Podcasts about senior underwriter

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Best podcasts about senior underwriter

Latest podcast episodes about senior underwriter

YOU SHOULD GET A LICENSE
EPISODE 77: DIANDRA NIMS: LIGHTS, CAMERA, COVERAGE!

YOU SHOULD GET A LICENSE

Play Episode Listen Later May 19, 2025 80:16


Meet Diandra Nims, a Senior Underwriter specializing in E&O risk for video and film, and the Creative Director of Limitless Visions, LLC. This multi-talented professional has carved a unique path in both the insurance and creative industries. Starting as a self-taught videographer and cinematographer, Diandra's journey led her to become a powerful voice in professional liability underwriting while maintaining her passion for storytelling and advocacy.An accomplished industry leader and an active member of the National African American Insurance Association's New York Tri-State Chapter, Diandra was a participant in the Professional Liability Underwriter Society's LAMP 2024 Cohort, and continues to break barriers and create opportunities for underrepresented voices.Today, she combines her insurance expertise with her creative vision, advocating for Black & Queer creatives while excelling in risk assessment and underwriting... All because she found the most underrated industry in business today!Website: LimitLessVisionsLinkedIn: Diandra Nims on LinkedInInstagram: @LimitlessVisionsLLCYSGAL Podcast is the number #1 source for anyone looking to learn about or join the most underrated opportunity in business today...a career in the Insurance industry. Get educated, motivated, and inspired for your journey, as you learn How and Why..."You Should Get A License"Get the Book: 'You Should Get A License' ⁠⁠⁠https://a.co/d/cgjRqNT⁠⁠⁠Host Social Media: IG: ⁠⁠⁠https://www.instagram.com/ysgetalicense/⁠⁠⁠Tik Tok: ⁠⁠⁠https://www.tiktok.com/@ysgetalicense⁠⁠⁠LinkedIn: https://www.linkedin.com/company/78299851 Rod's Social Media IG: ⁠⁠⁠https://www.instagram.com/therodpowell/⁠⁠⁠LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/jarrard-a-rod-powell-sr-86801616/⁠⁠⁠About me: Greetings! My name is Rod Powell. I'm an insurance and financial services professional and Author, and University Professor based in the DMV. I'm multi-state licensed in Life & Health and Virginia licensedin Property & Casualty Insurance, a Chartered Life Underwriter, Registered Employee Benefits Consultant, and a Commercial Lines Coverage Specialist. This channel is not for me to offer my services directly, but to educate you oncareers in the industry that has allowed me to bring a ton of value to others and has been very good to me as well. Hope you enjoy and heard something that makes you think..."You Should Get A License"

Rozmowy bez asekuracji
Odc. 262 – Ubezpieczenie OC przewoźnika drogowego i spedytora – Grzegorz Ornoch (PZU)

Rozmowy bez asekuracji

Play Episode Listen Later Sep 24, 2024 17:45


ITSPmagazine | Technology. Cybersecurity. Society
Exploring Cyber Insurance Nuances Across Europe | An Infosecurity Europe 2024 Conversation with Marcin Gajkowski and Michael Balwinski from Generali Poland | On Location Coverage with Sean Martin and Marco Ciappelli

ITSPmagazine | Technology. Cybersecurity. Society

Play Episode Listen Later Jun 11, 2024 24:57


Guests:  Marcin Gajkowski, Head of Liability Underwriting Team, Generali PolandOn LinkedIn | https://www.linkedin.com/in/marcin-gajkowski-4a6685134/ Michal Balwinski, Senior Underwriter and Cyber Practice Leader, Generali PolandOn LinkedIn | https://www.linkedin.com/in/micha%C5%82-balwi%C5%84ski-136105197/____________________________Hosts: Sean Martin, Co-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining CyberSecurity Podcast [@RedefiningCyber]On ITSPmagazine | https://www.itspmagazine.com/sean-martinMarco Ciappelli, Co-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining Society PodcastOn ITSPmagazine | https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/marco-ciappelli____________________________Episode NotesExploring Cyber Insurance Nuances Across Europe with Generali Poland at InfoSecurity Europe 2024Picture this: bustling conversations, gleaming booths, and thought-provoking sessions at InfoSecurity Europe 2024, held in the vibrant city of London. Amidst this atmosphere, Sean Martin and Marco Ciappelli of "On Location With Marco and Sean" invite listeners into a fascinating discussion focusing on the intricacies of cyber insurance within Europe. Joined by two brilliant minds from Generali Poland, Marcin Gajkowsky and Michael Balwinski, this episode immerses us into understanding cyber insurance and its varied landscape across the continent.Setting the Scene: InfoSecurity Europe 2024The episode kicks off with Marco and Sean's characteristically witty banter. They joked about their numerous travels and questioned their whereabouts, reflecting the lively and spontaneous spirit of live recording. They also introduce their esteemed guests, Marcin Gajkowsky and Michael Balwinski, from Generali Poland. The discussion's setting is none other than the renowned InfoSecurity Europe event, where cybersecurity professionals gather to forge connections and share innovative security solutions.Understanding Cyber Insurance: Perspectives from Generali PolandMarcin Gajkowsky, leading Generali Poland's Liability Team, opens up about his journey into cyber insurance. Despite his initial background in casualty and professional indemnity underwriting, Gajkowsky has grown passionate about the potential and challenges of cyber insurance, especially within Poland. With the deployment of their local cyber insurance policy in 2021, Generali Poland has committed to navigating and shaping this emerging market.Michael Balwinski, a senior underwriter and cyber insurance practice leader at Generali Poland, delves further into the policies and market dynamics. He highlights the significant knowledge gap in Central and Eastern Europe, a relic of historical and geopolitical contexts. This awareness gap necessitates steps for thorough market education and awareness building, ensuring businesses understand and value the importance of cyber insurance.Market Dynamics: Diversity Across EuropeBalwinski emphasizes the differing levels of cyber risk awareness across Europe. The UK, Western Europe, and the Mediterranean regions each present unique insurance needs and challenges based on their levels of digital sophistication and historical development. Poland's market reveals a stark contrast with larger enterprises adopting sophisticated vendor technologies akin to global banks, while smaller and mid-sized companies lag behind, often unaware of the essential benefits and protections cyber insurance provides.Adapting to the Market: Educational and Technological PartnershipsReflecting on the unique role of cyber insurance, the Generali Poland team outlines their approach to nurturing client relationships. They provide comprehensive risk assessments, engaging conversations, and tailored recommendations. True to their philosophy, Generali Poland extends beyond the role of mere policy provider, establishing themselves as committed partners in their clients' cybersecurity journeys.One pivotal shift in insurance strategy involved offering additional prevention tools alongside policies, such as an anti-phishing package equipped with cutting-edge security kits. The goal is to bridge the evident gap in cyber preparedness among smaller enterprises, ensuring they have robust mitigation measures in place before a policy comes into effect.Resilience and Ransomware: To Pay or Not to Pay?A highlight of the discussion revolves around ransomware and the ethical and practical dilemmas associated with ransom payments. Marcin and Michael elucidate Generali Poland's firm stance against paying ransoms, except in extraordinary circumstances where lives are at stake. They stress that paying ransoms perpetuates the cycle of cybercrime funding and escalation. Instead, their approach focuses on bolstering clients' overall cyber resilience through comprehensive support, including 24/7 incident response services, business interruption coverage, and holistic risk management.Conclusion: Building a Borderless Cyber-Aware FutureAs the insightful conversation wraps up, Marco and Sean underscore the importance of cross-cultural exchange and the collective effort required to bolster cybersecurity awareness. They highlight the universal nature of cyber threats, transcending borders and demanding collaborative action.This captivating episode serves as a testament to the power of open dialogue and education in fostering a more secure digital landscape. As we move forward, the lessons from Generali Poland's proactive approach to cyber insurance will undoubtedly resonate across the industry, setting a precedent for future advancements in the field.Be sure to follow our Coverage Journey and subscribe to our podcasts!____________________________Follow our InfoSecurity Europe 2024 coverage: https://www.itspmagazine.com/infosecurity-europe-2024-infosec-london-cybersecurity-event-coverageOn YouTube:

