CSR/Account Manager Appreciation Event
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CSR/Account Manager Appreciation Event

 Export to Your Calendar 10/21/2020
When: Wednesday, October 21, 2020
9:00 am - 12:30 pm CT


Online registration is closed.
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About

Let’s applaud and celebrate our CSR/Account Managers on October 21st, 2020!

There will be ….

      • 2 – 1 hour CE Classes taught by Dr. Enya He from Lloyd’s of London starting at 9am & 10am.
      • 11:30am - Learn more about our Account Manager of the Year Award Nominees by Missy Payne, our Adventure Guide for Jim Millerman Insurance Hybrid Summit.  Our speaker is generously sponsored by Safeco/Liberty Mutual Insurance. 
      • Hear from the nominees' agency principals on the importance of their role in a live interview with Missy.
      • Only the first 50 CSR/Account Managers to register will receive a $25 Amazon Gift Card from our IIAD Members; they will also receive a $25 Door Dash Gift Card courtesy of Texas Green Industry Safety Group.

      This event is free to attend, but registration is required. In an effort to include as many agencies as possible in the special giveaways, please  limit 5 CSR/Account Managers per agency . The Zoom links will be sent out 24 hours before the event.

Cost

Free to IIAD Members.

Agenda

9:00 am - 10:00 am


Session Sponsor
CE Class - Lloyd's of London 101

In this session, Enya will work the attendees through the fundamentals of Lloyd’s market: what Lloyd’s is and is not, brief history of Lloyd’s as the only insurance market in the world, how risks are transferred from customers/risk owners to underwriters through distribution partners, the different access points to this unique market place, capital structure, claims and chain of security, footprint of Lloyd’s in the US market.

Who should attend this session: anyone who is not familiar with Lloyd’s and want to gain a basic understanding of this marketplace.
10:00 am - 11:00 am

Session Sponsor
CE Class - Market Update

In this session, Enya will provide the attendees the most recent update of Lloyd’s underwriting performance of 2019 and first half year of 2020, regional update on growth opportunities across class of business, update on Future at Lloyd’s, COVID-19 response, as well as Lloyd’s lab and product innovation facility (PIF).

Who should attend this session: those who has completed the first session and those who are very familiar with Lloyd’s.
11:00 am - 11:30 am


Break Sponsor
Break
11:30 am - 12:30 pm


Session Sponsor

Learn more about our CSR/Account Managers from Missy Payne, our Adventure Guide for Jim Millerman Insurance Hybrid Summit generously sponsored by Safeco/Liberty Mutual Insurance.
11:30 am - 12:30 pm

VIP Session Sponsor

VIP Session for the first 50 Account managers to register.  You must work in a retail agency in a support service role.

Learn more about our CSR/Account Managers from Missy Payne, our Adventure Guide for Jim Millerman Insurance Hybrid Summit generously sponsored by Safeco/Liberty Mutual Insurance.

 

Registration Bonus

The First Fifty Account managers that register for the VIP Session will receive a free Door Dash gift card and a $25 Amazon card as our way to show appreciation for what they do. To be eligible, you must work in a retail agency in a support service role.

Presenter Bios


Enya He - CE Class Presenter
She was born and raised in China and educated in China and the US. Enya He brings unique and versatile leadership to the insurance industry. As the South-Central regional director for Lloyd’s she is responsible for market development activities in Arkansas, Louisiana, Oklahoma, and Texas. She manages relationships with multiple stakeholders, including Lloyd’s underwriters, Lloyds brokers, US retail and wholesale brokers, independent insurance agents and risk managers, as well as many trade associations.

Prior to joining Lloyd’s, Enya was a tenured professor in insurance at the University of North Texas, where she passionately worked to ensure the successful post-graduation launch of hundreds of college students into the industry. Before moving to the US from China, she worked for Ping An Insurance Group, Tong Tai Insurance Brokerage and Swiss Life Group. She serves on the Insurance Industry Charitable Foundation Southeast/Texas division board and the National Steering Committee for the Women’s Insurance Networking Group. She is is also an active participant of the Dive In Festival.
  Missy Payne - Key Note Speaker & Adventure Guide for Jim Millerman

In our fast paced, highly competitive corporate world, a lot of us spend more time with co-workers than family or friends. And, those people we work with can challenge our patience. Creating a working environment with and effective and efficient team can also be taxing. Introducing, Missy Payne!

CBS TV show Survivor, Season 29 “Blood Vs. Water” finalist and Dallas native, Missy was faced with the daunting task of building alliances and fostering successful team efforts in the midst of extreme emotional and physical stress. Missy’s 39 days on the island enhanced her tools to build trust and respect in all of her relationships, at work and at home.