Hurricane Irma Course Postponements Update

Hurricane Course Cancellation Update:  First and foremost, we at The National Alliance hope you and your families are safe; our best wishes go out to all of you.

The following courses have been postponed due to the hurricane:

 

September 8, 2017 Commercial Casualty II – San Juan, PR

September 12, 2017 Insuring Personal Auto Exposures – Ft. Myers, FL

September 12, 2017 Insuring Personal Residential Property – Duluth, GA

September 20, 2017 Commercial Property Institute – San Juan, PR

 

Keep checking back for further updates as this ongoing situation unfolds. 

If you need to cancel or transfer your registration, please contact your state association

2017 Outstanding CSR of the Year State Winners Selected

AUSTIN, TX (June 22, 2017) – Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to represent their states and compete to become the National Outstanding CSR of the Year.  This prestigious award, regarded as the foremost national award of its kind, recognizes the contributions and commitment of those who serve clients within the insurance industry.

To qualify for the top state honor, the 2017 candidates submitted an essay on the following topic: 

 

 A friend who is a CSR has come to you for advice about a new customer service job opportunity in an agency in another city. What five factors about the employer and the position would you advise them to consider before accepting the job? Please discuss the most important factor first.”

Additionally, entrants must have demonstrated commendable service to their agencies, their industry, and their community.  The only eligibility requirement for this award is that the candidate must be an insurance customer service representative, or have primary responsibility for insurance customer service duties. 

“The Outstanding CSR of the Year Award recognizes the annual exemplar for exceptional customer service representatives across the nation,” said Danielle Janecka, Senior Vice President of The National Alliance. “Through their essays, contributions to their agencies, and their letters of recommendation, every one of the state winners helps to raise the standard for personal and professional excellence.  We honor them for their clear contributions to their colleagues, teams, and organizations.  They are the face of customer service for our whole industry.”

Each state winner receives a framed certificate and is eligible to compete for the national honor, which carries a $2,000 cash award, a gold and diamond pin, $1,000 cash award for the nominator, and a scholarship for the recipient’s employer to any program offered by The National Alliance. Additionally, the name of the Outstanding CSR of the Year is inscribed on a sculpture permanently displayed at the national headquarters of The National Alliance for Insurance Education & Research in Austin, Texas. 

The National Alliance Welcomes New Board Officers and Members

Welcome: New National Alliance Board Members and Officers

February 2017—The National Alliance for Insurance Education & Research elected new members and officers for the Society of Certified Insurance Counselors (CIC) Board of Governors; the Society of Certified Insurance Service Representatives (CISR) Board of Governors; and The National Alliance Research Academy Board of Directors. Members serve six-year terms, and Officers serve one-year terms in their executive board positions.

William T. Hold, Ph.D., CIC, CPCU, CLU, and President of The National Alliance, said, “Each of these new board members and officers are top industry professionals and leaders with extensive knowledge of our programs and designations. Their contributions to the growth of The National Alliance and their practical understanding and experience of the insurance and risk management industry is invaluable.”

These industry leaders were elected and have started their terms of service:

 

New CIC Board of Governors

Chairman:Steven C. Pearson, CIC, CRM, of ISU International in San Francisco, CA

Vice Chairman:Jeannie Y. Hylant, CIC, of Hylant Group, Inc., in Toledo, OH

Member-at-Large:Jill Lowder, CIC, CRM, RJF, a Marsh & McLennan Agency, LLC, in Minneapolis, MN

Member-at-Large:Edward J. McGrath, CIC, CRM, CPCU, of Wilcox & McGrath in Oklahoma City, OK

Immediate Past-Chairman:Craig Sparks, CIC, of Irving, TX

 

New Members:

Ana Brusco, CIC, CPRM, of AIG, New York, NY

Griff Griffith, CPA, CIC, CRM, of GMGS Risk Management in San Clemente, CA

Aimee E. Kilpatrick, CIC, of BancorpSouth Insurance Services in Baton Rouge, LA

Philip T. Kramer, CIC, CPCU, of The Cincinnati Insurance Company in Cincinnati, OH

Rhonda “Sharon”Posman, CIC, CPRM, AFIS, of Lipscomb & Pitts Insurance in Memphis, TN

 

New CISR Board of Governors

Chairman:Melvin A Russell, CIC, of Russell Insurance Consulting, LLC, in St. Petersburg, FL

Vice Chairman:Linda H. Luka, CISR, CPCU, AAI, AINS, AIS, CIIP, DAE, CLP, of West Bend Mutual Insurance in West Bend, WI

Secretary:Nicole Lyn Keck, CIC, CISR, of AW Welt Ambrisco Insurance, Inc., in Iowa City, IA

Treasurer:Pamela S. Adams, CIC, CRM, CPCU, of ISU Insurance Services of Colorado, Inc., in Denver, CO

Immediate Past-Chairman:Kathleen A. Fraley, CIC, CPIW, in Medical Lake, WA

 

New Members:

Suzanne M. Baillargeon, CIC, CISR, AIC, of Main Street America Group in Keene, NH

Amber M. Bosma, CIC, CISR, of Prins Insurance in Sanborn, IA

Ronie Foronda, CIC, CISR, of Finance Insurance, Ltd., in Honolulu, HI

Brenda L. Grow, CIC, ARM, of ReSource Pro in Mission Viejo, CA

Donna W. Wilson, CIC, of Bowen, Miclette & Britt Insurance Agency, LLC, in Houston, TX

 

New National Alliance Research Academy Board of Directors

Chairman: Kenneth L. Fields, CIC, MSM, CPCU, CLU, ChFC, of State Auto Insurance Company in Columbus, OH

 

New Members:

Cristina Pedraza-Martinez, J.D., CPA, CIC, of Popular Insurance in Guaynabo, PR

Eduard J. Pulkstenis, CIC, FCAS, CPCU, of Hamilton Insurance Group in Princeton, NJ

Beverly Tyrrell, of Patra Corp in Novato, CA

CIC, CRM and CISR Scholarships Awarded At IAIP Convention

AUSTIN, TX (June 21, 2016) - The National Alliance recently presented 18 scholarships to IAIP members at the 75th Annual Convention of the International Association of Insurance Professionals (IAIP) held in Richmond, Virginia. The Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), and Certified Insurance Service Representative (CISR) scholarships were awarded at a special recognition ceremony at the convention on June 18, 2016.

Each scholarship grants full tuition to one program conducted by The National Alliance for Insurance Education & Research. "The National Alliance has partnered with IAIP to award these scholarships to deserving IAIP members," Danielle Janecka, Senior Vice President, said.  “The recipients are all actively involved in the insurance and risk management industry and committed to advanced education."

Scholarships Awarded:

CIC Update Scholarship:

Beth Wilkerson, CIC, CIS
BB&T Insurance Services, Inc.
Durham, NC

CIC Scholarships:

Debra A. Gillis
P & C Insurance
Biddeford, ME

Virginia S. Hosley
Pinckney Carter Co.
Mt. Pleasant, SC

Daphne C. Thibodeaux
Regions Insurance
Lafayette, LA

CRM Scholarships:

Angelia Poyner
Van Zandt, Emrich & Cary
Louisville, KY

Laurie M. Fite
Wm. R. Timmons Agency
Greenville, SC

Amy V. Nunez
Poirrier Group, LLC
Lafayette, LA

Heather L. White
HUB International Gulf South Limited
Lafayette, LA

Tracy Bourgeois
HUB International Gulf South Limited
Lafayette, LA

Krista Reed
Gunn Mowery
Camp Hill, PA

CISR Update Scholarship:

Jolene A. Gilbert
Winton Ireland Strom Green
Turlock, CA

Brenda Jo Hornyak
Hendry Insurance, LLC
Plano, TX

CISR Scholarships:

Diane Cline
Strickler Agency, Inc.
St. Thomas, PA

Cassie Fostun
F. A. Peabody
Lincoln, ME

Miriam Michelle Franks
Messer-Bowers Company
Enid, OK

CISR Online Scholarships:

Lisa Marie Clark
F. A. Peabody Company
Perry, ME

Karla Schoeni
Associated Insurance Services
Anchorage, AK

Tammie H. Smith
Correll Insurance
Spartanburg, SC

In addition to initiating the CIC, CRM, and CISR scholarships, The National Alliance and the IAIP have worked together to encourage the promotion of the Outstanding CSR of the Year Award and promote the sale of publications by The National Alliance Research Academy.

The National Alliance for Insurance Education & Research, the nation’s premier provider of advanced educational opportunities for insurance and risk management professionals, includes the Certified Insurance Counselors (CIC) Program, the Certified Risk Managers (CRM) Program, the Certified Insurance Service Representatives (CISR) Program, the Certified Personal Risk Managers Program (CPRM), the Certified School Risk Managers (CSRM) Program, the Dynamics Sales Training Series, the School for Producer Development, and The National Alliance Research Academy. For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website:  www.TheNationalAlliance.com

2016 Outstanding CSR of the Year Award State Winners Selected

AUSTIN, TX (June 6, 2016) – Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to represent their states and compete to become the National Outstanding CSR of the Year. This prestigious award, regarded as the foremost national award of its kind, recognizes the contributions and commitment of those who serve clients within the insurance industry. To qualify for the top state honor, the 2016 candidates submitted an essay on the following topic: "Many in our industry came into insurance by chance, but have built a career by choice. How did you come into the industry, and what are four reasons you stayed and built a career?" Additionally, entrants must have demonstrated commendable service to their agencies, their industry, and their community. The only eligibility requirement for this award is that the candidate must be an insurance customer service representative, or have primary responsibility for insurance customer service duties.

"The Outstanding CSR of the Year Award recognizes the annual exemplar for exceptional customer service representatives across the nation,” said Danielle Janecka, Senior Vice President of The National Alliance. "Through their essays, contributions to their agencies, and their letters of recommendation, every one of the state winners helps to raise the standard for personal and professional excellence. We honor them for their clear contributions to their colleagues, teams, and organizations. They are the face of customer service for our whole industry."

Each state winner receives a framed certificate and is eligible to compete for the national honor, which carries a $2,000 cash award, a gold and diamond pin, $1,000 cash award for the nominator, and a scholarship for the recipient’s employer to any program offered by The National Alliance. Additionally, the name of the Outstanding CSR of the Year is inscribed on a sculpture permanently displayed at the national headquarters of The National Alliance for Insurance Education & Research in Austin, Texas.

State Winners:

Alabama Edna A. Newcomer, CIC, CPIW Thompson Insurance, Inc.
Alaska Susan M. Blum, CISR Elite, AIC, LPCS Alaska USA Insurance Brokers
Arizona Cynthia Anne Munksgard CoBiz Insurance, Inc.
Arkansas Jordan C. Cross, CIC, CISR Regions Insurance Group, Inc.
California Christina Snyder, CIC, CISR, AINS Poms & Associates Insurance Brokers
Colorado Stacey Marie Neff, CIC, CISR Madison Insurance Group
Connecticut Jami Lynn McDonald, CISR Goodman Insurance, Inc.
Delaware Gail A. Wilkinson Williams Insurance Agency, Inc.
Florida Kellie S. Brandes, CRIS ThompsonBaker Agency
Georgia Alana M. Tompkins, CIC Norton, Lewis & Goro, LLC
Idaho Courtney Mitchell, CIC Associated Insurance Services, LLC
Illinois Cynthia Jordan, CISR The Plexus Groupe, LLC
Indiana Gina M. Floyd, CISR, AAI Old National Insurance
Iowa Jennifer Cook, CIC, CISR TrueNorth Companies
Kansas Lindsay D. Culver, CISR Truss, LLC  
Kentucky Elizabeth Mae Manley, CIC, CISR, CPIA, Assured Partners NL
  CWCC, PRIS  
Louisiana Tanya A. Nel Gendusa Insurance
Maryland Bethany Miller Atlantic Smith Cropper & Deeley
Michigan Terri Lynn Majeski, CISR Ottawa Kent Insurance Agency
Minnesota Nattalie J. Rolland-Vath, CISR North Risk Partners CO Brown Division
Mississippi Kelsey Jeniece Purvis, CISR Ross & Yerger Insurance, Inc.
Missouri Beth Mann, CISR Capstone Insurors, Inc.
Montana Sherry Hill, CISR Hobson Insurance
Nevada Nixie Marie Hyslop Alpine Insurance Associates
New Mexico Danielle Darlene Montes High Country Agency, Inc.
New York Kelly Danielle McGowan, CISR Elite NBT-Mang Insurance Agency, LLC
North Carolina Kimberly Hopper Hurd Rakestraw Insurance Center, Inc.
Ohio Mary K. Prenger, CIC, CPSR Community Insurance Group
Oklahoma Linda L. Wright, CIC, CRIS Rooney Insurance Agency, Inc.
Oregon Gladys Monroy Boutwell, MBA KGM International dba PBP Insurance
Pennsylvania Tamika Lynn Thomas Berlanco Insurance Agency, Inc.
Puerto Rico Isabel Marie Smith Ellerbe, CISR Aon Risk Solutions
South Carolina Karen D. Fenters, CISR Strovis Insurance Agency, LLC
South Dakota Selda Baumberger, CIC, CISR Fischer Rounds & Associates
Tennessee Suzanne Elizabeth Seaton, CIC, CISR The Allison Insurance Group
Texas Tiffanie Louise Parker, CIC, CISR, API INSGROUP  
Utah Kristi Kay Lawson, CIC Poulton Insurance Services, Inc.
Virgin Islands Brenda Antonia Sells, CIC, CISR Theodore Tunick & Company
Virginia Freida Joanne Cooper, CISR, CPIA USI Insurance Services, LLC
Washington Anthony Schulz Prostar Insurance
West Virginia Matthew J. Stalnaker Pioneer Insurance Agency, Inc.
Wisconsin Robyn S. Henslin, CIC, CISR Cobb Stecker Dunphy & Zimmermann, Inc.
Wyoming Wendy J. Elmer, CIC Wyoming Financial Insurance

The National Alliance for Insurance Education & Research, the nation’s premier provider of advanced educational opportunities for insurance and risk management professionals, includes the Certified Insurance Counselors (CIC) Program, the Certified Risk Managers (CRM) Program, the Certified Insurance Service Representatives (CISR) Program, the Certified Personal Risk Managers Program (CPRM), the Certified School Risk Managers (CSRM) Program, the Dynamics Sales Training Series, the School for Producer Development, and The National Alliance Research Academy. For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website: www.TheNationalAlliance.com.

The Certified Risk Managers Program Enhances Entry Course

AUSTIN, TX (April 12, 2016) – The Certified Risk Managers (CRM) Program is one of the forward-looking designation programs of The National Alliance for Insurance Education & Research. The program is comprised of five courses which describe and demonstrate the entire risk management process. New participants are encouraged to begin their studies with the CRM Principles of Risk Management course.

This fundamental course has been significantly enhanced for 2016 and beyond. The reason? Today’s insurance professionals bring tremendous value to their clients by showing them the importance of risk management in treating and managing their exposures to loss. Likewise, risk managers can positively impact their organization’s bottom-line by continuing to build an arsenal of risk management tools that can be applied in the first and most important step of the risk management process--identification of risk.

The newly revised CRM Principles of Risk Management course has been enhanced to provide:

All of the materials, faculty, curriculum, and practice exercises have been sharpened to provide practical and proven methodologies and mentorship for immediate use with present and prospective clients. 

Scheduled CRM Principles of Risk Programs

May 18-21 | Phoenix, Arizona
June 22-25 | Burbank, California
June 22-25 | Iselin, New Jersey
June 29-July 28 | Online Classroom
September 28-October 1 | Richardson, Texas
October 5-8 | Burr Ridge, Illinois
October 12-November 10 | Online Classroom
November 16-19 |Richmond, Virgina
December 7-10 | Duluth, Georgia
December 14-17 | Houston, Texas

Additional information is available at www.TheNationalAlliance.com or call 800-633-2165.

The National Alliance for Insurance Education & Research has more than 46 years of experience and leadership in insurance and risk management education. Including five distinguished designations – Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Certified Personal Risk Manager (CPRM), Certified Insurance Service Representative (CISR), Certified School Risk Manager (CSRM).

The National Alliance Producer School Transforms Careers

AUSTIN, TX (March 31, 2016) – There is a dramatic change in the way insurance producers start their careers. The results are immediate in terms of both productivity and profitability. Instead of gaining knowledge over years of experience, many new producers are getting a two-year jump-start with a producer school training program.

Since 2000, The National Alliance has conducted 47 intensive and interactive Producers Schools for almost 2,000 participants. Originally designed to provide a strong foundation of knowledge for personal lines and commercial lines new producers, today’s Producer School is two weeks of Commercial Lines immersion highly focused for professionals-to-be.  Exceptional education may be offered in a school setting, but the learning happens in the lives and experiences of those who participate.  The results are immediate in terms of both productivity and profitability. 

Results like that do not happen by accident.  They are the natural consequence of the right mix of “Know What” and “Know How”.  The process is transformative because of strong guiding principles: (1) Great producers are not born; they are skillfully trained and nurtured, (2) Practicing faculty with 25+ years of experience not only instruct but also mentor each participant, (3) The latest strategies and techniques from the Dynamics of Selling program are skillfully interlaced with the most current technical topics, and (4) an atmosphere of experiment and rehearsal is assured in a safe and supportive environment for learning.

Limited enrollment may still be reserved for the next Producer School in Tallahassee, Florida, May 1-13, 2016 at Florida State University. Both the full Agenda and Application may be accessed at www.TheNationalAlliance.com or by calling 800-633-2165.

UAIIA To Conduct CIC and CISR Programs

AUSTIN, TX (February 1, 2016) -- The National Alliance for Insurance Education & Research and the Utah Association of Independent Insurance Agents (UAIIA) have announced that the UAIIA will assume administrative leadership of the Certified Insurance Counselors (CIC), and Certified Insurance Service Representatives (CISR) Programs in Utah effective immediately.

The CIC Program, founded in 1969, is the nation’s leading source of advanced, technical education for the practicing insurance professional.  The CISR Program, developed as a companion program to CIC in 1986, provides practical education and training for all agency and company employees, particularly customer service representatives, in both classroom and online formats.

UAIIA will conduct its first CIC institute (Agency Management) March 2-4, 2016 in Salt Lake City, and the first CISR course (Personal Lines – Miscellaneous) will be offered in Salt Lake City, on March 1, 2016.

“We are working closely with UAIIA’s volunteer leadership and the association’s Executive Director, Cheryl Lyman, to meet the educational needs of the insurance community in Utah,” said William T. Hold, Ph.D., CIC, CPCU, CLU, President of The National Alliance.  “With this new partnership, we are confident that our programs will have a wider reach and accessibility to industry professionals across the state.”

Offering these proven programs to the insurance professionals of Utah, either online, in the classroom, or in-house, will significantly enhance the career path opportunities available in Utah.   

For specific information about program offerings in Utah, contact The National Alliance: 800/633-2165, www.TheNationalAlliance.com.

Based in Austin, Texas, The National Alliance for Insurance Education and Research has more than 46 years of experience and leadership in insurance and risk management education. The National Alliance advances the profession by providing insurance and risk management professionals of every experience level with integrated, practical continuing education, timely research and designation opportunities.  The education and training leads to one or more of the five distinguished designations – Certified Insurance Service Representative (CISR), Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Certified School Risk Manager (CSRM), and Certified Personal Risk Manager (CPRM).  For information visit www.TheNationalAlliance.com.

Twenty-Five Year Anniversary of Denver MEGA Seminar

AUSTIN, TX (January 14, 2015) – The National Alliance announced today that Certified Insurance Counselor (CIC)  and Certified Risk Manager (CRM) designees will celebrate the 25th Anniversary of the Denver James K. Ruble MEGA Seminar. Scheduled for March 14-17, 2016 at the Hyatt Regency Tech Center in Denver, this special seminar offers exceptional choices of insurance and risk management topics and speakers which number far more than any other advanced industry seminar. 

Specialty Topics will be offered for Contractors and Truckers; Property & Casualty Topics will include Commercial Property, Commercial General Liability, Cyber, and Employment Practices Liability. There will also be Risk Management Topics, Life & Health Topics, Ethics, and Colorado Homeowners.

The benefits of attending a MEGA Seminar go well beyond the acquisition of practical knowledge and skills. The seminar is approved for state CE credit and while participants only need 16 hours of professional training to earn their CIC or CRM update credit, they may opt to finish their sessions in two days, space their classes throughout the week, or take extra classes above and beyond their required 16 hours—the price is the same.  While attending, they may be able to enjoy a Rocky Mountain vacation. Many of the participants make this particular seminar their annual update just for the opportunity to reconnect with colleagues from all over America and learn from industry experts in a gathering like no other.

For full agendas and registration information, interested CIC and CRM members may visit www.TheNationalAlliance.com.

The CISR Program Celebrates 30-Year Milestone

AUSTIN, TX (January 7, 2016) – The National Alliance announced today that the Certified Insurance Service Representative Program (CISR) is celebrating the 30th Anniversary of its founding.

Inspired Career Growth for Professionals in the Insurance and Risk Management Industry

In 1986, a group of dedicated CICs in Kansas founded the Society of Certified Insurance Service Representatives (CISR).  For more than a year, the CISR Program was conducted in Kansas, Missouri and Michigan only.  One year later, the dream of a national program was on its way to becoming a reality when the Society of Certified Insurance Counselors in Austin, Texas, assumed responsibility for the CISR Program.  One state after another adopted the CISR Program, and by 1996 CISR was a national program.

Today, CISRs are truly the face of insurance and risk management for their clients, representing access to prompt and effective customer service.  Expansions to the program, including the CISR Elite distinction for those who complete all nine courses, have made CISR a global community, with more than 27,800 designated CISRs and approximately 1,500 courses conducted worldwide each year.  The Program is available in class and online, and in Spanish in the classroom only. The program can be conducted at a company or agency on an in-house basis and tailored specifically to local needs.

For all insurance professionals who consider service their personal responsibility, CISR courses are a popular resource for practical insurance knowledge, stressing the understanding and analysis of risks and exposures.  All employees of agencies, insurance companies, and insurance-related businesses benefit from CISR courses.  The one-day courses can be steppingstones for CIC institutes and CRM courses, charting a path for future success and career advancement.

Introductory Courses: New Offerings for New Hires

For your latest recruits just getting their license or preparing for a designation program, the Introductory Series of insurance courses from The National Alliance may well fill an important need.

A fast start for a career in the insurance industry means understanding some basic concepts. These newest courses allow participants to set their own pace with online access 24/7. With 60 days to complete the curriculum, quizzes, and exercises, these courses always fit busy personal schedules.  Priced at $30 per course, the value to the organization is much higher.  By learning insurance concepts immediately, new hires can begin contributing to the bottom line much faster.

Here are the current online course options:

General Topic:

Introduction to Property & Casualty Insurance

Commercial Line Topics:

Personal Lines Topics:

Additional Topics:

A course mentor is available to participants by email for questions. While these courses do not offer state CE credit nor serve as an update option for designation programs, they deliver a great advantage in concept knowledge to those entering their insurance careers.

For any questions or additional information, contact Katie O’Malley, CIC, CISR, or Beverly Messer, CIC, CRM, CISR, at 800-633-2165.

The National Alliance and DVIC Collaborate to Benefit Veterans

AUSTIN, TX (January 5, 2016) – Disabled Veterans Insurance Careers, Inc. (DVIC) and The National Alliance for Insurance Education & Research have entered into a collaborative agreement with the purpose of increasing the career opportunities for all veterans.  The DVIC mission to educate, train and create meaningful employment opportunities within the insurance industry for disabled veterans parallels with the mission of The National Alliance Careers For Life program to do the same for all veterans, transitioning military members, military spouses and eligible family members.  With similar missions, the two organizations will work together under a single management team led by The National Alliance Senior Vice President, Beverly A. Messer, CIC, CRM, CISR and DVIC President/CEO, LTC U.S. Army (Ret) Gary L. Bryant. 

DVIC Chairman and co-founder, Gary V. Trippe, CIC, CPIA commented that “working together we are convinced we can all better serve those who have served our country and sacrificed so much.”

This collaboration represents a global effort to bring professional career opportunities and quality education in insurance and risk management to veterans and their families”, said Dr. William T. Hold, CIC, CPCU, CLU, President, The National Alliance.

 

Together DVIC and The National Alliance Careers for Life Program creates a unique synergy that will greatly increase the number of opportunities for disabled veterans, other veterans, transitioning service men and women, and their families.  As the insurance industry is hiring nationwide and many great Americans and their families are looking for new careers, it is only fitting that DVIC and The National Alliance Careers for Life program work together to develop a win-win-win for our heroes, the insurance industry, and our Country.

