1. Informational Interviews Sarah Miller BUS 313

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

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

4. 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.

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

6. 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

7. 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.”

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

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

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

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

12. Position Must be licensed Bachelors in Business is recommended Public speaking: Mostly group meetings 5-500 attendees Make individualized plans for businesses

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

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

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

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

17. 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”

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

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

20. 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.