1. finance
2. personal finance
3. insurance

Insurance Women of Buffalo Inc.
Present The
Queen City Caller
March 2015 Bulletin
President’s Message
Happy Easter!
April is an exciting month for Insurance Women of Buffalo. We will be showcasing WNY this month when
the Federation of New York Insurance Professionals (FNYIP) Convention takes place April 24 th, 25th and
26th in Niagara Falls.
Let’s show our pride by taking part. There is education, networking, and just plain old fun! Also, M & T
Insurance Agency has been chosen as the Employer of the Year. What a great tribute to M & T to be able to
be honored by FNYIP on our own turf. There is still time to register for the Banquet and the education so
please act quickly.
Please join us at Convention!! Can’t wait to see you….
Respectfully,
Linda
Linda M Potwora, CIC
IWOB President 2014-15
Respectfully,
Linda M Potwora, CIC
President – IWOB 2014-15
Queen City Caller – March 2015
House
Our dinner meeting will be held at AcQua Restaurant (2192 Niagara Street, Buffalo, NY 874-5400) on
Tuesday, April 14, 2015. Networking and cash bar will take place from 5:00 to 5:45 p.m., dinner will be
served at 5:45. The cost is $24.00.
April's dinner menu is:
 Regular dinner: Chicken Francaise – Batter dipped boneless breast of chicken with lemon sauce,
served over pasta.
 Or Alternative dinner : Portobello Mushroom Stack – Layered with Grilled Vegetables & Tomato
Essence
All dinners are served with rolls & butter, dessert (Chef's choice of the day) coffee & tea.
1. Reservations must be made by 10:00 a.m. Friday, April 10, 2015. Email/telephone your
reservations to Christina Border email: CBorden2@walshins.com or call my direct line 362-7395. At
the time of the reservations, please advise the name and employer and any guest you will be bringing with
you, and their dinner choice.
2. Please let me know if you are sensitive to any foods so that the staff can be alerted.
3. The Permanent Dinner List is: (if you wish to be added, please let me know)
Beverly Cotter
Jennie Matteliano
Michelle DiMartile
Connie Smith
Karen Malcolm
Rachel Stover
Erin Cole
Laura Nosbish
Renata Kowalczuk
Jean Young
Linda Potwora
Robin Grzechowiak
Sandy Patterson
Wendy Hart
Karen Willard
FYI: Standing Rule #8A & #8B apply:
8A): Any member who name appears on the permanent dinner list must advise the House committee
of cancellation by 10:00 a.m. on the Friday preceding the regular Tuesday meeting.
8B): Anyone with a reservation for dinner who does not cancel by 10:00 a.m. on the Friday
preceding the regular Tuesday meeting must reimburse the Association for the cost of their meal.
Please note: A confirmation will be sent via email in regards to the dinner. Should you not receive a reply
within a day, please re-send the email or give me a call.
We will have nametags available at the door when you check in. Please wear the nametags during the
meeting. Be sure to leave the nametags on your table or at the door before you leave.
Thank you!! We look forward to seeing you at AcQua Restaurant!!
Christina Borden, House Chairman - CBorden2@walshins.com; direct line 716-362-7395.
Insurance Women of Buffalo
Queen City Caller – March 2015
Employment
Hi ladiesHappy spring (finally)! Here are some great employment opportunities to check out!
M&T Bank is looking for an experienced, well-seasoned Account Manager to handle mid to large CL
accounts. To apply, go to www.mtb.com, click “careers” at the top of the page, then refine by New York,
Buffalo, 285 Delaware Ave, and the posting ID is 3CYU6.
M&T Bank’s, Corporate Insurance & Risk Department, has an opening for someone looking for a challenge
and a different approach to insurance. M&T seeks a Commercial Account Manager to work on the bank’s
corporate insurance program, including claims handling for bank-specific coverage. M&T provides internal
training on coverage, claims, and all bank-wide procedures. Please forward resume to Cindy Marano,
Seneca Larkin, 701 Seneca Street, 3rd Floor, Buffalo, NY 14210, or email her at cmarano@mtb.com.
The Cesar Group, Inc. has an immediate opening for a full-time commercial lines CSR, with benefits. The
Cesar Group is located at 354 Cayuga Road, Buffalo, NY 14225. Contact Bernie Jr. at (716) 626-0066.
Attached at the end of the bulletin are four openings from Lawley Services, one from Travelers, and one
from Aldrich & Cox.