Chairman Trippe said “DVIC is grateful for all the support we have received for our program that has allowed us to make a real difference in the lives of some of our disabled veterans, and we look forward to continued success alongside The National Alliance Careers For Life initiative in the future.”

ABOUT DISABLED VETERANS INSURANCE CAREERS

Disabled Veterans Insurance Careers is a not for profit 501(C) 3 organization, established in 2011 with the mission to educate, train and create meaningful employment opportunities within the insurance industry for disabled veterans. The organization’s operating board consists of: retired U.S. Army Major General, James L. Dozier; Roger C. Mercado Jr. of Community Cooperative Inc.; Gary V. Trippe CIC, retired co-founder of Oswald Trippe and Co.; retired insurance agency executive Gay Trippe; John Pollock CIC, regional insurance president, Florida, Pennsylvania, Tennessee of BB&T Insurance Services, Inc.; retired U.S. Army Colonel Thomas A. Dials, chairman emeritus of the Armed Forces Insurance Corporation; Dr. J.R. Harding of the Agency for Persons with Disabilities; former U.S. Air Force Captain and professional speaker, Wayne Smith; Todd E. Gates, chairman of Gates Construction; and retired U.S. Army Captain Jae Barclay of CRC Insurance. Retired U.S. Army Lieutenant Colonel Gary L. Bryant is the president and CEO of DVIC. For additional information, call 239-433-8523 or visit DVIC.us.

ABOUT THE NATIONAL ALLIANCE

Based in Austin, TX, The National Alliance for Insurance Education and Research has more than 46 years of experience and leadership in insurance and risk management education. The National Alliance advances the profession by providing insurance and risk management professionals of every experience level with integrated, practical continuing education, timely research and designation opportunities.  The education and training leads to one or more of the five distinguished designations – Certified Insurance Service Representative (CISR), Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Certified School Risk Manager (CSRM), and Certified Personal Risk Manager (CPRM).  For information visit www.TheNationalAlliance.com. Learn more about Careers For Life at www.CareersForLife.com.  

2015 Matt Wells Scholarship Awarded

AUSTIN, TX (September 30, 2015) — Michael K. Tveidt is the recipient of The Matt Wells Scholarship for The National Alliance Producer School on October 4-16 in Grapevine, Texas. Michael is with Fischer Rounds & Associates, in Sioux Falls, South Dakota. Selected for his high potential for leadership and success as a producer, Michael personifies the values of professional development and continuing education.

This special scholarship, founded in 2003 by Mark Wells, Editor, Publisher and Chairman of Wells Media Group, Inc., honors the legacy of his son, Matt Wells. Insurance Journal Magazine, part of the Wells Media Group network, grants these special scholarships. The magazine sponsors this award in partnership with The National Alliance for Insurance Education & Research. The scholarship, granted for each Producer School, provides full tuition, a $2,500 value, covering materials, instruction, and pre/post course work.

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The National Alliance for Insurance Education & Research provides insurance and risk management professionals with the nation’s premier advanced educational programs, including Certified Insurance Counselors (CIC), Certified Personal Risk Managers (CPRM), Certified Insurance Service Representatives (CISR), Certified Risk Managers (CRM), Certified School Risk Managers (CSRM), Dynamics Sales Series, and the Producer School.  For more than 45 years the organization has served over 140,000 participants throughout all 50 states and Puerto Rico.  For additional information, visit The National Alliance website at www.TheNationalAlliance.com

The National Alliance Webinars: A Monthly Free Webinar Series

The National Alliance conducts monthly webinars that are hosted by qualified National Faculty Members. The webinars are approximately an hour long and are live, so each speaker will be available to answer questions during the webinar. Participants are invited to explore current topics of interest in insurance and risk management—at no cost.  The remaining webinars for 2015 are previewed below:

Social Security Maximization
October 6, 2015, 12:30 PM CDT
Speaker: Dennis D. Stone, CIC, CPCU, CLU
When and how to claim Social Security Benefits is one of the most important retirement decisions anyone will make. This free webinar will introduce methods to maximize your retirement income! You’ll learn:

Protecting Children from Evolving Risks in Schools
November 4, 2015, 12:30 PM CDT
Speaker: J. Stephen Deig, CSRM, CPSI

Expensive lawsuits filed by individuals who claim that schools or school personnel were negligent are increasing in areas related to school athletics, bus accidents, and sexual misconduct and abuse. Legal immunity at the state level does not provide protection when lawsuits are filed for violations of federal statutes. Learn how to protect your schools and school clients! Find answers to these questions:

Business Auto Exposures and Coverages

November 18, 2015, 12:30 PM CDT
Speaker: John M. Dismukes, Jr., CIC, CPCU, AAI, AIS

This webinar will focus on who is an insured or (more importantly) who is not an insured under the ISO Business Auto Policy. It will also focus on the major auto symbols in the ISO BAP that determine what auto is covered.

Two of the leading causes of E&O claims against agents are:

We will also explore several recommended endorsements to solve these issues.

Veterans Make Great Employees - Interviewing Tips

December 8, 2015, 12:30 PM CDT
Speaker: Gary L. Bryant, LTC, US Army (Ret)
This 1 hour free webinar will focus on the tips for effectively interviewing veterans for civilian careers including::

To register visit www.TheNationalAlliance.com/webinars.

Speaking Insurance - Hot Topics and Trends in Bite-Sized Interviews

AUSTIN, TX, August 26, 2015 – Speaking Insurance is a weekly, ongoing podcast produced by the Research Academy of The National Alliance for Insurance Education & Research.  A new episode is released every Tuesday. Each is posted on the Knowledge Alliance, and can be streamed or downloaded as mp3s. They’re about 15 minutes in length.

Each interview is with an insurance or risk management professional and expert in the field. These professionals provide practical knowledge and ideas listeners can apply to become more successful in their careers.  What is their background and how did they achieve their success?  What industry developments and trends do they foresee? How can we take advantage of new developments and technologies?  What habits contribute to their effectiveness? What resources do they recommend? These are just some of the questions these no cost podcasts answer.  The most important question for readers is this: Why not visit these stimulating and career enhancing interviews today?

The Academy is a non-profit organization funded entirely through publication sales and affiliation dues, and serves as the research and development arm of The National Alliance for Insurance Education & Research. Research grants are made possible through the annual dues of National Alliance members and The Academy’s Research Associates. For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website:  www.TheNationalAlliance.com.

Texas Nominee Selected as the 2015 National Outstanding CSR Of The Year

AUSTIN, TX (August 10, 2015) – Ms. Erin N. Woodard, CIC, CRM, CISR, ACSR, Commercial Marketing/Service Executive for William Gammon Insurance in Austin, Texas, has just been awarded the most prestigious honor available to insurance customer service representatives:  the 2015 National Outstanding CSR of the Year Award.

The Society of Certified Insurance Service Representatives (CISR) and the Society of Certified Insurance Counselors (CIC) selected Ms. Woodard as the winner of this award from a field of 36 state winners.  After five finalists were chosen from this field, a blue-ribbon panel of five judges evaluated the finalists based on their individual contributions to the insurance community, and the strength of their essays written on the topic:  “In today’s political, economic, and social environment, the use of the English language has undergone significant change. Even in our insurance industry, words, partial words, and titles can have a multitude of meanings—some of which are unclear and even vague. In the current insurance agency environment, the meaning of the term, ‘Customer Service Representative,’ has frequently been replaced with the terms ‘Account Manager,’ ‘Account Executive,’ ‘Client Service Advisor,’ etc. In your judgment, is there any important difference in the meaning of these titles in terms of one’s knowledge, expertise, compensation, and responsibilities? Do you believe these different titles make a difference to your clients, coworkers, and insurance companies?”

Erin Woodard was praised by an associate for “her professional way of doing business with an instinct for what her clients require, and working hard to make sure she is offering the best product for them.  She is motivated to do her best.  Her CIC and CRM designations allow her to move forward in our industry and be confident with her counsel to others.”

In her essay, Ms. Woodard was clear about the difference between her career and her title.  She put it this way: “Do I believe the varying titles mean anything different to me?  To my clients?  To my customers? To my overall ability? Of course not!! The success and/or the failure are entirely left to me as my responsibility and a direct result of my commitment and dedication.  I hope my clients soon grow to realize that no matter what my title, I will always put forth my absolute best to make sure their needs are met.”

Ms. Woodard receives a cash award of $2,000, a distinctive gold and diamond lapel pin, and her name is inscribed on a sculpture on permanent display at The National Alliance headquarters in Austin, Texas.  A scholarship will be awarded to her employer, William Gammon Insurance for participation in any National Alliance program.

In addition to the selection of Erin Woodard as the national award recipient, four national finalists were chosen from a particularly competitive field of applicants: 

Each finalist receives a special gold and garnet lapel pin, $500 cash award, and publicity in a national trade journal.

For additional information about this award, contact The National Alliance for Insurance Education & Research: P. O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; Email alliance@scic.com; Website: www.TheNationalAlliance.com.

CIC, CRM, CISR and CSRM Scholarships Awarded at IAIP Convention

AUSTIN, TX (June 15, 2015) – The National Alliance recently presented 23 scholarships to IAIP members at the 74th Annual Convention of the International Associationof Insurance Professionals(IAIP)held in Bloomington-Minneapolis, Minnesota.  The CIC, CRM, CISR and CSRM scholarships were awarded at a special recognition ceremony at the convention on June 6, 2015.

Each scholarship grants full tuition to one program conducted by The National Alliance for Insurance Education & Research.  “The National Alliance has partnered with IAIP to award these scholarships to deserving IAIP members,” Danielle Janecka, Senior Vice President, said. “The recipients are all actively involved in the insurance industry and committed to advanced education.”

Scholarships Awarded:

CIC Update Scholarship:

Jamie Hooie, CIC
Thompson Insurance, Inc.
Montgomery, AL

CIC Scholarship:

Kimberly Cabral, AIS, AINS, API, CPIW
Stateline Insurance & Financial Services, Inc.
East Providence, RI

Jacquelyn Clark-Gatto
Hull & Company AAI, AIS, CISR, CPIW
Charlotte, NC

Twanya Cervantes-Guerrero, CISR
The Arrow Group
Broken Arrow, OK

Susana Haro, CISR
Nickerson Insurance Services, Inc.
Culver City, CA

Kati Liljeberg, CISR, CLP, CPIW
Dave Millet Insurance Agency
Marrero, LA

Michellene R. Septer
Administrative Insurance Group, Inc.
Kingston, TN

CRM Scholarships:

Kellie Dougherty, CISR
Stateline Insurance & Financial Services
West Warwick, RI

Katherine M. Graeter, CPCU, CPIW, CAIP
Arlington Roe-MGA
Louisville, KY

Kimberly Zemek, CPCU, ARe
FCCI Insurance Group
Florence, MS

CISR Update Scholarships:

Nancy Hudson, CISR, CIIP, DAE
AMK Insurance Agency, Inc.
San Jose, CA

Jeanette M. Smith, CISR
Geneseo, IL

CISR Scholarships:

Mary Jane Cleary, ACSR, CIIP
F.A. Peabody Company

Judith Johnson
AAA East Central
Huntington, WV

Laura Johnson
Pelican General Agency
Shreveport, LA

Shelly S. Power, CISR, AIS, CPIW, DAE
Morrison Insurance Agency, Inc.
Metairie, LA

Natasha Shipe
Roeding Insurance
Crestview Hills, KY

CISR Online Scholarships:

Ann M. Ireland
Knight Insurance Group
Toledo, OH

Tonia Jones, CISR, CRIS, CPIW
Holmes Murphy & Associates
West Des Moines, IA

Carol McManus, CISR, CRIS, CLP, CIIP
Guy Hurley of Florida, LLC
Sarasota, FL

Darlene Z. Nelson, CISR, COPIW, DAE
Aparicio, Walker & Seeling, Inc.
Metairie, LA

April Nesbitt
F.A. Peabody
Sherman, ME

Jessica Pruitt
Lebanon Insurance Agency
Lebanon, VA

In addition to initiating the CIC, CRM, CISR, and CSRM scholarships, The National Alliance and the IAIP have worked together to encourage the promotion of the Outstanding CSR of the Year Award and promote the sale of publications by The National Alliance Research Academy.

2015 Outstanding CSR of the Year Award State Winners Selected

AUSTIN, TX (June 5, 2015) – Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to represent their states and compete to become the National Outstanding CSR of the Year. This prestigious award, regarded as the foremost national award of its kind, recognizes the contributions and commitment of those who serve clients within the insurance industry.

To qualify for the top state honor, the 2015 candidates submitted an essay on the following topic:

“In today’s political, economic, and social environment, the use of the English language has undergone significant change. Even in our insurance industry, words, partial words, and titles can have a multitude of meanings—some of which are unclear and even vague. In the current insurance agency environment, the meaning of the term, ‘Customer Service Representative,’ has frequently been replaced with the terms ‘Account Manager,’ ‘Account Executive,’ ‘Client Service Advisor,’ etc. In your judgment, is there any important difference in the meaning of these titles in terms of one’s knowledge, expertise, compensation, and responsibilities? Do you believe these different titles make a difference to your clients, coworkers, and insurance companies?”

Additionally, entrants must have demonstrated commendable service to their agencies, their industry, and their community. The only eligibility requirement for this award is that the candidate must be an insurance customer service representative, or have primary responsibility for insurance customer service duties.

 

“The Outstanding CSR of the Year Award recognizes the annual exemplar for exceptional customer service representatives across the nation,” said Danielle Janecka, Senior Vice President of The National Alliance. “Through their essays, contributions to their agencies, and their letters of recommendation, every one of the state winners helps to raise the standard for personal and professional excellence. We honor them for their clear contributions to their colleagues, teams, and organizations. They are the face of customer service for our whole industry.”

Each state winner receives a framed certificate and is eligible to compete for the national honor, which carries a $2,000 cash award, a gold and diamond pin, $1,000 cash award for the nominator, and a scholarship for the recipient’s employer to any program offered by The National Alliance. Additionally, the name of the Outstanding CSR of the Year is inscribed on a sculpture permanently displayed at the national headquarters of The National Alliance for Insurance Education & Research in Austin, Texas.

Alaska Luke J. Heafner, CIC, CISR, CPCU, MLIS,CLCS, SBCS
Marsh & McLennan Agency
Arizona Maria Rosaortega, CIC, CISR
Brown & Brown Insurance of Arizona
Arkansas Ashley Sartin, CISR
BancorpSouth Insurance Services, Inc.
California Mechelle Renee Wilson, CIC, CISR, AINS,AIS, CIIP
Alliant Insurance Services, Inc.
Colorado Valerie J. Brown, CIC, CISR CRS
Insurance Brokerage, Inc.
Connecticut Hannah E. Fontenot
Rabbett Insurance Agency
Florida Christine Lorriane Billington, ACSR, AAI
Rogers, Gunter, Vaughn Insurance
Georgia Marion Catherine Guzman, CISR
The Insurance Store
Idaho Terri Azzola, CIC
Mutual Insurance Associates, Inc.
Illinois Taryn A. Simons
Insurance Program Managers Group
Indiana Allison England
ISU Insurance Services May Agency
Iowa Linsey Eiben, CIC, CISR
TrueNorth Companies
Kansas Susan M. Gillam, CIC
Black & Veatch Corporation
Louisiana Rhonda S. Anders
Keith D. Peterson & Company, Inc.
Maine Mary Jane Cleary, ACSR, CIIP
F.A. Peabody Company
Maryland Maegan N. Jackson
Georgetown Insurance Services, Inc.
Michigan Kelly Marie Sparks, CIC, CISR, AAI, AIS
Marsh & McLennan Agency
Minnesota Angela Marie Nyamburi, CIC, CRM, CISR,CSRM
Christensen Group
Mississippi Aimee Gilbert
Ross & Yerger Insurance, Inc.
Missouri Lisa Lee, CISR
Mike Keith Insurance, Inc.
Nebraska Sharon Richards
Chastain Insurance Agency
New Mexico Stefanie Romero, AAI, ACSR
Hub International
North
Carolina
Kelly L. Leishman, AINS, CBIA
Senn Dunn Insurance
Ohio Kara Denise Rettkowski, CPIA, INS, API
Grange Insurance
Oklahoma Rondrea Christine Haywood, CISR
Cole, Paine, & Carlin Insurance Agency, Inc.
Oregon Brittaine Hunter
Focus1 Insurance Group
Pennsylvania Matthew J. Windisch, ARM
Toll Brothers, Inc.
South
Carolina
Kimberly S. Lisenby
CB&T Financial Services
Tennessee Frannie M. Sawyer, CIC, CISR
The Crichton Group
Texas Erin Nicole Woodard, CIC, CRM, ACSR
William Gammon Insurance
Vermont Duane Donahue
Union Mutual of Vermont Companies
Virginia Tess Kaminski
Patron Insurance Services
Virgin
Islands
Brenda Antonia Sells, CIC, CISR
Theodore Tunick & Company
Washington Leandra Rachel Oliveira-Church, CISR
Fournier Insurance Solutions
West
Virginia
Kari Anderson, CISR
Ravenswood Insurance Centre
Wisconsin Ericka L. Berceau, CISR
The Starr Group

New Licensees for the Certified School Risk Managers Program

AUSTIN, TX (April 30, 2014) – Two organizations have joined in partnership with The National Alliance for Insurance Education and Research to begin conducting Certified School Risk Managers (CSRM) courses in the fall of 2015. Both the Washington Association of School Business Officials (WASBO) and the Professional Insurance Agents of Virginia & DC provide increasing value to their memberships through excellent continuing education and will assume administrative leadership of the CSRM Programs in their respective states.

The CSRM Program, the nation’s only source of comprehensive technical education for school risk management professionals and administrators, is comprised of five, 7-hour courses and five optional examinations leading to the designation. The creating, developing, researching and delivering of practical continuing education programs is the challenge and purpose of The National Alliance.

More than 133,000 participants are attending the 2,500+ programs of The National Alliance, conducted in classrooms and online in all 50 states and throughout the Caribbean.

“We are working closely with the leaders of these fine organizations to meet the educational needs of the school and risk management communities in Washington and Virginia/DC,” said William T. Hold, Ph.D., CIC, CPCU, CLU, President of The National Alliance. “With these new partnerships, we are confident that CSRM courses will have a wider reach and accessibility to industry and school professionals across both states.”

For specific information about CSRM course offerings in Washington, write or call Laura Blacklock, Professional Development Specialist at WASBO: laura@wasbo.org, 360-528-2025, or at www.wasbo.org.

PIA of Virginia/DC also conducts the CIC, RGS, CRM, and CISR Programs as well as CSRM. For information about any of the programs in Virginia/DC, write or call Sheryl Hagler, Director of Education, PIA of Virginia & DC: sheryl@piavadc.com, 804-264-2582, or at www.piavadc.com.

The National Alliance for Insurance Education & Research provides insurance and risk management professionals with practical, advanced educational opportunities, including the CIC, CISR, CRM, CSRM and CPRM designation programs, Ruble Seminars, the Dynamics Sales Training series, and the Producer School.

Matt Wells Producer School Scholarship Awarded

AUSTIN, TX (April 30, 2015) — Kimberly El Amrani is the recipient of The Matt Wells Scholarship for The National Alliance Producer School on May 13-15 in Tallahassee, Florida. Kim is the Principal Owner/Agent with Prime Insurance Group, LLC, in Henrico, Virginia. Selected for her high potential for leadership and success as a producer, Kim personifies the values of professional development and continuing education.

This special scholarship, founded in 2003 by Mark Wells, Editor, Publisher and Chairman of Wells Media Group, Inc., honors the legacy of his son, Matt Wells. Insurance Journal Magazine, part of the Wells Media Group network, grants these special scholarships. The magazine sponsors this award in partnership with The National Alliance for Insurance Education and Research. The scholarship, granted for each Producer School, provides full tuition, a $2,500 value, covering materials, instruction, and pre/post course work.

Texas Legislature Approves Exemption for CRM Designees

AUSTIN, TX (April 30, 2015) — Douglas R. Miller, CIC, CPIA , Representative, Texas State Legislature, of New Braunfels, Texas filed HB3489 before the 84th Texas Legislature allowing Certified Risk Manager designees an exemption from examination for the Texas Risk Manager’s License. As an amendment to Senate Bill 876, the exemption will be effective on September 1, 2015.  
 
Texas CIC designees have had an exemption from examination for this license since 2005. CRM designees will now benefit from this legislative action.
 
For additional information about programs of The National Alliance, call 800-633-2165 or visit the website at www.TheNationalAlliance.com.

The Future of the Insurance Industry Is a Present Concern

AUSTIN, TX (April 24, 2015) — Three trusted organizations have come together to empower the next generation of insurance professionals with opportunities and learning resources. The National Alliance - dedicated to the mission of bringing new people to the industry - has joined with Assurex Global to become the inaugural Sustaining Partners of Gamma Iota Sigma.

According to William J. Hold, CRM, CISR, Vice President of The National Alliance for Insurance Education & Research, “We are all focused on the future of our industry. Our collaborative mission with Gamma Iota Sigma and Assurex Global will assure quality, credentialed professionals in insurance and risk management.”

Meg Allwein, Executive Vice President of Gamma Iota Sigma and Senior Vice President, Chief Quality Officer of Assurex Global, explained “Nothing is more important to the mission of Gamma Iota Sigma and the industry than consistent quality mentoring for those who will be the future leaders of our industry. This alliance will help make it happen.” Gamma Iota Sigma upholds the highest standards of professionalism for its members, so those involved will be among the best and brightest.

Additional support from The National Alliance for Gamma Iota Sigma includes: University Associates CIC and CRM courses, Ethics instruction, professional development sourcing for resume writing, and interviewing skills. Additionally, The National Alliance has developed the My Career Advancement website to help those interested in the industry to match their strengths and training to positions within agencies and companies. Also in development is a Job Board to make connecting with prospective employers as easy as possible.

“The scope of insurance and risk management is changing with the new challenges of a complex world,” Hold says. “This makes directed, determined recruitment and training of the next generation more imperative than ever.”

Visit The National Alliance and Gamma Iota Sigma members at RIMS booth #1044. Take your picture on the cover of Resources magazine while you’re there! RIMS is scheduled for April 26-29, 2015, in New Orleans, LA.

The CRM Program Celebrates 20 Years of Excellence in Risk Management

AUSTIN, TX (March 4, 2015) – During 2015, The National Alliance announced today that the Certified Risk Managers Program (CRM) is celebrating the 20th Anniversary of its founding.

There is much to celebrate about CRM’s first two decades since its beginning:

In addition to Dr. William T. Hold, Ph.D., CIC, CPCU, CLU, several of the program founders, original faculty, educational consultants and task force members remain active with The National Alliance including: Kevin J. Brady, CIC; Bettye D. Buffington, CRM, CIC, CPCU, ARM, CPIA, AAI; Don H. Donaldson, CIC, CRM, RPA, CHS-III; John H. Earl, Ph.D., CIC, CLU, ChFC, CFP, ARM, CFA;  Lance J. Ewing, CRM, ARM, ERMP; Thomas C. Francis, CIC, ARM, CRM; Priscilla H. Oehlert, CIC, CRM, ARM;  W. L. Richard, CIC, ARM, AAI; Wayne F. Rogers, CRM, CPCU, CLU; Richard Rudolph, Ph.D., CPCU, ARM, AIAF, APA, AAM; Douglas A. Smith,  CPCU, CLU, ARM; William C. Toll, CIC; Ruth Unks, CRM, ARM;  Leonard J. Watson, CIC, CRM, CPCU, AIC, Ed.D.;  David D. Wood, PhD, CRM, CPCU.

Throughout its history, CRM has continued to be committed to raising the level of awareness and planning for recognized, and often unrecognized, risks and exposures. 

Candidates for the prestigious CRM designation complete five intensive courses that guide them through the risk management process—emphasizing practice over theory, followed by five rigorous examinations.  Classes and online courses include:

CSRM: 10 Years of Excellence in School Risk Management Education

AUSTIN, TX (February 11, 2015) – The National Alliance announced today that the Certified School Risk Managers Program (CSRM) is celebrating the 10th Anniversary of its founding in 2005.

We are very proud to announce highlights of CSRM’s first decade to include:

A traditional part of the organization’s history is its commitment to raising the level of school awareness and planning for often unrecognized risks and exposures.  In the spirit of giving back to the industry, CSRM has made available five special course scholarships that first-time participants may apply for through the website at www.scic.com/courses/CSRM/csrm_scholarships.

