Instructors

Education:

B.A., Pre-law – University of Evansville

Designation(s):

CIC, CPCU

Insurance Industry Background:

With 51 years in the industry, I have held the roles of adjuster, underwriter, marketing representative, branch manager, agent, and agency owner, as well as a member of an executive management team for a regional insurer.
I am currently the owner of Insurance Concepts & Services, an organization that focuses on strategic planning/execution for insurance companies and insurance agencies, insurance policy writing for insurance companies as well as insurance training and education for all involved in the industry.
Prior to forming this organization, I spent more than 12 years as Director/Chief Operations Officer/Chief Executive Officer of Illinois Casualty Company, a company specializing in insurance protection for the food and beverage industry.

Industry Areas of Expertise:

Commercial Lines – Property & Casualty

Favorite Thing About Teaching?

The opportunity to share information and learn from participants.

Education:

B.S. in Risk Management & Insurance – Florida State University

Designation(s):

CIC

Insurance Industry Background:

I have been working in the insurance industry for over 35 years. I have a diverse background in the insurance business, and have spent much of my professional career in industry positions such as Agency Business Consultant, Sales Manager, Underwriting Consultant, Financial/Market Analyst, and Portfolio Manager.

Industry Areas of Expertise:

Sales & Service, Workflow Management, Staff Organization, Sales/Marketing Business Plans, Client Retention, Strategic Planning, Producer Compensation

Favorite Thing About Teaching?

Getting to interact with other insurance industry professionals, as well as engaging participation.

Education:

B.S. Insurance & Economic Security – from University of South Carolina

Designation(s):

CPCU, CIC, AAI, AINS

Insurance Industry Background:

I’ve spent 37 years in the insurance industry which include 3 years of agency experience, 8 years as a commercial line underwriter, and 26 years at the Big “I” South Carolina.

Industry Areas of Expertise:

Customer Service, E&O, Personal and Commercial Lines

Favorite Thing About Teaching?

Interaction with the attendees and almost always learning something new from a class.

Insurance Industry Background:

I am the Owner and President of Walthers Associates, Inc – an independent insurance agency in Pennsylvania. I have over 40+ years of experience in this industry. I specialize in personal and business insurance, flood insurance, and selling real estate.

Industry Areas of Expertise:

Personal and business insurance, flood insurance

Favorite Thing About Teaching?

Teaching the P&C Licensing Course! Always great to teach future, new agents.

Education:

University of Maryland

Designation(s):

CIC, CRM, CPUCU, AAI, ARM, CPIA, TRIP

Insurance Industry Background:

I was previously the owner of 3 independent insurance agencies in Maryland, Colorado, and Wyoming for over 20 years. I was also a member on the boards for both the Society of CIC and the Society of CISR. I’ve served on various committees for IA&B, PIIAC, and the Colorado Insurance Department. I have also been a consultant for Insurance and Risk Management Services for over 20 years.

Industry Areas of Expertise:

Commercial Casualty, Trucking/Commercial Auto, Risk Management, Employment Practices Liability, Cyber Risk, Agency Management Practices

Favorite Thing About Teaching?

Getting to meet people from all over the country and learning from them.

Education:

B.S., Business Administration – Southern New Hampshire University Associates of Arts – Yavapai College

Designation(s):

AINS, CRIS

Insurance Industry Background:

I have dedicated 16+ years to the insurance industry and still going strong. During that time, I have obtained my AINS designation, CRIS designation and also hold my Pensyvania P&C License. In 2020, I had the honor of receiving the IA&B Young Agent of the Year Award. I am passionate about learning as well as teaching others about commercial insurance. I earned my Bachelor’s degree in business with a focus in organizational leadership which has helped me build a strong foundation to mentor, teach, and work in the industry. I also write articles for insurance companies to publish and teach continuing education through the CE Partnership which IA&B uses for their web based CE classes.

Industry Areas of Expertise:

Commercial Lines

Favorite Thing About Teaching?

