Mike Hooton. Vikram Choudhry

Transcription

1 THE HONG KONG CONFEDERATION OF INSURANCE BROKERS 香港保險顧問聯會 General Circular 70/18 Date: 31 August 2018 Subject: More FIS Seminars in October delivered by top-notch Speakers of ANZIIF Dear Members We are pleased to announce that more courses in various topics are scheduled in coming months under the Financial Incentive Scheme for Professional Training - Insurance Sector (FIS). Please find below details for the courses scheduled in October 2018: Don t miss any FIS Seminar no matter you have or have not attended one before. Please enroll immediately for the below courses scheduled in October 2018: Date/Time Course Title Speaker Level 3 Oct 2018 (Wed) 15 Oct 2018 (Mon) Personal Line Insurance Management - Creating Values In Personal Lines Insurance Analyse and Improve A Broking Client's Insurance Program + Delivery of Professional Insurance Broking Services and Advice Mike Hooton Vikram Choudhry IA CPD Hours Deadline Intermediate 6 26 Sept 2018 Intermediate 6 10 Oct 2018 Venue: Language: HKUST Business School Central, Room , 15/F Hong Kong Club Building, 3A Chater Road, Central (Exit J3, MTR Central Station) English Again, with the substantial subsidy from the HKSAR Government, the course is priced at a nominal rate of HK$200 (1-day course). Please click HERE to enroll and for course details. We wish to receiving your continuous support and we look forward to your keen participation! Kind Regards Tommy Chan Secretary-General & Registrar The Hong Kong Confederation of Insurance Brokers Encl.

2 OCTOBER PROGRAM OUTLINE Personal Line Insurance Management - Creating Values In Personal Lines Insurance Date & Time: Lunch Time: 3 October 2018 (Wednesday) 12:30pm 2:00pm Refreshments: Light refreshments will be provided during breaks. Learning Outcomes: Upon conclusion of this course, students will be able to: Get updated on the current challenges and opportunities in the personal lines global market Understand the drivers of personal lines underwriting profitability Exploring the broker operating model in Australia and see if there are things they can apply to the Hong Kong model Understand how brokers can create value for customers in personal lines Outline: The course content will cover the following topics: 1. Current state of the personal lines market Profitability/ reinsurance capacity/ market cycle Personal lines market HKG vs Aus Customer expectations price, claims support, ongoing service (review frequency) Regulatory pressures 2. Drivers of personal lines underwriting profitability Rating of risk Availability of reinsurance capital Breadth of wordings Commission levels Claims frequency Cat losses Portfolio management (analysis) 3. Case study: Broker operating model in Australia Structure: Internationals, clusters, independents Size of broking market Where they generate income Efficiency drivers/ Sustainable operating model 4. Creating value for customers in personal lines Product wordings & positioning Claims services model for broking businesses Case study: Steadfast direct Personal lines how to build & then sell the proposition

3 Presenter: Mike Hooton CEO Calibre Mike Hooton has been involved in the insurance industry, in both the UK and Australia, for more than 29 years. In October 2004, Mike was part of the establishment team responsible for creating Calliden Group Limited, with which he held a variety of executive management positions over the next ten years until the sale of the Group in December Mike was appointed CEO of Calibre Insurance in December 2014 which post the Calliden sale was owned by Munich Re Australasia. In August 2017 Mike was confirmed as CEO of Calibre Insurance following the purchase by Hollard Insurance Company. Mike has Bachelor of Science degree in Management from Lancaster University and is an Associate of the Chartered Insurance Institute. He has a Diploma in General Management from INSEAD and is a Graduate of The Australian Institute of Company Directors.

