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Double Trouble - Certificates of Insurance and Business Auto Endorsements
Length: 2 hours


Does your staff get those Friday afternoon requests for Certificates of Insurance from a contractor? Do you know what can and cannot be put on that certificate? Can some requests be illegal? Can you define a stealth endorsement on a Business Auto Policy? How does the CA 99 10 broaden coverage? We have the answers to those questions and much more.

 

Jay Williams and Keith Jones bring their expertise by combining a Certificate of Insurance and the Business Auto policy together for a class titled, Double Trouble, Certificates of Insurance and Business Auto Endorsements. This class will keep you out of the E&O danger zone and provide the Best Practices approach to these important topics.

 

Presenters - Jay Williams and Keith Jones

Jay Williams, CIC, CRM, AAI, AIP, ACSR

Jay Williams is a veteran of the insurance industry, and his agency history includes producer; establishing and managing an agency marketing department; commercial lines manager; VP/agency operations manager; and agency owner. He worked with FAIA as the Managing Director of FMS, including writing and editing study manuals for the Florida Agent and Florida Adjuster licensing exams, and also serving on the Exam Review Committee.

Jay became president of both Bankers Underwriters and Bankers Employer Services before becoming the vice president of sales and agency relations for UPC, taking the company from a single-state model to a multi-state organization.

Currently, Jay is serving as the interim executive director for Applied Client Network, the association of member users of Applied System agency management software. He is a consultant and expert witness, and a respected authority on agency E&O loss control. Jay’s career experience gives him a uniquely rounded perspective on the insurance industry.
 

William Keith Jones

Wm Keith Jones

3068 Hawks Landing Drive

Tallahassee, Florida  32309

Work Phone: 850-878-2121 Mobile: 850-599-6123

E-mail: kjones@earlbacon.com

 

Education

            B.S., May 1981, Florida State University, Tallahassee, Florida

            Major:  Risk Management and Insurance

            Graduated - Magna Cum Laude

 

Professional Designations

            CPCU – Chartered Property and Casualty Underwriter – The Institutes

            CLU – Chartered Life Underwriter – The American College

            ChFC – Chartered Financial Consultant – The American College

            CASL – Chartered Advisor for Senior Living – The American College

            AAI – Accredited Advisor in Insurance – The Institutes

 

Licenses

            Florida – Property and Casualty

            Florida – Life and Health

            Securities – Series Six

 

Experience

            Earl Bacon Agency, Tallahassee, November 2000 – Present

            Commercial Account Executive

  • Commercial Property/Casualty Insurance Agent
  • Life and Financial Services Producer

Florida State University, Tallahassee, June 1999 – Present

Adjunct Faculty – Lecturer – College of Business

  •  Classroom Instruction - Department of Insurance/Risk Management

 

New England Financial, Tallahassee, June 1999 – December 2000

Financial Advisor

  • Life and Financial Services Producer
  • Financial Advisor

 

Florida Association of Insurance and Financial Advisors, Tallahassee, 1995 – 1999 

Director of Development

  • Membership Education and Professional Development
  • Continuing Education Instructor

Honors

  •  Two-time NCAA Academic All-American (football)
  • 2002 Emmy Award - Broadcasting

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