Redefining CyberSecurity
Exploring Cyber Insurance Nuances Across Europe | An Infosecurity Europe 2024 Conversation with Marcin Gajkowski and Michal Balwinski from Generali Poland | On Location Coverage with Sean Martin and Marco Ciappelli

Redefining CyberSecurity

Play Episode Listen Later Jun 11, 2024 24:57


Guests:  Marcin Gajkowski, Head of Liability Underwriting Team, Generali PolandOn LinkedIn | https://www.linkedin.com/in/marcin-gajkowski-4a6685134/ Michal Balwinski, Senior Underwriter and Cyber Practice Leader, Generali PolandOn LinkedIn | https://www.linkedin.com/in/micha%C5%82-balwi%C5%84ski-136105197/____________________________Hosts: Sean Martin, Co-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining CyberSecurity Podcast [@RedefiningCyber]On ITSPmagazine | https://www.itspmagazine.com/sean-martinMarco Ciappelli, Co-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining Society PodcastOn ITSPmagazine | https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/marco-ciappelli____________________________Episode NotesExploring Cyber Insurance Nuances Across Europe with Generali Poland at InfoSecurity Europe 2024Picture this: bustling conversations, gleaming booths, and thought-provoking sessions at InfoSecurity Europe 2024, held in the vibrant city of London. Amidst this atmosphere, Sean Martin and Marco Ciappelli of "On Location With Marco and Sean" invite listeners into a fascinating discussion focusing on the intricacies of cyber insurance within Europe. Joined by two brilliant minds from Generali Poland, Marcin Gajkowsky and Michal Balwinski, this episode immerses us into understanding cyber insurance and its varied landscape across the continent.Setting the Scene: InfoSecurity Europe 2024The episode kicks off with Marco and Sean's characteristically witty banter. They joked about their numerous travels and questioned their whereabouts, reflecting the lively and spontaneous spirit of live recording. They also introduce their esteemed guests, Marcin Gajkowsky and Michal Balwinski, from Generali Poland. The discussion's setting is none other than the renowned InfoSecurity Europe event, where cybersecurity professionals gather to forge connections and share innovative security solutions.Understanding Cyber Insurance: Perspectives from Generali PolandMarcin Gajkowsky, leading Generali Poland's Liability Team, opens up about his journey into cyber insurance. Despite his initial background in casualty and professional indemnity underwriting, Gajkowsky has grown passionate about the potential and challenges of cyber insurance, especially within Poland. With the deployment of their local cyber insurance policy in 2021, Generali Poland has committed to navigating and shaping this emerging market.Michal Balwinski, a senior underwriter and cyber insurance practice leader at Generali Poland, delves further into the policies and market dynamics. He highlights the significant knowledge gap in Central and Eastern Europe, a relic of historical and geopolitical contexts. This awareness gap necessitates steps for thorough market education and awareness building, ensuring businesses understand and value the importance of cyber insurance.Market Dynamics: Diversity Across EuropeBalwinski emphasizes the differing levels of cyber risk awareness across Europe. The UK, Western Europe, and the Mediterranean regions each present unique insurance needs and challenges based on their levels of digital sophistication and historical development. Poland's market reveals a stark contrast with larger enterprises adopting sophisticated vendor technologies akin to global banks, while smaller and mid-sized companies lag behind, often unaware of the essential benefits and protections cyber insurance provides.Adapting to the Market: Educational and Technological PartnershipsReflecting on the unique role of cyber insurance, the Generali Poland team outlines their approach to nurturing client relationships. They provide comprehensive risk assessments, engaging conversations, and tailored recommendations. True to their philosophy, Generali Poland extends beyond the role of mere policy provider, establishing themselves as committed partners in their clients' cybersecurity journeys.One pivotal shift in insurance strategy involved offering additional prevention tools alongside policies, such as an anti-phishing package equipped with cutting-edge security kits. The goal is to bridge the evident gap in cyber preparedness among smaller enterprises, ensuring they have robust mitigation measures in place before a policy comes into effect.Resilience and Ransomware: To Pay or Not to Pay?A highlight of the discussion revolves around ransomware and the ethical and practical dilemmas associated with ransom payments. Marcin and Michal elucidate Generali Poland's firm stance against paying ransoms, except in extraordinary circumstances where lives are at stake. They stress that paying ransoms perpetuates the cycle of cybercrime funding and escalation. Instead, their approach focuses on bolstering clients' overall cyber resilience through comprehensive support, including 24/7 incident response services, business interruption coverage, and holistic risk management.Conclusion: Building a Borderless Cyber-Aware FutureAs the insightful conversation wraps up, Marco and Sean underscore the importance of cross-cultural exchange and the collective effort required to bolster cybersecurity awareness. They highlight the universal nature of cyber threats, transcending borders and demanding collaborative action.This captivating episode serves as a testament to the power of open dialogue and education in fostering a more secure digital landscape. As we move forward, the lessons from Generali Poland's proactive approach to cyber insurance will undoubtedly resonate across the industry, setting a precedent for future advancements in the field.Be sure to follow our Coverage Journey and subscribe to our podcasts!____________________________Follow our InfoSecurity Europe 2024 coverage: https://www.itspmagazine.com/infosecurity-europe-2024-infosec-london-cybersecurity-event-coverageOn YouTube:

