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22 episodes with personal lines
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4 episodes with personal lines
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3 episodes with personal lines
3 episodes with personal lines
2 episodes with personal lines
2 episodes with personal lines
In this episode of Spikes Excitement Talks, Gordon welcomes Serge Raffard, Managing Director of Personal Lines at Allianz UK. With a remarkable global journey that spans strategy, finance and marketing, Serge brings deep insights from his leadership roles at McKinsey, MetLife and at Allianz Group.They talk about his career path from engineering and corporate finance into the world of marketing and why the shift from push to pull in insurance is both a strategic and cultural transformation. Serge shares what it means to build one of the world's strongest insurance brands, the role of data-led marketing and how even in a complex, highly regulated, and price-driven market like the UK, brands can still create value, loyalty, and trust. Furthermore the conversation explores why the UK is currently one of the most dynamic markets for innovation in insurance and finance.Tune in for thoughts on scaling impact, innovation at scale and the balancing act of regulation.
In this podcast, Scott Goodreau CEO of Brightstone Specialty Group, shares childhood stories of waking up at 3 a.m. to help his dad's canteen truck business, and how that informed his entrepreneurial nature. Goodreau also dives into why higher education changed his life and how he started his company.
A conversation with the president of McGohan Brabender. A native of Ashland, Ohio, Beth Ferrin shares how growing up in Amish country shaped her formative years, what it's like being the first female president of her firm, and the importance of advocacy in her role.
Innovations & Insights in Middle East Insurance with Howden's Richard Market | FS Brew PodcastIn this episode of FS Brew, hosts Renjit Phillip and Vidya Veerapandian welcome Richard Mockett, CEO of Howden Insurance Brokers for the Middle East and Africa. Discover how Richard transitioned from a DJ to a leader in the insurance industry, and delve into Howden's strategic expansion in the Middle East and Africa. The dialogue covers Howden's approach to cybersecurity and climate risk resilience, innovative insurance solutions like the Cyber Plus product, and the pioneering use of parametric insurance. Richard also discusses the role of AI in insurance, regulatory changes in the UAE, and Howden's vision for growth within the region. Whether you're an insurance professional or just curious about the industry, this episode is packed with valuable insights and forward-thinking strategies.00:00 Introduction to FS Brew Podcast00:28 Guest Introduction: Richard Mockett01:13 Richard's Career Journey02:26 Howden Insurance: Overview and Operations04:36 Expansion Plans in the Middle East and Africa07:14 Cyber Risks and Howden's Solutions12:05 Energy Sector and Climate Risk19:34 Supply Chain Risks and Red Sea War Risk Facility22:55 Impact of AI in Insurance26:06 Regulations and Market Changes in UAE29:03 Personal Lines and InsureTech34:49 Challenges and Vision for the Future38:03 Rapid Fire QuestionsRenjit Philip:Newsletter: https://www.onemorethinginai.comSocials:Twitter / X: @renjitphilipLinkedIn: https://www.linkedin.com/in/renjit-philipVidya Veerapandian:https://www.linkedin.com/in/vidya-veerapandian/I've got a favour to ask! If you enjoy this conversation, please double check that you've liked the video and subscribed to the channel! That's a small way you can help us carry on doing this, really appreciate you!
A conversation with Ryan Specialty's chief compliance and privacy officer and head of diversity, equity, and inclusion. In this episode, Michael Blackshear discusses how growing up in New York City shaped him, how his consistent pursuit of education informs his role, and finding out that his father was an undercover detective.
A conversation with the president of The Partners Group. In this episode, Sarah Friend shares how and why she started her own podcast, the importance of community in retaining young professionals, and her philosophy on leadership.
On this installment, we check in with Luke Bills, president of independent agent distribution for Liberty Mutual's U.S. retail markets. Luke outlines challenges for agents, including consolidation and … Read More » The post Market Forces Impact Personal Lines appeared first on Insurance Journal TV.
On this installment, we check in with Luke Bills, president of independent agent distribution for Liberty Mutual's U.S. retail markets. Luke outlines challenges for agents, including consolidation and … Read More » The post Market Forces Impact Personal Lines appeared first on Insurance Journal TV.
In this episode we meet Benjamin Verlingue, Chairman and Chief Executive Officer of The Adelaide Group. Verlingue shares his story of becoming the 4th generation to run his family's insurance business. He discusses what changes he wants to see during his time of leadership, and differences and misconceptions between U.S. and France.
