Personal Lines Institute - Webinar

Educational Consultant:
Jean Sundlof
CIC, CPCU, CCI, ACI, CPIA

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 Risk & Insurance Education 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.

Speaker Day 1:

Ted Kinney

CIC, CPCU, ARM, AU, AAM, AAI, AINS, CRIS

BIO:

Ted Kinney is the owner/President of Kinney Training and Consulting, LLC, which specializes in providing quality insurance training programs to agencies and companies throughout the United States.

Ted also serves as the Director of Education and Technical Affairs for the Alabama Independent Insurance Agents in Birmingham, Alabama. In this position he is responsible for developing agent education programs and providing technical assistance to association members.

Ted has been in the insurance business since his graduation from the Ohio State University in 1973. During his career, he has worked as an underwriter, field sales manager, department supervisor, marketing specialist, trainer, and insurance agent. From 1994 to 2003, Ted was the Director of Curriculum and Faculty Development for PIA of Ohio & Indiana.

He is a member of the national faculty for the Risk & Insurance Education Alliance and the Independent Insurance Agents and Brokers of America’s “ask the expert” service.

Speaker Day 2:

    Elizabeth Rise
CIC

BIO:

Elizabeth Rise began her insurance career in 1975 as an agent for the Burd and Rise Insurance Agency of Halstad, MN.  Elizabeth and her husband, Harlan, owned and managed the agency until their retirement at the end of 2008.  She is a member of the National Faculty of the Risk & Insurance Education Alliance, instructing at numerous CIC institutes, CISR courses, and Dynamics of Service courses around the country.

Elizabeth has served as president of the Board of Governors of the Society of Certified Insurance Service Representatives (CISR) at The Alliance.  She holds a Bachelor of Arts degree in Business Administration from Mayville State University, Mayville, ND.  Liz received her CIC designation in 1977. Elizabeth and Harlan reside in Melbourne Beach, FL, and Miltona, MN.  The couple has two daughters and Elizabeth is active in her church and community organizations.