CSRM is a career-building designation program for school personnel responsible for the risk management function. The top practitioners and leaders in the field headline the CSRM faculty.  Candidates for the prestigious CSRM designation complete five intensive one-day courses that guide them through the risk management process, emphasizing practice over theory.  Courses include:

At Last a Website to Help Plan an Insurance & Risk Management Career

AUSTIN, TX (February 12, 2015) – My Career Advancement website is now up and running for those who want to grow their career or explore the insurance and risk management industry with aspirations to match their strengths and interests to the needs of recruiters and employers.  Further, by matching those strengths and interests, they gain the knowledge to plot a meaningful educational program in support of their choices. This comprehensive and practical look at opportunities for advancement or hire covers these important topics:

The intent of the site is to provide a central hub for creating a personal Career Profile—for the career the candidate is seeking or intending to improve.  A fillable, savable PDF document steps participants through discovering their personality type, identifying their interests and skills, and exploring their workplace needs and values.  Career seekers and developers can compare their profiles against key industry job profiles and build an action plan to advance their present career.

The My Career Advancement site also links to the Disabled Veterans Insurance Careers (DVIC) site, a nonprofit organization with the mission to train and generate meaningful employment opportunities for physically disabled veterans.  Funding from the Veterans Administration is available for this valuable training. 

A final link directs veterans and others to the Careers for Life website.  The program is co-sponsored with Florida State University and offers a variety of educational opportunities including CIC, CRM, and CISR.  FSU is still taking Careers for Life registrations for the Spring 2015 semester.  All of these practical websites are sponsored or endorsed by The National Alliance for Insurance Education & Research. 

DVIC Program Congratulates Two New CISRs

AUSTIN, TX (January 27, 2015) – Austin, TX—The National Alliance for Insurance Education & Research recognized Shawn Kay, CISR, and Trinity Bierley, CISR for their educational commitment in earning the Certified Insurance Service Representatives (CISR) designation.  The National Alliance has partnered with Disabled Veterans Insurance Careers, to help educate and train disabled veterans for professional insurance careers.

Both Kay and Bierley are from Fort Myers, Florida.  Each of them attended five courses and passed five rigorous exams.  Each is prepared to represent their employer in the best and most comprehensive way.  CISR is a designation recognized internationally and those who earn it have a comprehensive understanding of risks and exposures.

The National Alliance, based in Austin, TX, provides technical training materials and instruction in the areas of personal lines insurance, agency management operations, and risk management, leading to one or more of the five distinguished designations – Certified Insurance Service Representative (CISR), Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Certified School Risk Manager (CSRM), and Certified Personal Risk Manager (CPRM).  With 46 years of experience and leadership in education, The National Alliance advances the profession by providing insurance and risk management professionals of every experience level with integrated, practical continuing education, timely research and designation opportunities.  For additional information, visit www.TheNationalAlliance.com.

 

Disabled Veterans Insurance Careers is a nonprofit organization with the mission to educate-train and generate meaningful employment opportunities for physically disabled veterans who will excel at pro-actively cross-selling personal lines insurance products on behalf of leading independent insurance agencies.  For additional information, visit www.DVIC.us.

The National Alliance Announces Online Courses for New Hires

AUSTIN, TX (January 20, 2015) —The National Alliance for Insurance Education & Research is now conducting online courses for personnel new to the insurance industry.  Written at a basic level, the Introductory Series helps newcomers with fundamental aspects of the insurance business.  The time it will take to complete each course is 2-3 hours on average.  Highly evaluated by initial participants as a foundation for understanding concepts, the introductory courses also may prepare the learner for continuing education in a designation program.  Online convenience with a registration fee of $30 makes these courses an effective choice for training. Current course choices include:

Four more courses are scheduled for release during the first quarter of 2015:

The Introductory courses can be found in the list of Self-Paced Online Program Options at www.TheNationalAlliance.com.  They do not offer any state CE credit and will not serve as update options for any of the designation programs.  If you have any questions, please contact Katie O’Malley or Beverly Messer, CIC, CRM, CISR, at 800-633-2165.

All Five CIC Institues Now Available Online

AUSTIN, TX – (January 6, 2015) The National Alliance for Insurance Education & Research announced that all five CIC institutes are now available online.  These interactive, work-from-anywhere Certified Insurance Counselor institutes are paced to maximize learning and optimize earning.  

Through an instructor-led format, participants can interact directly with our distinguished faculty and educational consultants throughout their study. Participants attend live webinar sessions in addition to completing optional self-quizzes and discussion postings. Each institute is packed with relevant examples and scenarios to explain the material in concrete business terms.

CIC online provides participants with CE credit in most states and meets the requirements for updating the CIC and CRM designations. Up to two years of update credit may be earned by CISRs and CSRMs for attending CIC institutes. Those participants seeking the CIC designation must pass the proctored examinations. 

Each CIC Instructor-Led Online course is $420/per person and open now for registration:

CIC Personal Lines
January 27 - February 24, 2015

CIC Agency Management
February 19 - March 19, 2015

CIC Commercial Casualty
March 24 - April 21, 2015

CIC Life & Health
April 9 - May 7, 2015

CIC Commercial Property
May 14 - June 11, 2015

CIC Agency Management
June 24 - July 22, 2015

Online education is becoming a necessity for many, providing a savings in time, travel, and hotel accommodations. These institutes meet all of our criteria for excellent curriculum, highly interactive faculty, and practical results. Participants can mix and match online with local classroom options to earn the designation.  Look to the schedules on The National Alliance website (www.The NationalAlliance.com/schedule) for more information and starting times. 

CPRM - For Professionals Serving High Net Worth and Affluent Clients

AUSTIN, TX (December 15, 2014)—The newest designation program of The National Alliance, Certified Personal Risk Managers (CPRM), strengthens the abilities of the insurance and risk management communities to better serve the high net worth and affluent client base through a unique combination of risk management, technical information, and account development.  The CPRM Program is a collaborative effort between The National Alliance and the Council for Insuring Private Clients (CIPC).  A pilot course, conducted in October of 2014, received very favorable evaluations—the highest rated program of its kind.  

The five courses leading to the CPRM designation are:

The Personal Client Risk Management course, scheduled for February 3-5, 2015 in Dallas, Texas, will include these topics:

Additional upcoming events include:

Individuals should have at a minimum a full understanding of standard personal lines insurance exposures and coverages.  The Alliance recommends CISR courses and/or CIC Personal Lines institutes to gain or reinforce this knowledge.  Attendance at CPRM courses will qualify as an annual update for CIC, CRM, CISR, and CSRM designations.

CIC and CISR Scholarships Awarded at FIWT Convention

AUSTIN, TX (October 24, 2014) – The National Alliance presented 5 scholarships to FIWT members at the 70th Annual Convention of the Federation of Insurance Women of Texas Incorporated (FIWT) held in Waco, Texas.  The CIC and CISR scholarships were awarded at a special recognition ceremony at the convention on October 18, 2014.

Each scholarship grants full tuition to one program conducted by The National Alliance for Insurance Education & Research.  “The National Alliance has partnered with FIWT to award these scholarships to deserving FIWT members,” Danielle Janecka, Senior Vice President, said. “The recipients are all actively involved in the insurance industry and committed to advanced education.”

Scholarships Awarded:

CIC Update Scholarship:

Rebecca Schreiber, CIC, ACSR
Borden Insurance
Corpus Christi, TX

CIC Scholarship:

Rhonda Whoolery, CISR, ACSR
Risk Placement Services, Inc.
Austin, TX

CISR Update Scholarship:

Eloise Padron, CISR
Shepard Walton King Insurance Group
Harlingen, TX

CISR Scholarships:

Karen Brady, ACSR, AAI, AIS
Barnard Insurance Agency, LLP
Wichita Falls, TX

Maria Longoria, ACSR
Borden Insurance
Corpus Christi, TX

Distinguished Faculty to be Honored at 45th Anniversary Celebration

AUSTIN, TX (August 22, 2014)—As part of its 45th Anniversary celebration at the James K. Ruble MEGA Seminar on October 21 in Dallas, Texas, The National Alliance for Insurance Education & Research will name and recognize these extraordinary individuals as Distinguished Faculty of The National Alliance:

These luminaries have far exceeded every request made of them to continually raise the bar for excellence in global education and training.  Each of them has contributed in unique ways and all of them have contributed time, effort, and energy not only to The National Alliance but to the insurance and risk management community. As a group, their accomplishments include the following activities:

The common thread is that each of them has put the needs of the program participant first.  They have shared in so many ways the aspirations of the organization and dedication to the future that they have become a part of our continuing family.

Dr. William T.  Hold, CIC, CPCU, CLU, President and Co-Founder of The National Alliance and Mary Husk, Vice President, Faculty Development, will introduce the dignitaries at the special reception.    Dr. Hold stated, “These first time recognitions are long overdue and represent an exciting new development standard in professional insurance and risk management education.”

Virginia Nominee Selected as the 2014 National Outstanding CSR of the Year

AUSTIN, TX (July 29, 2014) – Ms. Teresa C. Sheppard, CIC, CISR, AAI, ACSR, CPIW, AIS, Account Manager for Campbell Insurance in Brookneal, Virginia, has just been awarded the most prestigious honor available to insurance customer service representatives:  the 2014 National Outstanding CSR of the Year Award.

The Society of Certified Insurance Service Representatives (CISR) and the Society of Certified Insurance Counselors (CIC) selected Ms. Campbell as the winner of this award from a field of 42 state winners.  After five finalists were chosen from this field, a blue-ribbon panel of five judges evaluated the finalists based on their individual contributions to the insurance community, and the strength of their essays written on the topic:  “It is generally agreed that both new and renewal business are crucial to the success of an agency. Explain whether new business or renewal business is more important to the long-term value and profitability of an agency. Identify four ways a CSR, Account Executive, or Account Manager can have a meaningful impact on the new and/or renewal business written by their agency.”

Teresa Sheppard was praised by an associate as “an inspiration and leader for others.  She is a supporter of insurance education and professional development for insurance women in our industry.  Her numerous designations are just one example of her commitment to professional growth.”

In her essay, Ms. Sheppard cited four ways a CSR, Account Executive, or Account Manager can have a meaningful impact on the new and/or renewal business written by their agency: (1) building trust with carriers and clients; (2) consistently providing clients with accurate and timely responses to their requests; (3) viewing yourself as a “Client Relationship Manager”; and (4) continually educating ourselves.

Ms. Sheppard receives a cash award of $2,000, a distinctive gold and diamond lapel pin, and her name is inscribed on a sculpture on permanent display at The National Alliance headquarters in Austin, Texas.  A scholarship will be awarded to her employer, Campbell Insurance for participation in any National Alliance program.

In addition to the selection of Teresa Sheppard as the national award recipient, four national finalists were chosen from a particularly competitive field of applicants: 

 

Each finalist receives a special gold and garnet lapel pin, $500 cash award, and publicity in a national trade journal.

 

For additional information about this award, contact The National Alliance for Insurance Education & Research: P. O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; Email alliance@scic.com; Website: www.TheNationalAlliance.com.          

The Academy Publishes New Study: Starting, Buying, Selling, and Perpetuating Insurance Agencies

AUSTIN, TX, June 20, 2014 – The National Alliance Research Academy and author Jon Persky, CPA, CIC, PHR, have published a new study entitled, Starting, Buying, Selling, and Perpetuating Insurance Agencies.  As the title implies, this book has many uses.  For experienced insurance professionals who want to start their own agency, this study discusses different entity types, agency planning, carrier access, and managing income and expenses.  For agencies that are buying other agencies, consider the economies of scale and find out where to find good agencies for sale.  This book discusses selling considerations such as business challenges, industry consultants, and finding buyers.  Perpetuation information includes defining the objectives, when to sell, and the different perpetuation methods.

This study is a comprehensive guide of over 300 pages.  A survey of nearly 400 agency owners is included; here are some of the more interesting findings:

According to William J. Hold, CISR, Director of The Research Academy, “This study is a comprehensive guide for help with planning, implementing, and/or negotiating the necessary steps and transactions.  It’s like having the right advisor in your corner to assist you in the decision-making process.”

Readers will find that the CD contains exhibits from the book – agreements, letters, forms, checklists – that can be tailored for their personal use.  Starting, Buying, Selling, and Perpetuating Insurance Agencies combines advice and information with practical and useful exhibits. Price: $149 for printed version, $139 for e-book

The Academy is a non-profit organization funded entirely through publication sales and affiliation dues, and serves as the research and development arm of The National Alliance for Insurance Education & Research. Research grants are made possible through the annual dues of National Alliance members and The Academy’s Research Associates. For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website:  www.TheNationalAlliance.com.

CIC, CRM, CISR and CSRM SCHOLARSHIPS AWARDED AT IAIP CONVENTION

AUSTIN, TX (June 13, 2014) – The National Alliance recently presented 22 scholarships to IAIP members at the 73rd Annual Convention of the International Associationof Insurance Professionals(IAIP)held in San Diego, California.  The CIC, CRM, CISR and CSRM scholarships were awarded at a special recognition ceremony at the convention on June 7, 2014.

 

Each scholarship grants full tuition to one program conducted by The National Alliance for Insurance Education & Research.  “The National Alliance has partnered with IAIP to award these scholarships to deserving IAIP members,” Danielle Janecka, Senior Vice President, said. “The recipients are all actively involved in the insurance industry and committed to advanced education.”

 

Scholarships Awarded:

 

CIC Update Scholarship:

 

Brenda Buck, CIC, CPCU, CPIW

USI Insurance Services,  LLC

Bedford , NH

 

CIC Scholarship:

 

Susana D. Baja

G. F. Brown Insurance

San Pablo, CA

 

Sarina  P. Kowall, CISR

Cragin & Pike, Inc.

Las Vegas, NV

 

Ashley Rosborough

J. T. Rosborough, Inc.

Ellsworth, ME

 

Eileen S. Bearor, CISR, AAI, CIIP

Holden Financial Services

Middlebury, VT

 

                Lori Hiltz, CPIA, CPIW

Engle Hambright & Davies, Inc.

Lancaster, PA

 

CRM Scholarships:

 

Carrie Lee, CISR, ACSR, CBIA

Price & Ramey Group

Elizabethton, TN


 

Jennifer A. Dowell, CISR, CPIW, AINS, AIS

Community Bankers Financial Services, LLC

Saint Paul, MN

 

Connie Eder

Honolulu, HI

 

CISR Update Scholarships:

 

Carol Hess, CISR, CSRM, CPCU, AIS, SCLA, ACS, AINS

Cincinnati Insurance Company

Fairfield, OH

 

Sharon Bumgarner, CISR, CPIW, DAE

Cormell-Streett & Patterson

Florence, SC

 

CISR Scholarships:

 

Betty Duke

Blue Ribbon Insurance Agency

Torrance, CA

 

Tamara Jean Wallace

Transworld Systems, Inc.

Hodgenville, KY

 

Diedra Gunderman, AINS, AIS, API

Central Mutual Insurance Company

Van Wert, OH

 

Melissa Seney-Kirk, CPSR

Insurance Resources & Risk Management

Beverly Hills, FL

 

CISR Online Scholarships:

 

Gayle P. Morgan

The Bridge Group, LLC

Columbus, MS

 

Kim Dube

F. A. Peabody Company

Lincoln, ME

 

Shelley Wyman

F. A. Peabody Company

Lincoln, ME

 

Sharon Leighton

F. A. Peabody Company

Lincoln, ME

 

Marian Dunkerley

Van Zandt, Emrich & Cary, Inc.

Louisville, KY

 

CSRM Scholarships:

 

Ashley Houlihan, CISR

Swett & Crawford

Honolulu, HI

 

Nancy Moore

Liberty Mutual Commercial Insurance Company

Loveland, OH

 

In addition to initiating the CIC, CRM, CISR and CSRM scholarships, The National Alliance and the IAIP have worked together to encourage the promotion of the Outstanding CSR of the Year Award and promote the sale of publications by The National Alliance Research Academy.

 

The National Alliance for Insurance Education & Research provides insurance and risk management professionals with the nation’s premier advanced educational programs, including Certified Insurance Counselors (CIC), Certified Insurance Service Representatives (CISR), Certified Risk Managers (CRM), Certified School Risk Managers (CSRM), Dynamics Sales Training, and the Producer School.  For more than 45 years the organization has served more than 140,000 participants throughout all 50 states and Puerto Rico.  For additional information, contact Danielle Janecka, djanecka@scic.com, or visit The National Alliance website: www.TheNationalAlliance.com

2014 OUTSTANDING CSR OF THE YEAR AWARD STATE WINNERS SELECTED

AUSTIN, TX (June 4, 2014) – Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to represent their states and compete to become the National Outstanding CSR of the Year.  This prestigious award, regarded as the foremost national award of its kind, recognizes the contributions and commitment of those who serve clients within the insurance industry.

To qualify for the top state honor, the 2014 candidates submitted an essay on the following topic: 

“It is generally agreed that both new and renewal business are crucial to the success of an agency. Explain whether new business or renewal business is more important to the long-term value and profitability of an agency. Identify four ways a CSR, Account Executive, or Account Manager can have a meaningful impact on the new and/or renewal business written by their agency.”

Additionally, entrants must have demonstrated commendable service to their agencies, their industry, and their community.  The only eligibility requirement for this award is that the candidate must be an insurance customer service representative, or have primary responsibility for insurance customer service duties. 

“The Outstanding CSR of the Year Award is an opportunity to connect with and recognize exceptional customer service representatives across the nation,” said Danielle Janecka, Senior Vice President of The National Alliance. “Each of the state winners meets a new standard for personal and professional excellence as demonstrated by their essay, contributions to their agencies and the industry, and their letters of recommendation.  They clearly understand and appreciate the most precious of our assets – our customers!”

Each state winner receives a framed certificate and is eligible to compete for the national honor, which carries a $2,000 cash award, a gold and diamond pin, $1,000 cash award for the nominator, and a scholarship for the recipient’s employer to any program offered by The National Alliance. Additionally, the name of the Outstanding CSR of the Year is inscribed on a sculpture permanently displayed at the national headquarters of The National Alliance for Insurance Education & Research in Austin, Texas. 

 

State Winners:

 

Alabama

Carol Reach, CISR

Fitts Agency, Inc.

 

Alaska                                

Abigail Bonney, CISR, CRIS                                                                                   

Alaska USA InsuranceBrokers, LLC

 

Arizona                              

Linda G. Ebling, CPCU, ARM, CPIW                                                                     

Lovitt & Touché

 

Arkansas                           

Marla J. Williams, CIC    

The Cashion Company

 

California                         

Corie L. Gist, CISR           

Johnson & Wood Insurance Services, Inc.

 

Colorado

April L. Magdaleno, CIC

Colorado West Insurance

 

Connecticut

Jami L. McDonald, CISR

Goodman Insurance, Inc.

 

Delaware

LeeAnne Henderson, CISR, AINS, AIS

Lyons Insurance Agency, Inc.

 

Florida

Paula Morgan

Schlitt Insurance Services

 

Hawaii

Christine M. Gumbs, CISR

Occidental Underwriters of Hawaii, Ltd.

 

Illinois

Deborah L. Pfingsten, CISR

Iroquois Insurance Agency

 

Indiana

Patricia L. Holycross, CIC, AAI

Brown & Brown of Indiana

 

Iowa

Rebecca J. Plagge

First Gabrielson Agency

 

Kansas

Martha A. Elliott, CISR

Marsh & McLennan Agency

 

Louisiana

Katie Liljeberg, CISR, CLP

Dave Millet Insurance Agency

 

Maine

Dawn Halkyard, ACSR, CIIP

F.A. Peabody Company

 

Maryland

Miranda B. Furstoss, CISR

Ashley Insurance, Inc.

 

Massachusetts

Vikki A. Thomas

Chase & Lunt, LLC

 

Michigan

Barbara Buchalter, CISR

Autumn Insurance & Benefits

 

Minnesota

Dawn M. Demma, CIC, CISR

Ahmann Martin Risk & Benefits Consulting

 

Mississippi

Mary M. Stogner, ACSR

Insurance & Risk Managers

 

Missouri

Christen Beardall, CISR

Powers Insurance and Benefits

 

Montana

Stacy Dingman, CRIS, AIS, AINS

PayneWest Insurance

 

Nevada

Erica Saccamano

The Mahoney Group

 

New York

Antoinette M. Carpentier

Emery & Webb, Inc.

 

North Carolina

Erica H. Stowe, CIC, CISR

Ascension Insurance Agency, Inc.

 

Ohio

Cynthia L. Matus, CISR, CPIW

Knight Crockett Miller Insurance Group

 

Oklahoma

Kelly M. Stebbins, CISR, AAI

Cole, Paine & Carlin Insurance

 

Oregon

Sherry L. Callahan, CBIA

The Summit Group of Oregon

 

Pennsylvania                    

Mary Ann Masullo, CIC

Huntington Insurance

 

Puerto Rico                       

Damaris Negrón, CIC      

Fulcro Insurance, Inc.

 

South Carolina

Meredith B. Thomason, CISR

Citizens Insurance Agency

 

South Dakota

Jodi L. Tjeerdsma, CIC, CRM, CPCU, ARM, AAI, CPIW

Holmes Murphy & Associates

                                                                                                                                               

Tennessee

Cheryl R. Edwards, CIC

BFS Insurance Group

 

Texas

Sonya J. Edwards, CIC, ACSR

Bryan Insurance Agency

 

Utah

Tiffanie Thompson, CIC

SentryWest Insurance Services

 

Virginia

Teresa C. Sheppard, CIC, CISR, AAI, ACSR, CPIW, AIS

Campbell Insurance
                                             

Virgin Islands

Jessica P. Grell, CISR

Theodore Tunick & Company

 

Washington

Laura F. Smith, CIC, ACSR

Fournier Insurance Solutions

 

West Virginia

Michelle R. Kerns

Pioneer Insurance Agency, Inc.

 

Wisconsin

Alissa A. Rosenow, CISR

HNI

 

Wyoming

Alexis C. Kelly

Tegeler & Associates  

 

The National Alliance for Insurance Education & Research, the nation’s premier provider of advanced educational opportunities for insurance and risk management professionals, includes the Certified Insurance Counselors (CIC) Program, the Certified Insurance Service Representatives (CISR) Program, the Certified Risk Managers (CRM) Program, the Certified School Risk Managers (CSRM) Program, the Dynamics Sales Training Series, the School for Producer Development, and The National Alliance Research Academy. For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website:  www.TheNationalAlliance.com.

The Academy Publishes 10th Edition of Growth and Performance Standards Study

AUSTIN, TX, May 13, 2014 – The National Alliance Research Academy has published its newly revised 10th edition of Growth and Performance Standards (GPS).  The 2014 edition is written specifically for those who want to compare their insurance agency to other agencies of a similar size and location, with respect to income and expense averages, productivity measures, and balance sheet ratios.  This allows them to discover how the best performing agencies are doing, and gauge the results of agencies in different size categories.   Through the use of the companion CD, agencies may compare their own numbers, compute variances, and improve results. 

The study is an impressive book at 238 pages, and just a few of the findings indicate the breadth and depth of the inquiry:

According to William J. Hold, CRM, CISR, Director of The Academy, “The GPS study represents current agency trends.  Much of the value is in faithfully representing agency response to times of uncertainty and readjustment.  Agencies around the country use the study to establish benchmarks for their own responses and progress.”

Readers will find the CD a useful companion for comparing their own numbers to trends in the industry.  Growth and Performance Standards (GPS) combines 238 pages of precise current data with practical tools for its use.  Price: $75. There is also an eBook version available for $65.

The Academy is a non-profit organization funded entirely through publication sales and affiliation dues, and serves as the research and development arm of The National Alliance for Insurance Education & Research. Research grants are made possible through the annual dues of National Alliance members and The Academy’s Research Associates. For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; www.TheNationalAlliance.com.

Certified Personal Risk Manager - The Newest Designation Program of The National Alliance

AUSTIN, TX (May 5, 2014)—The National Alliance for Insurance Education & Research, in collaboration with the Council for Insuring Private Clients (CIPC), announces the development of the Certified Personal Risk Manager (CPRM) Program.  CPRM is the newest designation program of The National Alliance with a purpose of training the insurance and risk management communities to better serve the high net worth and affluent client base.  The program will contain a unique combination of risk management, technical information, and account development.

The National Alliance, based in Austin, TX, with its 45 year history of experience and leadership in insurance and risk management education and designation programs, is most qualified to provide comprehensive, relevant and practical training. The development and support of the program includes leading carriers such as AIG, Fireman’s Fund, Ironshore, Lexington, and Lloyds Underwriters – Hiscox, Britt, and Amtrust, along with top agencies and brokers writing high net worth and affluent clients.    