Crump Insights
Obesity Management Advancements: What It Means for Obtaining Life Insurance

Crump Insights

Play Episode Listen Later Apr 19, 2024 18:14


With roughly 40 percent of Americans in the overweight or obese category and as little as 12 percent of U.S. adults considered metabolically healthy, obesity plays a major role in life insurance underwriting. In this episode, Emily Bancroft, MS, ALMI, AIRC, ACS, ALU Certified Underwriter and Senior Underwriter at Crump Life Insurance Services, joins us to share advances in obesity management which aid in underwriting.  

The Voices of Risk Management
The Energy Episodes: Fostering Energy Innovations and Member Relations with Michael Galea & Peter Nadel

The Voices of Risk Management

Play Episode Listen Later Mar 29, 2024 30:36


Michael Galea is a seasoned Senior Underwriter at GCube Insurance Services Inc., with a decade of experience specializing in offshore wind projects and other renewable energy initiatives worldwide. Michael delves into his journey into underwriting, the challenges and triumphs he has faced at GCube, and his approach to delivering difficult news to clients.   In the second half of the show, Peter Nadel joins the podcast as the Director of Member Relations and Marketing at Energy Insurance Mutual (EIM). On the show, Peter delves into his new role at EIM, the unique aspects of industry mutuals compared to other insurance models, and his seamless transition from Marsh to EIM while maintaining positive relationships.   Key Takeaways: A little bit about Michael and the work that he's doing at GCube Insurance. How did Michael get into underwriting? Michael shares a moment in his career at GCube that he's really proud of. Michael offers tips for when you have to give bad news to a client. Give people bad news early and in person. Michael shares his focus on the renewable energy space in the upcoming years. A little bit about Peter and his work at EIM. What is an industry mutual and how is that different than other insurance mutuals? How did Peter get into insurance? Peter recently left Marsh, but yet he's here at the Marsh's Energy Conference with no bad blood. Peter explains why it's important to communicate and be honest about your needs. What's the difference between an industry captive vs. an industry mutual? Peter understands how much work goes behind this podcast and appreciates being on the show.   Mentioned in This Episode: Marsh.com GCube Insurance Michael on LinkedIn 2024 Energy Industry Conference Peter on LinkedIn Energy Insurance Mutual Limited  

Selfwealth Real Estate with Luc Boiron
Unveiling Canada's Real Estate Financing Landscape with Rob Maver

Selfwealth Real Estate with Luc Boiron

Play Episode Listen Later Jan 12, 2024 65:09


Rob Maver is a Senior Underwriter at Calvert Home Mortgage Investment Corporation, leading a team of underwriters who help provide support to real estate investors in Canada to help provide better quality housing across the nation. He is on the Self Wealth Real Estate podcast today to shed more light on what happens behind the scenes in the lending space so we can understand it better.   Listen now to learn more about the mortgage industry in Canada today, what services Calvert Home Mortgage Investment Corporation has to offer, and how real estate investors can take advantage of these opportunities!    Key Talking Points of the Episode   00:00 Introduction 01:18 What is Rob's background? 03:25 How did Rob get involved in the lending business? 05:58 What does Rob do at Calvert Home Mortgage Investment Corporation? 08:05 Why is Calvert Home Mortgage an ideal lender for flippers? 13:10 What would the typical cost be for a flipper to borrow from Calvert Home Mortgage? 15:56 Why is Calvert Home Mortgage working to make capital more accessible for investors? 19:41 How do people benefit more from putting less down for capital? 24:22 What mistakes are investors usually making when it comes to funding deals? 29:53 How does location influence the decisions of lenders to provide funding? 31:22 Why is it important for real estate investors to learn how to comp properties? 37:25 How does experience play into the kind of deals borrowers are bringing to the table? 44:43 What areas does Calvert Home Mortgage service? 47:55 What are the biggest underwriting mistakes Rob has made as an underwriter? 51:11 How does Rob handle the worst deals brought to him? 53:40 What is the worst deal Rob has encountered? 56:12 What is the best deal Rob has ever worked on? 59:20 What has changed in Rob's approach to underwriting and lending? 01:00:30 What is Rob's advice for his younger self? 01:01:36 What is the most overhyped real estate strategy today? 01:03:49 How can you get in touch with Rob and his team?   Quotables   “The people who put less down are actually getting more returns from their capital because they're investing less of it. Their capital is working harder for them.”   “If we can help them build up the property so they have something to sell and put some money back in or lose less money, heaven forbid, that's better than enforcing on something that's half-built and demolished day 1.” “The presence of a contract does not make a good deal. A good deal makes a good deal.”   Links   Instagram: Calvert Home Mortgage Investment Corporation https://www.instagram.com/calverthomemortgage_/   Email: Rob Maver rob@chmic.ca

Unlocking Africa
Maximizing Returns, Minimizing Risk. The Importance of Mitigating Political and Credit Risk in Africa with Amir Hussain

