Umbrella Excess Casualty Insurance Jobs Minnesota - DOC

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Minnesota Chapter of the CPCU Society                                                    September 20
                 A Gold Circle of Excellence Chapter

Important Editor’s Note: When we tried to publish our July issue, we discovered that Microsoft ha
   down the list server without notifying us. We have purchased a newsletter software that we hope
eliminate the possibility of that happening again. We recognize that some members’ e-mail addresse
have been lost in the process. If you know a member of the CPCU Society who does not receive this
     please have them send an e-mail to and we will add them to o
                                              distribution list.

       Remember, you can always find copies of the current and past issues of the Chaptergram at

                                                       In This Issue

                                            President‟s Message
                                            CPCU in the Spotlight
                                    Todd Johnson Hosts New Designees
                            Member/Candidate Support Program (MCSP) Announced
                                          Good Works Committee
                                        All-Industry Day 10/11/2007
                                            Seminars 10/25/2007
                                                 Job Posting
                                              Speaker‟s Bureau
                                    MN Chapter Offers Educational Visits
                                        Help for Unemployed CPCUs
                                          Future Annual Meetings
                               Chapter Web Site – With Map Links for Meetings
                                        Chapter General Information

                                                 President’s Message
By Todd Johnson, CPCU
Chapter President

End of the summer greetings!                        Their contact information can be found on our web site u
                                                    Chapter Officers and Board of Directors.
Our Chapter email service crashed in early July
which prevented the mailing of this Chaptergram     This New Year is unofficially the “Year of the New Desig
and other items. Thanks to Lee Wikoff we are        75 individuals from across Minnesota completed their st
now back and ready for a new year.                  and qualified for the CPCU designation. Congratulation
                                                    of you and welcome to the Minnesota Chapter. A list of
July was the beginning of another year for the MN   New Designees is posted on our website.
Chapter of the CPCU Society. I‟m Todd Johnson,
CPCU and was elected to serve as President for      We will be honoring these new CPCUs at our All Industr
the 2007-2008 chapter year.                         October 11, 2008. The All I-Day committee has put toge
                                                    another great event and I encourage you to register ear
Hats off to Dan Hanson, CPCU our outgoing           Please see the article below for more information.
President. Dan did an outstanding job in
representing, strengthening and serving the         The MN Chapter of the CPCU Society again earned the
interests of the MN Chapter. Thank you Dan, we      Circle of Excellence Award from the National CPCU S
appreciated your leadership and are grateful for    This award recognized our Chapter‟s performance for
your continuing service as an ex-officio Board      providing outstanding educational seminars, participatin
member.                                             Good Works events, sustaining strong leadership, good
                                                    financial management and a variety of other benchmark
The remainder of your new Board of Directors        Thank you to everybody who made this possible.
Matt Clysdale, CPCU, President-Elect; Mike          We have an active, strong and fun Chapter. Please join
Happe, CPCU, Vice President; Pat Kelly, CPCU,       the upcoming All I Day, next seminar, Good Works even
Treasurer; Royanna G. Carle, CPCU, Secretary;       variety of volunteer opportunities.
Steve Ferley, CPCU; Gary Pasterik, CPCU; Tim
Dunn, CPCU; Ron Boyd, CPCU; John DeSanto,           Enjoy the remaining days of summer, Todd.
CPCU; Joe Cranny, CPCU.                    or 651.229.1829.

These folks are great people in our industry and
we all welcome your ideas, questions and
involvement in the MN Chapter.

                                             CPCU in the Spotlight

Congratulations to Carl Lidstrom, CPCU ARM,         Minnesota Chapter of the CPCU Society. He has been
ACE, CIC who has been serving as President of       active in the Minnesota Chapter for many years, serving
the Society of Risk Management Consultants          numerous committees, teaching CPCU classes and as a
(SRMC).                                             officio member of the Chapter board until taking on the
                                                    additional responsibilities with SRMC.
Carl is with RMR Risk Management Resources,
Inc., Eden Prairie, MN and is a past president of

                                      Todd Johnson Hosts New Designees

On the evening of Tueday, August 28th Minnesota          language information in preparation for their trip to the A
Chapter President Todd Johnson and his family            Meeting and Seminars in Hawai‟i.
hosted about a dozen of our new designees and
their families for an evening of kalua pig, pao doce     Several of the members of the Minnesota Chapter Boar
pupus, tropical fruit and other treats, Hawai‟ian        also on hand to welcome the new designees and share
music and Hawai‟ian travel/sight seeing and              information about the Minnesota Chapter.

