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Course Information


Program: CIC
Event: Agency Management
Delivery Method: Webinar
Instruction Hours: 16*
Metro Area:
Available Seats: 190
Start Date: Dec 07, 2020
End Date: Dec 10, 2020
Price: $420


*CE Hours vary by State

Accommodations


Instructor Led Online Course
Dec 07, 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 07, 2020 09:30-10:00
Strategic Planning Dec 07, 2020 10:00-12:15 Robert E. Shomo
MBA, CIC
Lunch Dec 07, 2020 12:15-12:45
Strategic Planning (continued) Dec 07, 2020 12:45-14:45 Robert E. Shomo
MBA, CIC
Join Webinar Dec 08, 2020 09:30-10:00
Talent Acquisition and Development Dec 08, 2020 10:00-12:00 Robert E. Shomo
MBA, CIC
Lunch Dec 08, 2020 12:00-12:30
Talent Acquisition and Development (continued) Dec 08, 2020 12:30-14:30 Robert E. Shomo
MBA, CIC
Join Webinar Dec 09, 2020 09:30-10:00
Client Retention and Acquisition Dec 09, 2020 10:00-12:00 Joseph Karl Sherrill
MBA, CIC, CRM
Lunch Dec 09, 2020 12:00-12:30
Technology Utilization Dec 09, 2020 12:30-14:30 Joseph Karl Sherrill
MBA, CIC, CRM
Join Webinar Dec 10, 2020 09:30-10:00
Technology Utilization (continued) Dec 10, 2020 10:00-11:00 Joseph Karl Sherrill
MBA, CIC, CRM
Ethical Responsibility Dec 10, 2020 11:00-12:00 Joseph Karl Sherrill
MBA, CIC, CRM
Lunch Dec 10, 2020 12:00-12:30
Ethical Responsibility (continued) Dec 10, 2020 12:30-14:30 Joseph Karl Sherrill
MBA, CIC, CRM

What Time Does This Start For Me?

Pacific Mountain Central Eastern

Bruce McCreadie | Bio


Bruce McCreadie is the founder and president of American PEO Insurers, a virtual agency that specializes in providing insurances for Professional Employer Organizations and Staffing Companies across the country. Bruce commenced his agency career as a founding partner in "Ashlyn & McCreadie Insurance and Financial Services", an agency which was formed in 1982. This agency was driven by a very active sales center operation that marketed Personal Lines, Commercial Lines, and Life, Health, and Financial Services. Upon retiring to Florida, Bruce opened a new agency in Tallahassee marketing personal and commercial lines. The agency was very successful in that it was a "laboratory" where the latest in technology and marketing & sales ideas were implemented. During this time Bruce also served on the Faculty of Florida State University, College of Business, Department of Risk Management and Insurance. Bruce is a graduate of Florida State University majoring in "Business Management" with minor coursework in "Risk Management and Insurance." Bruce is a Certified Insurance Counselor (CIC), an Accredited Advisor in Insurance (AAI), and a Certified Professional Insurance Agent (CPIA). Additionally, Bruce has served on various Boards of The National Alliance and currently serves on the Florida State University Executive Council of the Dr. William T. Hold/The National Alliance Program in Risk Management & Insurance.

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.

Robert E. Shomo | Bio


Bobby Shomo is President of Shomo-Madsen Insurance which is headquartered in central Iowa. Shomo-Madsen Insurance is a Best Practices Agency recipient for six years running and represents approximately 16 Insurance Companies with an agency mix of roughly 45% Personal Lines, 25% Commercial Lines, 20% Municipalities and 10% Life and Health. The agency has five locations and 25 employees with their main office in Marshalltown, Iowa. They continue to pursue growth through both acquisition and organic growth and are scheduled to close their next agency purchase on October 30th, 2020. Bobby is involved in the agency on a full-time basis as a managing partner, a producer specializing in schools and municipalities and the Human Resources manager. Prior to purchasing his first agency, Bobby spent six years on the company side primarily in casualty claims with rotations in underwriting and loss control. His MBA was earned with concentrations in Finance and Accounting and he received his CIC designation in 2012. Bobby has a passion for education as both a teacher and a student. His background brings a perspective from both the company and agency sides. In addition, his agency experience has developed from a relatively small, single owner shop with three employees and a handful of contracts to his current structure with a 50/50 partner, multiple locations and staff of twenty-five. Additionally, Shomo-Madsen Insurance has had to deal with three catastrophic weather-related events in 25 months. An EF-3 tornado in July of 2018 that hit main street; a major hail storm in May of 2019 and a Derecho (106 mph straight-line winds) in August of 2020. Bobby is currently working toward his CRM designation.