E&O - Roadmap to Policy Analysis - Part 2 - Florida
Live Webcast

E&O - Roadmap to Policy Analysis - Part 2 - Florida


Total Credits: 2 including 2 CE Credit

Average Rating:
  4.7   (26 comments)
Category:
Errors and Omissions |  10% premium discount qualified
Faculty :
Jay Williams, CIC, CRM, AAI, AIP, ACSR
Duration:
2 Hours
License:
Access for 15 day(s) after program date.



Description

Note - you must take both Parts 1 & 2 in order to qualify for the 10% premium discount

 

Description : E&O loss control is the foundation of your agency. This course will create a better understanding on how the sections of the policy interact and work together to determine coverage. Understand and explain how a program of insurance should be coordinated and why it is important. All the concepts discussed in this class will have an impact on E&O loss control. 

Course Materials

Faculty

Jay Williams, CIC, CRM, AAI, AIP, ACSR Related seminars and products: 2


Jay Williams is a veteran of the insurance industry, starting his career in 1979.  His agency history includes being a producer, setting up and managing an agency marketing department, commercial lines manager, VP/agency operations manager, and an agency owner.

 

Jay worked with the Florida Association of Insurance Agents (FAIA) starting in 2000 as a sub-contractor and subsequently became a staff member in May of 2001.  He was the Managing Director of FAIA Member Services, Inc., the Association’s for-profit subsidiary.  In that capacity, Jay wrote and edited the study manuals for both the FL Agent and FL Adjuster licensing exams while also serving on the Exam Review Committee.

 

In 2009 Jay was recruited by Bankers Insurance Group to be the President of Bankers Underwriters, Inc., their sales and marketing subsidiary.  At the same time, he was also made President of Bankers Employer Services, Inc., their Professional Employer Organization set up for the purposes of distributing Workers’ Compensation through their Independent Agent network.

 

In 2012 Jay became the VP of Sales and Agency Relations for UPC Insurance Company based in St. Petersburg, FL.  Prior to stepping down from that position, he was instrumental in taking the company from single-state model to a multi-state organization currently writing in nine states and licensed in 18.

 

Currently, Jay is serving as the Interim Executive Director for Applied Client Network, the association of member users of Applied System agency management software.  In addition, he does industry consulting and expert witness work.

 

Jay has been teaching formal insurance classes since January, 2000.  He began teaching the Florida 200-hour pre-licensing class.  While with FAIA/FMS, he taught numerous technical insurance classes.  In addition, Jay is a highly respected authority on agency E&O loss control.  During his term at FAIA/FMS he served on IIABA’s Loss Control Working Group for a number of years and was a member of the Professional Liability Committee for IIABA that oversees the national Big I E&O programs when he left FAIA in 2009.  His experience on the agency, association, and company sides gives him a uniquely rounded perspective on the insurance industry.

 

 


Dates

Tue, Nov 21, 2017 - 03:00p to 05:00p EST
Fri, Dec 01, 2017 - 03:00p to 05:00p EST
Tue, Dec 19, 2017 - 03:00p to 05:00p EST

State Specific Details

State Approval Information Details

FL  - This session has been approved by the DFS for two (2) hours of continuing education credits (intermediate), Agents: CE #98698 - CE0220- General Lines Other   

Emily Hirst

Education Coordinator

Florida Association of Insurance Agents

T. 850-893-4155 x.347  F. 850-668-2852

http://www.faia.com/


Reviews

5
4
3
2
1

Overall:     4.7

Total Reviews: 623

Comments

Taylor P - Palm Coast, Florida

"speaker was knowledgeable & focused on being educational"

Davis A - St. Augustine, Florida

"Lots of important info, glad I got a little refresher and took in some new knowledge."

Stacey D - ,

"Great speaker"

Deserae F - ,

"Great speaker, very knowledgeable. "

Kevin G - ,

"I will recommend this to other agents and staff members. Well done and the time just flies by with his knowledgeable information . "

Paula S - Tavernier, Florida

"Wonderful speaker and class!"

Rosemary L - Longwood, Florida

"GREAT CLASS"

Thea S - ,

"Excellent presenter."

Elizabeth M - Tampa, Florida

"Instructor was awesome"

Johnathon K - ,

"Very informative"

Please wait ...

Back to Top