Thanks,
Erin
Erin E. Molisani, Employment Chair
Molisani@cn-lo.com
Insurance Women of Buffalo
Queen City Caller – March 2015
Bulletin
Bulletin articles for the May Bulletin are due by April 25th. When you email your article, I will respond
to confirm receipt. If you do not hear from me, send a follow up email or call me at 856-8220 x142.
In Fellowship,
Michelle DiMartile, API, CPIW
Bulletin Chair
Program
Hello Everyone! It’s hard to believe that Easter is around the corner. Christina Borden was kind enough to
get her Professor from College to speak at our April dinner meeting. Her name is Erica Swiatek. Here is a
little bio about her: Erica Swiatek is a high energy, passionate, facilitator, consultant and trainer. Designing
and delivering instructor-led courses, games, and activities in creative problem solving, innovation,
leadership skills, change management and team building.
Erica helps clients think differently by introducing them to techniques and tools that they can use in both
their professional and personal lives. She has several years of experience working with call centers and
large health insurance companies.
Erica has presented at several creativity conferences and Association for Talent Development (ATD). Erica
graduated from Buffalo State with a Master’s of Science in Creativity and Change Leadership. She loved it so
much she became an adjunct faculty there and teaches at both the graduate and undergraduate levels.
Yours in fellowship,
Karen Willard
President-Elect
Insurance Women of Buffalo
Queen City Caller – March 2015
Budget
The Budget Committee is meeting in March and we will be reporting on our tentative 2015 to 2016 Budget
at the April Meeting.
Thanks to the committee members.
Yours in fellowship,
Deanna Filipski CPCU CPIW
Committee Chair
Education
April 2015 Education Bulletin Article
Your Budget Committee,
Deanna Filipski
Happy Spring!
Congratulations to our Scholarship winners this year: Robin Neary ($1,500) and Timothy Madden ($1,000).
Both winners read their essays at Associates Night and they did a great job! Letters have gone out to all of
this year’s applicants to thank them for taking the time to apply and inviting them to apply again next year if
they meet the qualifications.
Ted Wash, President and Chief Operating Officer of Walsh Insurance Group was also with us at Associates
Night and he presented the Barbara Kane Scholarship to this year’s winner Connie Smith.
Right now, Deanna Filipski and Sandy Patterson are finishing up teaching our Public Speaking class.
Stephanie Domagala, Linda Potwora, Kathleen Rapasadi, Rachel Stover and Maggie Suhanov are the class
participants and I would like to personally congratulate each one of them for taking the time to t ake this
very worthwhile training.
Thank you everyone and Happy Easter!
Robin Grzechowiak, CIC, CISR, CPIW, Education Chair
Yours in fellowship,
Robin Steiner-Grzechowiak, CIC, CISR, CPIW
Insurance Women of Buffalo
Queen City Caller – March 2015
Membership
Happy Spring!
Just a reminder to all the new members, if you are interested in a mentor please let us know we would be
happy to assign someone to you or you may grab someone you may already know.
As the year continues, please consider inviting a friend or new co-worker to one of our events to show them
what the Insurance Women of Buffalo is all about. We have so many exciting things going on right now,
what a great time to shine and show what a wonderful organization you belong to!
In fellowship,
Sincerely,
Jean Young, Chair
Laura Nosbish, Co-Chair
Convention
Hi Everyone!
Convention is only one month away! Hard to believe, we're almost there! The committee is doing some
really fantastic things, to make this convention memorable. If you haven't registered yet, please do so...you
won't be disappointed!
We still need contributions to the door prizes. This would be a small gift or gift card, of approximately $10
in value. Please let me, or Karen Willard know if you have anything to donate, so that we can get those gifts
from you.
Also, as many of you know, the charity of choice for FNYIP is the Special Olympics. Every convention, there
is a basket raffle, which benefits that charity. We are looking for donations for a basket, to be used in that
raffle. We have traditionally done a Buffalo themed basket, so if you can donate something uniquely Buffalo,
we'll put everything into a basket for our contribution to this worthy cause. Any questions, please contact
me.
Our next convention meeting will be on Thursday, April 2nd, at 5:30, at Keller & Co offices. We will be
stuffing the goody bags that everyone gets at registration. If you plan on helping out at that meeting, please
let me know. Thanks!