Tim Dillahunt is the head of personal lines underwriting at the Hanover Insurance group. He is diverse insurance professional with an Underwriting, Marketing and Sales leadership background. Over 25 years of experience at some of the country's leading P&C Companies. Highlights from the Show When a pipe leaks, a hose breaks or some other preventable source of water damage to your home leads to a claim, you can rebuild, but you can never fully recover because of the likely loss of things like family photos and other personally valuable items. And while your insurer can cover the cost of fixing the damage, the emotional toll of being out of your home and dealing with the situation and uncertainty around it is also not something you can recover. That's why Tim talks not just about the clear financial savings of using water leak detection and shutoff sensors, but also the innumerable personal savings that come with it. Stopping claims by identifying water leaks proactively saves money for everyone. It can reduce the size of claims, reducing costs for insurers and helping insureds keep their rates from increasing. It keeps businesses open because they don't need to close their facilities due to water damage or construction. And it reduces the overall cost to insure a pool of risks, helping keep rates lower for everyone. Tim talks about the many ways people and businesses can save from the use of simple water leak detection devices and help control one of the few forms of property claims we cannot easily control, unlike things like wind, flood, hail and wildfire. What kinds of tools can you use to reduce your risk of having a homeowners claim because of a leak or burst pipe? Tim shares ideas from the most basic – a simple sensor that clips onto a pipe and can spot whether you have a slow leak or more catastrophic failure. You may be aware of a burst pipe without the sensor, but slow leaks often happen behind walls and in other hidden places you only notice once they've really spread, and may have lead to mold and other issues that are harder to contend with. And you could have avoided the whole thing with a simple solution. What happens with a pipe bursts in a home or business? What about a museum. Tim shares their first hand experience when a museum that had leak detection sensors installed was able to act immediately when a pipe burst, shutting off the water and mopping up what got out before it ruined any of their extremely valuable artwork and other items. And while there may be a monetary value to the lost items, many may be irreplaceable – like family photos or heirlooms if the same thing happened in your home. Water leak detection sensors can be simple and low-cost. A typical home may need $100 in sensors and $100 in monitoring services for those sensors. But what about the cost of a pipe or washing machine water hose leaking in your home? The Hanover sees that these claims average $7,000-10,000 or more, and could have all been avoided. Why does Tim say, “Water sensors are the new smoke alarms”? About 40% of non-weather loss costs are caused by water. It is the single biggest cause of loss than any other non-weather cause. And yet less than 17% of homes have any type of water sensor, while 80%+ have smoke alarms despite those homes being 6-7x more likely to have a water loss than a fire. Because of all of this, Tim is on a mission to educate people to change that 17% and stop people from suffering these losses. Tim wants everyone to look at the educational resources they've made available on their site at https://www.hanover.com/individuals/customer-resources/proactive-protection-against-water-damage This episode is brought to you by The Future of Insurance thought leadership series, available globally from Amazon in print, Kindle and Audible audiobook. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.
Ryan Vigus leads CSAA Insurance Group's personal lines products, including auto, home, umbrella, and pet. His team develops and manages insurance products and product experiences that serve the needs of AAA Members. Ryan's responsibilities include Product Strategy and Development, Product Management, Actuarial, and Data Science. CSAA Insurance Group is a AAA insurer that serves AAA Members in 23 states and the District of Columbia. Ryan has served on the board of directors and various committees for the Insurance Institute for Business and Homes Safety (IBHS) since 2018 and currently serves as the chair of the board of directors. He has a master's degree in applied mathematics from Bowling Green State University (Ohio) and is a Fellow of the Casualty Actuarial Society. Highlights from the Show California is a massive economy that has had a history of difficult insurance situations. Back in the day, Auto Insurance became a problem, with rates jumping and profitability suffering. California's insurers looked to Homeowners to make up the difference to remain profitable. And then the wildfire situation changed dramatically, putting great pressure on the industry, leaving many with the need to dramatically increase rates, pull out of the state, or both. Homeowners Associations often put in place rules to govern how homes in the development look to uphold standards and consistency across homes. But what happens when those standards are at odds with the decisions that make a home more resilient to things like hail, hurricanes or wildfire? Can you install a better roof, plant different vegetation (or remove it), etc., if it means your home