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20261104WBELR Elements of Risk Management

November 4, 2026 8:00 AM - 4:00 PM (PST)

Description

Elements of Risk Management

Insurance Service Representatives can benefit from an understanding of the risk management process. Knowing the types and classifications of exposures their client's face helps them to design more effective insurance and risk management programs. This course provides tools and techniques to identify exposures, assess their impact on clients’ assets and operations, consider a variety of loss funding/insurance options, control losses, and claims, and finally implement risk management and loss control procedures and monitor their progress.

Topics Include:

Introduction to Risk Management
Risk Identification
Risk Analysis
Risk Control
Risk Financing
Risk Administration

Teresa Pacelli AIC CIC

Teresa is a lead consultant on our Workers Compensation Claims Solutions resource team. She specializes in providing workers compensation loss reduction strategies for our large account and risk management business segment. In addition, Teresa assists with new business opportunities, client advisory initiatives and coordinates deployment of our Workers’ Compensation Claims Resource Team in the completion of consulting projects. As one of our project leads, she manages the completion of claims administrator performance auditing, claim procedural assessments, claim closure projects with an eye on collateral relief and cost containment and outsourced workers’ compensation claims management servicing to support our clients’ risk management objectives.

Teresa has 30 years of experience, dedicated to WC Claims Management. Prior to joining USI Insurance Services, Teresa was an Assistant Vice President of the Risk Control and Claims Advocacy group of Willis Towers Watson for 9 years, where she was responsible for several national multi-jurisdictional WC management programs. Prior to Willis Towers Watson, she spent 4 years as a National Risk Manager for Venture Programs, a Managing General Agent out of West Chester, PA. Teresa also spent several years on the insurance carrier side of the business. She specializes in Total Worker Health® and assists employers in cost containment strategies through integrated disability benefits management.

Teresa graduated from Lewis & Clark College in Portland Oregon with a B.S. Degree in Communications. She has continued her insurance education with an Associates in Claims (AIC) and is a Certified Insurance Counselor (CIC) designation.

Teresa is a corporate resource based in our Portland, OR office, and makes her home in the “wine country” of Dundee, OR with her husband, Robert.

State CE credit is approved nationwide. To view the specific credits available in your state, please refer to the CE Guide.

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Time

8 am-3:45 pm Exam available online – instructions provided

Pricing

Webinar Class Fee $180

CISR Webinar Cancellation Policy: Cancellations received within 10 business days of the course will incur a $40 ($140 refund) non-transferable fee. There will be no refund if the participant is a “no-show”. ALL CANCELLATIONS MUST BE IN WRITING. IF CLASS HAS NOT BEEN PAID FOR, AND IS CANCELED 10 DAYS OUT FROM CLASS, THE FEE STILL APPLIES.

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Contact Information

Professional Insurance Agents Western Alliance
Name: Mykal Bourn
Phone: (360) 571-7100 ext 115
Email: mykalbourn@piawest.com

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20261104WBELR Elements of Risk Management

November 4, 2026 8:00 AM - 4:00 PM (PST)

Description

Teresa Pacelli AIC CIC

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20261104WBELR Elements of Risk Management

November 4, 2026 8:00 AM - 4:00 PM (PST)

Description

Teresa Pacelli AIC CIC

Time

Pricing

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