I’m an insurance nerd and love connecting with other insurance nerds through education. I am always looking for feedback in regards to what you are looking to learn to help create classes that are relevant and helpful to those in the industry.

Education:

B.A. – Rutgers University

Designation(s):

AAI, CIC, CPCU, AU, CRM, CRIS, ARM, MLIS

Insurance Industry Background:

After college, I entered the insurance industry and worked for a short time as a company claims adjuster. My first job in an agency was as an Assistant Commercial Lines CSR. Since then, I have worked in several agencies and held many roles including CSR, VP of Marketing, Commercial Lines Manager, and my current position, director of Commercial Underwriting.

Industry Areas of Expertise:

Commercial Property & Casualty

Favorite Thing About Teaching?

I love the enthusiasm that so many participants have for learning. They want to understand coverage to better serve their customers, and I enjoy helping them do that. It’s always a great day when a participant says, “I never really understood that before, and now I do.”

Education:

University of Florida

Designation(s):

AAI

Insurance Industry Background:

I’m a professional insurance educator and consultant, and the former Vice President of Industry Affairs with the Independent Insurance Agents of America.
After beginning in this business as a life-health agent, I went into property-casualty sales. Following several years as a producer and independent agency manager/owner, I spent many years as a full-time educator/VP-Education for the Florida Association of Insurance Agents and VP-Education for the Independent Insurance Agents and Brokers of America.

Industry Areas of Expertise:

Agency Management, ISO Forms

Favorite Thing About Teaching?

Making insurance fun! Adding humor to insurance courses to help people learn and have fun!

Education:

BFA – Kendall College of Art and Design

Designation(s):

CIC, CRM, MCM

Insurance Industry Background:

With 32 years of industry experience, I’ve held the roles of Forms Analyst, State Filings Administrator, Program Manager, Compliance Coordinator, Home Office Compliance Director, and Business Unit Compliance Director. I started at Foremost Insurance Company in 1988, which was acquired by Farmers in 2000. I worked at the Farmers’ home office from 2010 until 2015.

Industry Areas of Expertise:

Compliance, Internal Reviews, State Filings, Market Conduct Exams, Complaint Handling, Regulatory Inquiries, Corrective Actions, Report Writing, Compliance Risk Analysis, MCAS

Favorite Thing About Teaching?

The challenge of giving life to content that is often plain, dry, and difficult to remember.

Education:

B.A., Liberal Arts – University of Pittsburgh

Designation(s):

CPCU, CIC, CSRM

Insurance Industry Background:

I came into the industry with Erie Insurance, where I worked as an insurance adjuster and eventually a district sales manager. I became an independent insurance agent in 1981 with Lawyer Insurance Agency and sat on the Board of Directors for PIA of PA, MD, and DE, as well as the Board of Governors CISR. My agency merged with Reinhardt’s Insurance Agency in 2007, and I retired in 2017.

Industry Areas of Expertise:

Personal and Commercial Property & Casualty, Licensing, CISR, CIC, William T Hold, special topics

Favorite Thing About Teaching?

Getting the opportunity to meet and continue relationships with people in the insurance industry as well as helping them with their careers.

Education:

B.A., History – Mercer University Served eight years as a commissioned officer in the U.S, Army and U.S. Coast Guard

Designation(s):

CPCU, AAI, API, CRIS

Insurance Industry Background:

I have over 36 years in the industry as a licensed agent in Florida; 25 of those years have been spent presenting insurance coverage seminars.

Industry Areas of Expertise:

All Property & Casualty (minus D&O), Cyber, EPLI, USL&H

Favorite Thing About Teaching?

Seeing a difficult subject “sink in” after presenting it in a simple and fun format.

Education:

B.S. in Business Administration and Management – Mayville State University

Designation(s):

CIC

Insurance Industry Background:

I joined Burd and Rise Insurance Agency of Halstad, Minnesota in 1975 as a licensed agent and partner with my husband, Harlan Rise. Together, we owned and managed the agency until our retirement in 2008. I served as co-owner, producer, and manager of the agency.