The five major areas of emphasis will include personal risk management, insurance coverage differences, evaluation and protection of the lifestyle, the practical application, and management of the business of high net worth and affluent clients. The initial CPRM courses will be presented in early October 2014 and will provide two distinct benefits to the participants. First, an exceptional opportunity to exchange ideas and practices specific to this client community; secondly, the formalized presentation of practical and relevant educational materials in conjunction with earning the CPRM designation.    

Dr. William T.  Hold, President and Co-Founder of The National Alliance and Beverly Messer, Senior Vice President, Academic Development, will introduce the CPRM designation program at the CIPC conference in Dallas on June 4, 2014.  Dr. Hold stated, “The CPRM Program represents an exciting new national development in professional insurance and risk management education.”

The National Alliance for Insurance Education & Research is known for insurance and risk management education and designation programs such as Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Certified Insurance Service Representative (CISR), and Certified School Risk Manager (CSRM).  The company advances the industry quality by providing insurance and risk management professionals of every experience level with integrated, practical continuing education, timely research and designation opportunities. For additional information, visit The National Alliance website: www.TheNationalAlliance.com, or call 800-633-2165.

The Council for Insuring Private Clients and High Net Worth Individuals (CIPC) was founded by MarketScout to provide a venue where agents and insurers may come together on how to better serve their private clients.  

TWO CIC INSTITUTES NOW AVAILABLE ONLINE

AUSTIN, TX – (April 10, 2014)  After very successful and highly-rated pilot projects, The National Alliance for Insurance Education & Research has introduced the first two instructor-led, webinar based, online classroom institutes of the Certified Insurance Counselors (CIC) Program.  They are the Life & Health Institute and the Agency Management Institute.

These ultimate interactive, work-from-anywhere institutes are paced to maximize learning and optimize earning. Participants attend live webinar sessions in addition to completing self-quizzes, readings, and discussion postings. The courses are packed with relevant examples and scenarios to explain the material in concrete business terms.

Communication is also a key to success with online learning. Participants can interact directly with our distinguished faculty and educational consultants throughout their study.

Satisfying the attendance and participation requirements of these online classroom institutes earn CE credit in most states and meet the requirements for updating the CIC and CRM designations. Two years of update credit may be earned by CISRs and CSRMs for attending and participating in this program.

Each CIC Online Classroom course is $420/per person and open now for registration:

Agency Management | April 22-May 20, 2014

Life & Health | April 23-May 21, 2014

Agency Management | June 10 –July 8, 2014

Life & Health | July 15-August 12, 2014

Online education is becoming a necessity for many, providing a savings in time, travel, and hotel accommodations. These institutes meet all of our criteria for excellent curriculum, highly interactive faculty, and practical results. Look to the schedules on The National Alliance website for more information and starting times.

Atlanta RIMS Chapter Offers CRM Completion Recognition Award

AUSTIN, TX  (November 22, 2013) —According to spokesperson, Kristy George, CRM, ARM, the Board of the Atlanta RIMS Chapter approved the award of $100 to members who earn their CRM designation.  This stipend is offered as an incentive to broaden risk management education with special regard to a practical and value-added process for clients and customers.

The Certified Risk Managers Program began in 1995 and has steadily grown to be the most influential program for understanding risks and how to manage them. The courses are taught by seasoned professionals with years of experience in the risk management field—many are Risk Managers of the Year and have received prestigious awards related to risk management.  

The National Alliance is a pioneer and early adopter of the unique online format of providing blended learning for risk management. In 2011, the five courses became available online as well as in the classroom:

Designation candidates take a proctored exam at the end of the course. Approved in most states for CE credit, the courses also meet the requirements for updating the CRM and CIC designations. Two years of update credit may be completed by CISRs and CSRMs attending any course.

The National Alliance is honored to be a part of the Atlanta chapter’s initiative on behalf of its members.  It is our hope that many other RIMS chapters will follow its lead.

Messer named to DVIC strategic board

FORT MYERS, Fla. (Aug. 30, 2013) – Disabled Veterans Insurance Careers, dedicated to helping disabled U.S. veterans by providing new opportunities for training and employment in the insurance industry, announces the election of Beverly A. Messer, CIC, CRM, CISR, to the organization’s strategic board.

Messer is a senior vice president at The National Alliance for Insurance Education & Research in Austin, Texas. She joined The National Alliance in 2007 as a member of senior management, where her responsibilities include managing and maintaining growth and development for the organization’s insurance education programs.

Focused on quality educational opportunities for all participants, her academic development management includes the designation programs of the Certified Insurance Counselor (CIC) and Certified Insurance Service Representative (CISR); the advanced programs of James K. Ruble Seminars and William T. Hold Seminars; and online program development for the organization.

Messer began her insurance career in 1975 in Indiana at an independent agency. During her 32 years with the agency, her responsibilities included all aspects of service, sales, management and agency operations. She became a co-owner of the agency in 1993.

Her leadership, dedication and commitment to the insurance industry provided opportunities to serve on various insurance carrier agency councils, association boards, education foundations and the Board of Governors for the Society of Certified Insurance Counselors and the Society of Certified Insurance Service Representatives.

“Beverly is a welcome addition to our team,” said Gary L. Bryant, DVIC president and CEO. “Her experience and dedication are assets that will strengthen DVIC’s mission.” In addition to Messer, DVIC’s strategic board includes James R. Pender, CPCU, CLU, ChFC, ARM, Oswald Trippe and Company, co-founder; Gary V. Trippe, CIC, Oswald Trippe and Company, co-founder; Thomas E. Callanan, retired president/CEO of Advantage Workers Compensation Insurance Company; retired U.S. Army Col. Thomas A. Dials, chairman emeritus of the Armed Forces Insurance Corporation; Lee Knapp, Knapp Consultants, founding member; Brady Polansky, Polansky Enterprises, founding member; Jon Bidwell, Chubb Insurance Group, founding member; Walter J. Gdowski, The Rough Notes Company; James R. Hackbarth, Assurex Global; Robert M. Menke, Bankers Insurance Group; George (Shad) A. Steadman III, Rutherfoord, A Marsh & McLennan Agency; retired U.S. Air Force Capt. Gerald J. Sullivan, The Sullivan Group; John Wepler, Marsh Berry; Jeff Grady, Florida Association of Insurance Agents; David M. Howard, AmRisc, LP; and Adam DeGraide, Astonish.

The organization’s operating board consists of retired U.S. Army Maj. Gen. James L. Dozier; Roger C. Mercado Jr., Community Cooperative Ministries Inc.; Pender; Trippe; Kathy Pender, Kathy Pender M.A., L.P.C.C.; retired insurance agency executive Gay Trippe; and John M. Pollock, CIC, BB&T Insurance Services.

Disabled Veterans Insurance Careers is a nonprofit organization with the mission to educate, train and generate meaningful employment opportunities for physically disabled veterans who will excel at proactively cross-selling personal lines insurance products on behalf of leading independent insurance agencies. For additional information, call 239-433-8523 or visit www.DVIC.us.

IOWA NOMINEE SELECTED AS THE 2013 NATIONAL OUTSTANDING CSR OF THE YEAR

AUSTIN, TX (July 29, 2013) – Ms. Nicole Keck, CISR, Commercial Lines Coordinator and Senior Customer Service Agent for AW Welt Ambrisco Insurance, Inc.in Iowa City, Iowa, has just been awarded the most prestigious honor available to insurance customer service representatives:  the 2013 National Outstanding CSR of the Year Award.

 

The Society of Certified Insurance Service Representatives (CISR) and the Society of Certified Insurance Counselors (CIC) selected Ms. Keck as the winner of this award from a field of 49 state winners.  After five finalists were chosen from this field, a blue-ribbon panel of five judges evaluated the finalists based on their individual contributions to the insurance community, and the strength of their essays written on the topic:  “Communication is one of the most important parts of building strong relationships with your clients, companies, and coworkers.  Identify and explain the four greatest barriers to effective communication that you face (or have faced) and how you’ve worked to overcome these barriers.

 

Nicole Keck was praised by an associate as “committed and driven to excellence.  She is always willing to help others and strives to make others around her better.  Nicci has helped our agency open our eyes and minds to new ideas and methods of communication internally to help us improve our service model and better serve our clients.  It is so difficult to find someone with so many strong character and leadership traits, but Nicci has them all.”

 

In her essay, Ms. Keck cited four communication barriers she has faced and how she has overcome them: (1) finding a common language; (2) communication style differences; (3) email pitfalls; and (4) time management.

 

Ms. Keck receives a cash award of $2,000, a distinctive gold and diamond lapel pin, and her name is inscribed on a sculpture on permanent display at The National Alliance headquarters in Austin, Texas.  A scholarship will be awarded to her employer, AW Welt Ambrisco Insurance for participation in any National Alliance program.

 

In addition to the selection of Nicole Keck as the national award recipient, four national finalists were chosen from a particularly competitive field of applicants: 

 

Alicia Carlson, CISR, AIS, AU with Howalt-McDowell Insurance in Sioux Falls, South Dakota

Michael Lemay, CIC, CISR, API, AIS, AINS with Cross Insurance in Portland, Maine

Jennifer Lude, CISR with Liberty Mutual Insurance in Salt Lake City, Utah

Kadi Quinn, CISR with McKay Insurance in Mt. Pleasant, South Carolina

 

Each finalist receives a special gold and garnet lapel pin, $500 cash award, and publicity in a national trade journal.

 

For additional information about this award, contact The National Alliance for Insurance Education & Research: P. O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; Email alliance@scic.com; Website: www.TheNationalAlliance.com.    

2013 OUTSTANDING CSR OF THE YEAR AWARD STATE WINNERS SELECTED

AUSTIN, TX (May 29, 2013) – Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to represent their states and compete to become the National Outstanding CSR of the Year.  This award, regarded as the foremost national award of its kind, recognizes the contributions and commitment of those who serve clients within the insurance industry.

 

To qualify for the top state honor, the 2013 candidates submitted an essay on the following topic: 

 “Communication is one of the most important parts of building strong relationships with your clients, companies, and coworkers. Identify and explain the four greatest barriers to effective communication that you face (or have faced) and how you’ve worked to overcome these barriers.”  Additionally, entrants must have demonstrated commendable service to their agencies, their industry, and their community.  The only eligibility requirement for this award is that the candidate must be an insurance customer service representative, or have primary responsibility for insurance customer service duties. 

 

“The Outstanding CSR of the Year Award is an opportunity to connect with and recognize exceptional customer service representatives across the nation,” said Danielle Janecka, Senior Vice President of The National Alliance. “Each of our state winners demonstrates through their essays, contributions to their agencies and the industry, and their letters of recommendation a new standard for personal and professional excellence.  They clearly understand and appreciate the most precious of our assets – our customers!”

 

Each state winner receives a framed certificate and is eligible to compete for the national honor, which carries a $2,000 cash award, a gold and diamond pin, $1,000 cash award for the nominator, and a scholarship for the recipient’s employer to any program offered by The National Alliance. Additionally, the name of the Outstanding CSR of the Year is inscribed on a sculpture permanently displayed at the national headquarters of The National Alliance for Insurance Education & Research in Austin, Texas. 

 

Outstanding Customer Service Representatives of the Year for 2013:

 

Alabama
Stephanie T. Craycraft, CISR, CPIA
Anchor Insurance Agency

Alaska
Chayla N. Deitz, CISR 
Alaska USA InsuranceBrokers

Arizona
Sharon D. Bowman, CIC
Brown and Brown Insurance of Arizona

Arkansas
Pamela A. Culwell 
BancorpSouth Insurance Services, Inc.

California
Stephanie R. Calhoun, CIC, CISR
Teague Insurance Agency, Inc.

Colorado
Melissa M. Jones, CIC, CISR, CPIW, AIP
Colorado BW Insurance Agency

Connecticut
Jessica L. Bloking, CIC
Wentworth DeAngelis, Inc.

Delaware
Tracey A. Reed, CIC, CISR
Bramall & Hitchen

Florida
Ivon Deaton, CIC 
Gallo Insurance Agency, Inc.

Georgia
Sheila R. Brock, CIC
The Whitlock Group, Inc.

Hawaii
Christine M. Gumbs 
The Royal State Insurance Agency, Inc.

Idaho
Terri Azzola, CIC
Mutual Insurance Associates, Inc.

Illinois
Teresa R. Fleming, CISR
Leffelman and Associates

Indiana
Kristi R. Wood, CISR
Cardinal Insurance Service, Inc.

Iowa
Nicole L. Keck, CISR
AW Welt Ambrisco Insurance, Inc.

Kansas
Debra K. Butcher, CISR
MRH Insurance Group, Inc.

Kentucky 
Kathryn L. Clements, CIC
Eugene Wilson & Company

Louisiana
Stacey G. Booth, CIC, CISR, AINS, AIS
Eustis Insurance & Benefits, Inc.

Maine
Michael A. Lemay, CIC, CISR, AINS, AIS, API
Cross Insurance

Maryland
Esther M. Hurchalla, CISR, AAI, AINS
Avery W. Hall Insurance, Inc.

Massachusetts
Diane E. Wilson, CIC
The Gaudreau Group

Michigan
Julie McNeal, CPIA
General Agency Company

Minnesota
Joann M. Mueller
Dolliff, Inc.

Mississippi
Annie L. Roberts, CISR
Fisher Brown Bottrell Insurance, Inc.

Missouri
Stacey C. Briggs, CISR
Dan Yoest Insurance

Montana
Sherry M. Hill, CISR
Hobson Insurance

Nebraska
Dianne L. Miller, CIC 
Western Insurors

Nevada
Gayle E. Stackhouse, CISR, ACSR
Aniello Insurance Agency

New Hampshire
Sandra C. LaCroix, ACSR
USI Insurance Services, LLC

New Jersey
Stephanie Brown, CISR, SCLA
GR Murray Insurance

New Mexico
Samantha Sanchez, CISR
J. S. Ward & Son, Inc.

New York
Janice Tomaselli, AAI
First Niagra

North Carolina
Heather O. Basdekis, CISR
Darden Miranda & Associates

North Dakota
Joni R. Alfson, CIC, CPCU
Dawson Insurance

Ohio
Chelsea A. Sliwinski, CISR
The Evarts Tremaine Flicker Company

Oklahoma
Natalie J. Garrett, CISR, CPIW, AINS
Messer-Bowers Company

Oregon
Tamara S. Doryland, AINS, API, CIIP, DAE
Hagan Hamilton

Pennsylvania
Enid J. Holcomb, CISR
Bush Agencies, Inc.

Puerto Rico
Karen M. Villafañe Rodriguez, CISR
Hub International/CLC Insurance Services

South Carolina
Kadi M. Quinn, CISR
McKay Insurance, Inc.

South Dakota
Alicia I. Carlson, CISR, AIS, AU
Howalt-McDowell Insurance

Tennessee
Beth M. Mittlesteadt, CIC, CISR
BB&T Legge Insurance

Texas
Sonya J. Edwards, CIC, ACSR
Bryan Insurance Agency

Utah
Jennifer M. Lude, CISR
Liberty Mutual Insurance

Virginia
Freida J. Cooper, CISR, CPIA
USI Insurance Services, LLC

Virgin Islands
Jessica P. Grell, CISR
Theodore Tunick & Company

Washington
James D. Ledbetter, CISR
Michael J. Hall & Company

West Virginia
Stacy L. Battaglini, CIC, ACSR, CPIW
Arndt McBee Insurance Agency

Wisconsin
Lindsey R. Hamielec, CIC, CISR
M3 Insurance

 

The National Alliance for Insurance Education & Research, the nation’s premier provider of advanced educational opportunities for insurance and risk management professionals, includes the Certified Insurance Counselors (CIC) Program, the Certified Insurance Service Representatives (CISR) Program, the Certified Risk Managers (CRM) Program, the Certified School Risk Managers (CSRM) Program, the Dynamics Sales Training Series, the School for Producer Development, and The National Alliance Research Academy. For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website:  www.TheNationalAlliance.com.

IOWA NOMINEE SELECTED AS THE 2013 NATIONAL OUTSTANDING CSR OF THE YEAR

AUSTIN, TX (August 8, 2013) – Ms. Nicole Keck, CISR, Commercial Lines Coordinator and Senior Customer Service Agent for AW Welt Ambrisco Insurance, Inc.in Iowa City, Iowa, has just been awarded the most prestigious honor available to insurance customer service representatives:  the 2013 National Outstanding CSR of the Year Award.

 

The Society of Certified Insurance Service Representatives (CISR) and the Society of Certified Insurance Counselors (CIC) selected Ms. Keck as the winner of this award from a field of 49 state winners.  After five finalists were chosen from this field, a blue-ribbon panel of five judges evaluated the finalists based on their individual contributions to the insurance community, and the strength of their essays written on the topic:  “Communication is one of the most important parts of building strong relationships with your clients, companies, and coworkers.  Identify and explain the four greatest barriers to effective communication that you face (or have faced) and how you’ve worked to overcome these barriers.

 

Nicole Keck was praised by an associate as “committed and driven to excellence.  She is always willing to help others and strives to make others around her better.  Nicci has helped our agency open our eyes and minds to new ideas and methods of communication internally to help us improve our service model and better serve our clients.  It is so difficult to find someone with so many strong character and leadership traits, but Nicci has them all.”

 

In her essay, Ms. Keck cited four communication barriers she has faced and how she has overcome them: (1) finding a common language; (2) communication style differences; (3) email pitfalls; and (4) time management.

 

Ms. Keck receives a cash award of $2,000, a distinctive gold and diamond lapel pin, and her name is inscribed on a sculpture on permanent display at The National Alliance headquarters in Austin, Texas.  A scholarship will be awarded to her employer, AW Welt Ambrisco Insurance, for participation in any National Alliance program.

 

In addition to the selection of Nicole Keck as the national award recipient, four national finalists were chosen from a particularly competitive field of applicants: 

 

Alicia Carlson, CISR, AIS, AU with Howalt-McDowell Insurance in Sioux Falls, South Dakota

Michael Lemay, CIC, CISR, API, AIS, AINS with Cross Insurance in Portland, Maine

Jennifer Lude, CISR with Liberty Mutual Insurance in Salt Lake City, Utah

Kadi Quinn, CISR with McKay Insurance in Mt. Pleasant, South Carolina

 

Each finalist receives a special gold and garnet lapel pin, $500 cash award, and publicity in a national trade journal.

 

For additional information about this award, contact The National Alliance for Insurance Education & Research: P. O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; Email alliance@scic.com; Website: www.TheNationalAlliance.com.       

The National Alliance Announces Two Practical Producer Schools

AUSTIN, TX, August 7, 2013 – Producer School is the intensely interactive place where the industry’s newest producers meet the nation’s #1 insurance education provider. The spark it ignites builds to a reliable fire of productivity when producers return to the agency. The National Alliance Producer School delivers on the promise of a fast and objective start and rewarding finish for producerscommitted to high performance.

 

Here are just a few of the practical benefits:

 

A Perfect Mix of “Know What” and “Know How”.  Blending an intense study of technical insurance knowledge with the highly successful methods of the Dynamics of Selling Program with nationally-known experts, makes it possible for commercial producers to learn the skills that predict success.

Interaction with Faculty and Peers. Our faculty members have proven themselves as practicing agents and producer coaches for 10+ years. Their guidance, along with active role-playing exercises, bring knowledge, skills, and experience together in a way that helps producers be better prepared and confident to perform at their best.  Instructors will put the producer in real-world situations so that they perfect their skills in class, rather than with a client.

Measureable Creation of ROI.  Not only do participants get a huge jump-start to their careers in two weeks of classes, the program also includes training for the sales manager, Gamebook® development, and three online courses.

 

The next opportunity for The National Alliance Producer Schoolis October 13-25, 2013 in Irving (DFW), Texas.  The first Producer School for 2014 will be held February 9-21 in Anaheim, California.

 

For further information and an application, visit https://www.scic.com/courses/producer_school/application_admission or call The National Alliance at 800-633-2165.

The National Alliance: 2013 Free Upcoming Webinars

Austin, TX, (July 22, 2013) – The National Alliance for Insurance Education & Research takes its obligation to educate the insurance and risk management industries seriously, especially through its FREE monthly series of webinars.  Because The National Alliance conducts four of the insurance industry’s most prestigious designation programs (CIC, CRM, CISR, and CSRM), the resource base of faculty, topics and current forms is a rich one indeed.  Professionals at all industry levels may sample the education offered at no cost.  This series of one-hour webinars showcases highly qualified National Faculty Members and invites participants to explore current topics of interest free of charge. 

 

Upcoming free webinars include:

July 25 Health Care Reformand Employers: The Top Considerations (12:30 p.m. CST)
John Barlament

August 13 Recent Changes That Affect Insuring Motor Carriers (12:30 p.m. CST)
Tommy Ruke, CIC, CPIA

September 18 Creating a Credible Sales Process (12:00 p.m. CST)
Joan Sansing, CIC, ARM, AAI

October 8 Cyber Risks (12:30 p.m. CST
Jerry Hargrove, J.D., CIC, CPIA, FCLA, SCLA, PICS, LICS

December 10 Liquor Liability (12:30 p.m. CST)
Allen Messer, CIC, CPCU

The most recent webinars conducted are still available in our webinar archive at www.TheNationalAlliance.com/webinars/archive.  For more information about the content of the webinars (past or planned) and for free registration online, please go to www.TheNationalAlliance.com/webinars.htm

 

The Insurance & Risk Management Knowledge Alliance website is another resource to meet your technical and sales needs.  For a nominal fee of $189 per year, those in the industry may supplement their current education with the articles, tips, court cases, and podcasts covering P&C, LH, management, insurance sales, and risk management topics. Access to this resource is free to CIC, CRM, CISR, and CSRM designees. For more information about the Knowledge Alliance, see http://irmka.scic.com/.

William T. Hold Seminars More Flexible Than Ever

AUSTIN, TX (July 17, 2013) – Continuing education has always been a cornerstone for the designations of The National Alliance.  Practical and comprehensive understanding of the insurance and risk management businesses has been proven to be a major factor and leading indicator of higher performance for more successful agencies, producers and customer service representatives.

 

At one time, William T. Hold Seminars were only available to Certified Insurance Service Representatives (CISRs).  Today, they are open to all who wish to expand their productivity in special niche markets.  These programs are taught by acknowledged experts and are offered in the classroom as well as online.   The 8-hour classroom seminars are available in locations across the country and the agendas cover personal lines, commercial lines, life and health, and risk management topics. 

The online Hold Seminars are 4-hours and include the following niche topics:

 

CISR and CSRM designees can combine two four-hour online Hold Seminar topics to fulfill their annual update requirement.For more information or to register, visit The National Alliance website at www.TheNational Alliance.com.

NEW STUDY IDENTIFIES THE CRITICAL FACTORS FOR INSURANCE AGENCY VALUE

Austin, Texas (July 16, 2013) – Insurance agency owners identified account retention as the most critical factor affecting the ongoing value of their agencies, according to a recent survey by The National Alliance Research Academy.  Agency owners were surveyed as to what they believe are the most critical factors affecting their agency’s value.  The results of this survey are unveiled and explained in the new study entitled, Critical Factors Affecting Agency Value.

 

To build value in their agencies, agency owners should concentrate on the most critical factors that add and preserve value.  Thus, survey participants were asked to rate 38 factors affecting the value of an independent agency as an ongoing business.  The following factors were rated as the top five:

1.      Account retention

2.      Quality of personnel

3.      Quality of customer service

4.      Profit margin

5.      Public image

 

Agency owners and managers can use the results of the study to make sure they are focusing on the most critical factors.  Achieving goals set higher than the average benchmark values for the critical factors is emphasized in this study because it can lead to an increase in agency value.

 

The economic value of an agency is more than some dollar amount based on a multiple of revenues or some other formula.  The critical factors that are unique to each and every agency must be factored in.  Areas for analysis include:

·           Customers

·           Insurance companies

·           Agency personnel

·           Sales and marketing

·           Income and expense

·           Productivity

·           Growth and perpetuation

 

Insurance agency owners and managers can acquireCritical Factors Affecting Agency Value to evaluate their current focus and adjust their future outlook.  It can be ordered for $45 + shipping; go to www.TheNationalAlliance.com

CISR Elite:  The Distinction That Grows With Commitment

AUSTIN, TX (July 11, 2013) – It is now possible for CISRs to keep their commitment to continuing education and earn the highest recognition—CISR Elite.  By taking and passing nine CISR courses—in class or online, they will be honored with the prestigious new status. In addition to a well-rounded education, they will be publically recognized at a conferment ceremony and presented with a CISR Elite pin and a special certificate symbolizing their achievement.  The National Alliance will provide designees with a news release template and the CISR Elite logo so clients (and prospects) will know they have gone well beyond the minimum continuing education requirements.