Wendy Hart
Convention Co-Chair
Queen City Caller – March 2015
Legislation
IWOB LEGISLATION UP-DATE
Nurse Practitioners Modernization Act
Effective January 1, 2015, the Nurse Practitioners Modernization Act removes the requirement that a
written practice agreement must exist between an experienced nurse practitioner as a condition of practice.
The implications of the Act are: a nurse practitioner with more than 3,600 hours of clinical practice will no
longer be required to have a written collaborative
agreement
Queen City C
aller – Marcwith
h 201a5 physician or to submit patient charts to
a physician for review. Instead, these nurse practitioners will only be required to have an established
relationship with a physician or a hospital for referrals or consultation. There is no change for nurse
practitioners with less than 3,600 hours of practice, who are still subject to the prior requirements which
ueen City Casigned
ller – Mawith
rch 20
5
include: maintaining a written practice Q
agreement
a1physician,
identifying practice protocol
approved by the State Education Department and conducting chart reviews with a physician.
E-Cigarette Use in Buffalo
A new law signed by Mayor Byron Brown makes it illegal in Buffalo to use electronic cigarettes anywhere
the City bans traditional smoking: public transportation, public elevators, City-owned and leased buildings,
many large retail and wholesale businesses and City schools (except for areas reserved for adults using
faculty rooms or other designated spots). The ban also reinforces the existing State law, making it illegal to
sell electronic cigarettes to anyone under the age of 18.
Filing of Court Papers with Personal Information
The Office of Court Administration has issued a new rule to curb identity theft. According to Uniform Civil
Rules of the Supreme and County Courts §202.5(e), personal information shall be redacted whether or not a
sealing order has been sought if any of the following is contained therein:
•
taxpayer ID number including social security number, employer identification number, and
individual tax payer identification number (except the last 4 digits);
•
date of birth, other than the year;
•
full name of any individual who is a minor except a minor’s initials; or
•
financial account number including credit or debit, bank account number, investment account
number, and/or insurance account number (except the last 4 digits).
-Continued-
Legislation Continued
Witness Impeachment
In a recent Fourth Department case, Town v. E.B. Burns, testimony regarding an out of state 1983 conviction for
contempt based upon the lies an expert told during trial testimony was permitted upon cross-examination of
the expert witness. Although impeachment based upon “old convictions” was typically excluded by a trial
court, a conviction based upon perjury or other acts of dishonesty or untrustworthiness is special – no matter
how long ago it was committed. The court further held that the plaintiff’s attorney should have been afforded
an opportunity to rehabilitate the expert on re-direct by asking him to explain away the contempt conviction.
The trial court refused to permit said re-direct but it was deemed to be “harmless error” as the excluded
testimony would not have brought about a different verdict.
Court Ordered Jobs Not Subject to Wage Loss
In a recent decision the Southern District, Doyle v. The City of New York, plaintiffs alleged that they deserve to
receive minimum wage for their court ordered garbage collection and clean-up of parks and bridges around
the City as part of court ordered community service. The court clarified that these individuals were given an
adjournment in contemplation of dismissal (ACD), which requires the defendants to stay out of trouble and
comply with terms ordered to win dismissal of charges against them. The court held that the definition of an
“employee” under the Fair Labor Standards Act is a broad one, but does not include individuals who are ACD
workers. Judges in the Second Circuit apply an “economic realities” test to determine whether an individual is
an employee. The court held that the reality of this case was that individuals do not perform community
service in satisfaction of an ACD to earn a living, nor did the individuals make an argument that they had a hope
of being paid when they made their decision to accept the ACD. The purpose of the ACD program is to enable
the parties to resolve the case involving minor offenses in a way which provides more substantial
consequences than an outright dismissal of the charge, but allows the Defendant the ability to avoid the risks
and anxieties associated with further prosecution and the criminal stigma which attaches to convictions. The
holding is analogous to the Labor Law Standard 240 decision from the Fourth Department in 1999, Richel,
holding that an inmate on a work release program is not an employee and thus, not a protected person.
Appeal of an Order made on Motion in Limine
The prevailing case law of an Order made on Motion in Limine is that it is not appealable as it is merely an
advisory opinion on admissibility of evidence. The Fourth Department in Dischiavi v. Calli distinguished
between an order which limits the evidence (not appealable) and an order which limits the legal theories to be
tried (appealable).