will still be standing when others may not? Colorado has made laws that ensure HOAs cannot restrict a homeowner from doing something that makes their home safer from losses like hail or wildfire. If your home falls victim to a flood or hail damage, and your insurer pays to repair the damage, what if there was a way to enhance how you rebuild so your house is less likely to suffer a loss in the future? Wouldn't the time to make such upgrades be when you're working on those items anyway, like upgrading the type of roofing materials you use when replacing a roof destroyed by hail? That's not how insurance works today. But what if it could be? Ryan shares an interesting perspective as we discussed ways to combat the spiraling cost of buying homeowners insurance by homeowners and providing it to them by insurers. What can you do to materially impact the chance a home suffers a loss in a weather-related event like a hurricane, flood, hail storm or wildfire?At PLRB, we see the impact of better building codes on losses, and many areas have seen the benefit in how newer construction stands up to these weather events. Ryan discusses one hold up to making your home more resilient at a cost to the homeowner is the availability of subsidized insurance through state FAIR plans that allows people to still get coverage at a low enough cost to discourage investing in hardening your home to loss. This may be contributing to some of the issue states like California have in insurance affordability and viability. What is the long-term solution to making insurance affordable to buy and viable for insurers to sell? Do we have an insurance affordability problem? In California, Ryan believes we don't. Instead, he says we have a “homes burning down” problem, and we in the insurance industry need to stretch beyond our traditional role of paying after a loss to thinking about how we stop the losses upfront and facilitate that. This episode is brought to you by The Future of Insurance thought leadership series, available globally from Amazon in print, Kindle and Audible audiobook. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.
Personal Lines with Dottie Chalmers Cutter by A Council Platform - 868329
In this episode we meet Ryan L. Smith, Executive Vice President of Atlanta Life Insurance. Smith shares how his childhood entrepreneurial mindset led him to working with NBA legend Magic Johnson. He also discusses his perspective on life insurance, and why its vital for a family member to have.
Insurance Information Institute Chief Insurance Officer Dale Porfilio said the U.S. property/casualty industry saw a minor uptick in underwriting performance in 2023, while personal lines persist as the main source of underwriting losses.
In this episode we meet Dan Horton, CEO of the Horton Group Horton shares how he made the career jump from airline pilot to insurance executive, the influence that family has had in his life, and the importance of company culture.
Are you concurred about retention at your insurance agency? Are you focused on commercial insurance or personal insurance, such as home and auto? Have you noticed any trends when it comes to looking at who stays with you as a client tin the long-term? I will share my thoughts on this to give you something to think about when planning for the future of your P&C insurance agency in this episode of Planet of the Agents.Join the newsletter at https://planetoftheagents.com/newsletter/
Laura Donelan began her career in insurance in 1987 and has experience in Personal Lines, Commercial Lines customer service, Wholesale, and Marketing. She joined SterlingRisk's Marketing Dept in 1994 and transferred to the Programs Dept soon after, handling all programs, one being property insurance for members of the Local 802 Musicians Union. In 1999 Sterlingrisk teamed up with ASCAP to form MusicPro Insurance Agency LLC as a joint venture. Laura left in 2002 to be a stay at home mom to twins and returned in 2006 to handle MusicPro exclusively. She currently services over 10,000 clients. www.moneymaestroblog.com/ep-79
In this episode we meet Belen Tokarski, President and COO of Mylo. Tokarski shares inspirational stories of family members who inspire her, how she fell into the insurance industry. And why she's sticking around.
In this episode we meet Tim Hall, CEO of Relation Insurance Services. Hall shares how he got his start creating a business in high school, what life is like in his home state of Nebraska, and how the insurance industry needs to sell itself to a younger generation.
Bob Passmore, Department Vice President, Personal Lines, American Property Casualty Insurance Association, joins John Williams to explain why auto and home insurance rates are surging.
Bob Passmore, Department Vice President, Personal Lines, American Property Casualty Insurance Association, joins John Williams to explain why auto and home insurance rates are surging.
Bob Passmore, Department Vice President, Personal Lines, American Property Casualty Insurance Association, joins John Williams to explain why auto and home insurance rates are surging.
April 5, 2024 ~ Dave Peabody, Chief Development Officer and President of Personal Lines and Healthcare for Legacy Partners Insurance, emphasizes the importance of comprehensive understanding and regular reviews of insurance policies, advocating for the benefits of independent agents in offering diverse options from various carriers during the opening day event at the Statler French Bistro in downtown Detroit.