Obtaining the status of CISR Elite is evidence of commitment to the agency, the client, and the participant’s personal growth.  Earning CISR Elite:

When the CISR Program was new there were only five courses to choose from to earn the designation.  Today, there are nine courses to choose from, allowing participants to focus on Commercial Lines or Personal Lines. In addition to the Personal Auto, Personal Residential, Commercial Property, Commercial Casualty, and Agency Operations courses, the new CISR courses are:

It takes 5 passed courses to earn the CISR designation and now committed individuals can take it a step higher to earn CISR Elite.  By attending annual updates, a current CISR can earn update credit, state CE credit, and credit towards earning CISR Elite.

All CISR courses provide practical information about insurance policies and coverages that can be applied immediately.  Each is taught by a seasoned faculty member that has been vetted and approved by The National Alliance.  They assist participants in understanding every concept.  Even if taking the courses online, an online mentor is available to help candidates have the best possible learning experience.  For CISRs planning their future career paths, CISR Elite will offer a practical and distinguished choice.

From The National Alliance: New Specialty Risk Management Courses

AUSTIN, TX (June 11, 2013) -- Innovating with New Ways to Meet Educational Needs!
These new four-hour online classroom courses from The National Alliance address the most challenging and relevant risk management issues in today's environment related to the healthcare , school, and church sectors. Each course is taught in webinars by practicing risk management professionals who bring real-world examples to the virtual classroom. Discussion postings and quizzes help to keep the courses lively and interactive.  Risk management and insurance professionals will learn to proactively approach today's risk climate to preserve a healthy financial outlook for tomorrow.

Refer to The National Alliance website at www.TheNationalAlliance.comfor more information and to register online today:

Healthcare Risk Management Fundamentals and Practice
June 26-27, 2013

Healthcare Risk Management: Litigation Management and Patient Safety
July 17-18, 2013 

Effective School Crisis Management
July 24-25, 2013

Understanding Liability in School Employment Practices
August 14-15, 2013

Risk Management Framework for Churches
September 25-26, 2013

Reducing Employment Litigation in Churches
October 16-17, 2013

Workers' Compensation 101: Just the Basics
November 13-14, 2013

These courses can be combined to satisfy the update credit requirement for CSRM and CISR designees. For more information on each course, contact Stacy Corluccio at 800-633-2165 x6122. For additional information on CE, contact Theresa Bucek at 800-633-2165 x6184.

CIC, CRM, CISR and CSRM SCHOLARSHIPS AWARDED AT IAIP CONVENTION

AUSTIN, TX (June 10, 2013) – The National Alliance recently presented 25 scholarships to IAIP members at the 72nd Annual Convention of the International Association of Insurance Professionals (IAIP)held in Orlando, FL.  The CIC, CRM, CISR and CSRM scholarships were awarded at a special recognition ceremony at the convention on June 8, 2013.

                            

Each scholarship grants full tuition to one program conducted by The National Alliance for Insurance Education & Research.  “The National Alliance has partnered with IAIP to award these scholarships to deserving IAIP members,” Danielle Janecka, Senior Vice President, said. “The recipients are all actively involved in the insurance industry and committed to advanced education.”

 

Scholarships Awarded:

CIC Update Scholarship:

Jaquelyn S. Lindquist, CIC, CISR, CPCU, CPIW, AIS

Summit City Insurance Counselors

Fort Wayne, IN

 

CIC Scholarship:

Nancy E. Considine-Shireman, CISR, CPIW, CPIA

Wells Fargo Insurance Services USA, Inc.

Louisville, KY

 

Chad Heilman

Summit City Insurance

Fort Wayne, IN

 

Laura Phillips, AIS, INS

Cole Paine & Carlin Insurance Agency

Oklahoma City, OK

 

Krista M. Reed, CISR, CPIW, CPIA, AINS, AIS

Glatfelter Insurance Group

Landisville, PA

 

Ashley Viersen

Grand General Agency

Grand Rapids, MI

 

CRM Scholarships:

Elizabeth Stillwell

D.E.W. Construction Company

Winooski, VT

 

Karen K. Toll, CIC, CPIW

Chas H. Bilz Insurance Agency, Inc.

Covington, KY

 

Lisa H. Walters, CISR

Aparicio, Walker and Seeling, Inc.

Metairie, LA

 

CISR Update Scholarships:

Marguerite A. Janik, CISR, CPIW, AAI, ACSR, API

J. Clifton Avery Agency

Wolfeboro Falls, NH

 

Cynthia L. Matus, CISR, CPIW

Knight Crockett Miller Insurance Group

Toledo, OH

 

CISR Scholarships:

June W. Abrams, CAIP

Van Zandt, Emrich & Cary

Louisville, KY

 

Ginger R. Campbell, ACSR

F.A. Peabody Company

Mars Hill, ME

 

Caitlin Earle, ACSR, CPIA

Chalmers Insurance Group

Center Ossipee, NH

 

Angela Dawn Gentry

Premier Southwest Insurance Group

Scottsdale, AZ

 

Amber H. Osbon

Thomas & Farr Agency

Monroe, LA

 

CISR Online Scholarships:

Sara Arman

Dineley Claims Services, Inc.

Waitsfield, VT

 

Melissa Arnold

Moreman, Moore & Company, Inc.

Shreveport, LA

 

Dawn Marie Halkyard, ACSR, CIIP

F.A. Peabody Company

Sherman, ME

 

Stacey Perry, AINS

F.A. Peabody Company

Lincoln, ME

 

Adrienne Preciado

State Farm Insurance

Loveland, CO

 

CSRM Scholarships:

Kristina E. Donaldson, CISR, CPCU, CPIW, AINS, DAE

Messer-Bowers Company

Enid, OK

 

Tina M. Lawson

Van Zandt, Emrich & Cary

Louisville, KY

 

Andrea M. Reyes, CISR

Deep South

Shreveport, LA

 

Jennifer L. Vincent, CISR

Van Zandt, Emrich & Cary

Louisville, KY

 

In addition to initiating the CIC, CRM, CISR and CSRM scholarships, The National Alliance and the IAIP have worked together to encourage the promotion of the Outstanding CSR of the Year Award and promote the sale of publications by The National Alliance Research Academy.

The National Alliance for Insurance Education & Research provides insurance and risk management professionals with the nation’s premier advanced educational programs, including Certified Insurance Counselors (CIC), Certified Insurance Service Representatives (CISR), Certified Risk Managers (CRM), Certified School Risk Managers (CSRM), Dynamics Sales Training, and the Producer School.  For more than 44 years the organization has served more than 140,000 participants throughout all 50 states and Puerto Rico.  For additional information, contact Danielle Janecka, djanecka@scic.com, or visit The National Alliance website: www.TheNationalAlliance.com.

25th Anniversary Orlando MEGA Seminar Sells Out with Record Attendance

AUSTIN, TX (June 7, 2013) – After 25 years of annual James K. Ruble MEGA Seminars in Orlando, Florida, The National Alliance has every reason to celebrate.  Known as the “Seminar of Choices”, the MEGA format allows participants to create their own seminar by choosing from more than 20, four-hour topics to make their schedules fit their individual education goals and plans.  Participants must be dues-paid CICs or CRMs to attend and may attend all of their classes in 2 days so that they can sightsee and relax, space classes out during the week, or take extra courses—the price is the same: $420.

 

Because this anniversary seminar is sold out, The National Alliance recommends that participants register early for the October MEGA in Dallas, Texas.

All MEGA Seminars cover a dazzling variety of topic choices, including:

Look for other James K. Ruble Seminars and continuing education opportunities at www.TheNationalAlliance.com.

2013 OUTSTANDING CSR OF THE YEAR AWARD STATE WINNERS SELECTED

2013 OUTSTANDING CSR OF THE YEAR AWARD

STATE WINNERS SELECTED

                                                      

AUSTIN, TX (May 29, 2013) – Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to represent their states and compete to become the National Outstanding CSR of the Year.  This award, regarded as the foremost national award of its kind, recognizes the contributions and commitment of those who serve clients within the insurance industry.

 

To qualify for the top state honor, the 2013 candidates submitted an essay on the following topic: 

 “Communication is one of the most important parts of building strong relationships with your clients, companies, and coworkers. Identify and explain the four greatest barriers to effective communication that you face (or have faced) and how you’ve worked to overcome these barriers.”  Additionally, entrants must have demonstrated commendable service to their agencies, their industry, and their community.  The only eligibility requirement for this award is that the candidate must be an insurance customer service representative, or have primary responsibility for insurance customer service duties. 

 

“The Outstanding CSR of the Year Award is an opportunity to connect with and recognize exceptional customer service representatives across the nation,” said Danielle Janecka, Senior Vice President of The National Alliance. “Each of our state winners demonstrates through their essays, contributions to their agencies and the industry, and their letters of recommendation a new standard for personal and professional excellence.  They clearly understand and appreciate the most precious of our assets – our customers!”

 

Each state winner receives a framed certificate and is eligible to compete for the national honor, which carries a $2,000 cash award, a gold and diamond pin, $1,000 cash award for the nominator, and a scholarship for the recipient’s employer to any program offered by The National Alliance. Additionally, the name of the Outstanding CSR of the Year is inscribed on a sculpture permanently displayed at the national headquarters of The National Alliance for Insurance Education & Research in Austin, Texas. 

 

Outstanding Customer Service Representatives of the Year for 2013:

Alabama                Stephanie T. Craycraft, CISR, CPIA                     Anchor Insurance Agency

Alaska                    Chayla N. Deitz, CISR                                            Alaska USA InsuranceBrokers

Arizona                   Sharon D. Bowman, CIC                                      Brown and Brown Insurance of Arizona

Arkansas               Pamela A. Culwell                                                 BancorpSouth Insurance Services, Inc.

California               Stephanie R. Calhoun, CIC, CISR                      Teague Insurance Agency, Inc.

Colorado                Melissa M. Jones, CIC, CISR, CPIW, AIP           Colorado BW Insurance Agency

Connecticut          Jessica L. Bloking, CIC                                          Wentworth DeAngelis, Inc.

Delaware               Tracey A. Reed, CIC, CISR                                    Bramall & Hitchen

Florida                     Ivon Deaton, CIC                                                     Gallo Insurance Agency, Inc.

Georgia                   Sheila R. Brock, CIC                                               The Whitlock Group, Inc.

Hawaii                     Christine M. Gumbs                                                The Royal State Insurance Agency, Inc.

Idaho                       Terri Azzola, CIC                                                        Mutual Insurance Associates, Inc.

Illinois                     Teresa R. Fleming, CISR                                         Leffelman and Associates

Indiana                    Kristi R. Wood, CISR                                                Cardinal Insurance Service, Inc.

Iowa                         Nicole L. Keck, CISR                                                AW Welt Ambrisco Insurance, Inc.

Kansas                    Debra K. Butcher, CISR                                           MRH Insurance Group, Inc.

Kentucky                 Kathryn L. Clements, CIC                                        Eugene Wilson & Company

Louisiana                Stacey G. Booth, CIC, CISR, AINS, AIS                  Eustis Insurance & Benefits, Inc.

Maine                       Michael A. Lemay, CIC, CISR, AINS, AIS, API       Cross Insurance

Maryland                 Esther M. Hurchalla, CISR, AAI, AINS                    Avery W. Hall Insurance, Inc.

Massachusetts     Diane E. Wilson, CIC                                               The Gaudreau Group

Michigan                 Julie McNeal, CPIA                                                   General Agency Company

Minnesota               Joann M. Mueller                                                      Dolliff, Inc.

Mississippi             Annie L. Roberts, CISR                                          Fisher Brown Bottrell Insurance, Inc.

Missouri                  Stacey C. Briggs, CISR                                          Dan Yoest Insurance

Montana                  Sherry M. Hill, CISR                                                Hobson Insurance

Nebraska                Dianne L. Miller, CIC                                              Western Insurors

Nevada                    Gayle E. Stackhouse, CISR, ACSR                    Aniello Insurance Agency

New Hampshire    Sandra C. LaCroix, ACSR                                    USI Insurance Services, LLC

New Jersey            Stephanie Brown, CISR, SCLA                          GR Murray Insurance

New Mexico           Samantha Sanchez, CISR                                   J. S. Ward & Son, Inc.

New York                 Janice Tomaselli, AAI                                          Tompkins Ins Agencies, Inc.

North Carolina        Heather O. Basdekis, CISR                              Darden Miranda & Associates

North Dakota          Joni R. Alfson, CIC, CPCU                                Dawson Insurance

Ohio                          Chelsea A. Sliwinski, CISR                              The Evarts Tremaine Flicker Company

Oklahoma               Natalie J. Garrett, CISR, CPIW, AINS               Messer-Bowers Company

Oregon                    Tamara S. Doryland, AINS, API, CIIP, DAE      Hagan Hamilton

Pennsylvania         Enid J. Holcomb, CISR                                      Bush Agencies, Inc.

Puerto Rico            Karen M. Villafañe Rodriguez, CISR               Hub International/CLC Insurance Services

South Carolina      Kadi M. Quinn, CISR                                          McKay Insurance, Inc.

South Dakota        Alicia I. Carlson, CISR, AIS, AU                        Howalt-McDowell Insurance

Tennessee            Beth M. Mittlesteadt, CIC, CISR                        BB&T Legge Insurance

Texas                     Sonya J. Edwards, CIC, ACSR                         Bryan Insurance Agency

Utah                        Jennifer M. Lude, CISR                                      Liberty Mutual Insurance

Virginia                  Freida J. Cooper, CISR, CPIA                           USI Insurance Services, LLC

Virgin Islands      Jessica P. Grell, CISR                                         Theodore Tunick & Company

Washington         James D. Ledbetter, CISR                                 Michael J. Hall & Company

West Virginia      Stacey L. Battaglini, CIC, ACSR, CPIW            Arndt McBee Insurance Agency

Wisconsin            Lindsey R. Hamielec, CIC, CISR                     M3 Insurance

 

The National Alliance for Insurance Education & Research, the nation’s premier provider of advanced educational opportunities for insurance and risk management professionals, includes the Certified Insurance Counselors (CIC) Program, the Certified Insurance Service Representatives (CISR) Program, the Certified Risk Managers (CRM) Program, the Certified School Risk Managers (CSRM) Program, the Dynamics Sales Training Series, the School for Producer Development, and The National Alliance Research Academy. For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website:  www.TheNationalAlliance.com.

New Board Officers Elected

 

AUSTIN, TX (March 19, 2013) – The National Alliance for Insurance Education & Research has announced the election of new officers and board members for the Society of Certified Insurance Counselors (CIC) Board of Governors; the Certified Insurance Service Representatives (CISR) Board of Governors; and The National Alliance Research Academy Board of Directors.  The six new CIC board members were ratified by the membership at the James K. Ruble MEGA Seminar in Denver, Colorado. Board members serve six year terms and officers serve one year in their executive board positions.  These industry leaders are now beginning their terms:

 

 

New CIC Board of Governors and Officers

New members to the Board include: Bradley A. Borneman, CIC, Diana G. Hunt, CIC, Jeannie Hylant, CIC, Jill Lowder, CIC, CRM, andEdward J. McGrath, CIC, CRM.

Chairman:Dino C. Gavanes, CIC, Arthur J. Gallagher Risk Management Services, Inc., Itasca, IL

Vice Chairman:Ted R. Ostrander Jr., CIC, AAI, Lassiter Ware, Inc., Leesburg, FL

Member-at-Large:Michael D. Halter, CIC, CPCU, ARM, BancorpSouth Insurance Services, Little Rock, AR

Member-at-Large:Kathleen Hicks, CIC, HR&R, LLC, San Angelo, TX 

Immediate Past-Chairman:W. Scott Naugle, CIC, AAI, BancorpSouth Insurance Services, Inc., Gulfport, MS

 

New Officers of the CISR Board of Governors

Chairman:Laura Barrett, CIC, CRM, Cedar City, UT

Vice Chairman:Bridget A. Simpson, CIC, CISR, Brotherhood Mutual Insurance Co., Fort Wayne, IN

Secretary:Cristina Pedraza-Martinez, JD, CPA, CFE, CIC, Popular Insurance, San Juan, PR

Treasurer:Gregory J. Massey, CIC, CRM, CPCU, ARM, CLCS, PMP, Zurich, New York, NY 

Immediate Past-Chairman:Deborah H. Bulik, CIC, CRM, CPCU, AAI, ARI Insurance Companies, Newton, PA

 

New Academy Board of Directors and Officers

New members to the Board include Puru Agrawal, Steven J. England, MBA, Kenneth L. Fields, MSM, CIC, CPCU, CLU, ChFC, and Patrick F. Maroney, J.D.

Chairman:Joan Sansing, CIC, ARM, AAI, Tanenbaum Harber of Florida, Miramar, FL 

 

“Each of our new board members is a top industry professional and leader with extensive knowledge of our programs and designations. As The National Alliance continues to grow, we will rely on their guidance and experience,” said William T. Hold, Ph.D., CIC, CPCU, CLU, president of The National Alliance.

 

The National Alliance for Insurance Education & Research is a premier provider of insurance and risk management education. For additional information, visit The National Alliance website: www.TheNationalAlliance.com, or call 800-633-2165.

Producer Training Program May 5-17, 2013

The Florida Association of Insurance Agents (FAIA) and The National Alliance for Insurance Education & Research are pleased to announce they are jointly conducting the premiere producer training program in the country, known as The National Alliance Producer School.  It brings together two industry leaders in insurance education and professional development to give program participants a one-of-a-kind experience that blends sales training content with technical expertise. 

In response to many requests, The National Alliance Producer School will be offered again in Florida.  This unique Property Casualty program is scheduled for May 5-17, 2013 at Florida State University in Tallahassee, Florida.  The curriculum provides a roadmap for producers to succeed by giving them confidence in their insurance technical knowledge, as well as solid sales training.  Independent and objective, the Producer School is an unparalleled development opportunity with results measured in increased production. 

“This program truly provides a one-of-a-kind education with a distinguished national faculty.  Attendees will graduate with the expanded sales skills and the increased confidence to increase their productivity and become successful producers,” said Dr. William T. Hold, CIC, CPCU, CLU, President of The National Alliance.

The sales training portion of the program teaches attendees how to develop the traits of a “super producer” and how to effectively handle client issues or concerns.  Role-playing scenarios provide immediate feedback on the new skills.  Students will learn important technical information (with the newest ISO forms used by most carriers), including:  exposure to reading the policy and finding the answers; latest endorsements; contract analysis; filling out applications for coverage; computing Business Income Values; what is excluded, and which endorsements can solve that; Workers Compensation policy analysis; and a review of the Business Automobile Coverages.

“The Producer School not only gives producers tools to make and manage sales, it also arms them with the technical expertise that builds confidence,” said Jeff Grady, president and CEO of FAIA. “We are delighted to be working with The National Alliance to make this comprehensive training available to FAIA members.”

 

About The National Alliance for Insurance Education & Research (www.TheNationalAlliance.com)

The National Alliance for Insurance Education & Research provides the highest quality, practical insurance and risk management education in the industry, for professionals working at all levels, in all capacities.  The purpose of The National Alliance is to enrich careers through excellent education, meet participants’ goals of personal growth and professional development, thereby laying the foundation for a lifetime of learning.  With 40 years of history and experience, The National Alliance conducts over 2,500 programs annually throughout the United States, Puerto Rico, and Mexico in both classroom and online formats.

 

About the Florida Association of Insurance Agents (www.faia.com)

The Florida Association of Insurance Agents is a nonprofit state trade association of insurance agencies affiliated with the Independent Insurance Agents and Brokers of America, Inc., and 18 local boards throughout Florida. The association serves as a central source of information for more than 2,000 member agencies, and is dedicated to enhancing the independent agency system through educationlegislation, communication, and FAIA Member Services.

TASBO TO CONDUCT CSRM PROGRAM

 

AUSTIN, TX (March 12, 2013) -- The National Alliance for Insurance Education & Research and the Texas Association of School Business Officials (TASBO), have announced that the association will assume administrative leadership of the Certified School Risk Managers (CSRM) Program in Texas.

 

The CSRM Program is the nation’s leading source of school risk management education and is comprised of five, 8-hour courses.  The Program provides practical education and training for those employed by school districts as risk managers, employee benefits or safety coordinators, administrative, or other positions that oversee the school risk management function.  Insurance agency, brokerage, and company personnel who work with school risk managers are also encouraged to attend.

 

TASBO will conduct its first CSRM course April 18, 2013, in Austin, Texas.  The 2013 Texas program schedule is available at www.TASBO.org and www.TheNationalAlliance.com.

 

“We are working closely with the Texas Association of School Business Officials’ volunteer leadership and the association’s senior staffto meet the educational needs of the school risk management community in Texas,” said William T. Hold, Ph.D., CIC, CPCU, CLU, President of The National Alliance.  “With this new partnership, we are confident that CSRM courses will have a wider reach and accessibility to industry professionals across the state.”

 

“These unique programs for school administrators and risk management professionals of Texas will significantly enhance their ability to create and maintain safe and operational schools while ensuring fiscal responsibility,” Gwen Santiago, Executive Director of the Texas Association of School Business Officials, explained. 

 

For specific information about CSRM course offerings in Texas, contact the Texas Association of School Business Officials: www.TASBO.org, 800-338-6531or The National Alliance: www.TheNationalAlliance.com, 800-633-2165.

 

New Initiative Helps Soldiers and Family Members Find Jobs in Insurance and Risk Management

New Initiative Helps Soldiers
and Family Members Find Jobs
in Insurance and Risk Management

 

AUSTIN, TX, February 21, 2013 – The National Alliance for Insurance Education & Research is leading an effort to present insurance and risk management career opportunities to those individuals and their families who have served our country. This unique initiative, Careers for Life, involves The National Alliance, thirty-eight of the leading insurance agents associations in America, Florida State University and leading insurance carriers nationwide, who jointly recognize the capability and intrinsic value that Veterans can bring to an organization.

Careers for Life focuses on the recruitment, training and hiring for lifetime careers in the Insurance and Risk Management community. The training schedule is ideal for soldiers, veterans and their spouses. Initially, a significant element of the initiative will be done collaboratively with the following organizations:

This initiative provides many benefits to our veterans, their families, and our industry as a whole. A few of the benefits of Careers for Life are:

“The men and women that have served in our military are the ‘cream of the crop’ and we want these leaders working in the RMI industry and the Careers for Life initiative will get this accomplished,” said Dr. William T. Hold, President and co-founder of The National Alliance.

Making this initiative into a reality requires only two broad courses of action: provide existing education and training as well as employment opportunities for these individuals. The goal of improving the industry will be successful because of the leadership in the agent community.

For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; www.TheNationalAlliance.com.

The Academy Celebrates 30th Anniversary

AUSTIN, TX, January 30, 2013 – The National Alliance Research Academy was founded in 1983 to respond to a recognized need for objective insurance industry research that would be of value to independent insurance agencies.  The 24 founders adopted the ‘lamp of knowledge’ as a logo and The Academy set out to illuminate ‘knowledge through understanding and achievement through excellence.’  During the past 30 years, The Academy has met this objective by publishing a wide variety of research monographs and studies as well as developing educational programs to advance the professionalism of industry and risk management practitioners.

The Academy was originally founded as The Academy of Producer Insurance Studies, and research efforts initially focused upon the independent agency sales system.  The first educational program that the organization developed, the Dynamics of Selling Program, reflected this area of industry emphasis, as did one of the first publications: Growth and Performance Standards.  Today, GPS is in its 10th edition and three additional Dynamics programs are available: the Dynamics of Sales Management, the Dynamics of Personal Insurance, and the Dynamics of Company/Agency Relationships.

The Academy serves as the research and development arm of The National Alliance for Insurance Education & Research, and research conducted by The Academy is incorporated into programs conducted by The National Alliance.  The Academy has also been responsible for the development of educational programs that are now conducted by The National Alliance.  In addition to the Dynamics programs, The Academy has developed: The National Alliance Producer School, the Certified Risk Manager program (CRM), the University Accredited Certified Risk Manager program (UACRM), and the University Accredited Certified Insurance Counselor Program (UACIC). 

The Academy currently offers 21 publications that reflect its evolution from The Academy of Producer Insurance Studies to The National Alliance Research Academy, a change consistent with the wider-ranging industry research that The Academy had begun to conduct.  In addition to the Growth and Performance Standards, The Academy now offers publications based on research collected in other national surveys: The Producer Profile, The CSR Profile, and The Risk Manager Profile.  The Essentials Series of publications are in-depth learning and reference sources: Property & Casualty Insurance Essentials, Life & Benefits Essentials, and Risk Management Essentials. Other Academy publications focus upon sales and marketing, agency management, or areas of specific industry interest such as Executive Liability Insurance.  The newest publication offered by The Academy is Net Income Risk Management.   