Unlocking Africa

Play Episode Listen Later Mar 13, 2023 43:48


Episode #61 with Amir Hussain,  who is a Senior Underwriter of Political & Credit Risk at Africa Specialty Risks.With an African-focused and experienced team of underwriters, Africa Specialty Risks provides coverage aimed at facilitating trade and investments for financial institutions, traders, and exporters, to name a few, transacting in Africa. Their mission is to provide the protection and confidence required to grow, develop, and increase business with African counterparties.What We Discuss With  Amir HussainThe company uses the tagline ‘Protecting Africa'. Can you explain how Africa Specialty Risks protects Africa? What is it protecting Africa from?What would you say to those who claim you are selling risk rather than highlighting the opportunities that Africa offers?What type of person or company is your service aimed at, and what are the benefits of the services you offer?What does Africa's risk outlook look like in the near future based on the data you've gathered?What political risks does the continent face as a result of the global economic downturn, which is causing rising inflation, depletion of foreign exchange reserves, and depreciation of many African currencies?And much more...Full show notes and resources can be found here: Unlocking Africa show notesDid you miss my previous episode where I discuss Revolutionising Retirement. Awabah's Vision for a More Inclusive Pension System in Nigeria with Tunji Andrews? Make sure to check it out!Like this show? Please leave us a review here -- even one sentence helps!Connect with Terser on LinkedIn at TerserAdamu, and Twitter @TerserAdamuConnect with Amir on LinkedIn at AmirHussain, and Twitter @AfricaSpecialtySupport the showDo you want to do business in Africa? Explore the vast business opportunities in African markets and increase your success with ETK Group. Connect with us at www.etkgroup.co.uk or reach out via email at info@etkgroup.co.uk

Aggie Overtime – The Inside Scoop on UC Davis Athletics
EVO WoW Podcast - Patrick Shelton, Senior Underwriter for Commercial Insurance for Burns and Wilcox, and 2012 Football alum

Aggie Overtime – The Inside Scoop on UC Davis Athletics

Play Episode Listen Later Oct 13, 2022 24:40


WE ARE GUERNSEY PODCAST
100 Years of Captive with Ben Davies

WE ARE GUERNSEY PODCAST

Play Episode Listen Later Aug 30, 2022 28:46


To celebrate Guernsey: 100 Years Of Captives, we speak to Ben Davies, Senior Underwriter and Client Manager at Willis Towers Watson about the uses of Captives and Guernsey's position in the market both historically and looking forwards.Check out the 100 Years of Captives magazine hereFollow Ben on LinkedInFollow Willis Towers Watson on LinkedInFollow WE ARE GUERNSEY on Twitter: @WEAREGUERNSEYFollow Guernsey Green Finance on Twitter: @gsygreenfinanceFollow WE ARE GUERNSEY on LinkedIn

Australian Property Investment Podcast
Jaymee Belleza - Credit Manager Shares The Behind The Scenes of Approving Your Loan Application

Australian Property Investment Podcast

Play Episode Listen Later Aug 7, 2022 30:06


Have you ever wondered what lenders are looking for when they decide to approve or deny your loan application?Welcome to the Australian Property Investment Podcast. In each episode, we ask a guest expert to share their key insights for aspiring investors to make confident property choices.In this week's episode, we are joined by Jaymee Belleza, Credit Manager at Bluestone Home Loans, as she shares with us what goes into a lender's decision-making process when it comes to approving or denying a loan application.She also gives valuable insights regarding why a loan gets rejected, whether a declined credit card can be overturned, why a credit manager asks too much of the clients, how credit assessors can help you, and so much more.If you want to learn more about the approval process directly from a credit manager so you can make your loan application as smooth and stress-free as possible, then make sure to listen to this episode!Looking for expert conversations that educate investors like yourself to help you build a quality property portfolio? You're in the right place. Stay tuned!Time Stamps:00:00 Intro01:03 What Does It Mean to Be a Credit Manager?02:36 What are Credit Managers Looking for in Loan Applications?06:09 Company Discrepancies07:27 Reasons for Loan Rejections08:56 Numbers or Percentage of Loans Approved10:20 Why Unexpected Things Happen12:09 Can A Declined Credit Card be Overturned?13:58 Reasons Why Credit Managers Ask Too Much to the Client16:38 Jamie's Advice to Move Forward18:08 Senior Underwriter vs. Normal Underwriter22:03 How Does an Application Get Upweighted or Recognised?23:36 How Credit Assessors Help You26:20 Can Somebody Put a Settlement Condition?28:56 Final Thoughts/OutroAbout Our Host:Aaron-Christie David is the founder of Atelier Wealth and a Mortgage & Finance Association of Australia (MFAA) approved Mortgage Broker. Aaron's focus is clear – supporting property investors make confident decisions to build their property portfolio. He has been recognised in the MPA Top 100 Broker rankings for the last three years.With over 10 years in financial services experience, with a career spanning Wizard Home Loans and Commonwealth Bank, Aaron's decision to become a broker was to help more Australians fearlessly buy investment properties to achieve intergenerational wealth.Connect with Aaron:Visit the website: https://atelierwealth.com.au/Follow Aaron on Facebook: https://www.facebook.com/aaronchristiedavidFollow Aaron on LinkedIn: https://www.linkedin.com/in/aaron-christie-david-a7482a21/Subscribe to Atelier Wealth's YouTube Channel: https://www.youtube.com/channel/UCKdm2ssEHel1kyQLAHGvNPQConnect with Jaymee:Follow Jaymee on LinkedIn: https://www.linkedin.com/in/jaymee-belleza-72109810b/Visit the website: https://bluestone.com.au/Follow Bluestone Home Loans on Facebook: https://www.facebook.com/bluestonemortgages/Follow Bluestone Home Loans on LinkedIn: https://www.linkedin.com/company/bluestone-mortgagesThanks for tuning in! Please don't forget to like, share, and subscribe!