Statute of Limitations
The Statute of Limitations for an intentional injury (battery) is one year pursuant to CPLR §218. However, if a
criminal action has been brought against an individual and a civil action is sought to arise from the same event,
pursuant to CPLR §218(8) the one year statute runs from the termination of the criminal action. In a trial level
decision in New York City, Sneider v. A.B. Green Gansevoort, the court held that the “termination” of the criminal
action is, at the very earliest, the sentencing of the Defendant or “some other final disposition”. Because the
Defendant was given a conditional discharge which included a sealing of the conviction if he stayed out of
trouble for one year, the court left open the possibility that the termination of the action would occ ur upon the
sealing, which had not yet occurred.
Sincerely,
Renata Kowalczuk
Insurance Women of Buffalo
Queen City Caller – March 2015
Fundraising
Brunch & Basket Raffle Fundraiser
Please be sure to see the "Save the Date" flyer announcing our Basket Raffle and Fundraiser. It is Sunday,
May 17th @ Classics V on Niagara Falls Blvd. We are looking for basket donations and Lottery tickets for
our Lottery tree. In lieu of the 50 basket pre-sales, we decided to do something different this year. Please
see the attached Spring Fundraiser Lottery Tree form, please help support our function by trying to presell
to your family & friends. You can collect the money and sheets and give to Jean or any board member who
will get it to Jean. Thank you.
The Corporate sponsorship letters have been mailed out and one is included in the bulletin. Please pass this
on to anyone you can think of and let me know who you sent it to so we may add them to our mailing list.
This is our biggest fundraiser for the year, it supports our scholarships and our general membership as a
whole.
We are looking for volunteers to work on the committee. Please bring a bottle of wine or cheer to add to the
"Basket of Cheer Raffle". I know we ask a lot of our membership in the events that we put on each year and
"WE" do "APPRECIATE" everything that you do. If it wasn't for "YOU" the Insurance Women of Buffalo,
Inc. wouldn't be where it is today!!!
Patron Ads are being taken by Sandy Patterson and Robin Grzechowiak is taking the Pre-Sale & Brunch
ticket sales.
We will be meeting again shortly and date and time will be announced. If you have any questions, please
feel free to contact me at 926-8696 or email me at: csmith@evansagencyins.com.
THANK YOU!!!!!!
In Fellowship,
Connie Smith & Karen Malcolm
Fund Raiser Co-Chairs
Insurance Women of Buffalo
Insurance Women of Buffalo 2014 – 2015 Officers
President:
Linda Potwora
Potwora@aol.com
President Elect:
Karen Willard
kwillard@russellbond.com
Secretary:
Maggie Suhanov
msuhanov@mtb.com
Director:
Laura Nosbisch
lnosbisch@evansbank.com
Director:
Rachel Stover
rstover@mtb.com
Vice President:
Connie Smith
csmith@evansagencyins.com
Treasurer:
Karen Malcolm, CIC, CPIW, ACSR, AINS
kmalcolm@mtb.com
Director:
Michelle DiMartile
mdimartile@russellbond.com
Director:
Beverly Cotter
bcotter@kellerandco.com
Director:
Wendy Hart
hartw@lovullo.com
2013 – 2014 Committee Chairs
Automation:
Kelly Larkin
Kelly.larkin@thehartford.com
Bulletin:
Michelle DiMartile, API, CPIW
Mdimartile@russellbond.com
Budget & Finance
Deanna Filipski
flipperv@roadrunner.com
Bylaws:
Connie Smith
csmith@evansagencyins.com
Education:
Robin Grzechowiak, CIC, CISR, CPIW
rgrzechowiak@mtb.com
Employment:
Erin Molisani
molisani@cn-lo.com
House:
Christina Borden
cborden2@walshins.com
Legislation:
Renata Kowalczuk
rkowalczuk@brownkelly.com
Membership/Mentoring:
Jean Young
jyoung@evansagencyins.com
Nominating:
Laura Nosbisch
lnosbisch@evansbank.com
Parliamentarian:
Sandy Patterson, CISR, CPIW
Sandpatt71@gmail.com
Past Presidents:
Wendy Hart
hartw@lovullo.com
Program:
Karen Willard
kwillard@russellbond.com
Safety:
Rachel Stover
rstover@mtb.com
Public Relations:
Beverly Cotter
bcotter@kellerandco.com
Immediate Past President:
Karen Malcolm, CIC, CPIW,
ACSR, AINS
kmalcolm@mtb.com
lnsurance Women of Buffalo, lnc- OSltTlz0t,S
Spring Fundraiser
Name:
Phone:
Seller:
The lnsurance Women of Buffalo are holding their annual Scholarship Fundraiser. This year we are having a Brunch and
Basket Raffle, Sunday, May 77,2015 at 10:00 am at Classics lV Banquet Center. We are extending the opportunity to
purchase LOTIERY TREE raffle tickets to those who cannot make the event.
