The Certified Insurance Counselors Program has been the insurance industry's premier, proven source for practical, real-world education since 1969, enhancing professional skills and offering an opportunity for national recognition within the insurance community.
Faculty
Brandi Anderson
Mr. Jay Williams, CIC, CRM, AAI, ACSR, CRIS, MLIS
Jay Williams is a National Faculty Member and an Educational Consultant for The National Alliance for Insurance Education and Research.
He earned his CIC designation in 1996 and his CRM designation in 2004. He is a veteran of the insurance industry, starting his career in 1979. His experience includes 21 years in the agency business, nine years at the Florida Association of Insurance Agents, and seven years as
an insurance company and PEO executive. Jay also served as the interim CEO for Applied Client Network, the user-group association for agents using Applied Systems platforms.
Jay has been teaching formal insurance classes for over 20 years, including both technical insurance and E&O loss control classes for FAIA. He was part of the IIABA Loss Control Working Group for 5 years and also served on the Professional Liability Committee. His experience on the agency, association, and company sides gives Jay a uniquely rounded perspective on the insurance industry.
His most recent position was the CEO of a construction risk wholesale operation. In addition to his work as an insurance educator, Jay serves as an expert witness, a consultant to insurance companies, associations, agencies, and industry-related partners, and an E&O auditor.
Please be aware that course faculty assignments are subject to availability and can change without notice to the registered participants.
Ed Consultant
Sara Bradshaw Ray, CIC
Continuing Education
Attendance at this seminar qualifies for a total of 16 hours of continuing education credit. 1 credit of Legislative Update, 2 credits of Ethics, and 13 general credits.
Cancellation Policy
We realize that “life gets in the way” and sometimes our stakeholders cannot avoid canceling, transferring and registering late for events. It is important to understand that every event that we host involves both hard and soft costs to the organization and we must be good stewards of our resources. We will refund funds up to one week within class date. If canceling within one week of class, we will refund 50% of the registration fee. You may be able to transfer funds from one class to a future class for free if a member to the Association.
Exam Procedures
The exam will take place the week following the class in a testing window open Monday at 12:01AM through Thursday at 11:59PM UNLESS it there is a holiday occurring. Questions regarding this exam process can be directed to The National Alliance.
Schedule:
Thursday, February 3rd
7:30 AM - 8:00 AM Registration with Coffee & Breakfast
8:00 AM - 12:15 PM SECTION 1 COMMERCIAL GENERAL LIABILITY CONCEPTS & COVERAGE
12:15 PM - 1:15 PM Lunch - on your own
1:15 PM - 2:15 PM ADD COMMERCIAL GENERAL LIABILITY CONCEPTS & COVERAGE CONTINUED
2:15 PM - 5:15 PM SECTION 2 ADDITIONAL INSURED CONCEPTS & ENDORSEMENTS
5:15 PM - 5:30 PM Exam Briefing
Friday, February 4th
7:30 AM - 8:00 AM Coffee & Breakfast
8:00 AM - 12:00 PM SECTION 3 BUSINESS AUTO COVERAGE & ENDORSEMENTS
12:00 PM - 1:00 PM Lunch - on your own
1:00 PM - 3:00 PM BUSINESS AUTO COVERAGE & ENDORSEMENTS (Continued)
3:00 PM - 5:00 PM SECTION 4 WORKERS' COMPENSATION & EMPLOYERS LIABILITY
The $440 registration fee includes the cost of instruction, refreshment breaks, and study material.
Price will increase to $460 if registering within 1 week of the class date.
Online registration will close the Monday before the class takes place. Please contact Big I OK or education@bigiok.com for available seating. We will refund 100% funds up to one week within class date. If canceling within one week of class, we will refund 50% of the registration fee. You may be able to transfer funds from one class to a future class for free if a member to the Association.
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