Practical Application of PRM

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$525.00
Available
Seats Available
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Instruction Hours 16
Topics Practical Application of PRM
Programs Certified Personal Risk Manager (CPRM)
Start Date Jul 15, 2020
End Date Aug 05, 2020
Learning Options Online Instructor-Led

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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
Accommodations not applicable for Online Courses.

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

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

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

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.