                          Member/Candidate Support Program (MCSP) Announced

By Royanna Carle, CPCU
Minnesota Chapter Secretary

We are pleased introduce of a new               for reimbursement if not already covered by the individual‟s emp
Member/Candidate Support Program                include:
(MCSP) designed to help CPCU members
and active candidates offset the cost of                Annual national and chapter dues
dues and certain educational expenses                   Minnesota All-Industry Day registration
that are not covered by the individual‟s                Monthly meeting registration
employer.                                               CPCU educational expenses, including books and exam

We‟ve found that employer support for           A committee made up of the Chapter‟s President, Treasurer and
CPCU education and participation is not         other Chapter Director will review applications and approve or d
always a given, so we‟re introducing this       each one within 30 days. Approved expenses over $100 would
new program on a pilot basis to help those      eligible for disbursement prior to the individual incurring the cos
who want to participate, but otherwise          More information and the MCSP Application can be found o
aren‟t able to do so for financial reasons.     chapter website:

Expenses of up to $350 per person, per
fiscal year (July – June) that could be

                                              Good Works Committee

By Steve Ferley, CPCU
Good Works Committee Co-Chair
It‟s time to begin another season of Good Works           We are always looking for new committee members an
activities. Our last season included roadside            ideas for activities so we encourage anyone who might
cleanup of our section of Highway 35E, both fall         interested, in any way, whether it be in becoming a com
and spring, the warm weather clothing drive at All-      member, bringing a volunteer activity suggestion to the
Industry Day, answering the phones, taking               committee or simply in attending a meeting to find out m
pledges, on a live session for the Channel 2 TPT         about us, to come to a meeting. Meetings are generally
pledge drive, and filling bags of food for third world   second Wednesday of each month at 7:45 AM at Weste
countries at Feed My Starving Children in Eagan.   National.

Our first committee meeting for the upcoming       You can also contact either me at 651-389-1138 or
season will be Wednesday September 12th at or our other co-chair, Wes Woelfle
7:45 AM at the offices of Western National         533-1067 or
Insurance in Edina.

                                    All-Industry Day October 11th 2007

By Gary Pasterik CPCU and Jeanne Kohn CPCU
All-Industry Day Co-Chairs

This year's All Industry Day will be held on       topics including TRIEA, Hostage-Kidnap, Trip Coverag
Thursday, October 11th at the Sheraton Hotel       and the Perils of Placing Insurance in War Risk areas
in Bloomington. We are planning on a day full of
interesting speakers, topics, and a great          New this year will be a social hour following the afternoo
opportunity to get together with your fellow       session. More information will follow in the coming mont
CPCU's, so mark your calendars!
                                                  Please contact Jeanne Kohn at
The morning seminar will be on the topic of Loss Gary Pasterik at with any
Control in the following areas: Property, Workers questions, or if you would like to help with this event.
Compensation, Product Liability and OSHA.
The afternoon seminar will be terrorism based

                                             Seminars 10/25/2007

By Maureen Georgou, CPCU
Seminars Committee Chair
                                               alternative financial techniques, and selecting the best
Registration information is now
available for our first seminars of the
                                             Assist clients in finding alternatives for handling loss
2007- 2008 year being offered on October
25th. The seminars will be Modern Risk
                                             Identify and explain financial and operational factors affe
Management in the morning session and
                                                decisions to be made.
Personal Lines Special Needs for the
afternoon program. COUNTRY Insurance
and Financial Services at Two Pine Tree Personal Lines Special Needs
Drive, Arden Hills, MN 55112 phone (651)
631-7000 will be our host for these      Registration: Noon – 12:30 p.m.
programs. More information is below.     Program 12:30 – 4:05 p.m.

Cost:                                       What's It About?
CPCU Society members: $69 for one           A cookie-cutter approach to personal lines insurance coverage
workshop/$138 for both workshops            not suit the ever-increasing complexity of peoples‟ lives. This
COUNTRY Insurance employees: $79            workshop will provide the insurance professional a better
for one workshop/$158 for both workshops    understanding of personal lines coverages for special needs. It
Nonmembers: $89 for one                     explore four areas of coverage: personal umbrella coverage, ho
                                            based business coverage, drive other car coverage, and covera
workshop/$178 for both workshops               specialized motorized vehicles. This workshop will help the insu
                                               professional identify areas of risk not previously considered, and
The registration fee includes one CE           provide helpful tips for insuring those risks.
certificate per workshop, all handout
material, and refreshments.                    Who’s It For?
                                               This workshop is designed for insurance, risk management, and
The instructor for both workshops will be      financial services professionals who service the personal lines a
one of our favorites, Elise M. Farnham,        small commercial risk markets.
CPCU, AIM, ARM, CPIW, is president of
Illumine Consulting, a firm serving the risk   What You’ll Learn
management and insurance communities.          At the conclusion of this workshop, the attentive learner will be a