The Academy is a non-profit corporation funded entirely through publication sales and affiliation dues. Today The Academy has 47 corporate Research Associates and 18,430 Fellows members.  With the ongoing commitment of these industry supporters, the flame of knowledge lit by The Academy 30 years ago will burn brighter into a future illuminated by practical research of everyday value to insurance and risk management professionals who desire to achieve industry excellence. 

For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website:  www.TheNationalAlliance.com.

The National Alliance Announces Courses Available in Eight Additional States

The National Alliance Announces Courses Available in Eight Additional States

AUSTIN, TX – January 22, 2013 – The National Alliance for Insurance Education & Research has announced that in 2013 the Certified School Risk Managers (CSRM) Program will conduct classroom courses in these additional states: Arizona, Connecticut, Iowa, Michigan, Missouri, North Carolina, New Jersey, and Washington.  Before these states were added, the program had been available in 16 other states as well as being available nationally in an online format. 

 

The Certified School Risk Managers Program provides a detailed overview of the school risk management process from accurate and timely risk identification to thorough administration of a school risk management program. With today’s budget constraints and limited resources, the fivecourses can provide the necessary knowledge and skills to ensure schools are safe and operational while avoiding costly insurance premiums and claims.  The CE approved courses available through CSRM are:

 

The CSRM faculty is comprised of practicing school risk management professionals calling on a rich pool of experience that they share with participants.  All courses qualify for state continuing education credits. 

 

The courses that make up the prestigious designation program have become increasingly essential for anyone who does business with or for the schools.  With increased attention on school risks and exposures, knowledge and know-how have both become more important.  With an emphasis on planning and prevention, a CSRM education and designation means better protection for any school district.

 

For more information about the CSRM schedule or continuing education credits, please visit www.TheNationalAlliance.com or call 800-633-2165.

Compare Your Career Path with the First Edition of Risk Manager Profile:

AUSTIN, TX – November 28, 2012 --Based on a survey of nearly 500 risk managers and 10 interview stories of experienced risk management professionals, this new study offers a glimpse into career paths and present responsibilities.  This first edition offers keen insight so risk managers can compare themselves to others and improve the operations of the risk management department.

Compare to others in the industry:

Get the valuable information you need:

Unique features:

Order your copy of Risk Manager Profile: Knowledge and Responsibilities for a Growing Profession.

Obtain your copy of Risk Manager Profile for $65 plus shipping, or $55 for the e-version.  To order, go to:  www.TheNationalAlliance.com                       

National Alliance Research Academy Announces Patra Corporation Membership

Austin, TX– 11/28/2012– The National Alliance Research Academy and Patra Corporation are proud to announce that Patra has recently become an Academy Research Associate. The Academy works with its Research Associates to promote, conduct, and publish practical research on all aspects of the insurance industry. Patra, the worldwide leader in agency managed services and back-office processing, offers services designed to lower costs, reduce risk and improve productivity through the transfer of account management operations.

“We’re looking forward to the possibility of combining resources to examine the true economics and best practices of insurance agency back-office operations and to discover innovative ways to improve agency profitability and customer service,” said William J. Hold, CISR, Vice-President of The National Alliance Research Academy.

Dan Easterlin, Co-CEO of Patra Corp said, “We are excited to be associated with an organization like the National Alliance Research Academy. Patra recognizes that agencies are constantly seeking new ways to innovate their own business models to better serve their clients.  This collaboration will help to clarify these business-building opportunities for insurance agencies of all sizes.”

About The National Alliance Research Academy

The National Alliance Academy is a non-profit corporation, funded entirely through publication sales and affiliation dues. The Research Academy promotes and conducts practical research on all aspects of the risk management and insurance industries and serves as the research and development department for professional education programs through The National Alliance for Insurance Education & Research. The Research Academy also provides support to higher education through the University Associate Certified Risk Managers (UACRM) and the University Associate Certified Insurance Counselor (UACIC) programs and assists educational institutions in their efforts to attract new people into the industry.

About Patra Corporation

Founded in 2006, Patra Corporation is the worldwide leader in agency managed services and back-office processing. Serving more than 25% of the Business Insurance Top 50 Agencies, Patra is endorsed by both Assurex Global and the Council of Insurance Agents & Brokers CIAB). Patra offers a wide range of services designed to lower costs, reduce risk and improve productivity through the transfer of account management operations to centers in the U.S. and India.

The National Alliance Partners with DVIC

AUSTIN, TX – November 14, 2012 – The National Alliance for Insurance Education & Research has partnered with Disabled Veterans Insurance Careers, to help educate and train disabled veterans for professional insurance careers.

The National Alliance, based in Austin, TX, will provide technical training materials and instruction in the areas of personal lines insurance, agency management operations, and risk management, leading to one or more of the distinguished designations – Certified Insurance Service Representative (CISR) and Certified Insurance Counselor (CIC).  With 44 years of experience and leadership in insurance education, The National Alliance is most qualified to provide comprehensive, relevant and practical training.  An emphasis on cross-selling, up-selling, and personal lines account review will be included in this instruction. 

Disabled Veterans Insurance Careers is a nonprofit organization with the mission to educate-train and generate meaningful employment opportunities for physically disabled veterans who will excel at pro-actively cross-selling personal lines insurance products on behalf of leading independent insurance agencies.  For additional information, visit www.DVIC.us.

The National Alliance for Insurance Education & Research is a pioneer and early adopter of the unique distance learning format of providing blended learning for insurance and risk management professionals. The company advances the profession by providing insurance and risk management professionals of every experience level with integrated, practical continuing education, timely research and designation opportunities.  For additional information, visit www.TheNationalAlliance.com.

New Initiative Helps Soldiers & Military Family Members Find Jobs

November 12, 2012 – AUSTIN, TX -- The National Alliance's Center for Career Advancement (CCA) has just announced the launch of its "Careers for Life" Initiative. This exciting initiative focuses on recruiting solders, veterans and their spouses to pursue civilian careers in the Risk Management and Insurance (RMI) Industry. The goal of the initiative is to offer CIC, CRM, and CISR education, training, and mentoring programs so that these men and women will be "career-ready" upon their departure from the military.

The National Alliance "Careers for Life" Initiative is coordinating efforts with The Florida State University Dr. William T. Hold/The National Alliance Program in Risk Management & Insurance and the U.S. Army's, Office of the Chief of Staff, Soldier for Life Office to connect transitioning soldiers and their spouses to existing education resources to hone their skills and train them for new lifetime careers in the RMI Industry.

"The Careers for Life Initiative is an exciting program for The National Alliance, FSU, and our country," said Dr. William T. Hold, President and co-founder of The National Alliance and one of the "Top 25 Living Legends of Insurance." "The men and women that have served in our military are the 'cream of the crop' and we want these leaders working in the RMI industry and the Careers for Life Initiative will get this accomplished."

Representatives from the Soldier for Life Office stated that "the outpouring of support from the private sector for our soldiers is overwhelming. Just as the U.S. Army makes soldiers stronger and career ready by instilling Army Values and the Warrior Ethos, the Careers for Life Initiative recognizes the capability and intrinsic value that veterans can bring to an organization. This is just another strong example of supporting our soldiers by identifying their strengths and the skills they bring to the civilian sector."

The National Alliance for Insurance Education & Research is a premiere provider of insurance and risk management education. For additional information, visit The National Alliance website: www.TheNationalAlliance.com or call 800-633-2165.

The Chief of Staff of the Army organized the Soldier for Life Office to enable Army, government and community efforts to facilitate successful reintegration of our Soldiers, Veterans, and their Families in order to keep them Army Strong and instill their values, ethos and leadership within communities. The Soldier for Life Office is chartered to develop a national engagement and integration strategy that informs and influences action within and between the Army, government, and communities to enhance Soldier and Army family reintegration. For more information and access to programs visit: www.army.mil/SFL or call (703) 545-2637.

CISR Program Expands to Nine Choices

AUSTIN, TX, October 18, 2012 – The Certified Insurance Service Representatives (CISR) Program announced the expansion of course offerings for the prestigious designation.  This expansion allows participants to select from a variety of courses, based on their personal preference, to earn the CISR designation.  The new options give participants the opportunity to choose five of the nine courses to specialize in a certain area or mix and match courses to diversify their learning.   

The new expansion includes:

Commercial Lines:
Commercial Casualty I– CGL, Additional Insureds
Commercial Casualty II – BAP, WC, Excess Liability
Insuring Commercial Property – Commercial Property, Time Element, Commercial Inland Marine

Personal Lines:
Insuring Personal Auto Exposures – Personal Automobile Exposures and Coverages
Insuring Personal Residential Property – Homeowners Coverage Forms and Dwelling Fire
Personal Lines Miscellaneous – Watercraft, Recreational Vehicles, Business Activities, and Personal Umbrella/Excess

Related Professional Topics:
Agency Operations– Major Revision2012
Elements of Risk Management – the Five Steps of the Risk Management Process

Life & Health Essentials– Life Insurance and Health Insurance Concepts

To earn the CISR designation, a participant will need to complete the course and pass the final exam for any 5 of the 9 courses.  The nine courses, currently available online, will be available throughout the United States in a classroom format in 2013.  The new courses provide current CISRs excellent update options and are being filed for state CE credit in all states. 

For more information, call 800-633-2165 or visit the website at  www.TheNationalAlliance.com.

New Online William T. Hold Seminars Announced

AUSTIN, TX – October 10, 2012 -- Online self-paced education combines practical experience, professional expertise, and technical knowledge with convenience. You can access the courses in the office, at home, or while traveling - 24 hours a day, seven days a week - with just a computer and an internet connection. The timing is up to you.

William T. Hold Seminars are open to all insurance professionals.  With many new topics to choose from, participants may expect to expand their base of knowledge and dive deeply into material available nowhere else. 

Open to All Insurance Professionals!
William T. Hold Online Seminars

CISRs and CSRMs may also combine two four-hour online Hold Seminar topics to fulfill their annual update requirement.  No final exam is required to receive designation update credit for online courses, but successful completion of mandatory quizzes and review tests is required.

NOTE: To receive CE credit, participants must take and pass all quizzes, review tests, and the final exam. Three attempts are allowed for the final exam.

Additional four-hour topics are under development.  For more information, call 800-633-2165 or visit www.TheNationalAlliance.com.

2012 Entrepreneurial Insurance Award Winners Named

OCTOBER 8, 2012 – AUSTIN, TX -- Finalists for this year’s Entrepreneurial Insurance Award winners were chosen by members of the Entrepreneurial Insurance Alliance of which The National Alliance is a member.  From more than 100 entries, there were4 three final winners.

AIG won for its ReputationGuard insurance solution, which provides broad coverage grants to help policyholders cope with reputation threats, especially those that are hard to predict.

ProspX was recognized for its ProspX InsiderConnect, the first electronic marketing platform to deliver custom insurance industry, line-of-business, and carrier specific news that matches to specific new and renewal opportunities in an agent’s or broker’s sales pipeline.

Stealth Marketing won for its video management system and analytics engine.  The system allows live monitoring of properties through a video surveillance system, preventing such crimes as theft and breaking and entering, while reducing security costs.

Dr. William T. Hold, CIC, CPCU, CLU, said that The National Alliance for Insurance Education & Research supports entrepreneurialism and has joined with MarketScout in a collective effort to foster creativity and new thought in the insurance industry.  Richard Kerr, CEO of MarketScout said, “Insurers, intermediaries and technologists are converging at the symposium to share innovative ideas which will make our industry better.  Finally, the insurance industry has a common platform for launching new concepts, ideas and upstart companies.”

The Academy Publishes Net Income Risk Management Book

Austin, TX—September 20, 2012 -- Soon to become a valuable addition to an agency’s reference library, Net Income Risk Management examines difficult-to-handle areas of net income exposures.  These exposures are caused by the loss of use of property or loss of a key employee, and net income losses that reduce revenues and/or increase expenses.  The likelihood of financial failure in an organization from a net income loss is far greater than that arising from a property or liability loss.

Net Income Risk Management concentrates on the net income loss exposures and valuations arising from property, liability, and human resources exposures.  Since many agents/producers do not have a formal background in accounting or finance, Net Income Risk Management is designed to provide that knowledge in accounting and finance for managing net income risks.  Net Income Risk Management is authored by Richard Rudolph, Ph.D., CPCU, ARM, ARP, APA, AIAF, AAM.  The book contains chapters on the following topics:

Additionally, Net Income Risk Management contains 15 case studies demonstrating how various businesses handle net income exposures.  These are real cases with significant exposures, and solutions are presented to show how these businesses dealt with the varying degrees of risk.

The printed version of the book is $45.00.  An e-book version is available for $35.00.  For more information, go to www.TheNationalAlliance.com and access The Academy Bookstore.

Certified Risk Managers Reach Global Milestone

AUSTIN, TX  (August 15, 2012) —With the addition of the Analysis of Risk course to the lineup of the CRM International Online Classroom Courses, anyparticipant with a connection to the internet can now complete the prestigious CRM designation from anywhere.

The Certified Risk Managers Program began in 1995 and has steadily grown to be the most influential program for understanding risks and how to manage them. The five courses are taught by seasoned professionals with years of experience in the risk management field—many are Risk Managers of the Year and have received prestigious awards related to risk management.

This online classroom is a 5-week course featuring a weekly webinar, discussion board participation, readings, and quizzes. Participants experience the same high quality and standards as the Certified Risk Managers classroom courses – including the expert faculty – with the convenience of the web! The courses are open to insurance, risk management professionals and other related professions.

The National Alliance is a pioneer and early adopter of the unique distance learning format of providing blended learning for risk management. Designation candidates take a proctored exam at the end of the course. Approved in most states for CE credit, the courses also meet the requirements for updating the CRM and CIC designations. Two years of update credit may be completed by CISRs and CSRMs attending any course.

According to LynneS. Lovell, CIC, CRM, CPCU, CLU, ChFC,ARM, RHU, ASLI, MLIS, CRIS, AFSB,"The program is excellent and definitely heading in the right direction. The five weeks seems to be the perfect amount of time. The "homework" is appropriate to reinforce the learning objectives. All the speakers are excellent and their on-line presentation skills are great."

Dr. Hold Named to Top 25 Living Legends of Insurance

AUSTIN, TX, June 28, 2012 – Property Casualty 360 has just announced its tribute to the top 25 Living Legends of Insurance.  Dr. William T. Hold, CIC, CPCU, CLU, was included in that list for his 43-year commitment to quality education for insurance and risk management professionals.  Central to the definition of “legend” is the notion that the fame achieved will be enduring—that these are people whose accomplishments will be remembered for a long, long time.

In 1969, the Certified Insurance Counselors (CIC) designation program was developed as the initial offering of The National Alliance for Insurance Education & Research, which Hold co-founded.

The educational landscape for the insurance industry was bleak in those days, Hold recalls. The National Alliance was formed to create a standard in education in every field and state.

Today, under Hold’s continuing leadership as president, The Alliance offers more than 2,500 programs a year and attracts more than 146,000 participants across the nation including Puerto Rico and Mexico. In addition to the CIC Program, The National Alliance offers the Certified Insurance Service Representative (CISR), Certified Risk Manager (CRM), and Certified School Risk Manager (CSRM) designation programs, as well as a variety of sales and specialty courses serving industry professionals at every level and in every job description. 

“We’ve come a long way in 43 years and we’re the leading program in the country,” Hold told PC360, noting that these accreditations are an educational standard that are relied upon throughout the industry. “It’s commonplace for companies or agencies to require you to become a CIC to move ahead,” he said.

“We’ve had people who have been certified for years and have put their faith in us and credit their success in their career to us. I think that’s the greatest accomplishment,” he adds.

“Individuals who earn these professional designations take significant pride in their accomplishments,” said colleague Bruce McCreadie, a 1977 Florida State University College of Business graduate. “The impact Bill Hold has had on the insurance industry over the past 40 years cannot be overstated.” McCreadie pointed to the “thousands of people who have had a richer and more successful career due in part to the educational and professional development opportunities that Bill and his organization provided.”

State Winners for 2012 Outstanding CSR of the Year ® Award

AUSTIN, TX – June 26, 2012.  The National Alliance for Insurance Education & Research is proud to announce the state winners of the 2012 Outstanding CSR of the Year ® Award.  Regarded as the foremost national award of its kind, the award recognizes the contributions and commitment of those who serve clients within the insurance industry. To qualify for the top state honor, the 2012 candidates submitted an essay on the following topic: “Given the emphasis that many of your Commercial Lines and Personal Lines clients place on price, identify and explain four (4) important actions your companies have taken, or could take, to help you and your agency become more competitive.” Additionally, entrants demonstrated commendable service to their agencies, theirindustry, and their community. The only eligibility requirementfor this award is that the candidate must be an insurancecustomer service representative, or have primary responsibilityfor insurance customer service duties.

Each state winner receives a framed certificate and is eligible to compete for the national honor, which carries a $2,000 cash award, a gold and diamond pin, $1,000 cash award for the nominator, and a scholarship for the recipient’s employer to any program offered by The National Alliance. Additionally, the name of the National Outstanding CSR of the Year ® is inscribed on a sculpture permanently displayed at The National Alliance for Insurance Education & Research headquarters in Austin, Texas.  The following are the state winners:

 

Alabama Danelle R. Martin, CISR
Alaska Angela M. White, CISR
Arizona Julie Quiring, CISR
Arkansas Crystal Burnham, CIC
California Lynne Grayson, CIC
Colorado Debbie Montgomery, CISR, AFIS
Florida Courtney Vetson
Georgia Kelly Cagle, CIC, CISR, CPIW
Idaho Kandace L. Kepler, CIC, CISR, CRIS, S.T.A.R.
Illinois Roxanne Johnston, CISR, CRIS
Indiana Lisa Slone
Kansas Jackie S. Honomichi, AINS
Louisiana Margaret L. Ferrage, CISR
Maine Susan Parkhurst, ACSR
Maryland Alicia Woodhouse
Michigan Shelley Marie Grabiec, CISR
Minnesota Angela M. Nyamburi, CIC, CISR, CSRM
Mississippi Miranda Wheeler, CISR
Missouri Sarah Horrow
Nebraska Amy Aust, CISR
Nevada Lindsey R. Hardt, CISR
New Hampshire Chrisondra J. Tracy, CIC, CISR, CPIW
New Jersey Carolyn Apruzzese, CIC
New Mexico Kathy E. Hedin, CISR, ACSR
North Carolina Judith H, Hancock, CISR, CBIA, CPIW, DAE
Ohio Tanya M. Kerecz, CIC, CISR
Oklahoma Tiffany Harvey, CISR, AINS
Oregon Gwen VanZanten
Pennsylvania Barbara A Synder, CIC, CISR
Puerto Rico Omayra Quinones Marrero, CISR
South Carolina Kelly Frontroth, AAI, API, CPIW
Tennessee Jessica Parrott, CISR
Texas Monica L. Brown, ACSR
Utah Jennifer M. Lude, CISR
Virginia Freida Joanne Cooper, CISR, CPIA
Washington Linda A. James, CISR
Wisconsin Maggie Tirschman, CIC, CISR

Employee Benefits Producer Training Program

AUSTIN, TX, June 15, 2012– On September 17-27, 2012, in Brookfield (Milwaukee), Wisconsin, The International Foundation of Employee Benefit Plans and The National Alliance for Insurance Education & Research will conduct an intensive, two week Employee Benefits Producer Training Program especially designed for training new producers and getting them up to speed and productive in record time.  The Producer Training Program delivers a rare combination of technical expertise and sales know-how.

Participants will learn, practice and perfect their skills in class so that they can better perform in the field—where it counts.  The $2,750 fee includes two weeks of school for the producer, course materials and lunches, two e-learning courses, a series of follow-up webcasts, the development of a personalized GameBook®, two days of sales manager training, and continuing education credits.  

All instructors are top industry experts and active, practicing agents who have coached producers to profitability for 10+ years. The respected employee benefits curriculum of the International Foundation blended with the acclaimed Dynamics of Selling from The National Alliance results in an unprecedented opportunity to learn the best in selling techniques as well as the complexities of employee benefits and health care programs.

For further information and registration, call 888-334-3327 or visit www.ifebp.org/producertraining­­­­­­­­­­­­­­­­­­­

CIC, CRM, CISR and CSRM Scholarships Awarded at IAIP Convetion

AUSTIN, TX (June 11, 2012) – The National Alliance recently presented 21 scholarships to IAIP members at the 71st Annual Convention of the International Associationof Insurance Professionals(IAIP)held in Dallas, Texas.  The CIC, CRM, CISR and CSRM scholarships were awarded at a special recognition ceremony at the convention on June 9, 2012.

Each scholarship grants full tuition to one program conducted by The National Alliance for Insurance Education & Research.  “The National Alliance has partnered with IAIP to award these scholarships to deserving IAIP members,” Danielle Janecka, Senior Vice President, said. “The recipients are all actively involved in the insurance industry and committed to advanced education.”

Scholarships Awarded:

CIC Update Scholarship:
Roberta Grzechowiak, CIC, CISR, CPIW, DAE
M & T Insurance Agency, Inc.
Buffalo, NY

CIC Scholarship:
Elizabeth H. Gallant, AAI, ACSR
Beacon Mutual Insurance Company
Warwick, RI

Heather Hashbarger, CPCU
Senior Financial Group, Inc.
Knoxville, TN

Cheri Plummer
Lee/O’Keefe Insurance Agency
Springfield, IL

Kristen Strasser
Old National Insurance
Carmel, IN

Maridee Taylor
Poulton Insurance
Salt Lake City, UT

CRM Scholarships:
Alison Holmes, CISR, CPIW, DAE, AIS, AINS
QBE the Americas
Fresno, CA

Lena Mayhugh
rown & Brown of Florida, Inc.
Daytona Beach, FL

Jennifer A. Preston
Frank Smith Insurance
Swansea, MA

CISR Update Scholarships:
Debra K. Hermansen, CISR, CPIW, DAE
Barker Uerlings Insurance
Corvallis, OR

Judy W. Payne, CISR, CPIW
Starke Agency, Inc.
Montgomery, AL

CISR Scholarships:
Julie A. Brighi
CH Cleaves Insurance Agency
Rockport, MA

Mary F. DeBaun
Abe Insurance Agency
Coos Bay, OR

Ella M. Hayes
City Insurance Professionals
Huntington, WV

Natalie West, AINS, AIS
Kentucky Employer’s Mutual Insurance (KEMI)
Lexington, KY

CISR Online Scholarships:

Clare V. Bernard, CISR, CPIW
Accessible Insurance Agency
New Orleans, LA

Elena K. Ifkovits, CISR, CPIW, DAE
The Barclay Group
Riverton, NJ

Mica Johnson
State Farm Insurance Companies
Gainesville, GA

Paula Moss, CISR, CPIW
C.T. Lowndes
Mount Pleasant, SC

Nelli Thomas
Burns & Wilcox, Ltd.
Farmington Hills, MI

CSRM Scholarships:

Fay L. Forvendel, CIC, CRM, AAM, CPIW, DAE
The City of New Orleans
New Orleans, LA

In addition to initiating the CIC, CRM, CISR and CSRM scholarships, The National Alliance and the IAIP have worked together to encourage the promotion of the Outstanding CSR of the Year ® Award and promote the sale of publications by The National Alliance Research Academy.

The National Alliance for Insurance Education & Research provides insurance and risk management professionals with the nation’s premier advanced educational programs, including Certified Insurance Counselors (CIC), Certified Insurance Service Representatives (CISR), Certified Risk Managers (CRM), Certified School Risk Managers (CSRM), Dynamics Sales Training, and the Producer School.  For more than 42 years the organization has served more than 140,000 participants throughout all 50 states and Puerto Rico.  For additional information, contact Danielle Janecka, djanecka@scic.com, or visit The National Alliance website: www.TheNationalAlliance.com.

Certified Risk Managers (CRM) To Grant Scholarships to RIMS Chapters

AUSTIN, TX, June 4, 2012 – The National Alliance for Insurance Education & Research has awarded scholarships for local RIMS Chapters.  The scholarships are for attendance at any course offered by the Certified Risk Managers (CRM) Program.

The criterion for application to the local chapter is that the applicant must be either a risk manager or a risk management professional pursuing a career in risk management.  The chapter will select the scholarship winners and send those names to The National Alliance.

Each of these organizations strive to reach annual education achievement goals and this scholarship program will assist with those goals, enhance membership and recruitment, student involvement, professional designations, and research.

