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 Apr 21, 2020
End Date Apr 23, 2020
Learning Options Traditional Classroom

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Topics Covered:

  • Effective Insurance Practice Serving the High Net Worth
  • Developing and Sustaining a High Net Worth Division
  • Relationship Management
  • Client Stewardship
  • The Claims Process
  • E&S and International Coverage
Lansing, MI
April 21-23, 2020
7:00 AM Registration
TBDLAN
UNKNOWN ADDRESS
Lansing, MI 48901
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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:

  • Effective Insurance Practice Serving the High Net Worth
  • Developing and Sustaining a High Net Worth Division
  • Relationship Management
  • Client Stewardship
  • The Claims Process
  • E&S and International Coverage
Faculty

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.