Modern Risk Management                               Analyze large loss exposures, and understand why pers
                                                      umbrella coverage may be a better choice for clients tha
Registration: 7:30 – 8 a.m.                           excess coverage.
Program 8 – 11:35 a.m.                               Understand how personal umbrella coverage gaps can o
                                                      when underlying limits are deficient.
                                                     Know why home-based business coverage is important
What's It About?
                                                      today‟s mobile world.
With the complexity of insurance products,
                                                     Assist clients in reducing the risk of loss associated with
consumers are looking to the insurance
                                                      home-based business.
professional for information about
                                                     Understand what is excluded under the homeowners an
managing risk. This workshop will explore
                                                      personal auto policies for certain motorized vehicles.
basic risk management techniques for
                                                     Consider options for obtaining coverage on specialized
analyzing exposures, examining
alternative financing arrangements, as well
                                                     Know when “Drive Other Car Coverage” is necessary an
as selection and implementation of
                                                      DOC coverage is applied.
appropriate techniques for dealing with
risk. This workshop will provide tools that
insurance professionals can use to assist   This is an interactive program, with examples and discussion to
customers in protecting their interests.    the attendees in gaining an understanding of the risks associate
                                            certain daily activities, and how insurance coverage can assist i
                                            protecting against those risks.
Who’s It For?
This workshop is designed for insurance,
risk management, and financial services     Each workshop has been filed for four (4) Continuing Educ
professionals who must develop, design,     credits in Minnesota. The programs may be rejected and no cre
and implement programs to protect           given. Please call (800) 932-2728, ext. 2767 for updated inform
individuals and organizations from risk.    on this program.

What You’ll Learn                              Each workshop has been approved for four (4) continuing
At the conclusion of this workshop, the        professional development (CPD) units by the AICPCU.
attentive learner will be able to:
                                               More information including the links to the agendas and
                                               registration form can be found on the CPCU Society’s web
      Understand and explain the
       principles of risk management.
      Help customers understand risk      Questions?
       management principles and           Contact the CPCU Society‟s Member Resource Center at (800)
       techniques, such as identifying and CPCU, option 4, or send an e-mail
       analyzing loss exposures,

                                                      Job Posting

 Editor’s note/disclaimer: Job postings in the MN Chaptergram are being done on a trial basis. Information about job
 posted will be limited but should include complete information about who to contact for more information. Job postin
 automatically be removed after publication. Continued openings can be resubmitted for publication in the next issue.

 Production Underwriting Roles. Have               outgoing personality and common sense to make an impact o
 you been looking for a way to step away           driving new business for one of our clients. If this describes
 from your desk and get out in front of your       give me a call so we can confidentially talk further about thes
 agents to make a greater impact on your           opportunities.
 business? One of the Production
 Underwriting roles I am working on just           Mandy VanMaanen
 might be a fit for you! We are looking for        Garrison Organization
 that person that has a strong technical           866-324-6068 x108
 commercial middle market underwriting             515-309-4440 x108
 background who can combine that with their

By Royanna Carle, CPCU
MN Chapter Secretary

                                                               Training a customer group about a general insur
SPEAKER’S BUREAU - A service available
through your MN CPCU Chapter
                                                               Educating a local homeowners‟ association abou
Our Minnesota CPCU chapter is dedicated to                      insurance and insurance issues.
serving our communities in as many ways as                     Formal speech to the general public
possible. One of the most significant public
services that we can provide to the non-insurance       There are many more insurance-related possibilities too
public is education and consultation on various         Contact someone from your MN CPCU Chapter Boa
insurance related issues.                               Royanna Carle at 612-766-3357.

If you are in a situation where you require a           In addition, we keep a listing of all the Speaker Bure
presentation or an educational session facilitated      presentations given throughout the year, and share
on an insurance-related topic, please contact the       information with the national CPCU office.
MN CPCU Chapter. We can help! The Chapter
has a roster of speakers from its membership who        Have you given an insurance related speech, seminar o
are willing to present on such topics as:               training session to a „non-insurance‟ group this past yea
                                                        (since June 2006)? If so, please take a few moments to
      One hour session in a junior or senior high      complete a Speaker’s Bureau report...the form is atta
       school talking to students about insurance       to this newsletter.
       issues or careers.
      Presenting to college students on an             Return the report to Royanna Carle at your earliest
       insurance-related topic, or about marketing      convenience by fax to (612) 766-3399 or by e-mail to
       and distribution of insurance.         
      Participating on a panel discussion on an
       insurance topic.                                 On behalf of the MN CPCU Chapter, thank you for shari
      Training an industry group about a specific   your hard-earned knowledge with the general public - yo
       insurance coverage.                           professionalism is showing!

