January 31, 2024, 2:00 - 4:30 PM
Are you new to the commercial lines side of the business? Have you wondered where you can go to get the information you need to make the transition to commercial as quickly and smoothly as possible? If so, you will want to attend this webinar series.
Upon completion of the four-part series, you will have learned the basic foundation of commercial risk assessment together with a good grounding in commercial property and liability coverages. And, you will be able to apply what you’ve learned right away!
The ability to identify exposures to financial loss faced by business owners is an essential skill for insurance professionals involved in the commercial lines side of the business.
Topics covered during this module include:
Introduction to Risk Management
Assessing Commercial Property and Liability Exposures
Methods of Risk Assessment and Analysis
Using the CSIO Commercial Application Form
Risk Assessment Case Study
Jo Anne Mitchell is the owner of Effective Training & Communications Plus. She is a member of The Chartered Insurance Professionals Society with over 30 years of insurance industry experience. Jo Anne began her insurance career as a broker. She has held positions with two national insurers with responsibility for numerous projects including developing and implementing front-line underwriting skills training programs for brokers and company underwriting staff. A seasoned seminar leader, Jo Anne has provided classroom seminars and webinars for over 15,000 insurance professionals across Canada. She has spoken at insurance conventions and contributed articles to the BC Broker Magazines. Jo Anne recently co-authored the re-write of the basic broker licensing course text “Becoming an Insurance Broker” for The Insurance Broker Association of Ontario.