Industry Areas of Expertise:

Personal Lines, Farms, Churches, Restaurants/Bars, Small Commercial, CISR, CIC, Dynamics of Service

Favorite Thing About Teaching?

Teaching insurance is my way of giving back to an industry that I have loved for over 45 years. I enjoy helping students to understand, succeed, and gain a love of the business.

Education:

B.A., Education – University of West Florida

Designation(s):

CIC, CLU, ChFC, RHU

Insurance Industry Background:

I worked in Property & Casualty and Life sales with a direct writer for 8 years and was then an agency owner for 12 years up until I sold my agency. I have now been in Life Insurance sales for 26 years.

Industry Areas of Expertise:

Life Insurance and Life Senior Settlements

Favorite Thing About Teaching?

Interaction with the participants.

Education:

B.A., Business Administration – Capital University

Designation(s):

CIC, CPIA

Insurance Industry Background:

I joined my family business, Back and Associates Insurance Agency and served as an Agency Principal.  In 2020, the agency merged with the Walter A McFall and Son Insurance Agency in Dayton, Ohio. The agency is now known as the McFall and Back Insurance Agency. I am affiliated and faculty member with the National Alliance of Insurance Education and Research . I serve as a National Faculty member of the American Insurance Marketing and Sales (AIMS) Society and instruct the Certified Professional Insurance Agents (CPIA) Sales and Marketing programs.

Industry Areas of Expertise:

Personal Lines, Marketing, Agency Management and Operations

Favorite Thing About Teaching?

That “ah-ha” moment – when I realize the students understand what I am teaching.

Education:

B.S. in Finance – University of South Carolina

Designation(s):

CIC, CPCU

Insurance Industry Background:

Since 1974, the majority of my industry experience has been in the Independent Agency System having been an Account Executive with the John Henry Dukes Agency in Orangeburg, South Carolina, Heffron Ingle McDowell & Cooper in Charleston, South Carolina and Riley & Associates in Charleston, South Carolina.
I also served as General Manager of White Insurance Group in Black Mountain, North Carolina. I have spent some time on the carrier side as Marketing Manager of Old Charleston Insurance Company and Branch Manager of Medical Mutual Insurance Company of North Carolina.
Most recently, and currently, as Chief Growth Officer of Correll Insurance Group, a privately-held independent insurance agency with 32 offices throughout South Carolina, North Carolina and Eastern Tennessee. In addition to the above items, I also served as Director of Education for the Independent Insurance Agents & Brokers of South Carolina. I am also a past member of the Board of Directors of the Carolinas Association of Professional Insurance Agents.

Industry Areas of Expertise:

Commercial Property and Commercial Mutli-line CIC, CISR

Favorite Thing About Teaching?

Helping people broaden their knowledge of insurance so they can have a rewarding career – properly and professionally addressing the needs of their clients.

Education:

B.A. Communications – University of Central Florida

Designation(s):

CIC, CBIA

Insurance Industry Background:

My insurance career began in January of 2001 when I took a job as a marketing person for an independent agency in Orlando, Florida. After earning my license that summer, I continued at the agency as a commercial lines producer. I enjoy commercial lines primarily because I believe business owners are superheroes and I like learning what makes them tick. In October of 2004, I joined forces with the Florida Insurance School of Continuing Education aka “FISCE” (which I purchased from my mentor in 2013) to pursue a career in insurance education. In 2010, we founded the CE Partnership for the purpose of establishing a distribution network for FISCE’s best-in-class online CE programs outside Florida.

Industry Areas of Expertise:

Commercial Lines and Insurance Education

Favorite Thing About Teaching?

My favorite thing about teaching is the spark in a student’s eye when it clicks. In other words, when my effort is the reason why a concept that had previously caused the student grief finally makes sense. That spark is addictive!