"I like to be where the rubber meets the road." In this episode we meet Jenni Lee Crocker, President of PCF Insurance Services. Crocker shares how growing up in a small town in Virginia shaped her outlook on life, and how experiences from her local community gave her the tools and can do attitude to tackle whatever her job and the industry demands of her. She also explains what characteristics contribute to good office culture.
This week we talk to Anton Ossip, Chief Claims Officer at esure, about innovation within personal lines business. We discuss: • Previous role as CEO of Discovery Insure and the mindset needed to drive innovation. • Developing products and solutions to help reduce claims. • What is stopping innovation within the UK personal lines market? • How insurers can make use of AI within the claims process.
Join us on this episode of the Insurance Producers Podcast as we welcome Matt Naimoli, a seasoned expert in the field, to dive deep into the intricate world of personal lines insurance. Hosted by Cyrus Jaffery, this conversation promises to be enlightening and full of valuable insights.
A discussion with Pamela Wheeler, Chief Diversity Officer at NFP. In this episode we meet Pamela Wheeler, who shares stories about her early career in the sports industry working for the WNBA. Then Wheeler dives deep into why she traded in sports for insurance, and why its important to understand DE&I as a business imperative.
Noticeable differences in advertising between the personal and commercial lines reflect the segments' diverging results, said AM Best Senior Industry Analyst Christopher Graham, referencing a Best's Special Report.
For years, homeowners and personal automobile insurance has been an afterthought for most owners of homes and vehicles. The policies reviewed annually without much fanfare or thought. It seems that all of a sudden we have had a seismic shift in awareness and challenges. 2023 saw the largest number of billion dollar claim events and these were concentrated not only on the coasts but also in the interior of the country. They ranged from flood, wind, fire, hail, and tornado activity. This has resulted in significant profitability challenges for personal lines insurance carriers and changes in what is available in the market and what is expected of insurance purchasers. The carriers all assume they will continue to be on the front line of these increased natural disasters and don't see a likelihood of a slow down in this activity in the coming years. Matt Akin, leader of the personal lines business at Kraus-Anderson Insurance Agency joins us this month to shed some light on the current challenges and some possible solutions.
Wick shares what he learned from his short comings in brokerage relationships, and how that prompted him to start his own firm. He additionally talks about the importance of vulnerability, the process of change, being a community focused agency and acquisition strategy.
What is going on with the insurance industry in 2024? Tune in to hear from Rex and Cheri from Bancorp Insurance.
As rising claim costs result in increasing volatility throughout the market, personal insurance lines such as home, auto, and umbrella coverage are impacted as well. On this episode of Fast Break, Matt is joined by Jennifer Vanderlip, Amy Schroeder, and Kim Nichols from the M3 Elevate team for a personal insurance conversation. They discuss factors impacting the market today, including severe weather events, increasing car repair costs, and the rising cost of medical care. Tune in to learn what all this means for the future of the personal insurance market. "Insurers will likely start adding mitigation requirements on a consistent basis... from an eligibility perspective, you might start seeing them request things like water shutoff valves in order to qualify.” - Jennifer Vanderlip, Personal Lines Lead with M3 Elevate ________________________ Hosted by Matt Cranney, Executive Vice President of M3 Elevate.
A conversation with Steve Sublett, Senior Director of Employee Experience and Engagement, CBIZ, San Diego, California. Sublett shares what it was like growing up on the grounds of an Illinois juvenile state penitentiary where his father was the warden, and how that experience shaped his life. He also discusses what lead him to the insurance industry.
Episode Notes Stephanie Bush, Head of Small Commercial and Personal Lines, joined host Paula Angelo, Vice President of Internal and CEO Communications, in September for a new episode of “The Lead: The Hartford's Executive Podcast Series.” In this episode, they discuss Stephanie's experience as a legacy employee, career journey, the importance of stewardship, her passion for inclusion and much more. As you listen to Stephanie share her career journey, share a story in the comments about your biggest professional influence. Find out more at https://the-lead.pinecast.co
A conversation with Olga Collins, CEO, Worldwide Broker Network, Atlanta Georgia. Collins discusses her international background, love for languages, food and travel, and how she became interested in risk management.
