Insurance Company Operations - Webinar

Educational Consultant:
Gloria Thompson, CIC

BIO:

Gloria Thompson began her career in the insurance industry over 40 years ago and obtained her insurance agent's license in 1984. She earned her CIC designation in 2000. Gloria is currently employed by North Risk Partners as a Risk Advisor and enjoys the opportunities she has to mentor and collaborate with her fellow agents. Gloria's passion for education and public speaking aligned her with the opportunity to instruct insurance courses. She has taught courses for several organizations, including the National Alliance's CISR program and Kaplan Professional Schools, as well as specific specialty topics written by her and presented at the MIIAB conventions. Gloria is a past board member for the National Alliance's CISR Board of Governors. Through her service on the Board of Governors she gained in depth knowledge of the CISR program, and watched the program evolve over her six years of service.Currently, Gloria serves as the Education Chair for the Minnesota Independent Insurance Agents and Brokers, which serves as the oversight committee for the National Alliance's continuing education programs in Minnesota. Gloria appreciates the opportunities for mentoring, networking, and involvement in the insurance industry that these organizations provide. She is also a member of the Twin Cities Insurance Club and has been a guest speaker for various insurance topics for the organization over the years. She was named Agent of the Year by the Minnesota Independent Insurance Agents and Brokers in 2014. Dan Riley, CEO of the association said, "Her professional experiences and her vast knowledge of the business have helped thousands of Minnesota agents become the best insurance professionals in the country." Gloria completed her Educational Consultant training with the National Alliance in May of 2017, and now serves in that role on behalf of the MIIAB for Minnesota CIC and Rubles educational programs.

Speaker Day 1

John Neal
CRM, MBA

BIO:

John Neal has over 20 years’ experience in both personal and commercial lines insurance company operations with specific emphasis in the areas of risk management, risk analysis and risk financing. Within the Personal Lines market, John supported Farmers Insurance expansion into seven new Eastern states. Within Liberty Mutual’s Commercial Market Lines, John was Manager of Analysis for Risk Management Solutions where he managed a team of twelve Risk Management Consultants responsible for supporting Liberty Mutual's Commercial Market Distribution and Service Management Department. John provided analytical support for consulting projects, risk financing design and structuring, finite (financial) insurance products, cost allocation projects, loss analysis, captive support, and industry benchmarking. Over the course of his insurance career, John has interacted with hundreds of agent/brokers and risk managers in industries ranging from high tech computers to cattle ranching. Currently, John is the Risk and Operations Manager at Cleanetics, a design-build clean room specialist serving an array of industries. Prior to entering the insurance and risk management field, John worked ten years in the pollution control and medical device industries as a chemical and manufacturing engineer, accountant, and financial manager. John's academic background includes a BS from the University of California, Santa Barbara and an MBA from the University of Pittsburgh. He earned his CRM designation in 2005 and has been a CRM National Faculty member for The Alliance since 2005. Currently, John supports faculty development for both CIC and CRM curriculums and also serves as an educational consultant.

Speaker Day 2

Bill Reedy
CIC, AU, AINS

BIO:

Bill Reedy is President of Performance Partners, an insurance and professional skill training and consulting company located in Leland, North Carolina. Bill's special interests lie in Commercial Property, Commercial Casualty and Agency-Company relations. He is a graduate of the College of Wooster in Wooster, Ohio. Bill has conducted agency training sessions since 1994. He is a CIC National Faculty member and has been teaching for The National Alliance since 2015 having earned his CIC designation in 1992. Bill has instructed in several states over a wide range of insurance topics. Previously, Bill was a Personal and Commercial Lines Underwriter and Marketing Manager for Westfield Group, Westfield Center, OH. Bill also served as Manager of Commercial Lines Training Delivery and was responsible for the Commercial Lines Graduate Development Program. Bill also managed the TAPP program for new producer training at Westfield Insurance. He has also served on the Commercial Lines P&C Licensing Review committee for the Ohio Department of Insurance. Currently, Bill serves as an instructor with the Insurance Company Operations and Commercial Property for the National Alliance. Bill is an advocate for continuous learning and The National Alliance programs. His company and industry experience along with his presentation ability combine to add value and enhance the knowledge, and performance of fellow insurance professionals.