Invest Africa Insights
Making sense of Africa's geopolitical landscape with Africa Specialty Risks

Invest Africa Insights

Play Episode Listen Later Jul 27, 2022 31:59


External headwinds influencing Africa's cost of living crisis is transforming the geopolitical landscape across the continent. Genevieve Ahinful, Head of Political Risk Insurance and Amir Hussain, Senior Underwriter, at Africa Specialty Risks, outline how businesses are navigating these uncertainties, amidst three major upcoming elections. For more information on Africa Specialty Risks, visit their website: www.asr-re.com

The Russell Westcott Podcast
The Private Lending Primer; Treat Your Private Lending Like a Business

The Russell Westcott Podcast

Play Episode Listen Later Jul 26, 2022 70:11


Private lending has several Pros and Cons over traditional lenders. Learn the insider secrets from a family run business with more than 5 decades of experience When it comes to private lending, Dale Koeller and his team at Calvert Home Mortgages do an exceptional job. They has years of experience in helping hundreds of investors make money in the real estate market. And in this episode we got a chance to chat with him.   In this interview, we cover the topics such as: How to optimize and maximize cash flow for real estate investors? How do shifting interest rates and markets present both opportunity and risk to investors? What's the best way for real estate investors to leverage private lending? The importance of seeking out professionals who understand the framework of real estate And more… Dale Koeller is a Senior Underwriter at Calvert Home Mortgages, an investment group that manages Alberta's mortgage loans in a niche market. Dale always seeks out ideas and strategies to cater to real estate investors. He helps them by handing out access to innovative products and creative solutions.   =====

Not Your Average Financial Podcast™
Episode 255: Post-COVID Underwriting Secrets with Ryan Nemcek

Not Your Average Financial Podcast™

Play Episode Listen Later Jul 22, 2022 32:37


In this episode, we ask: What is the truth about the last few years? Would you like to learn about underwriting? Who is Ryan Nemcek? What happened at Ryan's wedding? How did Ryan become the Senior Underwriter at Security Mutual Life Insurance Company (SML)? What does underwriting entail? What's is the weirdest case that has...

Talk to me about A&E
Episode 8: Assessing Professional Liability (PL) Risk: An Underwriter's Perspective

Talk to me about A&E

Play Episode Listen Later Mar 1, 2022 25:36


Architects and Engineers take on considerable risks which can vary significantly based on project types, disciplines, client types and delivery methods. In this episode, Dan sits down with Mark Blankenship, Senior Underwriter for Liberty International, to discuss the underwriting process and how insurance carriers assess, underwrite and price A&E professional liability risk. Dan and Mark lay out what you can do to “tell your story” to ensure you get the very best PL pricing and terms.

SCOR Innovation Podcast
Cyber Insurance is growing up: a look at a changing landscape

SCOR Innovation Podcast

Play Episode Listen Later Nov 22, 2021 15:59


The Cyber Insurance market is maturing before our eyes: pricing becomes more accurate as more data comes in, and overall structures move towards more sustainable models. Threats continue to grow and the product is more relevant than ever before, but how to balance the needs of insured, brokers and underwriters and reach common-good solutions? Let's deep dive into this episode hosted by Margaret Rose and Adriana Garcia. Margaret is based in NYC. She began her career with SCOR as an underwriter for Professional Liability and Cyber in 2016. Previously, she worked as an underwriter for Axis and Tokyo Marine. She has also an MBA in Finance, from the New York University. Adriana is an Assistant Vice President and Senior Underwriter on the Financial Lines team. She started with SCOR in May and is based in the Chicago office. She handles a broad range of risks including Cyber, Technology E&O, and Professional Liability . Adriana joined from AXIS Capital, where she handled large complex risks on the Global Tech & Cyber team. She is a graduate of the University of South Carolina with a Bachelor's degree in Political Science. If you are interested in these Cyber topics or if you want to have an introduction of main concepts, please check out our Liability focus episode “Cyber (re)insurance in the US: a market in transition” Bill Kaplan and Margaret Rose share their views on insurance and reinsurance cyber markets in the US.

Breakfast Connect
Countering The Ransomware Pandemic - Santho Mohapeloa

Breakfast Connect

Play Episode Listen Later Nov 8, 2021 17:26


Santho Mohapeloa is a Senior Underwriter specializing in Cyber Insurance. He joined Allianz Global Corporate & Specialty (AGCS) as a Liability Underwriter in 2019. He has an LLB from RAU (now University of Johannesburg) and worked for SHA from 2009 to 2019 after completing his articles. Santho's expertise range from Professional Indemnity, Cyber Liability, Digital Distribution, Commercial Crime, D&O, Public Liability, Medical Malpractice, and research.

Breakfast Connect
Countering The Ransomware Pandemic - Santho Mohapeloa

Breakfast Connect

Play Episode Listen Later Nov 8, 2021 17:26


Santho Mohapeloa is a Senior Underwriter specializing in Cyber Insurance. He joined Allianz Global Corporate & Specialty (AGCS) as a Liability Underwriter in 2019. He has an LLB from RAU (now University of Johannesburg) and worked for SHA from 2009 to 2019 after completing his articles. Santho's expertise range from Professional Indemnity, Cyber Liability, Digital Distribution, Commercial Crime, D&O, Public Liability, Medical Malpractice, and research.

Breakfast Connect
Countering The Ransomware Pandemic - Santho Mohapeloa

Breakfast Connect

Play Episode Listen Later Nov 8, 2021 17:26


Santho Mohapeloa is a Senior Underwriter specializing in Cyber Insurance. He joined Allianz Global Corporate & Specialty (AGCS) as a Liability Underwriter in 2019. He has an LLB from RAU (now University of Johannesburg) and worked for SHA from 2009 to 2019 after completing his articles. Santho's expertise range from Professional Indemnity, Cyber Liability, Digital Distribution, Commercial Crime, D&O, Public Liability, Medical Malpractice, and research.

Black Entrepreneurs Survive & Thrive
Creating Thriving Communities And Entrepreneurs Through Strategic Investments with David Langlieb, Senior Underwriter of New Jersey Community Capital

Black Entrepreneurs Survive & Thrive

Play Episode Listen Later Oct 22, 2021 31:15


On this episode of the BEST Podcast, I interview David Langlieb, Senior Underwriter at New Jersey Community Capital, a non-profit community development financial institution (CDFI) dedicated to creating thriving communities through strategic investments and knowledge. To learn more about New Jersey Community Capital, visit: https://www.newjerseycommunitycapital.org/ Subscribe to our newsletter here: https://thebestpodcast.substack.com/welcome

Supervisor Skills: Secrets of Success
Workers' Compensation: Cost or Competitive Advantage?