According to Priscilla Oehlert, CIC, CRM, ARM, Vice President of The National Alliance, “The CRM Program is specifically designed to support and advance the field of risk management.  RIMS recipients are fine examples of the kind of professional that makes the CRM community vital and relevant today.”

The National Alliance Announces Three New Specialty Risk Management Seminars

AUSTIN, TX, May 22, 2012 – Three new courses address the most challenging and relevant risk management issues in today’s environment related to the public, school, and church sectors. Each 8-hour course is taught by practicing risk management professionals who bring real-world examples to the classroom. Risk management and insurance professionals will learn to proactively approach today’s risk climate to preserve a healthy financial outlook for tomorrow.

Organizational Efficiency in Public Risk Management
Participants will learn about unique exposures faced by public entities and the necessary insurance requirements, the various concepts of the risk management process to include the cost of risk, how to classify risk, and techniques for evaluation and customization of a risk management program including a comprehensive risk report card.  Classes will be offered on June 7, 2012 in Orange, CA, and on June 14, 2012 in Austin, TX.

Bullying Prevention: Solutions for Schools!
Bullying prevention includes cyber-bullying, federal and state law initiatives, the school, community and students’ roles, elements of effective school policies, and liability concerns.  Classes will be offered on June 20, 2012, in San Antonio, TX, and on July 18, 2012 in Sacramento, CA.

Secure Houses of Worship
This programis the doorway to safeguarding people and cost control solutions.Participants will learn the steps and benefits of developing and implementing an enterprise risk management program and the impact of internet liability, network security and social networking. In addition, effective hiring and termination procedures will be discussed to mitigate turnover and litigation.  The next class will be on July 10, 2012 in Houston, TX.

These courses satisfy the update requirement for CISR and CSRM designees.

For more information about these courses, contact Stacy Corluccio at 800-633-2165 x6122.


###

Two Risk Management Professionals Awarded Lance Ewing CRM Scholarships

AUSTIN, TX, April 13, 2012 – The National Alliance for Insurance Education & Research has awarded Kristy George, ARM, Manager of Risk Management, Turner Broadcasting System, Inc., and Laura Langone, Global Risk Management, Juniper Networks with the annual Lance Ewing Scholarships.  Kristy and Laura were selected respectively from the Atlanta and Silicon Valley RIMS Chapters, where each serves as Presidents of those chapters. 

Kristy provides risk management expertise in the area of Entertainment Risk.  Prior to working at Turner, she was a member of the Risk Management organizations at Delta Air Lines, Inc., First Data Corporation, and InterContinental Hotels Group.  

Laura has broad experience in all aspects of risk management from underwriting, risk management consulting, insurance defense and corporate risk management and treasury experience.

The Lance Ewing Scholarship was created to honor Mr. Ewing for his tireless efforts to help professionals understand the values of risk management and the continuing education that it requires.  The scholarship is for any course offered by the Certified Risk Manager (CRM) program

According to Dr. William T. Hold, CIC, CPCU, CLU, President of The National Alliance, “The CRM Program is specifically designed to support and advance the field of risk management.  Kristy George and Laura Langone are fine examples of the kind of professional that makes the CRM community vital and relevant today.”

Florida State University Receives Gift and Names Top-Ranked Program

AUSTIN, TX, April 12, 2012 – Florida State University Provost and Executive Vice President for Academic Affairs, Garnett S. Stokes, held a ceremony to announce exciting news for the college’s top-ranked risk management and insurance (RMI) program.  At the event, Dean Caryn L. Beck-Dudley announced that the RMI program will now be known as theDr. William T. Hold/The National Alliance Program in Risk Management and Insurance, in appreciation of the alumnus and his organization.  Also announced, was the pledged gift to the College of Business made by Dr. William T. Hold and The National Alliance for Insurance Education & Research, the organization he co-founded.  Stokes explained that the gift launches “The Risk Initiative,” an upcoming campaign to even further establish Florida State as a national leader in a number of academic fields that involve risk. 

FSU President Eric J. Barron said, “The Dr. William T. Hold/The National Alliance Program in Risk Management and Insurance elevates the preeminent national and international status of insurance education at The Florida State University and will make a profound difference in the lives of our students, graduates, and citizens.”

This collaboration insures increased access to students at the beginning of their career decisions and professors at the height of their influence.

“The naming and combined resources of Florida State University and The National Alliance for Insurance Education & Research will result in a broader and stronger academic and business framework on which to continue to build more meaningful and unique educational programs for both the academic and business communities,” Hold said.  “The result will be more valuable programs for all those who participate and for those they serve.”

The contribution will support the RMI program’s objective of maintaining its position as one of the preeminent risk management and insurance programs of its kind.  In addition to Stokes and Hold, College of Business Dean Caryn Beck-Dudley and chairpersons for The National Alliance also delivered remarks at the event.

The gift will be funded by Dr. Hold, individual contributors and special advertisements in The National Alliance’s Resources magazine.

For more information about the event, please access the Florida State site.

New Board Officers Elected

AUSTIN, TX (March 13, 2012) – The National Alliance for Insurance Education & Research has announced the election of eleven new officers for The Society of Certified Insurance Counselors (CIC) Board of Governors; the Certified Insurance Service Representatives (CISR) Board of Governors; and The National Alliance Research Academy Board of Directors.  The new slates of officers were elected during joint meetings held in Tallahassee, Florida. Officers serve one year in their executive board positions.  These industry leaders are now beginning their terms:

CIC Board Officers: Chairman: W. Scott Naugle, CIC, AAI, BancorpSouth Insurance Services, Inc., Gulfport, MS; Vice Chairman: Dino C. Gavanes, CIC, Gallagher Premier, Itasca, IL;Member-at-Large: Lew G. Kachulis, CIC, CPCU, CWCA, Gilbert’s Risk Solutions, Sharon, PA; Member-at-Large: Ted R. Ostrander, Jr. CIC, AAI, Lassiter Ware, Inc., Leesburg, FL; and  Immediate Past-Chairman: Brian S. Bays, CIC, Insurance Management, Inc., Annapolis, MD.

CISR Board Officers:Chairman: Deborah H. Bulik, CIC, CRM, CPCU, AAI, ARI Insurance Company, Newton, PA; Vice Chairman: Laura Barrett, CIC, CRM, Cedar City, UT; Secretary: Bridget A. Simpson, CIC, CISR, Brotherhood Mutual Insurance Company, Ft. Wayne, IN; Treasurer: Christina Pedraza-Martinez, J.D., CPA, CIC, Popular Insurance, San Juan, PR; Immediate Past-Chairman: Jeanette Machisic, CIC, AAI, CTM, HUB International Insurance Services, Denver, CO.

The Academy Board Officer: Chairman: Walter J. Gdowski, CLU, Rough Notes Company, Inc., Carmel, IN.

“Each of our new Board appointments is a top industry professional and leader with extensive knowledge of our programs and designations. As The National Alliance continues to grow, we will rely on their guidance and experience,” said William T. Hold, Ph.D., CIC, CPCU, CLU, president of The National Alliance.

The National Alliance for Insurance Education & Research is a premier provider of insurance and risk management education. For additional information, visit The National Alliance website: www.TheNationalAlliance.com, or call 800-633-2165.

The Academy Publishes 5th Edition Of Executive Liability Insurance

AUSTIN, TX, February 14, 2012 – The National Alliance Research Academy has published its 5th Edition of Executive Liability Insurance. This highly focused 93- page edition is completely updated and covers Directors & Officers Liability Exposures and Insurance, Employment Practices Liability Exposures and Insurance, and Fiduciary (ERISA) Liability Exposures and Insurance.  The Appendix contains four white papers and four comprehensive articles.  

Author Richard G. Clarke, CIC, CPCU, RPLU, CITRMS, is a veteran of the property/liability insurance industry, having worked as underwriter, consultant, and broker through hard and soft market cycles.  He is currently Senior Vice President with the regional brokerage, J. Smith Lanier & Co., headquartered in Georgia.  Mr. Clarke publishes articles and teaches on a variety of executive liability and E&O subjects.  He serves as an expert witness and as a consultant to buyers of commercial insurance and to insurance companies concerning product development.

Clarke provides information to guide professionals through the challenges involved with writing Executive Liability Insurance.  His advice is to-the-point and practical.

Directors & Officers Liability:

“It is possible that the lack of insurance in an operations area, such as E&O or cyber insurance, can result in allegations of ‘mismanagement’ brought against the organization’s directors and officers by affected parties, including regulators.”

Employment Practices Liability:

“The third party extension to EPL insurance is becoming increasingly important.  There are situations where litigation from customers may be more likely than litigation from employees.  Entities likely to have the most difficulty obtaining full third party coverage will be hospitality, real estate, medical, banking and other ‘meet the public’ businesses.”

Fiduciary Liability:

“Health care reform will place more responsibility for employee benefit plan decision making on management, and therefore, an increase in fiduciary liability claims is entirely possible.”

Practical, comprehensive and up-to-date, Executive Liability Insurance belongs on every agent’s reference shelf.   The print edition is $45 and the E-Book version is $35. For more information or to order, visit www.scic.com/store/ or call 800-633-2165.

The Academy is a non-profit organization funded entirely through publication sales and affiliation dues, and serves as the research and development arm of The National Alliance for Insurance Education & Research. Research grants are made possible through the annual dues of National Alliance members and The Academy’s Research Associates. For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website:  www.TheNationalAlliance.com.

Dr. William T. Hold to be inducted into FSU College of Business 2012 Hall of Fame

With a passion for education and commitment to excellence, Dr. William T. Hold built one of the largest, most recognized insurance education organizations in the world. In recognition of his four-decade crusade to raise professional standards across the insurance industry, as well as his quiet, generous and unwavering support of his alma mater, Dr. William T. Hold has been selected for induction into the Florida State University College of Business 2012 Hall of Fame.

Dr. Hold will join a prestigious group of business leaders on March 29 at the Annual Hall of Fame Dinner and Ceremony at the Florida State Turnbull Conference Center. Since 2003, the college has honored alumni who embody the qualities that make the College of Business an extraordinary place to learn and grow. Like Dr. Hold, other Hall of Fame inductees have excelled in their careers and made significant contributions to the college.

Dr. Hold has promoted opportunities at FSU in conjunction with The National Alliance, which also provides scholarships for students in the Risk Management and Insurance program, professional development opportunities and other important financial support.  Because of Dr. Hold’s efforts, FSU students were among the first to earn the prestigious University Associate Certified Risk Manager and University Associate Certified Insurance Counselor designations.

“Individuals who earn these professional designations take significant pride in their accomplishments,” colleague Bruce McCreadie, a 1977College of Business graduate, said in his nomination letter.“The impact Bill Hold has had on the insurance industry over the past 40 years cannot be overstated.” McCreadie points out that “thousands of people have had a richer and more successful career due in part to the educational and professional development opportunities that Bill and his organization provided.”

McCreadie said that when Dr. Hold talks about things that set the stage for his success, he talks passionately about his experience as an undergraduate at the FSU College of Business. “It was the interest and support of the faculty at the college that resulted in the life-changing decision to pursue a graduate degree,” McCreadie said. “Bill takes great pride in being part of the FSU family and has a deep appreciation for what FSU has done for him.”

Dr. Hold, who earned his Bachelor of Science in risk management and insurance in 1963, is co-founder and president of The National Alliance for Insurance Education & Research, an Austin, Texas-based umbrella organization for research and educational programs geared toward insurance and risk management professionals.

Dr. Hold earned both a master's degree in 1964 and a doctorate in 1967 from the University of Wisconsin. He has been named to the prestigious Insurance Newscast's annual list of the "100 Most Powerful People in the Insurance Industry" six years in a row. In 2011, he received the prestigious Dr. Henry C. Martin Award of Industry Achievement named after the founder of The Rough Notes Company.

 In 1969, the Certified Insurance Counselors (CIC) designation program was developed as the initial offering of The National Alliance. Today, under Dr. Hold’s leadership,The Alliance offers more than 2,500 programs and attracts more than 146,000participants each year across the nation including Puerto Rico and Mexico. In addition to the CIC Program, The National Alliance offers the Certified Insurance Service Representative (CISR), Certified Risk Manager (CRM) and Certified School Risk Manager (CSRM) designation programs, as well as a variety of specialty courses serving industry professionals at every level and in every job description.  William T. Hold Seminars and James K. Ruble Seminars are premier education choices for designees and together, they form the “Founders Series,” a tribute to two“founding fathers” in insurance education.

Dr. Hold has held faculty positions at the University of Wisconsin and the University of Texas, where, as an associate professor, he was responsible for the insurance and risk management area in the graduate school of business. His articles have been published in insurance-related academic and trade journals, including the Journal of Risk and Insurance, the Insurance Law Journal, and the CPCU Annals. He is the author of several books on industry-related topics.  Prior to developing CIC, Dr. Hold was vice president of the National Association of Independent Insurers and served as a consultant to organizations, including the American and Texas Trial Lawyers Association, Federal Trade Commission, the United States Department of Transportation, and the Texas State Board of Insurance.

CIC and CISR Scholarships Awarded at FIWT Convention

AUSTIN, TX (November 2, 2011) – The National Alliance presented 5 scholarships to Federation of Insurance Women of Texas (FIWT) members at their Annual Convention held in Houston, Texas.  The CIC and CISR scholarships were awarded at a special recognition ceremony at the October 20-22, 2011 convention.

Each scholarship grants full tuition to one program conducted by The National Alliance for Insurance Education & Research.  Ms. Theresa Scott, Regional Relationship Manager for The National Alliance, made the presentations.  “The National Alliance has partnered with FIWT to award these scholarships to deserving FIWT members,” Scott said. “The recipients are all actively involved in the insurance industry and committed to advanced education.”

CISR Scholarship Recipients:
Pamela J. Baer   
R. N. Jones Agency, Inc.
Harlingen, TX

Pamela Ann Lankford
Barnard Insurance Agency
Wichita Falls, TX

CIC Scholarship Recipients:

Alexis Dowling          
John D. Williams Agency
El Paso, TX

Tabitha Richardson, CISR, ACSR  
Swingle Collins & Associates
Dallas, TX

Sharon Foster, ACSR, AINS – In conjunction with the Texas Chapter of CICs
Barnard Insurance Agency
Wichita Falls, TX

In addition to granting scholarships, The National Alliance and  FIWT have worked together to encourage nominations for the Outstanding CSR of the Year ® Award and to share findings from The National Alliance Research Academy.

The National Alliance for Insurance Education & Research provides insurance and risk management professionals with the nation’s premier advanced educational programs, including Certified Insurance Counselors (CIC), Certified Insurance Service Representatives (CISR), Certified Risk Managers (CRM), Certified School Risk Managers (CSRM), Dynamics Sales Training, and the Producer School.  For more than 42 years the organization has served more than 140,000 participants throughout all 50 states and Puerto Rico.  For additional information, contact Theresa Scott, tscott@scic.com, or visit The National Alliance website: www.TheNationalAlliance.com.

Society Board of Governors Announce New 2-Day Ruble Seminar Format

AUSTIN, Texas – October 3, 2011 Responding to many requests from CICs and CRMs, the Society of CIC Board of Governors has announced a new condensed 2-day format for James K. Ruble Seminars, beginning in 2012. The 2-day format will maintain the same high quality standards and comprehensive curriculum as the 2-1/2 day format, but will give back substantial savings to participants via travel and lodging costs, and most importantly, time away from the office.

The registration fee will remain the same with no increase in 2012. Ruble Seminar registration fees have not been increased since 2008, despite the continuing increase in facility expenses, speaker travel expenses, and the charges for re-filing state CE.

Ruble Seminars are developed as advanced, specialized education programs for designated CICs and CRMs. Each Ruble Seminar enhances a designee's level of knowledge about an advanced topic. They are particularly valuable for those with specific areas of interest and expertise. In addition to Graduate Seminars, which offer a wide variety of insurance, risk management, benefits, and management topics, Ruble Specialty Seminars are available. These Specialty Seminars include: Advanced Risk Management, Contractors, Cyber Risk, Executive Risk, Financial Institutions, Food & Beverage, Healthcare Providers, Large Commercial, Legal Concepts, Managing People, Marketing & Sales, Small To Middle Market Commercial, Truckers, and Advanced Truckers.

The new format will be available in 2012 when seminar content has been revised, reviewed and condensed.

North Carolina Nominee Selected as the 2011 National Outstanding CSR of the Year ®

AUSTIN, TX (September 7, 2011) – Ms. Laura M. Falanga, CIC, CISR, AAI, AIS, Account Executive for Moore & Johnson Agency in Raleigh, North Carolina, has just been awarded the most prestigious honor available to insurance customer service representatives:  the 2011 National Outstanding CSR of the Year ® Award.

The Society of Certified Insurance Service Representatives (CISR) and the Society of Certified Insurance Counselors (CIC) selected Ms. Falanga as the winner of this award from a field of 40 state winners.  After five finalists were chosen from this field, a blue-ribbon panel of five judges evaluated the finalists based on their individual contributions to the insurance community, and the strength of their essays written on the topic:  “Many insurance service professionals believe that their personal relationships with clients may be threatened by agencies’ and companies’ efforts to use more technology, such as the internet, instant messaging, and automated systems.  Discuss four courses of action(s) that a CSR, Account Executive, or Account Manager can take to preserve and/or enhance relationships with clients and/or companies while continuing to utilize and benefit from current technologies.

Laura Falanga was praised by her associates as “the youngest account representative in the department … she is on a pedestal that requires unwavering commitment to excellence in action and an unquestionable work ethic.  She is a valued mentor to anyone seeking to learn from her.  

In her essay, Ms. Falanga actually provided a comprehensive example of how to use technology to enhance the relationships with her clients, teaching them “on the fly” how to maximize the speedy interchange of important information.

Ms. Falanga receives a cash award of $2,000, a distinctive gold and diamond lapel pin, and her name is inscribed on a sculpture on permanent display at The National Alliance headquarters in Austin, Texas.  A scholarship will be awarded to her employer, Moore & Johnson Agency for participation in any National Alliance program.

In addition to the selection of Laura Falanga as the national award recipient, four national finalists were chosen from a particularly competitive field of applicants: 

Jessica L. C. Adkins, CISR, with United Security Agency in Huntington, West Virginia
Robin A. Delano, CIC, CISR, ACSR, CPIW, DAE, with Clark-Mortenson Agency, Inc. in Keene, New Hampshire
Jaye E. Kasper, CIC, CRM, CISR, CPCU, CPD, ARM, with United Fire Group in Cedar Rapids, Iowa
Kara Plowman with HNI Company, Inc. in New Berlin, Wisconsin

Each finalist receives a special gold and garnet lapel pin, $500 cash award, and publicity in a national trade journal.

For additional information about this award, contact The National Alliance for Insurance Education & Research: P. O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; Email alliance@scic.com; Website: www.TheNationalAlliance.com.    

Important Notice: Puerto Rico CIC Life & Health Institute

Puerto Rico CIC Life & Health Institute, August 24-27:   Please be advised that the CIC institute scheduled to begin tomorrow, August 24th, with registration at 7:30 a.m. at the Verdanza Hotel in Isla Verde (San Juan) will be conducted as scheduled.  Please contact The National Alliance directly with any questions at 800-633-2165.

Certified Risk Managers International Online Classroom

AUSTIN, TX  (August 4, 2011) —Certified Risk Managers International Online Classroom course offers another doorway to risk management education.  Open to all insurance and risk management professionals, the online classroom is a unique 5-week, blended learning course featuring a weekly webinar, readings and interactive exercises, and online discussion postings. 

The initial offering, Principles of Risk Management, has been so popular it has already sold out! Limited seating is available for the Principles of Risk Management Course scheduled August 16 – September 26, 2011.

During 2012, there will be four Principles of Risk Management and two Control of Risk courses conducted. Specific dates can be found on the website. Financing of Risk, Practice of Risk Management, and Analysis of Risk will become available in 2012.

The National Alliance has been a pioneer in providing blended learning for Risk Management and for being an early adopter of this unique distance learning format.  Participants will experience the same high quality and standards as the Certified Risk Managers classroom courses – including the expert faculty – with the convenience of the web!  Designation candidates will take a proctored final exam at the end of the course.  The course is approved in most states for CE credit and update requirements for the CRM and CIC designations can be met by attending.  CISRs and CSRMs can complete up to two years of update requirements by attending.

The National Alliance Producer Schools Are About Results

AUSTIN, TX, July 25, 2011 – On October 9-21, 2011, in Fort Worth, Texas, The National Alliance for Insurance Education & Research will conduct a two week Producer School which delivers a rare combination of technical expertise and sales know-how. 

Too many people still think that great producers are born and not made.  Nothing could be further than the truth.  Mastery comes with skillful mentoring, active practice and intense preparation over time.  Great producers are trained—and it all begins with two weeks of power rehearsal!  They make their mistakes in the training room—not in front of their best customers.  It’s comprehensive and objective training from America’s #1 education provider.

The $2,500 fee includes two weeks of school for the producer, sales manager training, two CISR online courses, and follow-up webcasts.   The most important thing is what the producer brings back home from class.

The Producer School creates consistent high performance and profitable results!  When management needs those results fast, this total-immersion Producer School will help you avoid expensive mistakes and save time and money. Expect and foster the best habits now.  Producers come back ready and motivated to represent their services more professionally. 

All instructors are top industry experts and active, practicing agents who have coached producers to profitability for 10+ years. Students will learn important technical information (with the newest ISO forms used by most carriers). Scholarships are available.

Another Producer school will be conducted in Orange, California on February 12-24, 2012.

For further information and an application, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website:  www.TheNationalAlliance.com.

FAIA to Conduct CIC, CISR, and CRM Programs

AUSTIN, TX (June 29, 2011) -- The National Alliance for Insurance Education & Research and the Florida Association of Insurance Agents, Inc. (FAIA) have announced that the FAIA will assume administrative leadership of the Certified Insurance Counselors (CIC), Certified Insurance Service Representatives (CISR), and Certified Risk Management (CRM) Programs in Florida effective January 1, 2012.

The CIC Program, founded in 1969, is the nation’s leading source of advanced, technical education for the practicing insurance professional.  The CISR Program, developed as a companion program to CIC in 1986, provides practical education and training for all agency and company employees, particularly customer service representatives, in both classroom and online formats.  The CRM Program, founded in 1995, is the nation’s leading source of advanced, technical education for risk management professionals.  CRM is comprised of five, 20-hour courses and provides practical education and training for accountants, financial and insurance professionals, and loss control, legal, and claims experts.

FAIA will conduct its first CIC institute February 1-4, 2012 in St. Petersburg, and the first CRM course will be offered in Palm Beach, on April 17-20, 2012.  In addition, FAIA will conduct James K. Ruble Graduate Seminars for CICs and CRMs.  The 2012 Florida program schedule is available at www.TheNationalAlliance.com.

 

“We are working closely with FAIA’s volunteer leadership and the association’s senior staffto meet the educational needs of the insurance community in Florida,” said William T. Hold, Ph.D., CIC, CPCU, CLU, President of The National Alliance.  “With this new partnership, we are confident that our programs will have a wider reach and accessibility to industry professionals across the state.”

“Offering these proven programs to the insurance professionals of Florida, either online, in the classroom, or in-house, will significantly enhance the career path opportunities available in Florida,” Jeff Grady explained, echoing the sentiments of  FAIA chairmen Arturo Hoyo, and past association leaders such as Bill Gunter, Ted Ostrander, CIC, Greg Baker, and Tom Cotton, CIC, CRM.   

For specific information about program offerings in Florida, contact The National Alliance: 800/633-2165, www.TheNationalAlliance.com.

The National Alliance for Insurance Education & Researchprovides insurance and risk management professionals with practical, advanced educational opportunities, including the CIC, CISR, and CRM designation programs, Ruble Seminars, the Dynamics Sales Training series, and the Producer School.

CIC, CRM, and CISR Scholarships Awarded at NAIW Convention

AUSTIN, TX (June 20, 2011) – The National Alliance recently presented 23 scholarships to NAIW members at the 70th Annual Convention of the National Association of Insurance Women (NAIW) held in Las Vegas, Nevada.  The CIC, CRM, and CISR scholarships were awarded at a special recognition ceremony at the convention on June 7, 2011.

Each scholarship grants full tuition to one program conducted by The National Alliance for Insurance Education & Research.  Mr. Robert W. Weidert, CIC, Business Development Director of The National Alliance, made the presentations.  “The National Alliance has partnered with NAIW to award these scholarships to deserving NAIW members,” Weidert said. “The recipients are all actively involved in the insurance industry and committed to advanced education.”

