Iain Ward is a Senior Vice President at Guy Carpenter. He has over 30 years of experience in the Insurance and Re-Insurance industry based in London and Miami. He started his career as a commercial property and contingency underwriter. For the last 20 years he has worked as a reinsurance Placing Broker, Business Producer and Account Executive, managing clients and accessing US, Lloyd's and international markets. He has been based in Miami since July 2013. Currently, he is an Account Exe...
Dulce’s story is an example that when you are helping out of kindness and generosity, inevitably you are going to be successful and a role model. Good things are going to happen to you and you are going to be a positive influence in the spaces that you are in. Dulce has had an amazing career helping clients, colleagues, and consumers. Her book of business is fully made by referrals and her retention rate is insane. Many of her clients had been with her for decades and generations. She has a s...
Mike Becker is the Chief Executive Officer and Executive Vice President of the National Association of Professional Insurance Agents (PIA National). He has over 15 years of experience in the insurance industry. His deep insight into industry trends have helped him create strategies that increase revenue for the organization and its affiliates, and for its members. He has a special expertise in streamlining business operations and leading growth initiatives. Mike is native to Washington, D.C.,...
🔊🔊SOUND UP🎙️🎙️WE ARE LIVE🔊🔊 En este episodio especial sobre educación continua en seguros, Ariel y Lilmayrie se sientan a hablar y compartir historias sobre las distintas designaciones profesionales de seguros. Aprenderás sobre la importancia de obtener la educación continua correcta para llevar tu carrera de seguros a otro nivel. Si quieres obtener designaciones profesionales de seguros y no sabes cuál es la mejor para ti, este episodio te guiará a tomar una decisión informada. No impo...
Elena Leon es la Presidenta de Spartan Financial Services Corp., (Spartan) una compañía para el financiamiento de pólizas de seguros misceláneos en los estados de Florida y Georgia. Elena es la Vice Presidenta de United Insurance Finance Company, Inc. (United) una empresa con más de 40 años sirviendo a Puerto Rico y que ofrece servicios de financiamiento de pólizas de seguros misceláneos en la isla. A su vez, es Vicepresidenta de Lease Option Company, Inc., (Lease Option) entidad dedicada al ...
Roberto Ramos, como es conocido por sus colegas, cuenta con más de 20 años de experiencia en la industria de seguros de Puerto Rico. Roberto llegó al mundo de los seguros por casualidad y tuvo sus primeras experiencias cuando estaba en la escuela superior. Definitivamente es un “sobreviviente” de la industria de seguros, ha corrido muchas bases y llegó para quedarse. Su diversa carrera incluye roles como asistente de contabilidad, técnico financiero, suscriptor comercial, ejecutivo de desarro...
What an amazing episode with Dr. Billy R Williams! There is so much value in this episode that we suggest you get ready to take notes and take it all in. Billy is the CEO of the Williams Family Investment Group, a group of more than 160 partner insurance agencies that produce almost a billion dollars a year in new and renewal insurance premiums. He is also the founder and president of Inspire a Nation Business Mentoring Services, an amazing coaching and mentoring company. As an investor...
Frances cuenta con más de 8 años de experiencia en la industria de seguros. Entró en la industria de seguros cuando se mudó de Puerto Rico a Texas. En Puerto Rico era empresaria y disfrutaba mucho su negocio de repostería, bizcochos y cupcakes. Como empresaria maximizó múltiples oportunidades que proveía su negocio incluyendo el dar clases. Eventualmente decidió explorar nuevos horizontes en Texas en busca de nuevas oportunidades y brindándose la oportunidad de un cambio en su vid...
Karla tiene más de 15 años de experiencia en la industria de seguros. Karla es la Gerente de Commercial Risk en Aon Risk Solutions of Puerto Rico, Inc. Karla tiene un bachillerato en Publicidad y Relaciones Públicas de la Universidad de Puerto Rico, Recinto de Río Piedras. Cuenta con las designaciones de Certified Insurance Counselor (CIC) y Certified Insurance Service Representative (CISR) del National Alliance for Insurance Education & Research. Tiene licencias de la Oficina del Comisio...
Roberto Guardiola-Díaz (Robert) es un empresario y Managing Director de Mass Mutual Puerto Rico. Le apasiona su trabajo y el educar a las personas sobre los mercados financieros. Cuando escucha a sus clientes lo hace con atención y empatía para así entender el mensaje completo y también los sentimientos que transmiten. Por 29 años ha tenido un rol activo en la industria de valores y protección financiera para familias y negocios. Este líder tiene como meta el proveer estrategias para crear y ...