Meet real estate tycoon-in-the-making, CJ Harris, who shares his whirlwind journey from having no capital to creating wealth by leveraging resources like HELOCs, personal lines of credit, and credit cards to fund his investments. CJ's story is a testament to the power that lies in hustle, creativity, and smartly utilizing available resources, making him an inspiration for anyone who is looking to step into the world of real estate.CJ doesn't just stop at sharing his inspiring journey. He also offers a comprehensive guide to long-distance investing and property management. Learn how CJ managed to hold down his regular job while juggling his investment duties. Delve into his strategies for finding investment-worthy properties, leveraging local connections, and the significance of having a reliable person on ground. His advice on how to successfully vet a property manager is indispensable for anyone planning to get into real estate.Capping off with a discussion on his investment strategies, goals, and future plans, CJ shares his experience of a duplex renovation project during the Covid-19 pandemic. He reveals how Scott Trench's book, 'Set for Life' led him to shift his goal from becoming a millionaire to achieving financial independence, a valuable insight for anyone on a similar journey. With a sneak peek into his upcoming BPcon, CJ leaves us with golden nuggets of advice on hard work and persistence, making this episode a treasure trove of knowledge and inspiration for both seasoned investors and newcomers to the real estate market. So, don't miss out on this enlightening conversation with CJ Harris!Contact CJ: cjharrisgroupllc@outlook.com--------- HIGHLIGHTS ---------0:04:22 - No Money Down Real Estate Investing (97 Seconds)0:08:46 - Confident in Real Estate and Finance (102 Seconds)0:14:19 - Long Distance Real Estate Purchase (30 Seconds)0:16:09 - Creating a Property Manager Protocol (97 Seconds)0:21:21 - House Hacking and Airbnb Rental (84 Seconds)0:26:51 - Building Chaos and Uncertain Decisions (75 Seconds)0:29:41 - Real Estate Strategies and Creativity (87 Seconds)0:32:50 - Fund Real Estate Projects With Credit (125 Seconds)0:39:05 - Real Estate Investing and Strategies (73 Seconds)0:44:04 - Optimal Rental Strategy for Oil and Gas Tenants (91 Seconds)Real Estate, Investor, HELOCs, Personal Lines of Credit, Credit Cards, Hustle, Creativity, Long-Distance Investing, Property Management, Investment Strategies, Funding, Goals, Future Plans, Duplex Renovation, Covid-19, Scott Trench, Set for Life, Financial Independence, BPcon, Hard Work, Persistence, Equity investing, Untapped Equity, Rookie investor, Employed Full-time,
For the longest time, you might have thought those two ideas were mutually exclusive. That's because a lot of good personal lines agencies struggle to capture the same magic insuring businesses. It's also true commercially dominant shops discount the power a healthy personal lines book possesses. Either way, someone is missing out on an opportunity to have their insurance cake and eat it too. Ben Rathbun, President of Rathbun Insurance, talks about how his agency keeps stays adequately focused on both sides of the industry.
A conversation with Kira Kimball, Chief Diversity Officer, Marsh McLennan Agency , Sioux Falls, South Dakota. Kira Kimball shares innovations within DE&I and what has kept her in the insurance space, all while sharing pride for her home state of South Dakota.
We won't sugar coat it. Insurance is EXPENSIVE right now! Whether you blame it on the economy, recurring natural disasters, housing market, labor shortage, or anything else - there's just no way around it. We know your personal lines policies - meaning your home insurance, auto insurance, boat or luxury valuable coverages - are essential to protecting your family. Our approach is simple: we are going to be transparent with our clients. We are committed to communicating early, often, and along the way of their renewal timeline. We want to find every custom-tailored solution we can to lower your insurance costs. But the reality is, we feel the pain too! And because of this, it's our responsibility to be honest and direct with our successful clients. This is the first episode of a series about just how much Insurance SUCKS! Follow Heather Smyrl on LinkedIn Follow Highpoint Insurance Group today! Facebook | Instagram | LinkedIn
“Listen to your instincts. Having the confidence to trust your gut is so important.”
Gill Nowell & Alexandra H-C Borgnis sit down with Robert at Fully Charged Live to chat about the task of getting as many people to drive electric as possible by 2030. In April 2021 Gill was celebrated as one of the Top Women in EV for policy and campaigning. In June 2020, she was selected as one of the Women's Engineering Society (WES) Top 50 Women in Engineering (WE50) 2020: Sustainability, and is a regular speaker and panellist on electric vehicles and data-driven transition to net zero. Alex is a leader with over a decade's worth of Personal Lines experience, having worked across all channels managing both standard and non-standard business. She currently looks after the Motor Underwriting team at LV= GI having recently moved from DLG where she held a Senior Underwriting Management role.