.
.
Lottery Tree (value 5200.00 +) Raffle tickets: 1 for Ss.oO or 3 for SrO.oo.
Completely fill out the form with your name, phone number, and who you purchased
tickets from. Return sheet with payment (cash or check payable to IWOB).
o We will call the winner early evening on Sunday, May L7,20L5 if not present and will
make arrangements to deliver the Lottery Tree.
o
Please have all your forms turned in by Thursday, May 14th, 20L5 to Jean Young.
Please call Jean at 984-0215 or 926-8598 with questions. Thank You ond Good Luck!
lnsurance Women of Buffalo, Inc Spring Fundraiser
O5ll7l20l5
Name:
Phone:
Seller:
The lnsurance Women of Buffalo are holding their annual Scholarship Fundraiser. This year we
are having a Brunch and Basket Raffle, Sunday, May 17, ZO1Sit 10:00am at Classics lV Banquet Center. We are
extending the opportunity to purchase IOIIERYTREE raffle tickets to those who cannot make the event.
l for 55.00 or 3 for 510.00.
o
Lottery Tree (value 5200.00 +) Raffle tickets:
a
Completely fill out the form with your name, phone number, and who you purchased
tickets from. Return sheet with payment (cash or check payable to IWOB).
We will call the winner early evening on Sunday, May t7,20LS if not present and will
make arrangements to deliver the Lottery Tree.
Please have all your forms turned in by Thursday, May 14th, 20L5 to Jean Young.
Please call Jean at 984-0215 or 925-8598 with questions. Thonk You ond Good Luck!
INSURANCE WOMEN OF BUFFALO, INC
ANNUAL EDUCATION FUNDRAISER
BRUNCH & BASKET RAFFLE
CLASSICS V BANQUET CENTER
MAY 17, 2015
INDIVIDUAL PATRON
NAME__________________________________________________________________
COMMENT_____________________________________________________________
______________________________________________________________________
In honor of or in memory of a woman who has been a positive influence in your life.
DONATION $5.00
Cash_____________
Check – Payable to Insurance Women of Buffalo, Inc.
The Insurance Women of Buffalo, Inc. are hosting our Annual Brunch and Basket Raffle.
Please include a comment in honor of, or in memory of, a woman who has been a
positive influence in your life. I will be available at the business meeting to collect this
form and your donation, or you can mail to me.
Sandy Patterson
55 Hampton Pkwy.
Kenmore, NY 14217
Yours in fellowship
Sandy
SAVE THE DATE
Sunday,May 17th, 2015
Join us at our Annual Fundraiser
and help support our
Educational Scholarship Programs
Brunch & Basket Raffle
Cost: $25.00 - Includes entry, brunch, 1 sheet of 25 tickets, Door prize ticket
and 1 BIG ticket for $50 & up tables.
Classics V Banquet Center
2425 Niagara Falls Blvd
Amherst, New York 14228
Doors open at 10:00 a.m.
Brunch at 11:00 a.m.
Baskets drawn immediately following brunch
Good food, good fun, and…good luck!
For more information contact:
Connie Smith: (716) 926-8696 csmith@evansagencyins.com
Karen Malcolm: (716) 651-4222 kmalcolm@mandtinsurance.com
Or visit The Insurance Women of Buffalo Inc.
Website: www.insurancewomenbuffalo.com
Lawley Insurance
Client Service Specialist - COBRA
Lawley Benefits Group - Buffalo, NY
Lawley Benefits Group is looking for an experienced COBRA administrator with experience in
consolidated billing. Lawley offers an outstanding package including salary, comprehensive
Benefits, a 401K with contribution and no waiting period and fully paid parking in our downtown
Buffalo office.
