Double Trouble - Certificates of Insurance and Business Auto Endorseme
Live Webcast

Double Trouble - Certificates of Insurance and Business Auto Endorsements


Total Credits: 2 including 2 CE Credit

Average Rating:
  4.7   (10 comments)
Category:
Commercial Lines |  Commercial Lines - Advanced
Faculty :
Jay Williams  |  William Keith Jones
Duration:
2 hours
License:
Access for 30 day(s) after program date.



Description

Does your staff get those Friday afternoon requests for Certificates of Insurance from a contractor? Do you know what can and cannot be put on that certificate? Can some requests be illegal? Can you define a stealth endorsement on a Business Auto Policy? How does the CA 99 10 broaden coverage? We have the answers to those questions and much more.

 

Jay Williams and Keith Jones bring their expertise by combining a Certificate of Insurance and the Business Auto policy together for a class titled, Double Trouble, Certificates of Insurance and Business Auto Endorsements. This class will keep you out of the E&O danger zone and provide the Best Practices approach to these important topics.

 

Presenters - Jay Williams and Keith Jones

Course Materials

Faculty

Jay Williams Related seminars and products: 1

CIC, CRM, AAI, AIP, ACSR, FAIA Instructor


Jay Williams is a veteran of the insurance industry, starting his career in 1979.  His agency history includes being a producer, setting up and managing an agency marketing department, commercial lines manager, VP/agency operations manager, and an agency owner.

 

Jay worked with the Florida Association of Insurance Agents (FAIA) starting in 2000 as a sub-contractor and subsequently became a staff member in May of 2001.  He was the Managing Director of FAIA Member Services, Inc., the Association’s for-profit subsidiary.  In that capacity, Jay wrote and edited the study manuals for both the FL Agent and FL Adjuster licensing exams while also serving on the Exam Review Committee.

 

In 2009 Jay was recruited by Bankers Insurance Group to be the President of Bankers Underwriters, Inc., their sales and marketing subsidiary.  At the same time, he was also made President of Bankers Employer Services, Inc., their Professional Employer Organization set up for the purposes of distributing Workers’ Compensation through their Independent Agent network.

 

In 2012 Jay became the VP of Sales and Agency Relations for UPC Insurance Company based in St. Petersburg, FL.  Prior to stepping down from that position, he was instrumental in taking the company from single-state model to a multi-state organization currently writing in nine states and licensed in 18.

 

Currently, Jay is serving as the Interim Executive Director for Applied Client Network, the association of member users of Applied System agency management software.  In addition, he does industry consulting and expert witness work.

 

Jay has been teaching formal insurance classes since January, 2000.  He began teaching the Florida 200-hour pre-licensing class.  While with FAIA/FMS, he taught numerous technical insurance classes.  In addition, Jay is a highly respected authority on agency E&O loss control.  During his term at FAIA/FMS he served on IIABA’s Loss Control Working Group for a number of years and was a member of the Professional Liability Committee for IIABA that oversees the national Big I E&O programs when he left FAIA in 2009.  His experience on the agency, association, and company sides gives him a uniquely rounded perspective on the insurance industry.

 

 


William Keith Jones Related seminars and products: 1


Wm Keith Jones

3068 Hawks Landing Drive

Tallahassee, Florida  32309

Work Phone: 850-878-2121 Mobile: 850-599-6123

E-mail: kjones@earlbacon.com

 

Education

            B.S., May 1981, Florida State University, Tallahassee, Florida

            Major:  Risk Management and Insurance

            Graduated - Magna Cum Laude

 

Professional Designations

            CPCU – Chartered Property and Casualty Underwriter – The Institutes

            CLU – Chartered Life Underwriter – The American College

            ChFC – Chartered Financial Consultant – The American College

            CASL – Chartered Advisor for Senior Living – The American College

            AAI – Accredited Advisor in Insurance – The Institutes

 

Licenses

            Florida – Property and Casualty

            Florida – Life and Health

            Securities – Series Six

 

Experience

            Earl Bacon Agency, Tallahassee, November 2000 – Present

            Commercial Account Executive

  • Commercial Property/Casualty Insurance Agent
  • Life and Financial Services Producer

Florida State University, Tallahassee, June 1999 – Present

Adjunct Faculty – Lecturer – College of Business

  •  Classroom Instruction - Department of Insurance/Risk Management

 

New England Financial, Tallahassee, June 1999 – December 2000

Financial Advisor

  • Life and Financial Services Producer
  • Financial Advisor

 

Florida Association of Insurance and Financial Advisors, Tallahassee, 1995 – 1999 

Director of Development

  • Membership Education and Professional Development
  • Continuing Education Instructor

Honors

  •  Two-time NCAA Academic All-American (football)
  • 2002 Emmy Award - Broadcasting


Dates

Mon, Jan 08, 2018 - 11:00a to 01:00p MST
Mon, Feb 12, 2018 - 11:00a to 01:00p MST
Mon, Mar 12, 2018 - 11:00a to 01:00p MDT
Mon, Apr 09, 2018 - 11:00a to 01:00p MDT
Wed, May 02, 2018 - 08:00a to 10:00a MDT
Mon, May 14, 2018 - 11:00a to 01:00p MDT
Mon, Jun 11, 2018 - 11:00a to 01:00p MDT
Mon, Jul 09, 2018 - 11:00a to 01:00p MDT
Mon, Aug 13, 2018 - 11:00a to 01:00p MDT
Mon, Sep 10, 2018 - 11:00a to 01:00p MDT
Mon, Oct 08, 2018 - 11:00a to 01:00p MDT
Mon, Nov 12, 2018 - 11:00a to 01:00p MST
Mon, Dec 10, 2018 - 11:00a to 01:00p MST

State Specific Details

State Approval Information Details

HI - This course is approved for 2 hrs CE - Course# PW213013

NJ - This course is approved for 2 hrs CE - Course#88897296

LA - This course is approved for 2 hrs CE - Course# 27097

CO - This course is approved for 2 hrs CE - Course# 56331

UT - This course is approved for 2 hrs CE - Course#33031

NM - This course is approved for 3 hrs CE - Course#53704

LA - This course is approved for 3 hrs CE - Course#28772

TN- This course is approved for 2 hrs CE - Course#28453

KY - This course is approved for 2 hrs CE - Course#C60289

OH - This course is approved for 2 hrs CE - Course #55905

FL - This course has been approved by the FL Department of Financial Services for insurance continuing education credit. Course ID# 94478;  2 hours, Intermediate, CE 2-20 - General Lines (Property & Casualty).

 

  

Emily Hirst

Education Coordinator

Florida Association of Insurance Agents

T. 850-893-4155 x.347  F. 850-668-2852

http://www.faia.com/


Reviews

5
4
3
2
1

Overall:     4.7

Total Reviews: 113

Comments

Jessica M - , Florida

"Great course!!"

Jackie M - Altamonte Springs, Florida

"Presentation was great!"

MARY V - LOVELAND, Colorado

"This was a great class."

Susan P - Tavernier, Florida

"Good webcast "

ARNOLD C - SARASOTA, Florida

"Thanks for being available"

Sheila A - Baton Rouge, Louisiana

"Great class."

Beverly W - Centennial, Colorado

"very informative and good content"

Martha K - Barnegat, New Jersey

"Nice class"

Amber L - Hopkinsville, Kentucky

"Super enjoyable and good bit of humor was nice!"

Cheryl A - ,

"Great teachers!"

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