Career Risk Management
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1 Dennis Baltz, CPCU ARM SVP Client Advocate Willis Atlanta, GA Ryan Grelecki, Esq. Director of Business Development Kredible, Inc. Atlanta, GA Andy Kuchar, CPCU, ARM, CBCP VP Client Advocate Willis Atlanta, GA Career Risk Management Atlanta RIMS Educational Conference The Westin Atlanta Perimeter North February 12, :45 3:00
2 Getting Started and Getting To Know You Welcome and Session Highlights Managing career risks by getting back to basics Does your manager know you are here? Before we get started - - It s audience participation time! Risk Managers, brokers, underwriters, claims professionals, other, and students Designations and Degrees CIC, CPCU, ARM, MBA How many jobs have you had since college (1), (2-3), (4-5), 6 or more Have you changed jobs in the last two years? Questions Will take burning questions 1
3 Today s Agenda Resume development tips Risk Management career mapping Recruiters, designations and degrees Practical advice for students The virtual You 2
4 How Often Do People Change Jobs? Average person changes jobs 10 to 15 times during his or her career This translates into a significant amount of time spent changing employment Job searching and networking is a career-long pursuit these days Let s get started.! 3
5 Resume Time! Andy Kuchar
6 Resume Development Tips Gone in 6 Seconds Name Current title/company Previous title/company Previous position start and end dates Current position start and end dates Education 5
7 Resume Development Tips Truth be told most resumes are terrible Tip: Join The Ladders (theladders.com) Don t bother with resume review service One page or multiple? Items to watch The heading Simplify your name and contact information Avoid unprofessional addresses Gmail or bust? Proofread a few dozen times font changes, format changes, etc. What is your name again? What kind of sales training did you have 6
8 Resume Development Tips (continued) Don t take credit for inventing the Internet Collateral reductions Insurance premiums savings Student Tip: If you dug ditches, just say it Delete the following: References available on request Objective statement Duties vs. accomplishments Accomplishments should be specific Ideally include numbers Be prepared to describe your role 7
9 Accomplishments vs. Duties DUTIES Taught 6th, 7th, and 8th grade science classes Conducted in-class experiments Created lesson plans Graded student papers ACCOMPLISHMENTS Increased Iowa Test scores 23% over past 4 years 2012 Fulton County Science Teacher of the Year State Science Fair Student winners 6 consecutive years 8
10 Sample Resume Section 9
11 Total Compensation Statement John Doe - Total Compensation Statement XYZ, LLC Annual Base Salary $ 105,050 Annual Bonus (20%) $ 21,010 Mobile Phone Reimbursement $ (k) Match $ 4,202 Restricted Stock $ 5,000 $ 135,922 10
12 Five-Year Salary History John Doe - 5-Year Salary History Year Company Base Salary Variable Compensation Other Compensation Total 2011 ABC Company $ 66,300 $ 6,630 $ 1,500 $ 74, ABC Company $ 75,400 $ 7,540 $ 1,500 $ 84, ABC Company $ 77,900 $ 11,685 $ 2,500 $ 92, XYZ, LLC $ 95,500 $ 19,100 $ 9,160 $ 123, XYZ, LLC $ 105,050 $ 21,010 $ 9,862 $ 135,922 $ 420,150 $ 65,965 $ 24,522 $ 510,637 11
13 Salary Benchmarking (Using RIMS Salary Survey) Average Base Average Total Comp RIMS Compensation Survey All Companies Director - Insurance and Risk Management $ 133,400 $ 154,600 Page 47 Manager - Insurance Management $ 102,100 $ 111,400 Page 47 Public Companies Director - Insurance and Risk Management $ 148,200 $ 180,700 Page 61 Manager - Insurance Management $ 107,500 $ 119,900 Page 65 Revenue - $1-5B Director - Insurance and Risk Management $ 134,100 $ 155,100 Page 61 Manager - Insurance Management $ 102,400 $ 111,500 Page 65 Industry - Finance/Banking Director - Insurance and Risk Management $ 150,000 $ 188,600 Page 63 Manager - Insurance Management $ 101,900 $ 117,700 Page 67 AVERAGE Director - Insurance and Risk Management $ 141,425 $ 169,750 Manager - Insurance Management $ 103,475 $ 115,125 12
14 Risk Manager Evolution Maximize Shareholder Value Minimize Cost of Risk Chief Risk Officer??? Financial, Operational Hazard, Strategic Risks Risk Manager - Expanded Adds Business Continuity Adds and BCP some and role some in Role Enterprise in ERM Risk Management (ERM) Hazard Risk Manager Hazard Risks, Claim Management, Safety, Security Insurance Manager Purchasing Emphasis Purchasing Emphasis 13
15 Skills Inventory Company Name Company A Company B Company C Job Title (Ending) Risk Analyst Risk Manager Director, RM Company Profile 1 Company Legal Status Private Public Public 2 Industry RE / FI Habitational Restaurant 3 Primary Company Operations Domestic-Only Domestic-Only Multi-National 4 Reporting Structure Non-C-Suite Non-C-Suite General Counsel 5 Supervisory Role No direct reports No direct reports 1-5 risk team members Traditional Risk Management 1 Property & Casualty insurance placement Yes Yes Yes 2 Management liability insurance placement Yes Yes Yes 3 Surety N Yes Yes 4 Claim Management - Property Yes Yes Yes 5 Claim Management - General Liability / Auto Liability Yes Yes Yes 6 Claim Management - Workers' Compensation Yes Yes Yes 7 Claim Management - Management Liability Yes Yes Yes 8 Qualified Self-Insured Programs N N Yes 9 Environmental Health and Safety Yes N N 10 OSHA Compliance Yes N N 11 Security Yes N N 12 Contract Review Yes Yes Yes 14