Supervisor Skills: Secrets of Success

Play Episode Play 17 sec Highlight Listen Later Sep 21, 2021 23:29 Transcription Available


Workers' compensation is widely regarded as a non-discretionary expense. For some, it's an unfortunate cost of doing business that adversely impacts the bottom line. For others, however, it's a means of differentiating yourself from industry peers. In this episode, we spoke with Crystal Jones, a senior underwriter with The American Equity Underwriters, to explore practical ways mid and front-line managers can help reduce workers' compensation costs as a means of gaining a competitive advantage where it historically may not have existed. View this episode on the AEU LEAD website. About CrystalCrystal Jones joined The American Equity Underwriters, Inc. in January 2011 and serves as a Senior Underwriter. She works as both a USL&H and State Act underwriter as the State Act program works in conjunction with the USL&H coverage to offer companion coverage. Prior to joining AEU, Crystal worked for a local insurance agency. Crystal received her bachelor's degree from the University of South Alabama in Communications with a minor in Sociology. She has earned both the Certified Insurance Service Representative (CISR) and Commercial Lines Coverage Specialist (CLCS) designations and was named a 40 Under 40 Award recipient at the 2020 Inland Marine Expo.  Where you can find CrystalCrystal on Linkedin======================Supervisor Skills: Secrets of Success is a production of AEU LEAD. With 60 years of combined industry experience, our supervisor training program gives mid-level managers the skills needed to influence employees, customers, and peers. This increases employee engagement, reduces turnover and rework, and ultimately results in higher profits for their company. Find AEU LEAD: aeulead.com | Linkedin | Facebook

The Building BITE
The Building BITE: Growing into a Leadership Role as a Female in the Insurance Industry

The Building BITE

Play Episode Listen Later Jul 18, 2021 48:30


Tune in to The Building BITE Podcast as we hear from industry experts about key topics to help you be successful. In this episode, hosts Valerie Bono and Peter Duggan welcome Heather O'Neill, CRIS, AVP of Construction Specialty Products for Arch Insurance Group. Heather shares her journey growing into a leadership role as a female in the insurance industry. A graduate of Texas Christian University, Heather holds a Bachelor of Arts Degree in History with a minor in English. Leveraging her liberal arts background, Heather discovered a passion in the insurance space – where she can assimilate different information to understand the nuances of complex risk. Heather has held various positions across the industry, beginning her career in construction insurance at American Contractors Insurance Group (ACIG). She then transitioned to the broker side as an Account Executive at Roach Howard Smith & Barton (RHSB) and then spent nearly six years as a Senior Underwriter for Subcontractor Default Insurance at AXA XL. Heather most recently took on an active leadership role as AVP at Arch Insurance Group within the Construction Specialty team, focused on Subcontractor Default Insurance. In this role, she has the unique opportunity to work within an incredible team of four female underwriters – which is notable since women in the insurance and construction industry continue to be underrepresented. Through the art of storytelling, Heather shares those most influential throughout her career, including those she works closely with at Arch. She continues by sharing the ultimate personal responsibility mantra, inspired by her grandfather, "No one can make you think, act, feel or believe in any way you don't want to. Heather's three takeaways include for listeners looking to find their leadership growth: • Find trusted mentors: Find mentors who will give you open and honest feedback while having a vested interest in you and your development. • Don't be afraid to take risk: When taken with purpose, fear of failure dissipates, and opportunities to learn emerge. • Find your balance: Find the balance between working hard and seeking opportunities to promote / advocate for yourself. As an action item, Heather encourages listeners to find a trusted advisor and ask for feedback. It's essential to have a safe space to receive positive and constructive feedback which provides continued opportunities for improvement.

COUNCILcast
Sustaining global business amid COVID losses, climate effects

COUNCILcast

Play Episode Listen Later Jul 16, 2021 26:41


This is part 2 of our conversation with AXA XL's Maria Duhart, Head of the Commercial Bonds, Political Risk, and Credit & Bond Practice, and Stuart Barrowcliff, Vice President & Senior Underwriter of AXA XL's Political Risk, Credit & Bond team in the Americas. Here we turn to Covid-19 and the effects on the political risk and commercial bond markets. And we talk about AXA XL's work in sustainability and climate change.

SCOR Innovation Podcast
Smart grid in the US: to reliable and sustainable powers

SCOR Innovation Podcast

Play Episode Listen Later Jul 15, 2021 10:04


The main areas of technological advancement, such as 5G, do not seem to be synonymous with green energy and can even frighten the most resistant. However, it is now possible to reconcile reliable and sustainable power with the increasingly strong demand for energy. How do we balance the various loads to grid and the amount of available power to maximize efficiencies? How will industries and households meet these expectations? Our Construction & Energy teams support the future of new energies in the US: net zero emissions, investments in solar and battery equipment storage, wind farms or local production of individual electricity. Isabelle has worked 25 years in the Construction world. She has en Engineering degrees obtained from Ecole Polytechnique and Ecole des Ponts et Chaussées in Paris. She joined the insurance industry in 2001 as Construction Facultative underwriter with SCOR Business Solutions, managing strong lead placements around the world and developing the Engineering portfolio. She then developed in depth knowledge and practice of direct insurance through 8 years as Senior Underwriter and Practice leader at AXA Corporate Solutions in Paris. She is now back to SCOR Specialty Insurance as Global Head of Construction based in Zürich. Matthew is based in NYC. He arrived at SCOR six years ago as Manager for the North America Construction team. Prior to this, he was Vice-President for the Underwriting Energy & Construction team at Liberty and for the Property Facultative team at Swiss Re. He has a Bachelor degree in Finance from the Xavier University - William College of Business, Cincinnati. John Torres joined the SCOR Power & Energy Underwriting Team in Houston last January 2021. John started his career at Starr Insurance Companies as an Energy, Power Gen, and Construction Underwriter for over 6 years, his last position was Senior Underwriter for Latin America. He graduated with a Master's in Industrial Engineering from Texas A&M University.

