CSRM Course Resources

Linda Wright, CIC,CRIS, is The Commercial Account Manager at Rooney Insurance Agency, Inc in Tulsa Oklahoma. She has 25+ year of experience in an independent insurance agency. She was named 2016 Oklahoma Outstanding CSR of the Year for the State of Oklahoma by the National Alliance.Awarded 2016 Top 5 finalist for the National Outstanding CSR of the Year by the National Alliance.

Mary Husk, CIC, CRM, CPCU, Vice President of The National Alliance for Insurance Education & Research, discusses the importance of effective mentoring; the benefits of being a mentor, as well ways to make the most out of the mentoring experience.

Luke Figora, risk manager at Northwestern University, discusses why he chose a career in risk management, what a risk management career entails at a university, and how his department gains trust within the organization.

Four months into his insurance career and having yet to close his first deal, Taylor Romrell was referred by a coworker to The Producer School – a two-week training program that, in his words, “totally changed [his] business.”

Through trade shows, career fairs, and the InVEST Program, Linda Luka, CPCU, CIIP, CISR, AIS, DAE, AAI, spends a lot of time with college and high school students, teaching them about the industry, and working to change the misconceptions that many of them have about insurance.

A recent graduate of Mississippi State University, Kelsey has already earned her CISR designation, and set a goal the complete the CIC by the end of the year. Kelsey discusses her passion for insurance, her goals, and advice for others making a start in the industry.

Bob Rogers, CLU, ChFC, is a Distinguished Faculty member of The National Alliance. In this podcast, he tells the story of how he became an instructor for The National Alliance in 1985, his current experience teaching Dynamics of Selling, and how he came to be known as “the Alpo Guy.”