In this episode, Ryan and Alex interview Charles Lindberg, an agency owner of Goosehead Insurance based out of Bellevue, Washington. They discuss personal lines of insurance during a gig economy. If you would like to reach out to Charles, please visit his website https://www.goosehead.com/agents/charles-lindberg/ The beers of the day are Consecration, a sour from Russian River, if you would like to learn more about this beer, please visit their website https://www.russianriverbrewing.com/consecration/ and Elysian Brewing's Contact Haze. If you would like to learn more about this beer, please visit their website https://www.elysianbrewing.com/beer/contact-haze If you would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net
A conversation with Debra Martinez, Chief Human Resources Officer, Alera Group.
Keith Daly is Chief Claims Officer for Zurich North America, where he is responsible for leading the Claims unit in delivering transactional excellence in claim handling and achieving a consistent level of superior customer service. Prior to his current position, Daly was President of Personal Lines for Farmers Insurance®, where he was responsible for product development, strategy and underwriting efforts for the Farmers® Personal Lines, Bristol West® and Foremost®lines of business. Daly was also responsible for Toggle, Farmers' subscription-based Renters Insurance program. He also previously served as Chief Claims Officer for Farmers, and before that led their Property and Auto Claims units. Prior to Farmers, Daly served in a number of senior leadership roles with 21st Century Insurance and was the Vice President of Field Claims Operations. His career in the insurance industry began in 1993 as a claims representative trainee at Progressive Casualty Insurance Co. in Atlanta, Georgia. Daly earned a Bachelor of Science in Economics from Florida State University. Highlights from the Show Keith Daly started his career at the front lines of Claims, doing First Notice of Loss intake, and has progressed through roles and lines, becoming Chief Claims Officer at Farmers, and now at Zurich North America Keith sees three industry-level challenges looking ahead that no single carrier can solve alone Climate Talent Social Inflation & Nuclear Verdicts Talent is about a lot more today than it was, and the social component matters more to new talent, which is part of why Zurich is focused on efforts like they have going in New Orleans around the Zurich Classic golf event where they give back to the community, which they've done for the past 19 years with nearly $30 million They run an apprenticeship program in conjunction with several schools and other companies (like Aon) to find new talent, support the cost of their education, give them a career path and provide the structure and support to help them through the program and beyond This includes specific time to study, mentorship, coaching and more to help ensure people graduate from the program and stay for a long-term career in insurance and at Zurich This takes changing culture to really mean what you say and do it Zurich started a Defense Counsel Summit to try to share best practices amongst the industry to find solutions that help counter the plaintiff's bar's tactics to change the path of indemnity outcomes that are driving insurance severity and rates They've also worked together with partners, regulators and legislators to try to drive changes in the underlying dynamics, like the new legislation that was recently passed in Florida Keith sees opportunity in Data and AI, but we should also think about what it would mean for the plaintiff's bar and others to bring new suits and claims This episode is brought to you by The Future of Insurance Volume III. The Collaborators, part of the Future of Insurance thought leadership series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.
Personal Lines with Riva Dumeny by A Council Platform
Ms. Liljenberg, entered the insurance business in 2004 as she started her first agency from ground zero, growing the business to over $6 million in revenue in less than 12 years.Ms. Liljenberg holds a BA in Journalism/Public Relations and a MA in Political Science/Public Administration from the University of Texas at Arlington. She is a Professional Financial Representative holding both Series 6 and Series 63 licenses, she is an Expert Witness in the Insurance field, a Texas Public Adjuster, Property & Casualty Agent, Life & Health Agent, and a Texas Real Estate Broker.She is well-known in the insurance and real estate industries for her responsiveness, knowledge, and professionalism in handling situations in both industries. Her 36 years of contractual knowledge is extensive and is strengthened by her years as a Commodity Electricity trader during Deregulation in 2001.Taking an Ethics course is a great way to protect yourself from E&O and the court system.
