Personal Client Risk Management

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$525.00
Available
Seats Available
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Instruction Hours 16
Topics Personal Client Risk Management
Programs Certified Personal Risk Manager (CPRM)
Start Date May 13, 2020
End Date May 21, 2020
Learning Options Online Instructor-Led

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Topics Covered:

  • Introduction to the High Net Worth/Affluent Market
  • The Risk Management Process
  • Risk Management – Application to Property & Liability
  • Risk Management – Application to Lifestyle
  • Risk Management – Application to CAT Exposures
  • Emergency Preparedness
Accommodations not applicable for Online Courses.

Learn to apply the risk management process to the personal client needs to produce a complete personal lines risk management and insurance approach.

Topics Covered: Covered:

  • Introduction to the High Net Worth/Affluent Market
  • The Risk Management Process
  • Risk Management – Application to Property & Liability
  • Risk Management – Application to Lifestyle
  • Risk Management – Application to CAT Exposures
  • Emergency Preparedness
Faculty

Faculty Name

Stanley Smith

Bio Detail

Stanley Smith is President of SGS Consulting, Inc. The firm owns an Allstate Insurance Agency and a Safety and Risk Management Practice. They focus on personal lines insurance sales and safety and risk management consulting. The firm is based in Dallas, Texas. Stanley's Allstate Agency writes automobile, home, business, and life insurance in the state of Texas. The Risk Management practice is focused on YMCAs, Community College/School Districts, and small commercial clients across the country. Stanley has over 30 years of Risk Management and Insurance experience having worked in various Loss Control positions with a Property and Casualty insurance carrier and as Risk Manager of a private company. Stanley earned his CIC designation in 2003 and his CRM designation in 2008, and he also holds the Certified Safety Professional (CSP) designation. He also holds a Masters of Business Administration from Southern Methodist University.

Faculty Name

Beverly Raiford

Bio Detail

Beverly Messer-Raiford 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

Susan Weber

Bio Detail

Susan is Capital Regional Underwriting Manager, Equine Specialist with Private Client Group at AIG Consumer Lines. Susan has 30 years of experience in high net worth underwriting. She worked at Fireman's Fund Insurance from 1985-2002 where she was a Regional Underwriting Manager. She joined AIG Private Client Group in 2002 and is an Assistant Vice President/Regional Underwriting Manager handling the states of Maryland, Virginia and DC. She also serves as Equine Specialist for all of AIG Private Client Group. Susan holds the Chartered Property and Casualty Underwriter (CPCU) designation and has a Bachelor of Science Degree in Business Management from Moravian College.

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.