Total Credits: 2 including 2 CE Credit
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 Outine (0.04 MB)||Available after Purchase|
|FAIA_Double_Trouble_slides (0.57 MB)||34 Pages||Available after Purchase|
|PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (ABEN) (0.59 MB)||Available after Purchase|
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.
Wm Keith Jones
3068 Hawks Landing Drive
Tallahassee, Florida 32309
Work Phone: 850-878-2121 Mobile: 850-599-6123
B.S., May 1981, Florida State University, Tallahassee, Florida
Major: Risk Management and Insurance
Graduated - Magna Cum Laude
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
Florida – Property and Casualty
Florida – Life and Health
Securities – Series Six
Earl Bacon Agency, Tallahassee, November 2000 – Present
Commercial Account Executive
Florida State University, Tallahassee, June 1999 – Present
Adjunct Faculty – Lecturer – College of Business
New England Financial, Tallahassee, June 1999 – December 2000
Florida Association of Insurance and Financial Advisors, Tallahassee, 1995 – 1999
Director of Development
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
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
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).
Florida Association of Insurance Agents
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