Designation(s):

CRM, CIC, CRIS, AAI, MLIS

Insurance Industry Background:

Early in my insurance career, I discovered that I had a love for training insurance professionals. While I loved selling insurance, I found the education courses to be uninspiring. I followed my calling and founded KM Associates, Insurance Management & Training Consultants (KMA) in 1995. With over 35 years of experience in the insurance industry, I bring my clients a wealth of knowledge in agency and risk management, sales, claims, and customer service. I design, develop, and deliver continuing education and professional training programs on a national level for a variety of clients, including professional organizations, insurance companies, agencies, and brokerage firms. I also serve as a state faculty member for the Independent Insurance Agents and Brokers (Big “I”, NJ) and the Agents & Brokers of America. I also provide professional liability and loss control audits.

Industry Areas of Expertise:

Property & Casualty

Favorite Thing About Teaching?

The best thing about teaching is the people you meet along the way! I am passionate about helping insurance professionals learn and hope that the information shared in the training sessions will provide them with additional knowledge about the topic presented, and also assist and inspire them to further their career objectives. Learning can be both informative and fun! That is my motto!

Education:

MPA – University of South Florida | B.A. – Florida State University

Designation(s):

CIC, CISR, PLCS

Insurance Industry Background:

I have 11+ years in the industry of building, producing, and managing a bank-owned personal lines book through a partnership with a large agency and community financial institution.
I have been teaching CIC, CISR, Ethics, IIABA E&O Modules since 2010.
I have held Field Sales Manager roles with two national companies since 2017, supporting Personal Lines agents throughout Illinois.

Industry Areas of Expertise:

Personal Lines (home, home replacement, home endorsements), Auto, Personal Umbrella

Favorite Thing About Teaching?

Impacting an agent’s perspective on consultative selling and servicing to best help their insured by selling through coverage instead of price is the absolute best! Plus, I love when an amazing and tenured agent says, “I didn’t know that!”

Designation(s):

CIC, CRIS

Insurance Industry Background:

I started my insurance industry career in December of 1969 with the USF&G Insurance Company in their Louisville, Kentucky Branch Office. With over 40+years in the insurance business, I’ve been an Underwriting Manager, Sales Manager, Excess and Surplus Lines Underwriter, and an Independent Insurance Agent. I published several articles and conducted numerous seminars on the technical subjects of property and casualty insurance for both Insurance and Trade Associations on a state and national basis. Currently, I’m a Licensed Insurance Agent and Risk Manager in Texas. I founded Risk Management and Insurance Education Services in Austin, Texas, an independent company, which serves insurance companies, agents and insureds as an insurance consultant, educator and in litigation support.

Industry Areas of Expertise:

Property & Casualty

Favorite Thing About Teaching?

Meeting people from all over the country and comparing our insurance experiences.

Education:

J.D., Insurance Law – Concord Law School Purdue University Global | B.A., International Relations – University of Minnesota

Designation(s):

CPCU, CIC, CRM, ARM, ALCM

Insurance Industry Background:

With 45 years in the industry, I have served in the areas of loss control, underwriting, claims, underwriting management, agent, broker, and risk management consulting. I have also served as an expert witness in many areas including, but not limited to: Insurance Agent Standard of Care and Insurance Company Bad Faith.

Industry Areas of Expertise:

Expert Witness, CIC, Risk Management

Favorite Thing About Teaching?

Sharing personal experiences and providing new thoughts about the insurance industry.

Education:

Johnson & Wales University

Designation(s):

CPCU, AAI, ARM, AIS, ANIS, CPIW

Insurance Industry Background:

I have been writing and presenting insurance education programs to the insurance industry for over 45 years. I formed Insurance Education & Training Associates (IETA) of Newport, Rhode Island in 2003, after serving the Independent Insurance Agents of Rhode Island (IIARI) for sixteen years; first as Director of Education and subsequently as Assistant Executive Vice President. This followed a lengthy career in both underwriting and sales with insurance agencies and companies. Even during my agency and company days, I created education courses to present to my peers as a volunteer instructor for IIARI. I am a technical insurance and agency management expert with the Independent Insurance Agents & Brokers of America’s Virtual University. This role, coupled with my extensive background in both the agency and company ranks, and my love of teaching, adds a unique dimension and immediate and practical value to the programs I present to insurance professionals countrywide. I am also the author of Swiss-Re’s E&O program – “E&O Management – Meeting the Challenge of Change”.

