Description

This course helps make you an indispensable team player in any insurance agency. You'll also gain an understanding of how agencies operate - essential training for both insurance agency and company personnel. 

Faculty

Jay Williams

Please be aware that course faculty assignments are subject to availability and can change without notice to the registered participants.

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.

Continuing Education

Attendance at this seminar qualifies for a total of seven hours of continuing education credit, which includes one hour of ethics and one hour of legislative credit in Oklahoma for P/C and Adjuster licenses.

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 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. 

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.