Carlos F. Díaz es el Vicepresidente Ejecutivo de Colonial Insurance Agency en Puerto Rico. Como sucede a menudo, entró a la industria de seguros por suerte y nosotros estamos felices que su destino lo haya llevado por ese camino. Carlos ha tenido innumerables aportaciones positivas a la industria de seguros. Sus excelentes habilidades de liderazgo, toma de decisiones y su creatividad en la resolución de retos, lo han propulsado en una exitosa carrera de dos décadas de experiencia en el ámbito...
Today, we are sharing a wonderful episode from an interview done by Clare DeNicola to our host Ariel Rivera, MBA, CIC, CPIA for an article in the PropertyCasualty360 magazine. Clare is the owner of the the 10 company llc, a highly strategic, service-oriented, women-owned business dedicated to helping C-level executives transform their businesses using marketing, sales and communications. They work with F500 companies as well as emerging tech companies in insurtech and healthcare technology. T...
Want to make 2022 your best year ever? If you have not listened to this great episode with Amy Blaschka, you can't miss it. We decided to re-run it to help you have your best year ever. Amy is full of guidance and inspiration and her tips will help you prepare for an amazing 2022. Please remember to subscribe to our Podcast and download our episodes in your iPhone, Android, or Spotify. Thank you to our sponsor VIVA Virtual Assistants. #funinsurancesolutions #podcast #insuranc...
Disfruta de este gran episodio con nuestro Host Ariel Rivera, MBA, CIC, CPIA. Ariel es un profesional de seguros con más de 17 años de experiencia en la industria de seguros. Fundó su primera agencia de seguros independiente en San Juan, Puerto Rico en el 2005. En el 2008 se convirtió en miembro de la facultad de The National Alliance for Insurance Education & Research. Desde el 2015, Ariel ha fungido como Director Nacional de Professional Insurance Agents of Puerto Rico & The Caribbe...
Disfruta de este gran episodio con nuestro Host Ariel Rivera, MBA, CIC, CPIA. Ariel es un profesional de seguros con más de 17 años de experiencia en la industria de seguros. Fundó su primera agencia de seguros independiente en San Juan, Puerto Rico en el 2005. En el 2008 se convirtió en miembro de la facultad de The National Alliance for Insurance Education & Research. Desde el 2015, Ariel ha fungido como Director Nacional de Professional Insurance Agents of Puerto Rico & The Caribbe...
Get ready to have fun with Mr. Heath Shearon, The Mayor of Insurance Town. Heath is a second generation insurance professional with over 15 years of experience in the industry. He has experience in sales, marketing, as an insurance agency owner and also from the carrier's side. He has a great podcast about insurance and has also consulted for agencies and carriers. He loves to learn as much as he can from all components of the insurance industry. He has love and passion for this industry, for...
In this episode Brandon Smith invites us to live intentionally. You can feel his energy throughout the whole episode. He motivates us to be the best version of ourselves. He shares knowledge nuggets and different resources to help us be better insurance professionals. Let’s focus on building relationships with our clients and peers and see how the magic follows. Let’s live intentionally. Brandon is working to be a catalyst in the evolution of independent insurance agents. In addition to his r...
Jason Diaz is the co-founder of VIVA Virtual Solutions, LLC., (VIVA), along with Rob Lopez. VIVA provides cost effective support solutions for insurance agents, real estate agents and mortgage professionals. VIVA offers Virtual Assistant services to insurance businesses across North America and Puerto Rico. Their virtual assistants (VA) are college educated who speak both Spanish and English fluently, and they work in our local time zones. VIVA allows the local insurance agent to outsource “l...
Joseph L. Petrelli, ACAS, ASA, MAAA, FCA, is the founder and president of Demotech, Inc. He has more than 40 years of progressively responsible property and casualty actuarial and financial analysis experience. He has extensive experience with loss and loss adjustment expense reserve evaluation, product development, and pricing for virtually all property and casualty and title insurance products as well as expertise with loss cost filings, Financial Stability Ratings®, and merger and acquisit...
Lizbeth Febles es una mujer emprendedora y una excelente profesional de seguros en Puerto Rico con más de dos décadas de experiencia. Su dinámica carrera profesional le ha permitido tener una comprensión integrada de los componentes de esta industria ya que ha tenido experiencia desde el lado de aseguradora, agencia general y como productora de seguros. Es dueña de Febles Insurance Group y aunque su oficina trabaja distintos tipos de seguros, se especializan mayormente en seguros para Condomi...