Awkward Insurance

Join the Awkward Insurance Facebook Group: https://www.facebook.com/groups/awkwardinsurancepodcast

Do you or someone you know need mental health support? SAMHSA’s National Helpline is a free, confidential, 24/7, 365-day-a-year treatment referral and information service (in English and Spanish) for individuals and families facing mental and/or substance use disorders.
 

Call 1-800-662-HELP (4357).

Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Better protect the families you serve by learning the ins and outs of Personal Residential Insurance–CISR Insuring Personal Residential Property

Amy MacDonald has worked for Nationwide Insurance almost 20 years and moved over to the pet team 6+ years ago. Being able to tie her personal passion of pets and professional career of insurance has been a dream. The peace of mind that insurance brings when things go wrong is why she loves her job. 

Nationwide Pet Insurance

https://www.facebook.com/NationwidePet/
https://www.linkedin.com/company/nationwidepet
https://www.youtube.com/NationwidePet

Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

TED A. KINNEY, CIC, CPCU, ARM, CPIA, AAI, AU, AINS, CRIS, AAM

Ted Kinney is the owner/President of Kinney Training and Consulting, LLC, which specializes in providing quality insurance training programs to agencies and companies throughout the United States. 

Ted also serves as the Director of Education and Technical Affairs for the Alabama Independent Insurance Agents in Birmingham, Alabama.  In this position, he is responsible for developing agent education programs and providing technical assistance to association members.

Ted has been in the insurance business since his graduation from the Ohio State University in 1973.  During his career, he has worked as an underwriter, field sales manager, department supervisor, marketing specialist, trainer, and insurance agent.  From 1994 to 2003, Ted was the Director of Curriculum and Faculty Development for PIA of Ohio & Indiana.  

He is a member of the national faculty of the Society of Certified Insurance Counselors, the American Insurance Marketing Society (CPIA), and the Independent Insurance Agents and Brokers of America’s “ask the expert” service.  In addition, Ted is a member of the Society of Certified Insurance Counselors and the National Academy of Producer Insurance Studies.

Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Katlyn Eggar

Katlyn is the Director of Education at Quantum Assurance, a national insurance agency with main hubs in Texas and Virginia. She has owned both captive and independent startup agencies and now gets to help other insurance professionals and agency owners launch their insurance careers.

The Age of Independence Podcast

Quantum Assurance

Learn more about how The National Alliance for Insurance Education & Research is empowering the next generation of RMI professionals with the CISR High School Program!

Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Looking to get into insurance? Check our newly revised Intro to Insurance and other introductory courses to help you decide to make the leap.

Jeff Shi launched his insurance career as a top-performing captive agent at Allstate. Along the way, he found the grass really was greener on the independent side. He co-founded Quantum Assurance International and is the CEO of Quotehound - both companies envisioned as a new compass for guiding agencies to digital growth. As Chief Vision Officer and CEO, he helped pioneer features like immediate vesting and the digital entrepreneur model that helps agents build over the next 3 years what took agents of the past 20. In their spare time, Jeff and his Jiu-Jitsu-warrior wife Priscilla parent their toddler cuties Zoe & Cloe and pursue their foodie passions with all things noodles & dumplings.

Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Sarah Muniz has been in the insurance industry for over twenty years working on the agency side as a Customer Service Representative, producer, and with an aggregator and insurtech. She currently lives in Texas with her husband and two children.

In the face of lacking industry training, earning anyone of our designations demonstrates dedication to professional excellence. Promotability and advancement will follow.  Learn more about RMI Job Roles and Download a FREE Learning Path! 

Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

 Ryan and Andy Mathisen are the co-founders of GloveBox. Formerly agency owners of a large independent agency in Denver, CO and sold that agency to start an insurtech company.

Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

The National Alliance is constantly evolving and adapting to the changing world around us. 

Learn more about recent efforts to change Insurance Education for a new generation.

Monica Adwani, CPIA 

I was born and raised in Puerto Rico and moved to Massachusetts in 2007. I graduated with multiple degrees in Information Management, Medical Coding, and Business Management from the InterAmerican University of P.R. and then Fisher College, Boston. 

My education and curious mind were the catalysts that opened the doors to the Insurance Industry. By supporting a group of researchers, consultants, trainers, and experts in the areas of Commercial Transportation, Ergonomics, Innovation, and Human Factors; I fell in love with insurance and knew very early this was going to be my forever career. The opportunity to work with this group of Doctors, Researchers and Field Experts allowed me to learn, build confidence, polish my language skills, creating the environment and experience for me to find something I could be and feel passionate about. So, unlike most people, I didn't start in Sales, Service, or Management. I was just a medical nerd with a passion for Organizational Phycology.

Now, fifteen years later I have experienced many realms of the Industry from Fortune 500 to Independently Own Agencies. I am passionate about Sales, Service, Claims, and especially Operational Excellence. I have a keen eye for behaviors, process, accountability, and efficiency. I hope that my skills and expertise can help many entrepreneurs out there reach new heights by learning new and more efficient ways of leading, learning, and operating their businesses. 

TranscendwithM Podcast

Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Want to learn more about Long Term Care Insurance? 

The CISR Life & Health Essentials and CIC Life & Health courses expand on the important topic.

Kelly Augspurger, CLTC®

Kelly is the Co-founder of Steadfast Insurance, alongside her husband, Adam. They’re an independent insurance agency in Westerville, OH. Kelly is a Certified Long-Term Care (LTC) Insurance Specialist working nationwide to help clients and financial advisors plan ahead for LTC. Her goal is to reduce the physical, mental, emotional, and financial consequences of a LTC situation. She’s able to do this by having “planning for care conversations” and through LTC insurance. Kelly is passionate about planning for care because life is unexpected and she’s personally experienced multiple situations in her family where loved ones needed care and no one had a plan or insurance ... it was devastating!  She LOVES helping families and businesses put meaningful protection in place to protect the people and possessions most important to them.

Kelly was recently named a HOT 100 insurance professional by Insurance Business. She’s an instructor for the CLTC program teaching advisors how to talk to their clients about LTC. She’s on the board of the Central Ohio Elder Care Planning Council, founded the Senior Resource Group, and is on Westerville Chamber’s Women in Business Committee.

Outside of work, Kelly and Adam have 2 active kids, ages 11 and 9, and a big doodle named Eddie. They enjoy playing tennis, renovating their historic home, participating in church and community activities, and enjoying the outdoors.

Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

Kieran J. O’Rourke, CPCU, CRM, CIC

Kieran has over 30 years of commercial underwriting, product, and program development experience in the insurance industry. Kieran’s career experience spans P&C underwriting, MGA underwriting for alternative energy products and alternative market product development, oversight of research and product development, and directing regional commercial insurance sales for a Fortune 500 carrier. Kieran is a talented and respected leader. His disciplined underwriting approach and business fundamentals consistently yield sustainable growth and profits relative to proprietary program development. At Cannasure, Kieran manages the firm’s Program division and guides the company’s development of future cannabis and hemp programs. Kieran’s expertise keeps him busy and is well sought after by leading media outlets and speaks at insurance and cannabis industry events. Kieran has a unique perspective and thought-leadership of underwriting relative to the emerging trends and risk transfer solutions in the cannabis and hemp arena. A graduate of The University of Akron, Kieran holds the Chartered Property Casualty Underwriter (CPCU) designation, as well as the Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM) designations. Now retired from his civic duties, Kieran held elected office for over 20 years as a Trustee on the Village of Seville’s (Ohio) utility board.

Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.