Job Summary
This position maintains COBRA compliance for all clients with the proper administration of their plans
and members. Conduct demonstration and training as necessary for new online enrollment clients and
maintain complete and accurate documentation and procedures on all related workflows. Evaluate
current and proposed systems and procedures, recommend and implement changes/efficiencies as
needed. Generate and distribute Qualifying Event Notifications for participants on a weekly basis as
well as monthly participant & employer group invoices from COBRA administration software. Set up
and prepare consolidated carrier bills for clients, implement, maintain, and assist in open enrollment for
all online enrollment systems. Process new hires and terminations and work with appropriate carriers
to remove or add coverage and issue the appropriate credits to insureds’ bills when necessary.
Qualifications
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Demonstrated knowledge of COBRA administration, consolidated billing and online enrollment
administration desired
Life/Accident & Health License preferred
TPA experience preferred
Proficient in Microsoft Office, including Word & Outlook; highly proficient in Excel
Excellent email, verbal and written communication skills
Demonstrated organizational skills, attention to detail and multi-task abilities
Results-oriented and resourceful, able to troubleshoot
Ability to maintain a positive attitude, express enthusiasm and be flexible
Ability to carry out complex tasks with many concrete and abstract variables
Compatible with other employees; ability to work independently or as part of a team
Participate in projects and other duties on an as-needed basis, or as requested
Minimum of two (2) years in a similar or related position
Associate degree preferred
Supports all Lawley Benefit Group initiatives, as guided by Lawley values, sales culture and
scorecard
Please contact Kim Navagh, Talent Manager, by submitting your resume and interest to this
opening on the careers page of www.lawleyinsurance.com.
Lawley Insurance
Account Manager – Personal Lines
Buffalo or Rochester, NY Office
Lawley Insurance is adding to their dynamic Personal Lines team and is seeking an energetic Account
Manager. In return, Lawley offers a positive, collaborative culture with generous salary and benefits
(including paid parking and fully covered medical) as well as an AWESOME 401K. This position can
reside in either our Buffalo or Rochester, NY office.
Job Summary
Position will include performing complete annual account review/providing recommendations for
coverage enhancements ninety days prior to renewal. Handle all new business and endorsements for
existing clients, ensure applications are completed and uploaded correctly. Handle underwriting
cancellations and work with the insured/company to save the business. Refer clients to LBG, Specialty
Lines, Risk Management and/or Commercial Lines for solicitation as appropriate.
Qualifications
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Pertinent knowledge of insurance products and usages
Relevant understanding of insurance documents
Ability to utilize computer programs and understand their functionality; EPIC and/or Applied
experience desired
Excellent verbal and written communication skills
Strong organizational skills, attention to detail and multi-task abilities
Results-oriented and resourceful
Willingness to pursue continuing education
Ability to work in a high-pressure, fast paced environment w/significant telephone and personal
disruption
Ability to maintain a positive attitude, express enthusiasm and be flexible
Ability to carry out complex tasks with many concrete and abstract variables
Ability to work independently or as part of a team
Property/Casualty License; insurance designations preferred
Minimum of one (1) year in a similar or related position
Associates degree preferred
Supports all Personal Lines department initiatives, as guided by Lawley values, sales culture
and scorecard
Please contact Kim Navagh, Talent Manager, by submitting your resume and interest to
this opening on the careers page of www.lawleyinsurance.com.
Lawley Insurance
Commercial Lines Account Manager (Select)
Lawley Tradition – Dunkirk, NY
Our thriving Dunkirk, NY office is seeking an experienced Account Manager to service Commercial
clients throughout the region. We offer Lawley’s long standing and excellent reputation, a supportive
culture, awesome benefit package (including 401K that begins ASAP) and competitive salary –as well
as beautiful offices with customers who visit frequently!
Job Summary
Please inquire to us if you have the experience conducting consultative conversation, maintaining
current and accurate records of client coverage and underwriting information as well as producing
binders, certificates, policies, proposals, summaries of insurance and other insurance documents within
designated timelines. Additional desired experience would include obtaining non-marketed renewal
quotes from existing carriers, completing renewal processes and handling non-renewal and
cancellations for cause.
Qualifications
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Pertinent knowledge of insurance products and usages
Relevant understanding of insurance documents
Ability to utilize computer programs and understand their functionality; Applied experience preferred
Excellent verbal and written communication skills
Strong organizational skills, attention to detail and multi-task abilities
Results-oriented and resourceful
Property/Casualty License; insurance designations preferred
Willingness to pursue continuing education
Ability to work in a high-pressure, fast paced environment with significant telephone and personal
disruption
Ability to maintain a positive attitude, express enthusiasm and be flexible
Ability to carry out complex tasks with many concrete and abstract variables
Ability to work independently or as part of a team
Minimum of three (3) years in a similar or related position
College degree preferred
Supports all Commercial Lines department initiatives, as guided by Lawley values, sales culture
and scorecard
Please contact Kim Navagh, Talent Manager, by submitting your resume and interest to
this opening on the careers page of www.lawleyinsurance.com.