Insider On Air
Insuring Ambition: Construction Considerations at a Time of Crisis

Insider On Air

Play Episode Listen Later Jun 17, 2021 45:28


Listen on demand to the second instalment of our Insuring Ambition series in association with Travelers Syndicate. This podcast is on Construction Considerations at a Time of Crisis and is broken down into two parts:- How Covid-19 has affected the construction market and assessing the longer-term impact of a dampened economy- A deep dive into the latest CIREG report which outlines the way industry can mitigate against the growing 'escape of water' problemYou will hear from:- Nigel Cooper, Senior Underwriter, Global Construction, Travelers- Marcus Gresham, Managing Director of Construction & Engineering, Charles Taylor Adjusting- Ashley Stewart, Senior Risk Control Consultant, Travelers- Charlie Thomas, Content Director, Insurance Insider (moderator)Support the show (https://insuranceinsider.com/free-trial)

Insider On Air
Insuring Ambition: Covid-19 Concerns for Crisis Management

Insider On Air

Play Episode Listen Later Jun 17, 2021 43:26


In association with Travelers Syndicate, listen to the first episode of a five-part series on Insuring Ambition. This instalment is a podcast formed of two parts:- Discussion on how insurers and their clients should be thinking about crisis management coverage at this time of great uncertainty.- Real life case study involving financial crime, whistleblowing and blackmail.The experts that you will hear from are:- Charlie Thomas, Content Director, Insurance Insider (Chair)- Chloë Brindley, Senior Underwriter, Crisis Management - Special Risks, Travelers- Carlos Caicedo, Senior Principal Analyst, Latin America Country Risk, IHS Markit- Nick Powis, Crisis Management Consultant, Constellis- Ed Zambellas, Senior Underwriter, Crisis Management - Terrorism, TravelersSupport the show (https://insuranceinsider.com/free-trial)

Into the Breach
10: Going Global: Using Transactional Risk Insurance on International Transactions

Into the Breach

Play Episode Listen Later Apr 5, 2021 35:01


With the inter-connected nature of the global economy, M&A deals today frequently have international components. The transactional risk insurance markets have largely “split” by geography in terms of policy type, with “W&I” policies underwritten in Europe and Asia generally offering less robust coverage than “RWI” policies in North America. Some creative carriers have started to offer special “hybrid” policies to bridge the gulf in international deals and offer an integrated insurance solution that borrows from the best of both policy types with appropriate safeguards for insurers. In this episode, Bryan and Gena are joined by A.J. Kritzman, Senior Underwriter, Transactional Risk Insurance, Tokio Marine HCC, to discuss: • An overview of international transactional risk insurance • The key structural policy differences between “W&I” policies underwritten by carriers in Europe and Asia and “RWI” policies underwritten by North America carriers • The treatment of disclosures and scheduled items under each policy type • Current pricing trends for “W&I” and “RWI” • How Tokio Marine can design a hybrid policy borrowing elements of “W&I” and “RWI” for your next international transaction

Fun Insurance Solutions
Es mejor tenerlo y NO necesitarlo

Fun Insurance Solutions

Play Episode Listen Later Mar 26, 2021 63:27


Valerie Lazaro es la Senior Underwriter de Liberty Mutual Specialty Markets Puerto Rico. En su rol de suscriptora, ella valora el trabajo en equipo junto al productor como “business partner” en beneficio de conseguir el mejor producto disponible para las necesidades de los clientes. En este episodio nos nutrimos de su perspectiva matizada por sus quince años de experiencia en la industria de seguros. A través de su carrera ha podido apreciar “first hand” los cambios en productos y necesidades de los clientes. El inicio de su carrera nos mueve a reflexionar sobre la importancia de decir que “sí” a nuevas oportunidades y la historia de su trayectoria profesional nos resulta muy interesante. Conversamos sobre el impacto social de los seguros y su evolución ante los cambios en las sociedades y en el mundo. Lo dinámica y cambiante que es la industria de seguros y la necesidad de seguir aprendiendo constantemente para estar preparados y ser relevantes como profesionales. Intercambiamos ideas sobre cómo los seguros de líneas especiales están diseñados para cubrir lo que otros productos no cubren. Hablamos sobre nuevos riesgos, pandemias, terrorismo, cyber y abundamos sobre la importancia de los seguros de Directores & Oficiales. En fin, gozarás y aprenderás mucho con Valerie. Para más información y conectarte con Valerie Lazaro, puedes visitar:LinkedInRecuerda suscribirte a nuestro podcast y darle download a los episodios en tu iPhone, Android, Spotify o iHeart Radio. #funinsurancesolutions #podcastenespañol #podcastdeseguros #profesionalesdeseguros #podcasting #podcast #insurance

Travelers Talks: Podcasts
Covid-19 Concerns for Crisis Management - In Association with Insurance Insider

Travelers Talks: Podcasts

Play Episode Listen Later Mar 10, 2021 43:23


In association with Insurance Insider, listen to the first episode of a five-part series on Insuring Ambition. This instalment is a podcast formed of two parts: - Discussion on how insurers and their clients should be thinking about crisis management coverage at this time of great uncertainty. - Real life case study involving financial crime, whistleblowing and blackmail. The experts that you will hear from are: - Charlie Thomas, Content Director, Insurance Insider (Chair) - Chloë Brindley, Senior Underwriter, Crisis Management - Special Risks, Travelers - Carlos Caicedo, Senior Principal Analyst, Latin America Country Risk, IHS Markit - Nick Powis, Crisis Management Consultant, Constellis - Ed Zambellas, Senior Underwriter, Crisis Management - Terrorism, Travelers

Travelers Talks: Podcasts
Construction Considerations at a Time of Crisis: In Association with Insurance Insider

Travelers Talks: Podcasts

Play Episode Listen Later Mar 10, 2021 45:25


The second instalment of our Insuring Ambition series in association with Insurance Insider. This podcast is on Construction Considerations at a Time of Crisis and is broken down into two parts: - How Covid-19 has affected the construction market and assessing the longer-term impact of a dampened economy - A deep dive into the latest CIREG report which outlines the way industry can mitigate against the growing 'escape of water' problem You will hear from: - Nigel Cooper, Senior Underwriter, Global Construction, Travelers - Marcus Gresham, Managing Director of Construction & Engineering, Charles Taylor Adjusting - Ashley Stewart, Senior Risk Control Consultant, Travelers - Charlie Thomas, Content Director, Insurance Insider (moderator)

