Topic: "When the Risk of Loss Leaves You at a Loss for Words"
Almost every seasoned risk management professional has had at least one client ask for assistance or advice concerning a situation that leaves the risk manager, broker, underwriter, or claims specialist gobsmacked. When your first, unspoken response to a question posed to you is “What the [insert word of choice here] are you THINKING?” how do you actually word your response in a way that gets your message across while at the same time maintaining the client’s dignity and doesn’t lose you the business? The phrases “that’s a very good question” or “that’s a very interesting request” will buy you some time, but you need to answer the question as well, in a way that protects all parties involved, doesn’t give anyone permission to do anything really stupid, and won’t get you in trouble if you are ever asked about this request during a deposition.
Location:
The Jonathan Club
4th Floor: The Beaumont Room
545 S Figueroa St,
Los Angeles, CA 90017
Date:
Tuesday, February 13
Time:
11:30 Registrations and Networking
12:00 Luncheon and Discussion led by Tessa Lucero, CPCU
$50 for non-members, guests, and walk-ins, $45 for paid members and $40 for CPCU Retirees
Tessa M. Lucero, CPCU is a Marine Client Advisor at Marsh & McLennan. She joined the insurance industry in 1985 and earned her CPCU designation in 1989; she also holds the ARe, AIT, AMIM, AIAF, and AINS designations. She has been a member of the Los Angeles Chapter since 1989 and served on the board from 1999 to 2013. She leads CPCU courses live for the Insurance Educational Association and online for The Institutes
