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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: Dec 02, 2020
End Date: Dec 03, 2020
Exam Start Date: Dec 07, 2020
Exam End Date: Dec 09, 2020
Price: $470


*CE Hours vary by State

Accommodations


PIA Southern Alliance Webinar Event
Dec 02, 2020


PIA Southern Alliance Webinar Event, WB 30096

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Agenda

20

Topic Date Time Speaker
Join Webinar Dec 02, 2020 07:30-08:00
Executive Strategies Dec 02, 2020 08:00-10:15 John Neal
MBA
Actuarial Practices & Accounting Dec 02, 2020 10:15-12:15 John Neal
MBA
Lunch Dec 02, 2020 12:15-13:15
Claims Dec 02, 2020 13:15-17:15 John Neal
MBA
Join Webinar Dec 03, 2020 07:30-08:00
Agency/Policyholder Services Dec 03, 2020 08:00-10:00 Rebecca Lathrop
CIC, CPIA
Product Development Dec 03, 2020 10:00-12:00 Rebecca Lathrop
CIC, CPIA
Lunch Dec 03, 2020 12:00-13:00
Underwriting Dec 03, 2020 13:00-17:00 Rebecca Lathrop
CIC, CPIA

What Time Does This Start For Me?

Pacific Mountain Central Eastern

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.

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.

Victor A. Puleo | Bio


Dr. Victor Puleo is the Davey Chair of Risk Management and Insurance in the Lacy School of Business at Butler University, Indianapolis, IN. He earned a doctorate degree in risk management and insurance at Florida State University. Dr. Puleo has articles published in the Journal of Insurance Issues, Risk Management and Insurance Review, Managerial Finance, and Best's Review. The Davey Risk Management and Insurance Program at Butler University equips students with a variety of experiential education - including two required for-credit internships. Butler University's College of Business is the top-ranked business school in the country for internships according to Bloomberg Businessweek's rankings. Highlights of the Davey Risk Management and Insurance Program include the first-of-its-kind student-run captive insurance company, lifelong career mentors, two required for-credit internships, student attendance at national and regional industry events, classroom case studies, and an elite chapter of Gamma Iota Sigma - the international collegiate insurance, risk management and actuarial student fraternity. Dr. Puleo is a Certified Insurance Counselor (CIC) and Certified Financial Planner ™ Certificant. He is an Educational Consultant (1994) and National Faculty Member (2008) for the Society of Certified Insurance Counselors. Dr. Puleo is a member of the Board of Directors and Chair of The National Alliance Research Academy. Prior to being named the Davey Chair of Risk Management and Insurance, Dr. Puleo was an Associate Professor of Insurance and Risk Management at the University of Central Arkansas (UCA), Conway, AR. The insurance and risk management undergraduate degree program at UCA is nationally ranked. Students from UCA were the first in the country to be conferred the University Associate Certified Insurance Counselor (UACIC) designation. The UACIC designation was created to give college students pursuing an insurance and risk management undergraduate degree the opportunity to attain a new level of professionalism through advanced practical education while in college. This designation is a program of the National Alliance Research Academy.