Travelers Talks: Podcasts
The Big Power Evolution: In Association with Insurance Insider

Travelers Talks: Podcasts

Play Episode Listen Later Mar 10, 2021 47:03


Listen to the third episode of our Insuring Ambition podcast series in association with Insurance Insider. This instalment focuses on The Big Power Evolution. Up for discussion: - The shifting balance between conventional power generation and renewables - Key concerns underwriters and brokers need to be aware of as conventional power takes a back seat - The BESS technology issues and safety concerns - The impact extreme weather, such as hail, flooding and tornadoes, has on both conventional and renewable energy - Charlie Richardson, Senior Underwriter and Head of Onshore, Travelers - Louis Scott, Head of Power & Utilities, Travelers - Rob Collecott, Executive Director Onshore, RKH Specialty - Charlie Thomas, Content Director, Insurance Insider (moderator)

The Truth is Allowed
#3 Phili Tsoukias - Joining An S&P 500 Company, Stocks and Bitcoin.

The Truth is Allowed

Play Episode Listen Later Jan 15, 2021 50:18


Phili Tsoukias is a Senior Underwriter for one of the largest banks in the world. In this episode he shared how he successfully managed to get through the 2008 financial crisis, the oil price drop and get to a dream job.Outline:From Venezuela to USAFinding his passion in financeHis journey through the financial crisis + oil crisisHow his lay-off got him to the largest bank in the USAHow fear can help you succeedHow to know when to switch your jobHow to invest better in the stock marketThe good and bad of Bitcoin

TT Live
Contractual challenges interview series: conducting business in unfamiliar jurisdictions

TT Live

Play Episode Listen Later Nov 25, 2020 17:19


This week, Mike Yarwood, Managing Director Loss Prevention, talks with Julien Horn, Senior Underwriter, about the risks of conducting business with unfamiliar jurisdictions. Opportunities in emerging markets can seem attractive, especially when the global economy is sluggish, however these opportunities are not without risk and thorough due diligence should be conducted before making any contractual commitments.

upside
CC006: tackling the Series A/B capital gap in Ohio // a coffee chat with Bill Baumel and Jill Raderstorf (Ohio Innovation Fund)

upside

Play Episode Listen Later Dec 12, 2018 52:03


A conversation with Bill Baumel and Jill Raderstorf of the Ohio Innovation Fund live from The Starting Line by the Ohio State University College of Nursing.The Ohio Innovation Fund is driving growth in the Ohio entrepreneurial ecosystem. They are bridging the gap between Silicon Valley and the Midwest by amplifying their companies' access to capital and experienced talent, while redefining growth expectations among our founders and CEOs. They are committed to supporting the next generation of groundbreaking technologies, companies, and industries; in Ohio.Leveraging his Silicon Valley experience, founder Bill Baumel joined with founding partners The Ohio State University and Ohio University, along with additional anchor partner Kent State University, among other investors, to create the next generation of companies and industries in Ohio. The vision was collaborative in nature, promoting growth and impact across the region.Learn more about Ohio Innovation Fund: https://www.ohioinnovationfund.com/Follow upside on Twitter: https://twitter.com/upsidefm//Prior to the Ohio Innovation Fund, Bill was a partner with RWI Ventures, a venture capital firm in Silicon Valley.  He has over twenty years of experience investing in such areas as SaaS, big data, cyber security, and med tech – resulting in four public companies, nine acquisitions between $100 million and $800 million, and one private autonomous-driving company currently valued at $1.2 billion. His investments have been acquired by companies including Medtronic, Dell, SAP, Intuit and Stryker. He earned a BSBA summa cum laude from The Ohio State University, with an MBA with high distinction from the University of Michigan.Jill began her career as a Risk Management Examiner with the Federal Deposit Insurance Corporation, leading risk management examinations of banks ranging from $100 million to $1B+ in asset size.  She then shifted to the private sector as a Senior Underwriter at JP Morgan Private Bank.  In this role she managed a $3 billion consumer loan portfolio supported by hedge fund assets and fine art.  She earned a BSBA magna cum laude from Creighton University and an MBA from The Ohio State University.

The Lubetkin Media Companies
ACE Global Markets Political Risk Podcast #1

The Lubetkin Media Companies

Play Episode Listen Later Apr 25, 2007 21:00


ACE USA, the U.S.-based retail operating division of the ACE Group of Companies, is pleased to offer Episode #1 of the "Ace Global Markets Political Risk Podcast." Increasing political unrest in emerging markets around the world is making it more important than ever for risk managers to conduct a thorough assessment of political risks when considering significant investments in these markets. In this program, we chat with Frederik Murer, Vice President and Manager, North America, ACE Global Markets Political Risk and Credit. Fredrik started his career in Political Risk and Trade Credit in 1993 as a senior underwriter with the American International Group (AIG) in AIG's New York and Chicago offices. He was also a Senior Underwriter and Vice President in charge of Political Risk in North America for Chubb & Son, and in 2001 became Executive Political Risk Underwriter and Vice President for UK and Continental Europe for Chubb Insurance Company of Europe, based in London. Before joining ACE in 2004, he worked for Zurich Emerging Markets Solutions (ZEMS) in London as a Senior Underwriter. Fredrik holds an MBA from the Thunderbird School of Global Management; and a Bachelor of Science degree in Finance from the Kelley School of Business at Indiana University. Download the Podcast here. ( 28.8 mb stereo MP3 file, 21:00 duration). # # # ACE USA is the U.S.-based retail operating division of the ACE Group of Companies, headed by ACE Limited (NYSE: ACE), and is rated A+ (Superior) by A.M. Best Company and A+ (Strong) by Standard & Poor's. ACE USA, through its underwriting companies, provides insurance products and services throughout the U.S. Additional information on ACE USA and its products and services can be found at www.ace-ina.com. The ACE Group of Companies provides insurance and reinsurance for a diverse group of clients around the world. Keywords: political risk, sovereign,government,emerging market,insurance,risk,podcast,lubetkin,cherry hill,philadelphia,murer,ace-ina