16 Skills Inventory Company Name Company A Company B Company C Job Title (Ending) Risk Analyst Risk Manager Director, RM Enterprise Risk Management 1 Led ground-up ERM program development 2 Participated in ground-up ERM program development 3 Inherited and managed existing ERM program 4 Participated on company's ERM committee 5 Materially overhauled ERM program 6 Presented to company's Board of Directors Business Continuity Management 1 Led ground-up BCM program development 2 Participated in ground-up BCM program development 3 Inherited and managed existing BCM program 4 Participated on company BCM committee 5 Materially overhauled BCM program 6 Disaster recovery 7 Tabletop BCM exercises Captives 1 Led effort to launch company-owned captive 2 Participated in launch of company-owned captive 3 Inherited and managed existing captive insurance company 4 Led effort to place captive into runoff, managed dissolution Risk Management Projects 1 Developed risk financing cost allocation system 15
17 Practical Career Tips Dennis Baltz
18 Practical Advice for Working With Recruiters Work with the best recruiters Be selective about who you talk to Identify recruiters who specialize in your occupation Call recruiters back like they are customers same day if possible The interview starts at the moment when you talk to the recruiter Be transparent - - expect the tough questions and answer honestly Have answers to these questions: What do you want to do next? People seldom know the answer to this What differentiates you? What is your specialization? What is your niche? Even if you are not actively looking for a job, talk to a recruiter The most valuable candidates are those who are not actively looking for work This is your life! It s important to get this right! 17
19 Most Common Insurance Designations By Job Designation Total Cost Number of Courses to Pass Continued Ed Required Risk Manager Underwriter Agent/ Broker Claims AIC Associate in Claims $1,200 3 No AU Associate in Commercial Underwriting $1,560 4 No ARM Associate in Risk Management $1,170 3 No CIC CBCP CRM Certified Insurance Counselor Certified Business Continuity Professional Certified Risk Manager $2,000 5 Yes $950 1 Yes $2,150 5 No CPCU Chartered Property Casualty Underwriter $3,600 8 No 18
20 Advanced Degrees Undergraduate Degrees A Risk Management & Insurance (RMI) major is: An unfair advantage in our business! Equivalent of 1-2 years experience Accounting, Finance, Liberal Arts majors can succeed also Major hiring organizations include agencies, brokers, insurance carriers, financial planning, corporate risk management, and claims Graduate Degrees Finance MBA Corporate Risk Management Insurance Brokerage and Carriers Risk Management & Insurance MBA Consider an online Program for the career professional 2015 U.S. News & World Insurance School Rankings 1.University of Georgia 2.University of Pennsylvania (Wharton) 3.University of Wisconsin Madison 4.Temple University 5.Georgia State University 6.Florida State University 7.New York University 8.University of Illinois Urbana-Champaign 9.St. Joseph s University 10.University of Texas Austin Source: 19
21 Practical Advice for Students 20
22 Practical Advice for Students Resume Resume Resume Internship? Be Yourself Be prepared Research the company and industry Professional dress Have 5 prepared questions to ask interviewer Take practice interviews Leave the State of Georgia 21
23 The Virtual You Ryan Grelecki
24 Your Online Presence and the Importance of the Virtual You 23
25 Why Should You Listen to Me? 24
26 Why Should You Listen to Me? Cluster Map Gaze Concentration Areas of Interest Heat Map Gaze Fixation Virtual Connection & Eye Contact
27 Research Findings 26
28 Research Findings Low Risk High Efficiency + 27
29 Your Passive Presentation Headline Capability Summary Believability Recommendations Honors & Awards Compatibility Summary Recommendations Position Titles & Descriptions Projects Photo Certifications (Designations) Courses (Continuing Ed.) Photo Organizations Causes Volunteer Photo 28
30 Your Active Engagement Be Seen, Stand Out, Get Chosen, but... STAY ENGAGED Seek Out Meaningful Connections Share Content Get & Give Recommendations Join LinkedIn Groups 29
31 Dennis Baltz, CPCU ARM SVP Client Advocate Willis Atlanta, GA Ryan Grelecki, Esq. Director of Business Development Kredible, Inc. Atlanta, GA Andy Kuchar, CPCU, ARM, CBCP VP Client Advocate Willis Atlanta, GA Career Risk Management Atlanta RIMS Educational Conference The Westin Atlanta Perimeter North February 12, :45 3:00
32 Sample Contact Information Do This Andy Kuchar Atlanta, Georgia (770) Not That Andrew Paul Kuchar, Jr., ARM, CPCU, CBCP 302 Moss Court, Woodstock, GA (770) Go Back 31
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