Faculty NameRebecca Lathrop
Becky Lathrop is the Vice President of Optimum Performance Solutions, LLC, a company that provides management consulting on a nationwide basis to insurance agencies and carriers. Both her agency and corporate experiences provide unique perspectives when assisting her clients. Becky earned her CIC designation in 2004 and is a Certified Professional Insurance Agent. She has a degree in Risk Management and Insurance from Florida State University and has been working in the insurance industry for over 30 years. Becky has a diverse background in the insurance business, including positions such as Agency Business Consultant, Sales Manager, Underwriting Consultant, Financial/Market Analyst, Portfolio Manager, and Office Manager. Becky helps agencies throughout the United States grow profitably by counseling them in areas such as workflow management, staff stratification/organization and training, sales/ marketing business plans, client retention, strategic planning, and producer management and compensation. She has also developed and facilitates many agency and carrier training programs, including a sales/service training series to assist with cross-up selling growth; marketing/profitability workshops to help agencies manage their loss ratios, and assist them with capitalizing on contingency bonus opportunities.
Faculty NameJohn Neal
John Neal has over 20 years' experience in both analysis and financing of risk. As Manager of Analysis for Risk Management Solutions, he manages a team of ten Risk Management Consultants responsible for supporting Liberty Mutual's Commercial Market Distribution and Service Management Department. John provided analytical support for consulting projects, risk financing design and structuring, finite (financial) insurance products, cost allocation projects, loss analysis, captive support, and industry benchmarking. John has also held positions as a Risk Financing Analyst and Senior Risk Management Consultant. Prior to entering the insurance and risk management field, John worked ten years in the pollution control and medical device industries as a chemical and manufacturing engineer, accountant, and financial manager. John's academic background includes a BS from the University of California, Santa Barbara and an MBA from the University of Pittsburgh.
Faculty NameJay Williams*
Jay Williams is a National Faculty Member and an Educational Consultant for The National Alliance for Insurance Education and Research. He earned his CIC designation in 1996 and his CRM designation in 2004. He is a veteran of the insurance industry, starting his career in 1979. His experience includes 21 years in the agency business, nine years at the Florida Association of Insurance Agents, and seven years as an insurance company and PEO executive. Jay also served as the interim CEO for Applied Client Network, the user-group association for agents using Applied Systems platforms. Jay has been teaching formal insurance classes for over 20 years, including both technical insurance and E&O loss control classes for FAIA. He was part of the IIABA Loss Control Working Group for 5 years and also served on the Professional Liability Committee. His experience on the agency, association, and company sides gives Jay a uniquely rounded perspective on the insurance industry. Jay currently serves as the President of FHB Insurance, a subsidiary of Scottish American Insurance General Agencies. In addition to his position at FHBI, he is an expert witness and a consultant to insurance companies, associations, agencies, and industry-related partners.
Faculty NameAllen Messer
Allen Messer began his insurance career in March of 1971. He has worked for several different insurance companies in various capacities and has been involved in the independent agency system as a producer and agency owner. Allen currently consults agencies, companies, risk managers, and attorneys as well as instructs various seminars and live webinars. He serves as an Educational Consultant and is a National Faculty member of The National Alliance for Insurance Education & Research.