Informational Interviews Sarah Miller BUS 313. Insurance Building solutions Gaining Relationships Future: Financial Representative to Manager I interviewed.

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Presentation transcript:

Informational Interviews Sarah Miller BUS 313

Insurance Building solutions Gaining Relationships Future: Financial Representative to Manager I interviewed individuals from Top Commercial Insurance Companies

Insurance Do you have Insurance? Have you had to use it? Home, auto, life, commercial, etc. {Flood}

Interviewees Doug Wozniak Senior VP for Alliant Insurance Services Inc. Lesson: “Always live under the radar.” James Martikas Benefits Consultant for Vanorsdale Insurance Services Lesson: Make every appointment individualized; create relationships to last. Dan Kabban Senior VP fro HUB International Insurance Inc. Lesson: Take a chance; nothing is ever routine.

Doug Wozniak Senior Vice President for Alliant Insurance Services Incorporated PLNU Alumni Partner Found: Looking for top companies

Alliant Insurance Work from home and on the road Travels 150,000 miles a year Meets with companies all over the U.S. Insurance Pools

Position Education gets you through the door, shows employer you understand deadlines Be able to get the job done; go getter; be sure to ASK FOR HELP Compete to win the job in each board meeting “You are not alive if you don’t get butterflies.”

Lesson Learned Humble yourself {Shoes} “Live under the radar”

Assessment Great company concerning business model $$$$ Would not work due to excessive travel

James Martikas Benefits Consultant for Vanorsdale Insurance Services Interesting aspect to insurance Found: Online search

Vanorsdale For small California Businesses and Family Insurance Risk Management Workplace: Office with mostly cubicles Stale

Position Must be licensed Bachelors in Business is recommended Public speaking: Mostly group meetings attendees Make individualized plans for businesses

Lesson Learned: Make every appointment individualized Do your research Form relationships with the little guys Make a difference

Assessment I would not work for this company No regular schedule or location Too stale

Dan Kabban Senior Vice President for Hub International PLNU Alumni Found: List

Hub International 9 th Largest Insurance Brokerage in the World Flat organization Work as a team Jeans, laughing

Position Personal Traits: #1. Sense of urgency Attention to detail Able to collaborate Smart Able to adapt and anticipate Design around relationships Never Routine “If they are canned solutions it is not a solution”

Lesson Learned Dan told me to take a chance. {NY} Everyday creating solutions Enjoy it!

Assessment Future: Absolutely. Team work Relationship oriented Committed to helping not just solving

Conclusion Doug Wozniak-Alliant Insurance James Martikas-Vansordale Insurance Dan Kabban-Hub International Insurance Overall Lesson: Take risks; be relational; and always live under your means We all need insurance, whether individual or commercial, it is always a must. This assignment has helped me to understand Insurance and is pushing me to pursue this career further.