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20240808WBICO Insurance Company Operations Webinar

August 7, 2024

Description

The Insurance Company Operations course, you will learn strategic decision-making strategies for the purpose of satisfying regulatory requirements, meeting compliance standards, product development, underwriting, distributing and marketing, processing claims, and other vital company functions.

Topics:

  • Executive & Financial Management
  • Product Development
  • Underwriting
  • Claims Management
  • Product Distribution

Click HERE for Agenda

Oregon and Washington agents will receive 16 CE hours when completing this course. All other states https://www.scic.com/ce-by-state


Craig Sietsema launched his career in the insurance world by designing policy booklets, bank checks and various company forms for the Foremost Insurance Group in Grand Rapids, Michigan. He expanded this knowledge by joining the company's state filings department in 1993. While there he spent a total of 11 years working directly with the heart of the insurance product across 25 states. This work, along with a year in marketing, familiarized him with product management, underwriting, claims, actuarial, advertising, sales, licensing and appointment, call center operations, legal, regulatory affairs, data reporting and implementation management. 

In 2005, after the Foremost was acquired by Farmers, Craig was promoted to spearhead and develop Foremost's comprehensive compliance program, touching all aspects of company conduct in the marketplace and working directly with external state regulators who monitor that conduct. In 2010, he was again promoted to a director's role, providing home office leadership in direct support of the Farmers Chief Compliance Officer in Los Angeles, California. This role blossomed into assignments to lead compliance for 5 Farmers business units: Specialty Lines (Foremost), Non-Standard Auto (Bristol West), Independent Agent Operations, Excess & Surplus Lines (Kraft Lake) and National Flood. After 32 years of service, Craig retired from Farmers late December 2020. Mr. Sietsema has a Bachelor of Fine Arts degree from Kendall College of Art and Design. He earned his CIC designation in 2005, and his CRM designation in 2012. He also earned a Market Conduct Management (MCM) designation in 2008. 

Michael Koscielny, CIC, CPCU, MBA, ARe, API, AIC, AIS 

Mike is the founder and CEO of Born2Lead, LLC.  The goal of Born2Lead is education, business consulting, and to develop and mentor emerging leaders in every industry for roles of greater responsibility. Sharing leadership skills that have a proven track record for success in group and personal settings helps young professionals bridge the gap as they prepare themselves not only technically but as future leaders. 

Mike has written numerous articles and given many presentations. He published his first book, Born2Lead: Lessons in Leadership in 2023 and his second Layoffs Suck! How to Survive a Layoff! in March of 2024.

Mike has served as Vice President of Underwriting at Florida Peninsula Insurance Company, Sarasota, Florida. He has more than 40 years’ experience, recently creating innovative processes in underwriting and pricing, for the insurance industry. He has contributed to the success of MunichRe/American Modern Insurance, Auto Club Group, Kemper Insurance and SAFECO Insurance in various roles including underwriting, marketing, sales, product management and executive leadership.

Mike earned a bachelor’s degree in economics and history from Northern Illinois University in 1980 and a master’s in business administration in Risk Management and Insurance from Olivet College in 2021. In addition, he holds the CPCU designation and earned his CIC designation in 1991.  This makes him uniquely prepared to share his knowledge of the insurance industry.

Mike has served as a volunteer in various organizations in roles including CPCU Society President in 2017 and 2017-2018 President of the Underwriting Executives Council. Over the past 25 years he served the CPCU Society as Leadership Council member, Chapter Governor, Chair of the Champions Advisory Committee, Chair of the Interest Group Task Force, and President of the Cincinnati and Northwest Chicago Chapters.

A past volunteer for the Boy Scouts of America, Junior Achievement of Chicago, Insuring the Children of Cincinnati, and Project InVest Florida has allowed him to champion emerging leaders.

Time

Wednesday, August 7: 8 am-5:15 pm – Exam Briefing 5:15-5:30 PDT

Thursday, August 8: 8 am-5:00 pm PDT


Pricing

$420.00 

Cancellation policy:  Full refund if notification is 11 business days prior to the institute.  If cancelled 1-10 days prior, $75 fee applies. No refund if participant is a “no-show”.

All cancellations must be received in writing.


Contact Information

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