Practical Application of PRM

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$525.00
Available
Seats Available
More Information
Instruction Hours 16
Topics Practical Application of PRM
Programs Certified Personal Risk Manager (CPRM)
Start Date Sep 24, 2019
End Date Sep 26, 2019
Learning Options Traditional Classroom

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Topics Covered:

  • Managing Your Book of Business; Commitment and Confidentiality
  • Mitigation and Managing the Claim Process
  • Development of a PL Risk Management Division
  • Admitted vs. Non Admitted (Standard vs. Surplus Lines)
  • Panel Discussion – Markets; Dealing with the Client
Milford, MA
September 24-26, 2019
7:00 AM Registration
MAIA Association Headquarters
91 Cedar St.
Milford, MA 01757
508-634-2900
There is no charge for parking. Suggested hotel - Doubletree Hotel Boston/Milford, 11 Beaver Street, Milford, MA 01757. 508-478-7010.

This course will help you to understand the complexities of serving high net worth clients. Develop a first-class Personal Lines Risk Management Division within an agency and feel confident with the added value knowledge provides for complex personal lines accounts.

Topics Covered: Covered:

  • Managing Your Book of Business; Commitment and Confidentiality
  • Mitigation and Managing the Claim Process
  • Development of a PL Risk Management Division
  • Admitted vs. Non Admitted (Standard vs. Surplus Lines)
  • Panel Discussion – Markets; Dealing with the Client
Faculty

Faculty Name

Kathryn Norris

Bio Detail

Kate Norris is VP, Family Office Practice Leader for North America, Personal Risk Services with CHUBB. With experience in the industry since 1998, years of industry experience, Kate focuses on ultra-high net worth personal insurance- specifically, family office clients. She has an established track record working with family offices and is responsible for collaborating with agents and brokers to develop strategic opportunities that meet the unique needs of their family office clients. Based in the CHUBB Private Risk Services office in Chicago, Kate brings in-depth knowledge of the financial services industry and family office environment. Using her experience working with families, Kate advises agents and brokers, family offices and centers of influence about the special risks faced by ultra-high net worth families and how CHUBB Private Risk Services can better serve their needs. Kate specializes in Family Office, Personal Risk Management, Personal Liability Risk, Private Jets, Yachts, Collector Autos, International Homes, Wine, Jewelry, Collections, and Professional Liability. Kate most recently worked as a private client advisor at Hub International Insurance Brokers. Prior to that, she held leadership roles at the Insurance Design Center, LLC, Family Office Exchange, LLC (FOX), and Bernstein Investment Research and Management. Kate is a licensed Property and Casualty broker in Illinois and holds a Bachelor's degree in Liberal Arts and Science from the University of Kansas. She also serves on the leadership board of the CIPC, earned the CPRM designation in July of 2016, and earned the CAPI designation in December of 2017.

Faculty Name

Beverly Raiford

Bio Detail

Beverly Messer has 43 years of experience in the risk and insurance industry, most recently serving as Senior Vice President of Academic Development at The National Alliance for Insurance Education & Research, Austin, Texas. During her nearly 12 years there, she had responsibilities for developing, managing, and maintaining the insurance designation program CIC and the advanced programs - James K. Ruble Seminars. She led the development of the newest designation of The National Alliance - the Certified Personal Risk Manager (CPRM) Program. Beverly began her insurance career in 1975 in Northwest Indiana and during her 32 years in the agency business, her responsibilities included all aspects of sales and agency operations. In 2007, she sold her interest in the agency and joined The National Alliance. In 1991 and again in 2002, Beverly was recognized as the Insurance Agent of the Year by the Independent Insurance Agents of Indiana (IIAI). Beverly served two terms as national president of the Safeco Agent Advisory Council and chaired the CIC Indiana Liaison Committee for 10 years. She held leadership positions on the Mid America Technical Conference, Hammond Education Foundation, and local and state Insurance Women organization. Beverly earned the CIC designation in 1991, the CISR designation in 2007, and the CRM designation in 2008.

Faculty Name

Kim Dandrea

Bio Detail

Kim Dandrea is a Private Client Group Manager for M3 Insurance. Specializing in property and casualty insurance, in the areas of property, liability, auto, and umbrella, her primary role is to place insurance products and counsel existing clients. Using risk management strategies and insurance planning, Kim designs solutions for clients and advises them to ensure that their coverage continues to meet their needs. In addition to growing and managing her personal book of business, Kim also manages the account management sta? of Private Client Group, overseeing consistency and compliance in work?ow and procedures. She also partners with the Executive Vice President of Sales to continue to grow and develop the Private Client Group product line. Kim earned her Bachelor of Business Administration degree from St. Norbert College in 1986, and has since worked to build her expertise in personal lines service, sales and leadership. Kim joined M3 in March of 2015, as an Account Executive, bringing with her more than 20 years of personal risk management experience, and over ten years of managerial experience. She remained in that role until the promotion to her current role in June 2017. Prior to M3, Kim was the Personal Lines Managers at David Insurance Agency in Racine, WI. Kim holds a resident property and casualty, as well as, health and life licenses in the State of Wisconsin, and holds non-resident property and casualty licenses in Arizona, Colorado, Florida, Illinois, and Texas. She has also received her Certi?ed Personal Risk Manager (CPRM), and Certi?ed Professional Insurance Agent (CPIA) designations. Kim serves on the United Way Committee as a co-leader in the Milwaukee o?ce of M3. Kim was the 2014 IIAW Committee Chairwoman of the year and is the Chairperson for the Agency Operations Committee. She is on the Board of Management for the Southwest YMCA and the Marketing Committee for the Greater Waukesha YMCA Association.

Faculty Name

Robert Ray

Bio Detail

Bob Ray, a second generation insurance professional, has been employed in the insurance industry since 1973. A graduate of Jacksonville University, he has also completed insurance-related courses at Crawford & Company, Lumberman's Underwriting Alliance, and the National Institute of Occupational Safety & Health. Bob's career has spanned all aspects of the insurance industry. He began his career as a claims adjuster and property appraiser for Crawford & Company. In 1974, Universal Underwriters hired Bob to develop the Accident Prevention & OSHA Inspection Program for the Florida Automobile Dealers Association Self-Insurance Fund. While there, he served as Divisional Underwriting Manager for the Western Division and Divisional Executive Assistant for the Western & Southern Divisions. During this time, he co-authored "Unicover IV & V," a package policy developed exclusively for franchised automobile dealers. In 1987, Bob assisted in the creation of a new professional liability insurance carrier, RUMGER Insurance Company, later purchased by Great American Insurance Company. He authored their easy-to-read professional liability insurance policies - Pro-Law & Pro-Med for lawyers and physicians respectively. In June 1993, Bob joined National Risk Management & Associates. In addition to providing insurance products and services, Bob frequently testifies as an insurance expert in many states as well as federal courts. His clients have included the Orlando International Airport, Walt Disney's Epcot Center, Commercial Carrier Corp, Nichols Campbell & Morrow (NCM), and several insurance carriers and law firms. He has developed and drafted policy language and state filings for specialized markets including New & Used Car Dealers Package, eBusinessowners & eProfessional Liability, and Insurance Agents, Lawyers and Physicians Professional Liability policies.