Industry Areas of Expertise:

Commercial and Personal Lines

Favorite Thing About Teaching?

Interaction with the attendees.

Designation(s):

CIC, CPRM, AFIS, CRIS, CPIA

Insurance Industry Background:

I have been an independent insurance agent since 1987 and an agency owner since 2002. I obtained my CIC designation in 1996. I have taught coursework for the National Alliance in their CISR program since 2000, have presented in their CIC program since 2004, and in 2009 became a National Faculty Member of the Society of CIC. In 2021, I obtained my Certified Personal Risk Manager designation and am a presenter in that program. I have been called upon to offer insurance education in conferences and symposiums across the country over the last 20+ years.

Industry Areas of Expertise:

Personal and Commercial Lines, Life & Health, Bonds

Favorite Thing About Teaching?

I very much enjoy the opportunity to present information that I have learned through day-to-day industry interactions and study to insurance professionals. It is my goal to make vital information known to those who work on behalf of their clients in order to allow for better insurance placement decisions.

Education:

B.A. – Political Science & Government -Duquesne University

Designation(s):

CIC

Insurance Industry Background:

I’ve spent 23 years in the insurance industry – seven as a commercial producer, three in commercial marketing, and have been head of commercial department operations since 2009.

Industry Areas of Expertise:

Commercial Insurance

Favorite Thing About Teaching?

My favorite is teaching agent licensing and helping to get new people into the insurance industry. I think the insurance industry is very underrated as a career choice. There are many opportunities and choices for a career path.

Education:

B.A. – Business/Economics – Youngstown State University

Designation(s):

CIC, CPIA

Insurance Industry Background:

I’ve had 42 years in the industry spent as a retail agent and agency principal.

Industry Areas of Expertise:

Personal Lines

Favorite Thing About Teaching?

I enjoy making insurance principles relatable to people.

Designation(s):

CPCU, CIC, CRM, CRIS, AAI, ARM, AIS, MLIS, AFIS, TRIP

Insurance Industry Background:

I’ve been in the insurance industry for 40+ years. I am a founder and principal of Lyon Consulting Services, an independent Management Consulting and Educational firm. I utilize my expertise and experience associated with owning, operating, and managing a respected and profitable Insurance Agency in Northern New Jersey.

Industry Areas of Expertise:

Property & Casualty, Personal and Commercial Lines

Favorite Thing About Teaching?

Getting people to look at the words (and their meanings) in the policies they are selling.

Designation(s):

CIC, CPCU, CRIS

Insurance Industry Background:

I’ve spent 42 years in the industry as an agency owner, as well as doing consulting work and education. I am currently the President of Correll Insurance Group, Hilton Head, SC.

Industry Areas of Expertise:

Commercial and Personal Lines

Favorite Thing About Teaching?

I enjoy engaging with the students.

Education:

D.B.A – Walden University | M.B.A. – Kaplan University | B.A. – Michigan State University

Designation(s):

CPCU, CLU, ChFC, CIC

Insurance Industry Background:

I have 30+ years experience in the insurance industry, including being an independent insurance agent. My career focuses on insurance education. I’m currently the owner of Humphreys and Associates, which provides consulting and educational services to the insurance industry.

Industry Areas of Expertise:

Educate students in insurance, risk management and business to prepare them for a career in the insurance industry.

Favorite Thing About Teaching?

Teaching future young professionals so they can become productive members of our industry.

Designation(s):

CIC, CPIA

Insurance Industry Background:

I’ve been in the industry for 43 years. I was the owner of Sanders Insurance Services in Ohio. I’m on the National Faculty for the National Alliance for Insurance Education and serve as faculty member for the CIC and CISR programs.

Industry Areas of Expertise:

Life, Annuities, Long Term Care Planning, Property & Casualty, Medicare Supplements

Favorite Thing About Teaching?

Interaction with students; helping them to see how great the insurance industry is by learning how insurance products work to benefit insureds.
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