4 Analyse and Improve A Broking Client's Insurance Program + Delivery of Professional Insurance Broking Services and Advice Date & Time: Lunch Time: 15 October 2018 (Monday) 12:30pm 2:00pm Refreshments: Light refreshments will be provided during breaks. Learning Outcomes: Upon conclusion of this course, students will be able to: Developing structured understanding of client's business changes Conduct risk assessment to design new insurance plan Working with insurance companies to place new insurance plan Being able to clarify clients' needs and conduct research activities where required to prepare customised insurance advices Determine relevant legislation and organisational requirements to be met in dealing with client inquiries Communicating clients' needs and risk situation to insurers Outline: The course content will cover the following topics: Understand your role in the process of changing Conduct constructive survey and analysis on client's business changes Re-assessing risk exposure and identify new risks Engaging risk assessment specialists Providing your clients with advice and guide them through the new insurance plan Respond to client enquiries for broking services Provide insurance program for broking client Place client insurances and confirm cover with client Provide a claims service to broking client Provide ongoing services where requested by client Presenter: Vikram Choudhry - CRM Brokers in 2016 as Operations Manager Vikram has an encompassing insurance background, with more than 16 years experience working for insurance brokerages, insurance companies, underwriting agencies and Lloyds of London. With this wide-spread experience under his belt, Vikram understands the importance of delivering a high level of service to his clients while still ensuring the supporting insurers fully understand the risks. He has implemented strategies for general insurance, construction insurance & liability insurance on behalf of brokers and clients. Vikram has a Commerce Degree and Post-Graduation in Marketing & Administration. He joined CRM Brokers in 2016 as Operations Manager. Prior to that Vikram s experience included: Underwriter for Lloyds Cover Holder, Broking Account Manager in Liability and General Insurance, channel advisor for a large insurance company and construction broker for an international brokerage.

5 A Financial Incentive Scheme for Professional Training Insurance sector subsidized by HKSAR Government Course: Date: Code: Time: Venue: Enrolment Form Personal Line Insurance Management - Creating Values In Personal Lines Insurance 3 October 2018 (Wednesday) 0310PL HKUST Business School Central, Room , 15/F Hong Kong Club Building, 3A Chater Road Central Please send your completed Enrolment Form with the cheque payment to: The Hong Kong Confederation of Insurance Brokers, Room 3407, AIA Tower, 183 Electric Road Company Name Contact Person CIB Mem. No. (if applicable) Contact No. Fax No. Please enrol the following persons for this seminar: (as shown on the HKID card) Surname Other Name CIB Reg. No. (if applicable) PAYMENT DETAILS No. of person(s) x $200 Total Fees: HK$ Cheque No.: (Payable to The Hong Kong Confederation of Insurance Brokers ) Declaration: 1. We have read and will observe the Rules Governing CIB Seminars. 2. We understand: i) Enrolment will be accepted on a first-come-first-served basis. ii) Enrolment without payment will not be entertained. iii) Enrolment fee is non-refundable and transferable to another course. iv) Official receipt will be issued only upon request in writing within one month after the seminar. v) HK$100 surcharge per person applied for enrolment or substitution after deadline. vi) Certificate of attendance will only be issued upon clearance of payment. v) CIB administration fee for bounced cheque is HK$ This seminar is subsidised by HKSAR Government under Financial Incentive Scheme for Professional Training Insurance Sector. Participants cannot seek reimbursement of training fees from any public funding scheme. Bad Weather Policy: In the event of cancellation due to bad weather, the seminar will be either re-scheduled or registrations may be transferred to other CIB CPD seminars of same fee level. Notice of re-scheduling will be issued ASAP. No refund will be given. For Office Use Only Cheque No. Verified By Payment Cleared Signature Date FIS CPD form-08.17