                                   Continuing Professional Development

                         The CPD Application and Guidelines can be downloaded at
          You can renew your CPD Qualification online at

                                   MN Chapter Offers Educational Visits

The Minnesota Chapter‟s Education Director,
Danny Eitingon, PhD, CPCU (and a whole lot           Danny” has dedicated himself to insurance education an
more designations too numerous to list here) has     chapter is fortunate to have such a knowledgeable and
generously made himself available to anyone who      dedicated person in charge of our education outreach
would like information about CPCU/IIA courses        programs. If you or your company would like more infor
and helping companies set up study groups. By        on these subjects, you can contact Danny at our chap
personal example, “Doctor                            office, listed below.

                                        Help for Unemployed CPCUs

If you are unemployed, the CPCU Society and the
Minnesota Chapter have some programs to help         Because networking is such an important part of finding
you. At the National level, the Society offers       job, the Board of Directors of the Minnesota Chapter
Career Services and a Job Network you can            authorized the Programs Committee to allow unemploy
access by using the link below.                      CPCU Society members who are looking for work to
                                                     attend Chapter Lunch Meetings as guests of the cha
This page includes links to:                         with no cost to the CPCU member.
    A National Job Network
    Career Networking Assistance                    If you qualify for guest attendance and would like to atte
    Career Development Articles                     Chapter meeting while looking for your next job, please
    Job links                                       indicate that on the registration form.

                            CPCU Society Career Services and a Job Network link

                                         Future Annual Meeting Sites

For those planning to start or finish up CPCU
                                                      2008 Sept 6 thru 9,          Philadelphia, PA
studies or who might just be interested in
                                                      2009 Aug 29 thru Sept 1           Denver, CO
attending an upcoming Annual Meeting, here are
                                                      2010 Sept 25 – 28                 Orlando, FL
the planned Annual Meeting sites and dates for
                                                      2011 Sept 24 – 27              Las Vegas, NV
the next several years:

                                                Chapter Website
By Todd Johnson, CPCU

The Minnesota CPCU Chapter has an active Web
site located at:                                             Chaptergram Newsletters                        Chapter Information
                                                             CPCU Society Job Network
You can visit it at any time for information about:
                                                             Member Resource Center
      Monthly Meetings and Educational
                                                             National CPCU Society News and Links
                                                             Speakers Bureau Report forms
      Map Links for Meeting Locations
                                                             Scholarship Applications
      Seminar Registration Forms

                                             Chapter Office Address

                                       Minnesota Chapter CPCU Society, Inc.
                                          5115 Excelsior Blvd., Suite 387
                                        Minneapolis, Minnesota 55416-2906
                                              Phone: 952-893-1600

                                         Chapter Officers and Directors

          President                        Todd Johnson                     651-229-1829
         President-Elect                 Matt Clysdale,                     651-635-2722
         Vice President                  Mike Happe,                        952-838-4200
         Treasurer                       Pat Kelly                          651-452-5752
         Secretary                       Royanna Carle                      612-766-3357

                                                  Board of Directors

                           Steve Ferley                 651-389-1138
                           Gary Pasterik                 952-921-3845
                           Tim Dunn                      651-220-1573
                           Ronald Boyd                   763-951-7001
                           John DeSanto                  612-317-5406
                           Joseph Cranny                 952-921-8283

                                             Ex-Officio Board Members

                       Dan Hanson                     763-548-8599
                         Daryl Deneen                    651-631-4627
                         Lee Wikoff                            952-832-8309
                         Bruce Lunning                  651-310-7940
                           Danny Eitingon               651-649-4538
                                                    Chaptergram Submission

  Please send news items to the MN Chaptergram Editor, Lee Wikoff, CPCU at lwikoff@dohertyemployment
                                              or mail them to:

                                                          Lee Wikoff, CPCU
                                                      Doherty Employment Group
                                                         7625 Parklawn Ave.
                                                          Edina, MN 55435
                            The Minnesota Chapter of the CPCU Society has sent you this e-mail as a professional service.
                                  You are not receiving this message because you are subscribed to an electronic list.
                Please direct questions about our electronic mailings to the MN Chaptergram Editor at

                                          The Society of
                                  Chartered Property & Casualty
                                        Minnesota Chapter
                  CPCU Speakers Bureau –
                Speaker’s Assignment/Report:
Return to:

Royanna G. Carle, CPCU
Berkley Risk Administrators Company, LLC
222 South Ninth Street, Suite 1300
Minneapolis, MN 55402
Telephone (612)766-3357        Fax (612) 766-3399

Speaker: _________________________

Phone #: _________________________

Email: ___________________________

Speaker Assignment:
Group Name: ____________________________________________________________
Key Contact:
Phone #:                              Email:

Speech Location:

Speech Topic:


Date of Speech:
Speech Title:
Number of people attending:
Nature of audience: (i.e. students, accountants, etc.)
Speaker’s comments:                                                        ______

                                      Speaker’s Report
   (Please complete and return to Royanna Carle at the address above)

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