date: Dec 10, 2020
Exam Start Date: Dec 15, 2020
Exam End Date: Dec 17, 2020
Price: $420


*CE Hours vary by State

Accommodations


Instructor Led Online Course
Dec 09, 2020


Instructor Led Online, WB 78731

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Dec 09, 2020 07:30-08:00
Executive Strategies Dec 09, 2020 08:00-10:15 John Neal
MBA
Actuarial Practices & Accounting Dec 09, 2020 10:15-12:15 John Neal
MBA
Lunch Dec 09, 2020 12:15-13:15
Claims Dec 09, 2020 13:15-17:15 John Neal
MBA
Join Webinar Dec 10, 2020 07:30-08:00
Agency/Policyholder Services Dec 10, 2020 08:00-10:00 Bill Reedy
CIC, AU, AINS
Product Development Dec 10, 2020 10:00-12:00 Bill Reedy
CIC, AU, AINS
Lunch Dec 10, 2020 12:00-13:00
Underwriting Dec 10, 2020 13:00-17:00 Bill Reedy
CIC, AU, AINS

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Bill Reedy | Bio


Bill Reedy is President of Performance Partners, an insurance and professional skill training and consulting company headquartered in Seville, Ohio. Bill's special interests lie in Commercial Property/Casualty and Agency-Company relations. He is a graduate of the College of Wooster in Wooster, Ohio; is a published author in the area of Business Income and has conducted agency training sessions since 1994. Bill is a CIC Faculty member and earned his CIC designation in 1993. Bill has instructed in several states over a wide range of insurance topics. Prior to this, Bill was a Personal and Commercial Lines Underwriter and Marketing Manager for Westfield Group, Westfield Center, OH. Bill also served as Manager of Commercial Lines Training Delivery, and was responsible to the Commercial Lines Graduate Development Program. Previously, Bill managed the TAPP program for new producer training at Westfield Insurance. He has also served on the Commercial Lines P&C Licensing Review committee for the Ohio Department of Insurance. More recently, Bill has served as an instructor with the Insurance Company Operations training team for the National Alliance. Bill is an advocate for continuous learning and The National Alliance programs. His company and industry experience along with his presentation ability combine to add value and enhance the knowledge, and performance of fellow insurance professionals.

Jim Glasser | Bio


James Glasser recently retired as the Resident Vice President and Regional Manager for The Central Mutual Insurance Company Northeast Regional Office. He was responsible for all underwriting, marketing, and claims functions serving independent agents in NH, MA, NY, and CT. James is a graduate of the University of Vermont and has been in the insurance industry for over 45 years. He has held a wide variety of management positions in underwriting, marketing, and general management for local, regional and national carriers in the New England marketplace. Specifically, for Peerless Insurance Company he was the director of commercial underwriting in the Home Office, and then Regional Underwriting Manager and Regional Vice President for the Massachusetts office. For Commercial Union Insurance Co., he was the Regional Marketing Director for the Southern New England Region. For Arbella Insurance Group, Glasser held a variety of positions including Vice President and General Manager of Arbella Protection Insurance Co., Assistant Vice President of Commercial Lines Underwriting, and Assistant Vice President of Marketing. An active proponent of continuing professional development, he sat on the Education Committee of the Massachusetts Association of Insurance Agents (MAIA) and served as an instructor for that association, served as a member of the Boston Chapter CPCU board of directors. He earned his CIC designation in 1993 and his CRM designation in 2004. He is currently on the CIC Board of Governors with the National Alliance for Insurance Education and Research, sits on the Advisory Committee for the Insurance Company Operations institute, and serves as an instructor and educational consultant for the Alliance. He holds a Florida insurance agent license.

John Neal | Bio


John Neal has over 20 years’ experience in both personal and commercial lines insurance company operations with specific emphasis in the areas of risk management, risk analysis and risk financing. Within the Personal Lines market, John supported Farmers Insurance expansion into seven new Eastern states. Within Liberty Mutual’s Commercial Market Lines, John was Manager of Analysis for Risk Management Solutions where he managed a team of twelve Risk Management Consultants responsible for supporting Liberty Mutual's Commercial Market Distribution and Service Management Department. John provided analytical support for consulting projects, risk financing design and structuring, finite (financial) insurance products, cost allocation projects, loss analysis, captive support, and industry benchmarking. Currently, John is the Risk and Operations Manager at Cleanetics, a design-build clean room specialist serving an array of industries. John has also held positions as a Senior Risk Financing Analyst and Risk Management Consultant. Prior to entering the insurance and risk management field, John worked ten years in the pollution control and medical device industries as a chemical and manufacturing engineer, accountant, and financial manager. John's academic background includes a BS from the University of California, Santa Barbara and an MBA from the University of Pittsburgh. He earned his CRM designation in 2005 and has been a CRM National Faculty member for The National Alliance since 2005. Currently, John supports faculty development for both CIC and CRM curriculums and also serves as an educational consultant.