6 A Financial Incentive Scheme for Professional Training Insurance sector subsidized by HKSAR Government Enrolment Form Course: Analyse and Improve A Broking Client's Insurance Program + Date: Code: Time: Venue: Delivery of Professional Insurance Broking Services and Advice 15 October 2018 (Monday) 1510VC HKUST Business School Central, Room , 15/F Hong Kong Club Building, 3A Chater Road Central Please send your completed Enrolment Form with the cheque payment to: The Hong Kong Confederation of Insurance Brokers, Room 3407, AIA Tower, 183 Electric Road Company Name Contact Person CIB Mem. No. (if applicable) Contact No. Fax No. Please enrol the following persons for this seminar: (as shown on the HKID card) Surname Other Name CIB Reg. No. (if applicable) PAYMENT DETAILS No. of person(s) x $200 Total Fees: HK$ Cheque No.: (Payable to The Hong Kong Confederation of Insurance Brokers ) Declaration: 1. We have read and will observe the Rules Governing CIB Seminars. 2. We understand: i) Enrolment will be accepted on a first-come-first-served basis. ii) Enrolment without payment will not be entertained. iii) Enrolment fee is non-refundable and transferable to another course. iv) Official receipt will be issued only upon request in writing within one month after the seminar. v) HK$100 surcharge per person applied for enrolment or substitution after deadline. vi) Certificate of attendance will only be issued upon clearance of payment. v) CIB administration fee for bounced cheque is HK$ This seminar is subsidised by HKSAR Government under Financial Incentive Scheme for Professional Training Insurance Sector. Participants cannot seek reimbursement of training fees from any public funding scheme. Bad Weather Policy: In the event of cancellation due to bad weather, the seminar will be either re-scheduled or registrations may be transferred to other CIB CPD seminars of same fee level. Notice of re-scheduling will be issued ASAP. No refund will be given. For Office Use Only Cheque No. Verified By Payment Cleared Signature Date FIS CPD form-08.17

7 Enrolment Rules Governing CIB Seminars 1) CIB Seminars are open for enrolment to all interested persons of Hong Kong. 2) All enrolments should be sent with payment to the CIB Secretariat prior to the specified closing date of each Seminar. 3) Enrolment will be processed on a first-come-first-served basis. Enrolment without payment will not be entertained. 4) Confirmation of enrolment will be sent by fax or to enrolling participant or to the contact person. In case you have not received confirmation 1 day prior to the Activity, the Company contact person should contact the CIB Secretariat for the status. Only those who have their enrolment confirmed will be admitted to the seminar. Substitution or Cancellation 5) Written request from enrolling Participant for substitution of participant prior to the specified closing date of a Seminar will be entertained. 6) Substitution is allowed after the specified closing date of the Seminar but a fee is applicable. 7) Seminar will be cancelled if a No. 8 or higher tropical signal or black storm warning is hoisted within 3 hours before the commencement of activity or during the Seminar. The activity may be re-scheduled or registrations may be transferred to other CIB Seminar of same fee level. No refund will be given. 8) CIB reserves the right to cancel or re-schedule a Seminar with prior notice. Any fee paid for a cancelled or rescheduled Seminar will be refunded to the enrolling Participant. Registration of Attendance 9) All Participants have to prove their identities by showing the Hong Kong Identity Card or passport or driving license at designated registration counter and to sign in for confirming their attendance. No other proof of identity will be accepted. 10) 45 minutes after the commencement of a Seminar, registration counter will be closed and NO registration of attendance for that Seminar will be entertained. The participant may sit in the Seminar but will not be granted any certificate of attendance. 11) All Participants are required to sign in again after the lunch break. Granting of CPD Hours / Statement of Completion 12) When the Seminar is finished, participants should collect the certificate of attendance before leaving. Participants who fail to collect certificates of attendance before leaving will be considered as early retirees. 13) The following participants will not be awarded certificate of attendance with CPD Hours/ Statement of Completion: (a) (b) (c) (d) those failing to register attendance before the registration counter closes; or those, except for the break allowed in the programme, taking any other breaks longer than 10 minutes; or those retiring earlier than the end of the Seminar; or those who leave during the seminar/course and return before the seminar/course is ended. 14) ONE CPD hour will be deducted for any late arrival of over 10 minutes but not more than 30 minutes after the commencement of the Seminar. THREE CPD hours will be deducted for any late arrival for over 30 minutes but not more than 45 minutes after the commencement of the Seminar. Thereafter no CPD hours will be awarded. 15) For those who are late for more than 1 hour after the commencement of the Seminar, entry into the Seminar will be refused, and no certificate of attendance will be awarded. 16) For 2-consecutive days course, you must attend and complete the entire two-day course to earn the CPD Hours and receive a Certificate from CIB. 17) If the certificate of attendance is lost, the participant may apply in writing for a letter of certification at an administration fee of HK$100 payable to CIB. 18) HKCIB will have the final decision and reserves the right to change the rules without prior notice. Any further correspondence will not be entertained FIS CPD form-08.17