20240718ORCC Commercial Casualty - In Person Portland OR

Description

Become familiar with current, practical policy knowledge and learn how to apply the limits of insurance and recommend appropriate endorsements. 

Commercial General Liability (CGL) Concepts and Coverage

Additional Insured Concepts and Endorsements 

Business Automobile Coverages and Endorsements

 Workers Compensation and Employer’s Liability

Jean E. Sundlof, CIC, CPCU, CCI, ACI 

Jean Sundlof joined Kraus-Anderson Insurance in June of 1999.  Jean's first position with Kraus was a combined Senior Account Executive and Marketer role.  She moved into production in 2006 and is currently Director of Captives, Coverage, and Risk Consulting. Prior to joining Kraus-Anderson, Jean worked at Youngdahl Companies for seven years.  She had various responsibilities including sales, account executive work, and marketing.  Jean has also served as an Agency Operations Representative for Great American Insurance Company and as Executive Director of Associated Risk Managers of Oklahoma.  She began her career working with an independent insurance agency in Oklahoma in a sales and marketing capacity.

Jean received her BBA and MBA in Management from the University of Oklahoma.  She obtained her Certified Insurance Counselor (CIC) designation in 1980 and her Chartered Property and Casualty Underwriter (CPCU) designation in 1982.  She serves as a member of the National Faculty for the National Alliance, teaching both CIC and CISR.  She is also an active faculty member for Swiss Re in instructing Agent's E&O courses.  Jean completed the requirements to be designated as Associate in Captive Insurance (ACI) in 2007.  She was the first Minnesotan to receive this designation.   She recently also holds the CCI and CPIA designations.

Jean was honored by the Oklahoma Association of Professional Insurance Agents in 1984 as Insurance Women of the year.  She was also privileged to be named Young Agent of the Year in 1998 by the Minnesota Independent Insurance Agents.  She is currently Vice President of Big I Minnesota.

Daniel G. Fink, CIC, CRM, CPCU, CRIS, AAI

Daniel Fink has 35 years of experience as an Independent Insurance Agent in the Midwest and Southwest. In addition, he teaches many insurance education classes (including CIC and Rubles) and also works as an insurance expert witness in state and federal courts. Daniel has helped defend many insurance agents and has assisted plaintiffs as an expert witness. 

After graduating with a Bachelor of Arts (cum laude) in Journalism and English from Oakland University, Rochester, MI, Daniel worked as a free-lance newspaper reporter. But then he married into an insurance family in 1982. And most of his creative writing turned into the writing of insurance coverages. He learned insurance from the ground up and helped grow the family agency, eventually managing the commercial lines department and starting a hospitality insurance division specializing in hotels, restaurants, and taverns. 

He began studying insurance and earned his CIC designation in 1992 and his CRM designation in 2006. Now he is honored to be teaching insurance to other learners and helping others advance the way other instructors have helped him. In 1999, Daniel returned to his home state of Arizona with his family. He ran his own agency for a time and then merged with a larger Arizona agency. For six years, Daniel worked on the company side, helping a small carrier grow in the Southwest. Now he is a producer with General Southwest Insurance, Phoenix, AZ. Since 2004, Daniel has been teaching classes for The National Alliance and state associations, including the CIC, Ruble, and CISR programs. He is also a speaker at convention and trade associations on insurance topics and risk management. In 2011, Daniel served as President of the Independent Insurance Agents and Brokers of Arizona. Before that, he served on its board of directors and as chairman of its education committee. Daniel also serves as an expert witness on insurance matters and standard of care assisting attorneys on insurance litigation matters. He has served on the committee to review the insurance agents licensing exam for the State of Arizona.

Agenda

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