Lawley Insurance
Account Manager – Commercial Lines
Corporate Office – Buffalo, NY
Lawley Insurance is a dynamic sales and service organization looking for a licensed and experienced
Account Manager to handle our middle market accounts. This position, which is open due to an
upcoming retirement, will require supporting, obtaining, servicing and retaining commercial accounts.
Lawley Insurance offers a positive, collaborative culture with generous salary and benefits (including
paid parking and fully covered medical) as well as an AWESOME 401K.
Job Summary
Please confidentially inquire to us if you have the experience conducting consultative conversation,
maintaining current and accurate records of client coverage and underwriting information as well as
producing binders, certificates, policies, proposals, summaries of insurance and other insurance
documents within designated timelines. Additional desired experience would include obtaining nonmarketed renewal quotes from existing carriers, completing renewal processes and handling nonrenewal and cancellations for cause.
Qualifications
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Pertinent knowledge of insurance products and usages
Relevant understanding of insurance documents
Ability to utilize computer programs and understand their functionality; Applied experience preferred
Excellent verbal and written communication skills
Strong organizational skills, attention to detail and multi-task abilities
Results-oriented and resourceful
Property/Casualty License; insurance designations preferred
Willingness to pursue continuing education
Ability to work in a high-pressure, fast paced environment with significant telephone and personal
disruption
Ability to maintain a positive attitude, express enthusiasm and be flexible
Ability to carry out complex tasks with many concrete and abstract variables
Compatible with other employees
Ability to work independently or as part of a team
Appropriately attired for a professional office environment
Minimum of three (3) years in a similar or related position
College degree preferred
Supports all Commercial Lines department initiatives, as guided by Lawley values, sales culture
and scorecard
Please confidentially contact Kim Navagh, Talent Manager, by submitting your resume
and interest to this opening on the careers page of www.lawleyinsurance.com.
Travelers Insurance, Buffalo, NY
Unit Manager, Claim Services
Apply directly: www.travelers.com, requisition 336BR
Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and
consistent record of strong operating returns mean security for our customers - and opportunities for our employees.
You will find Travelers to be full of energy and a workplace in which you truly can make a difference.
Job Summary
- Lead and direct claim customer service team ensuring efficient and effective implementation of strategic initiatives
and operational goals. - Coach, mentor and facilitate development of team members to maximize individual and
organizational performance. - Evaluate and manage performance objectives relative to quality, productivity and other
office standards/goals as well as providing individual and team feedback on an ongoing basis. - Recognizes all
factors of performance, business results and personal effectiveness.
Primary roles and responsibilities
Attract, Retain and Develop World Class Talent: - Work with management to establish and implement a strategic
staffing strategy; establish and maintain high recruiting standards to acquire high caliber of people with diverse skills
and backgrounds. - Motivate team members by providing training, honest constructive performance feedback and
counseling. - Effectively utilize reward system to distinguish top performers and significant achievements. Recognize all factors of performance, business results and personal effectiveness. Provide Compelling Claim
Services - Employ proper claim handling techniques to protect the integrity of our brand and providing consistent
service quality and streamlined processes to add value for our customers. - Develop & execute a strategic file
management plan that achieves optimal file resolution and business results. - Establish and monitor individual team
goals based on the overall office objectives and adherence to Best Practices. - Conduct quality file reviews per office/
best practices guidelines (Keep and Close). - Coordinate work activity to ensure appropriate deployment of resources
to maximize productivity and ensuring the highest level of service. - Implement strategies and initiatives to improve
file quality, customer service and manage costs. - Anticipate operational challenges and plan proactively to address.
Partner for Mutual Success - Proficient in Microsoft Office- Span of Control approximately 14-16 Claim Customer
Service Representatives. Leading the Business: - Executes Business Strategy - Leads Change - Drive
Results/Promotes Enterprise Culture - Leading Others: - Attract Top Talent - Maximize individual and Organizational
Performance - Holds Others Accountable Aligns Rewards - Creates and Sustains a Dynamic Workplace Leading
Self: - Exhibits Courage, Conviction and Creditability - Communicates Effectively and Influence Others - Applies
Critical Thinking - Demonstrate Self-Awareness.