Scholarships Awarded:

CIC Update Scholarship:

Janis A. Hart, CIC, CISR, CPIW, DAE CPIA
Palomar Insurance Corporation
Montgomery, AL

CIC Scholarship:

Tracey Colonair
Colonair Insurance Agency, LLC
Oakville, CT

Janina J. Curtis, CISR
Curtis Insurance Agency, Inc.
Killington, VT

Anne Davison, CWCS
McCready Insurance Services
Las Vegas, NV

Carol Maurizio, AINS, AICPCU
Insurance Company of the West
Las Vegas, NV

Jennie L. Reed, CISR, CPIW
Morrow Insurance Agency, Inc.
Hendersonville, NC

Judith S. Taylor, ACSR
Long & Foster Insurance
Alexandria, VA

CRM Scholarships:

James Klaneski, CIC, CPIA
C.V. Mason & Company, Inc.
Thomaston, CT

Patricia S. Mogg
Insurance Agency of MidAmerica, Inc.
Oklahoma City, OK

Amy Michelle Stover, AAI
Berry, Bippus, Chison & Foose, Inc.
Wheeling, WV

CISR Update Scholarships:

Sharon L. Barger, CISR, CPIW, DAE, PIAM
Swanson Allstate Agency
Brandon, FL

Cynthia L. Carlston, CISR, CPIW, DAE
Rose City Associates, LLC
Portland, OR

Ruby M. Haskell, CISR, CPIW, DAE
Cottage Grove, OR

CISR Scholarships:

Rita Easley
Jeffrey Kaplan Nationwide Agency
West Bloomfield, MI

Mica Johnson
The Norton Agency, LLC
Gainesville, GA

Bobby Jean Shields, API, AIS, CPIW
Wells Fargo Insurance Services of West Virginia, Inc.
Bluefield, WV

Kendra N. Young, CPSR
Brown & Brown, Inc.
Tampa, FL

CISR Online Scholarships:

Lupe Camacho
Partee Insurance Associates
Covina, CA

Martha Elliott
Haake Companies
Overland Park, KS

Deanna Lynn Fertig
City Insurance Professionals
Eleanor, WV

Sandy Fintel, CISR, CPIW
Huntington Insurance, Inc.
Maumee, OH

Ann Marie Hamer, CISR
Wells Fargo Insurance Services of West Virginia, Inc.
Bluefield, WV

Amanda Skinner
RW Troxwell
Springfield, IL

In addition to initiating the CIC, CRM, and CISR scholarships, The National Alliance and the NAIW have worked together to encourage the promotion of the Outstanding CSR of the Year ® Award and promote the sale of publications by The National Alliance Research Academy.

The National Alliance for Insurance Education & Research provides insurance and risk management professionals with the nation’s premier advanced educational programs, including Certified Insurance Counselors (CIC), Certified Insurance Service Representatives (CISR), Certified Risk Managers (CRM), Certified School Risk Managers (CSRM), Dynamics Sales Training, and the Producer School.  For more than 42 years the organization has served more than 140,000 participants throughout all 50 states and Puerto Rico.  For additional information, contact Danielle Janecka, djanecka@scic.com, or visit The National Alliance website: www.TheNationalAlliance.com.

2011 National Outstanding CSR of the Year ® State Award Winners Selected

AUSTIN, TX (June 16, 2011) – Each year, a group of exceptional insurance professionals are chosen by The National Alliance for Insurance Education & Research to represent their states and compete to become the National Outstanding CSR of the Year ®. This award, regarded as the foremost national award of its kind, recognizes the contributions and commitment of those who serve clients within the insurance industry.

To qualify for the top state honor, the 2011 candidates submitted an essay on the following topic:

"Many insurance service professionals believe that their personal relationships with clients may be threatened by agencies’ and companies’ efforts to use more technology, such as the internet, instant messaging, and automated systems. Discuss four courses of action(s) that a CSR, Account Executive, or Account Manager can take to preserve and/or enhance relationships with clients and/or companies while continuing to utilize and benefit from current technologies.” Additionally, entrants must have demonstrated commendable service to their agencies, their industry, and their community. The only eligibility requirement for this award is that the candidate must be an insurance customer service representative, or have primary responsibility for insurance customer service duties.

"The Outstanding CSR of the Year ® Award is an opportunity to recognize exceptional customer service representatives across the nation," said Danielle Janecka, senior vice president of The National Alliance. "Each of our state winners demonstrated through their essays how willing they were to make any new technology a tool for effective and personal service—just the way their customers prefer it."

Each state winner receives a framed certificate and is eligible to compete for the national honor, which carries a $2,000 cash award, a gold and diamond pin, $1,000 cash award for the nominator, and a scholarship for the recipient’s employer to any program offered by The National Alliance. Additionally, the name of the Outstanding CSR of the Year is inscribed on a sculpture permanently displayed at the national headquarters of The National Alliance for Insurance Education & Research in Austin, Texas.

Outstanding Customer Service Representatives of the Year for 2011:

Alabama
Melanie B. Todd, CISR, CPIW

Alaska
Kristina Johnson

Arizona
Suzette J. Toole, CISR

Arkansas
Dustyne W. Bryant

California
Patty Adair, CISR

Colorado
Vicie F. Reales, CIC, CRM, CISR, CPIW, DAE

Connecticut
Jami L. McDonald

Florida
Dawn Dimeglio

Georgia
Denise Hardy, CIC

Hawaii
Kaoru Miyasato, CISR

Idaho
Tiffany Haley, CISR

Illinois
Lisa Pantalena, CRIS

Indiana
Lisa A. Witt, CIC, CISR

Iowa
Jaye E. Kasper, CIC, CRM, CISR, CPCU, CPD, ALCM, ARM, ARM-P, RMPE,ARM-E, ERM, AINS, CRIS

Kansas
Sandra K. Kirk, AINS, AU, ARM, CPIW

Louisiana
Laura W. Calcagno, CPIW

Massachusetts
Anya Toteanu, CISR

Maryland
Michelle D. Smith, CISR

Michigan
Julianne Y. Jurkiewicz, CISR, CPCU

Minnesota
Sandra A. Eastling, CIC, CPCU, AIC, AIS,
MLIS, AINS

Missouri
Amy Francis

Nebraska
Kathy Miller

Nevada
Kerri Ann Archie, CIC,  CISR

New Hampshire
Robin A. Delano, CIC, CISR, ACSR, CPIW, DAE

New Jersey
Fenella Tigner

New York
Amy J. Dillon, API, AINS

North Carolina
Laura Falanga, CIC, CISR, AAI, AIS

Ohio
Bridgett A. Purpich, CISR

Oklahoma
Annissa DeJarnett

Oregon
Julie Douglas

Pennsylvania
Beth A. Winter-McGarry, CIC, CPCU, CPIW

South Carolina
Susan Finley

South Dakota
Kerry B. Rush, CIC, CISR, AU, AIS,
CPIW, INS

Tennessee
Holly H. McGlocklin, CISR

Texas
Rebecca Shivers, ACSR

Utah
Shantelle Martinez

Virginia
Maureen P. Scholz, CIC, ACSR,
CPIW, DAE

Washington
Sandra D. Malone, CISR, ACSR

West Virginia
Jessica Lynn Crabtree Adkins, CISR

Wisconsin
Kara Plowman

The National Alliance for Insurance Education & Research, the nation’s premier provider of advanced educational opportunities for insurance and risk management professionals, includes the Certified Insurance Counselors (CIC) Program, the Certified Insurance Service Representatives (CISR) Program, the Certified Risk Managers (CRM) Program, the Certified School Risk Managers (CSRM) Program, the Dynamics Sales Training Series, the School for Producer Development, and The National Alliance Research Academy. For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website: www.TheNationalAlliance.com.

A New Beginning at Two Universities

AUSTIN, TX, May 17, 2011 – The National Alliance for Insurance Education & Research announced its special collaboration with The College of Business at East Carolina University in its initiation of its Risk Management and Insurance Program.

The collaboration between ECU and The National Alliance will allow students to earn the University Associate Certified Insurance Counselor (UACIC) designation through their coursework, giving them an important head start on earning the prestigious Certified Insurance Counselor (CIC) designation.  During a special luncheon, the College of Business honored 15 students who recently passed the UACIC designation exam.  Currently in its first year, the Risk Management and Insurance concentration already has more than 40 students enrolled.

Dr. William T. Hold, CIC, CPCU, CLU, president of The National Alliance, said, “The UACIC program is only available at universities with insurance and risk management departments with outstanding faculties.”  He added, “This is a great opportunity for students to obtain an insurance professional designation before leaving college.  UACIC is a career springboard – a designation that will set the graduate apart from his or her peers.  This means entering the job market more prepared for life with a solid, practical foundation for a career in insurance and risk management.”

At The University of Central Arkansas, seven students were honored for being the first in the nation to complete the University Associate Certified Insurance Counselor (UACIC) designation program.  Dr. Hold, Insurance Commissioner Jay Bradford, and Drs. John Bratton and Victor Puleo, members of the insurance faculty at UCA, presented the students with their certificates during a conferment banquet held recently at the University of Central Arkansas. 

Watch the Conferment Ceremony

Jerry Montgomery Memorial Research Fund

Four students and UCA and two students at ECU were recipients of a scholarship from the Jerry Montgomery Memorial Research Fund.  The fund was established by The National Alliance Research Academy to honor Jerry Montgomery, a well-respected member of The National Alliance for Insurance Education & Research.  The fund was created to provide scholarships for deserving university students enrolled in the UACIC program to provide support and allow these students to obtain the designation.

Advantage Series: Be Better Prepared to Succeed

AUSTIN, TX – May 12, 2011— The National Alliance for Insurance Education & Research has announced a new series of courses designed to prepare participants for success.  Whether it is to enable the participant to assist clients with their insurance and risk management needs or to ready the participant for the next step in their educational development, these courses are the advantage they seek.  

They do this in one of two ways.  The courses on a specific insurance policy topic teach a process of reading, analyzing and interpreting policies for better understanding of coverages for exposures.  Other courses prepare participants by expanding knowledge in the area of life, health & benefits or the essential elements of risk management.  Either way, participants gain an advantage.

All of the Advantage Series Courses prepare participants for success and for advanced insurance education programs such as CIC and CRM.

According to Beverly A. Messer, Sr. VP of Academic Development, “These courses are designed to help participants be better prepared to help their clients and their colleagues, and enhance their own professional growth.”

Each 4-hour course in the Advantage Series will qualify for half of the CISR and CSRM annual update requirement and can be combined with any of the other 4-hour online courses for full CISR or CSRM update credit. The 8-hour courses will meet the entire update requirement for CISR and CSRM.  The National Alliance will request state CE credit in all states.  Two courses are available now with many others being released throughout 2011.
 
Practical Policy Analysis

For insurance professionals everywhere, understanding the process of interpreting policies is a vital skill for success and a solid foundation for future education.  In this highly interactive course, participants will learn to read, analyze and interpret policy language for proper exposure identification and coverage solutions.  As an added bonus, these four-hour online courses will prepare participants for the Personal Auto and Personal Residential portions of the CIC Personal Lines Institute.  The 2-1/2 day Certified Insurance Counselors (CIC) Institutes represent a thoroughly rewarding learning experience, led by accomplished insurance practitioners, active in the industry.  

Personal Auto Topics Include:

Homeowners Topics Include:

Both courses include scenario-based application exercises, which encourage participants to read and interpret policy language in the context of a real world claim.

Future Releases

Watch for new courses on Life Insurance, Health Insurance, Risk Management and more, coming soon.  

For more information about the Advantage Series, call 800-633-2165, or visit www.TheNationalAlliance.com/online_courses.

CSR Profile - Reference Book Now in 4th Edition

AUSTIN, TX, May 2, 2011 – The National Alliance Research Academy has published its 4th Edition of CSR Profile, completing its trilogy profile series for 2011.  Also included in the series are Growth & Performance Standards (GPS), 2010–2011, and Producer Profile: Compensation, Production, and Responsibilities.

CSR Profile is the industry’s preeminent source for current information on insurance customer service representatives and other service positions.  A survey of over 1900 CSRs, account managers and account executives from agencies across the country reveals the latest findings and trends.  Here is just a sampling:

·          For commercial lines service positions, the most frequently used job title is “account manager”, with 44% of the survey participants claiming the title.  Only 16% classify themselves as customer service representatives or CSRs.

·         69% of commercial lines CSRs started working in the insurance industry by chance.

·         48% of commercial lines CSRs chose “dealing with stress” as the business skill they needed the most improvement with.

·         The most frustrating aspects of CSRs’ jobs included: time management (33%), dealing with difficult clients (30%), and keeping up with policy forms and changes (30%).

·         Average annual total compensation (including salary, bonus, and commission) is $53,600 for commercial lines CSRs.

·         The average annual commercial lines servicing volume is $2,917,000 (in premium dollars), whereas the median value is $1,950,000.

CSR Profileis not just for account managers; it is an independent reference for agency owners that will be a useful decision making tool for months to come.  Copies of CSR Profile may be ordered through www.TheNationalAlliance.com at The Academy Bookstore.

The Academy is a non-profit organization funded entirely through publication sales and affiliation dues, and serves as the research and development arm of The National Alliance for Insurance Education & Research. Research grants are made possible through the annual dues of National Alliance members and The Academy’s Research Associates. For further information, contact The National Alliance, P.O. Box 27027, Austin, Texas 78755-2027; 800-633-2165; website:  www.TheNationalAlliance.com

Rough Notes, Inc. presents the 2011 Dr. Henry C. Martin Award

Carmel, IN - March 17, 2011—The Rough Notes Company, Inc., owner of the Rough Notes magazine—one of the insurance industry's leading publications—is pleased to announce that Dr. William T. Hold, Ph.D., CIC, CPCU, CLU is the recepient of the 2011 Dr. Henry C. Martin Award of Industry Achievement. This award is named for the Dr. Henry C. Martin, an agent himself, who founded The Rough Notes Company in 1878.

When Dr. marting first began writing Rough Notes, he focused on his fight for better insurance laws and education standards. Over time, he became passionate about education for the agent and the industry in general, and in the late 1800's, he formed the American Insurance Institute, which published examinations that helped agents test their industry knowledge, in Rough Notes magazine. This was the start of continuing education, which is the same passion Dr. Hold has had for many years and one he is being honored for with this prestigious award.

Dr. Hold is the president of The National Alliance for Insurance Education & Research. SInce its beginning in 1969, Dr. Hold has been the driving force in the building The National Alliance and helping create the impact it has on the insurance industry today.

IN 1970, the first year of its operation, The National Alliance had 200 participants in the CIC program, with just 11 of this participants actually achieving the CIC designation that year. By 1975, the program had expanded to ten more states, and by 1978 they had introduced advanced education options for the CIC programs.

Beginning in 1989 and continuing over the next ten years, the CIC program was made available in all 50 states, while the CISR (Certififed Insurance Service Representative) and CRM (Certified Risk Managers) programs were developed and made available. Then in early 2000, The National Alliance introduced the Producer school and the Certified Risk Managers Program.

Walter J. Gdowski, president and CEO of The Rough Notes Company, said, "For over 130 years it has been the Rough Notes traditiong to recognized the tremendous contributions that insurance agents make to our industry." The influence of The National Alliance's education programs and faculty have had on our industry as a whole over the past 40 years exemplifies Dr. Hold's commitment to education and professionalism.

Certified Risk Managers International Online Classroom

AUSTIN, TX  (March 31, 2011) — The National Alliance for Insurance Education & Research announced today that its first Certified Risk Managers International Online Classroom course will be open to all insurance and risk management professionals.

The initial offering will be Principles of Risk Management on August 22-October 2, 2011.  This online classroom is a unique 5-week, blended learning course featuring a weekly webinar, readings, quizzes, and “discussion postings.”  The National Alliance is a pioneer and an early adopter of the unique distance learning format of providing blended learning for risk management.  Designation candidates will take a proctored final exam at the end of the course.  The course is approved in most states for CE credit and update requirements for National Alliance designations can be met by attending.

Control of Risk will be launched online on November 7-December 11, and the three remaining CRM courses will be available in 2012. Participants will experience the same high quality and standards as the Certified Risk Managers classroom courses – including the expert faculty – with the convenience of the web!

Society of CIC Board of Governors Announced

AUSTIN, TX (March 28, 2011) – The National Alliance for Insurance Education & Research has announced the addition of seven new members to the 2011 Certified Insurance Counselors (CIC) Board of Governors.  A new slate of board members was elected at the annual meeting in Denver.

CIC Board Officers serve one year in their executive board positions: Chairman: Brian S. Bays, CIC, Brian Bays Insurance, Annapolis, MD; Vice Chairman: W. Scott Naugle, CIC, AAI, BancorpSouth Insurance Services, Inc., Gulfport, MS; Members-at-Large: Lew G. Kachulis, CIC, CPCU, CWCA, Gilbert’s Insurance Agency, Inc., PA; andDino C. Gavanes, CIC, Premier Risk Services, Inc., Itasca, IL;  and  Immediate Past-Chairman: Craig F. Stanovich, CIC, CPCU, AU, Austin & Stanovich Risk Managers, LLC, Holden, MA.

These industry leaders are now beginning their six-year terms: Dale Fenwick, CRM, ARM, Sovereign Insurance Services, LLC, Apopka, FL; M. Kathleen Hicks, CIC, HR&R, LLC, San Angelo, TX; Todd Jackson, CIC, CWCA, Jackson-McCormick Insurance, Lebanon, IN; W. Scott Naugle, CIC, AAI, BancorpSouth Insurance Services, Inc., Gulfport, MS; Steven C. Pearson, CIC, ISU Insurance Services, San Francisco, CA; and Craig Sparks, CIC, Union Standard, Irving, TX.

“Each of our new Board appointments is a top industry professional and leader with extensive knowledge of our programs and designations. As the Society of CIC continues to grow, we will rely on their guidance and experience,” said William T. Hold, Ph.D., CIC, CPCU, CLU, president of The National Alliance.

The National Alliance for Insurance Education & Research is the premier provider of insurance and risk management education. For additional information, visit The National Alliance website: www.TheNationalAlliance.com, or call 800-633-2165.

Jeanette Machisic, CIC, AAI, CTM,  Elected Chairman of Society of CISR Board of Governors

AUSTIN, TX (March 28, 2011) – The National Alliance for Insurance  Education & Research has announced the addition of four new members to the 2011 Certified Insurance Service Representatives (CISR) Board of Governors.  A new slate of officers was tapped to head the Board. Officers serve one year in their executive board positions. 

CISR Board Officers: Chairman: Jeanette Machisic, CIC, AAI, CTM, HUB International, Denver, CO; Vice Chairman: Deborah H. Bulik, CIC, CRM, CPCU, AAI, ARI Insurance Companies, Lawrenceville, NJ; Secretary; Laura Barrett, CIC, CRM, Cedar City, UT; Treasurer: Bridget A. Simpson, CIC, CISR, Brotherhood Mutual Insurance Company, Fort Wayne, IN; andImmediate Past-Chairman: Carlos F. Figueroa, CIC, Carlos F. Figueroa–Agente De Seguros, Bayamon, PR.

These industry leaders are now beginning their six-year terms: Mary Czaja, CIC, CIS Group, Tomahawk, WI; Sharian Brown-Taylor, CIC, CISR, AIS, ACSR-CL/PL/L&H, AU, ASLI, AINS, DTM, Marsh USA, Inc., Austin, TX; Kathleen A. Fraley, CIC, CPIW, Travelers Select Service Center, Spokane, WA; and  Charles O. Hembree, Jr., CIC, CPIA, Clark-Lami-Hembree Insurance, St. Louis, MO.

“Each of our new Board appointments is a top industry professional and leader with extensive knowledge of our programs and designations. As the Society of CISR grows, we will rely on their guidance and experience,” said William T. Hold, Ph.D., CIC, CPCU, CLU, president of The National Alliance.

The National Alliance for Insurance Education & Research is the premier provider of insurance and risk management education. For additional information, visit The National Alliance website: www.thenationalalliance.com, or call 800-633-2165.

The National Alliance Research Academy Board of Directors

AUSTIN, TX (March 28, 2011) – The National Alliance for Insurance Education & Research has announced the addition of two new members to the 2011 Academy  Board of Directors. The new Chairman of the Board is Donna Wilson, CIC, Bowen, Miclette and Britt, Houston, TX.

These industry leaders are now beginning their terms:

New Members: Jay Bradford, CIC, Insurance Commissioner of the Arkansas Insurance Department, Little Rock, AR; and Dan Kugler, MBA, CPCU, ARM, ACI, AIC, CEBS, Snap-On Incorporated, Kenosha, WI.

“Each of our new Board appointments is a top industry professional with broad and extensive knowledge of the insurance and risk management industry. As The Academy continues to grow and provide cutting edge studies and publications, we will rely on their expert guidance and experience,” said William T. Hold, Ph.D., CIC, CPCU, CLU, president of The National Alliance.

The National Alliance for Insurance Education & Research is the premier provider of insurance and risk management education. For additional information, visit The National Alliance website: www.TheNationalAlliance.com, or call 800-633-2165.

CISR Celebrates 25th Anniversary

AUSTIN, TX, March 22, 2011 – Yesterday’s History & Tomorrow’s Promise:

In 1986, a group of dedicated CICs in Kansas founded the Society of Certified Insurance Service Representatives (CISR).  For more than a year, the CISR Program was conducted in Kansas, Missouri and Michigan only.  One year later, the dream of a national program was on its way to becoming a reality when the Society of Certified Insurance Counselors in Austin, Texas, assumed responsibility for the CISR Program.  One state after another adopted the CISR Program, and by 1996 CISR was a nationwide program.

Today, CISR is truly worldwide in scope, with 28,000+ designated CISRs and approximately 1,500 courses conducted each year.  The Program is available in class and online, in English and in Spanish. The program can be brought to a company or agency on an in-house basis and tailored specifically to local needs.

The CISR Program is for “all insurance professionals who consider service their personal responsibility.”  CISR courses are a popular resource for practical insurance knowledge, stressing the understanding and analysis of risks and exposures.  All employees of agencies, insurance companies, and insurance-related businesses will benefit from CISR courses.  The one-day courses can be steppingstones for CIC institutes and CRM courses, charting a path for future success and career advancement.

Twenty-five years ago, there was neither a membership society nor an educational program especially for Customer Service Representatives.  Today, the Society of Certified Insurance Service Representatives has grown to over 71,800 participants. 

Throughout its growth, the numbers have been only one measure of progress.  From the beginning, the first consideration was individual education—making sure that CISRs set and exceeded the standard for personal achievement.  Just like the Certified Insurance Counselors (CIC) Program before it, this insistence on quality drew the finest faculty in the country.  Within 10 years, the CISR Program was offered in all 50 states.  More than 20% of CISRs choose to continue their education by participating in the CIC and CRM Programs.  More than ten years ago, the CISR courses were made available online so that they could be taken anywhere at any time. 

What began as the Advanced Lecture Series in 1990, evolved into the William T. Hold Seminars, and is now available to all insurance professionals with or without a designation.  The Hold Seminars, which began as a response for more advanced courses so CISR designees could enhance their education while fulfilling their continuing education requirement, has become one of the proudest legacies of the The National Alliance.

Acknowledging Outstanding CSRs

The National Alliance is also celebrating 20 years of the Outstanding CSR of the Year ® Award.  Each year, candidates are nominated, write an essay and are judged by expert panels.  Each state presents its award winner to the national competition.  In 20 years, there have been 21 national winners. 

State Auto PaceSetter Honors The National Alliance

AUSTIN, TX (March 14, 2011) — During the Academy Board of Directors meeting, Kenneth L. Fields, CIC, CPCU, CLU, ChFC, Board Member, and his associate Diane Masterson, CIC, CPCU, from State Auto Insurance Companies presented a special plaque to William T. Hold, Ph.D., CIC, CPCU, CLU. Currently, Assistant Vice President, Manager of Sales Development, Fields is co-developer of the PaceSetter program and has coached nearly 500 new producers over the past ten years. He is a faculty member of The National Alliance and regularly teaches at CIC institutes James K. Ruble seminars.

The National Alliance and The State Auto Insurance Companies have had a long and productive association in jointly building a knowledgeable and consultative sales force. The plaque was inscribed with the words: “In recognition of 15 years association with The National Alliance, and the contribution of The Dynamics of Selling Seminar to the success of The State Auto PaceSetter Program.”

Dr. Hold accepted the recognition on behalf of all the people at The National Alliance and especially those on the Dynamics of Selling faculty. “We are genuinely honored,” Hold said, “to work with such a fine company and with Ken Fields and Diane Masterson.”