Welcome back to Clearing the Way. A resource for small business. I talk with sales and HR experts, other small business owners, and anyone else that can provide you with information to clear your way to success. In today's episode, we discuss the difficulties of taking over a family business and the importance of succession planning. Evan Chambers, President of Chambers Insurance Agency. Evan graduated from Fordham University in 2014. While at Fordham, Evan had several finance internships. After graduating, he spent a year and a half as an accounting analyst before coming back to Washington in 2015 to join his father's team at Chamber's Insurance. The agency was opened in 1953 by Evan's grandfather. In 1979, Evan's father, Chris, joined the team. When Evan joined, he focused on Personal Lines and brought his experience from the financial world to assist in the company's accounting and technology. In 2020, his younger brother, Mac, joined the team. After his father's passing in May of 2021, Evan took over and became the 3rd generation president of the agency. Evan ChambersWebsite: https://chambersinsurance.com/LinkedIn: https://www.linkedin.com/in/evanchambersinsurance/
The transition to selling more commercial accounts is often easier said than done. At some point, almost every personal lines focused agent has stated their desire to diversify their book. More often than not, the status quo prevails, and business continues as usual. What if you were just missing a few simple steps to finally make a meaningful transition into that commercial space? Jared Bellmund, Managing Partner at ALLCHOICE Insurance, talks about the route he took to leave his personal lines beginnings behind.
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Taylor Young, Vice President of Personal Lines at Erb and Young Insurance. Taylor talks about the mindset people need to have to succeed and shares what it was like starting his own business at a young age. Episode Highlights: Taylor shares his background and what led him to the insurance industry. (2:06) Taylor shares that he had some insecurities about starting his own business when he was only 23 years old. (4:22) Taylor explains that one thing that he was able to apply from playing basketball to running a business is to be able to help those around him be better. (13:17) Taylor mentions that one of the topics they talked about on the Be Extraordinary Podcast was mental toughness. (18:34) Taylor discusses the importance of having clarity in your mindset. (25:23) Taylor talks about how great Vince Carter is at being able to recreate himself, and the process he went through to do it. (31:48) Taylor discusses that he is currently helping the personal lines team create their structure and framework. (32:32) Taylor shares that one thing that they were able to do based on Killing Commercial was to implement CRM. (35:30) Taylor explains that money is an indication of progress and represents the hard work you have put in. (43:09) Taylor advises the listeners to get out there and market because there is great value in being a marketer before a sales professional. (44:15) Tweetable Quotes: "The illusion of choice is thinking that you can get that thing by doing all these other things. The reality is that's not how it works, right? If that's what you want, and you're clear on what you want, then there are certain things that you need to do." - Taylor Young "I always just see people in our space. I do personal lines and I just believe there's value in being a marketer before a sales professional." - Taylor Young "The difference between forecasting and looking ahead and saying, Okay, what do my six months, year, look like? Well, that probably depends on what you want. That probably depends on how much you want." - Taylor Young Resources Mentioned: Taylor Young LinkedIn Erb and Young Insurance Be Extraordinary podcast David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes
In this episode of The Power Producers Podcast, David Carothers and co-host Kyle Houck interview Taylor Young, Vice President of Personal Lines at Erb and Young Insurance. Taylor talks about the mindset people need to have to succeed and shares what it was like starting his own business at a young age. Episode Highlights: Taylor shares his background and what led him to the insurance industry. (2:06) Taylor shares that he had some insecurities about starting his own business when he was only 23 years old. (4:22) Taylor explains that one thing that he was able to apply from playing basketball to running a business is to be able to help those around him be better. (13:17) Taylor mentions that one of the topics they talked about on the Be Extraordinary Podcast was mental toughness. (18:34) Taylor discusses the importance of having clarity in your mindset. (25:23) Taylor talks about how great Vince Carter is at being able to recreate himself, and the process he went through to do it. (31:48) Taylor discusses that he is currently helping the personal lines team create their structure and framework. (32:32) Taylor shares that one thing that they were able to do based on Killing Commercial was to implement CRM. (35:30) Taylor explains that money is an indication of progress and represents the hard work you have put in. (43:09) Taylor advises the listeners to get out there and market because there is great value in being a marketer before a sales professional. (44:15) Tweetable Quotes: "The illusion of choice is thinking that you can get that thing by doing all these other things. The reality is that's not how it works, right? If that's what you want, and you're clear on what you want, then there are certain things that you need to do." - Taylor Young "I always just see people in our space. I do personal lines and I just believe there's value in being a marketer before a sales professional." - Taylor Young "The difference between forecasting and looking ahead and saying, Okay, what do my six months, year, look like? Well, that probably depends on what you want. That probably depends on how much you want." - Taylor Young Resources Mentioned: Taylor Young LinkedIn Erb and Young Insurance Be Extraordinary podcast David Carothers Kyle Houck Florida Risk Partners The Extra 2 Minutes
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