Qualifications
- College degree preferred or equivalent work experience- Claim or operations experience (3-5 years) - Production
Management experience a plus - Customer Service experience - Call Center Metrics experience a plus.
Aldrich & Cox, Inc., an independent insurance and risk management
consulting firm, is searching for a career-minded, insurance professional to
join our office in Orchard Park, NY as a Staff Consultant. Ownership
opportunities exist.
As a member of the Crain Langner & Co. Group, we also have offices in
Richfield, OH, and Chicago, IL. Aldrich & Cox, Inc. has been in business
since 1951, and Crain, Langner & Co., our parent company located outside
of Cleveland, OH, has been in business since 1939. We offer a unique
career opportunity in the fields of insurance and risk management for those
seeking a different perspective.
The staff consultant supports the firm's senior consultants in the management
of client relationships by providing, among other things, the following:
 Review commercial insurance programs
 Insurance policy analysis
 Account management
 Meeting and Board presentations preparation
 Review insurance requirements in contracts
 Various types of claims management
 Loss control visits
The ideal candidate will have a four-year college degree, 3-5 years relevant
job experience, a NY property/casualty broker or consultant license,
excellent written and verbal communication skills, be proficient in Microsoft
Word, Excel and Outlook, the ability to work in a team environment, and be
highly motivated.
Interested? Ready to be challenged? Send your resume to Charlie Cox
(cox@aldrichandcox.com).
INSURANCE AND RISK MANAGEMENT CONSULTANTS - SELLING
NO INSURANCE - INDEPENDENT AND OBJECTIVE ANALYSIS,
ADVICE, AND ADVOCACY SINCE 1951
Visit us at www.aldrichandcox.com.
FEDERATION OF NEW YORK INSURANCE PROFESSIONALS, INC.
72nd ANNUAL CONVENTION
HOSTED BY: Insurance Women of Buffalo
Sheraton At The Falls Hotel
300 3rd St., Niagara Falls, NY 14303
JOIN US
APRIL 23-APRIL 26, 2015
Planning to go to Canada – MUST bring a passport or enhanced license
---------------------------------------------------------------------------------------------------------FULL REGISTRATION – PLAN A
REGISTRATION FEE: MEMBER/NONMEMBER
PLAN A_________
LATE REGISTRATION
$225 (PRIOR TO 3/31/15)
$275 (AFTER 4/1/15-4/15/2015)
REGISTRATION FEE FOR “PLAN A” INCLUDES: Friday and Saturday
Meetings and Workshops, meals, inclusion in scholarship drawings and activities
(including Sunday Breakfast and Thursday night welcome dinner buffet)
WILL YOU ATTEND THURSDAY NIGHT DINNER? YES_______ NO ______
WILL YOU ATTEND SUNDAY BREAKFAST? YES_________ NO ________
---------------------------------------------------------------------------------------------------------Include my contact information in list of attendees? Yes__________ No _________
Do you want to be included in the scholarship drawings: YES________ NO________
I give permission to use any or all photos, that I may be in, taken at the 2015 FNYIP Convention:
Yes __________ No ___________
---------------------------------------------------------------------------------------------------------DAILY REGISTRATION OPTIONS
Daily Registrations
Member
Non-member
PLAN B
Friday___________
$150
(INCLUDES EDUCATIONAL WORKSHOPS AND ALL MEALS)
$160
PLAN C
Saturday _________
$125
(INCLUDES BUSINESS MEETING AND ALL MEALS)
$135
PLAN D
Saturday Cocktails & Banquet only_____ $75
$75
---------------------------------------------------------------------------------------------------------Dietary Restriction_______________________________________________________
Emergency Contact ___________________________ Phone ____________________
Allergies and/or Medical Conditions ________________________________________
Name ______________________________________
Plan __________________
Please Complete Both Sides of Registration
REGISTRATION DEADLINE MARCH 31, 2015
Name___________________________________________________________________
Designations ___________________________________________________________
Address _______________________________________________________________
Email __________________________________________________________________
Home Tel.: ____________________ Association ______________________________
Employer_______________________________________________________________
Bus. Tel.: ___________________________Fax _______________________________
-----------------------------------------------------------------------------------------------------------SPECIAL SEATING
Please check:  Federation Past President  Voting Delegate
 Exhibitor  Sponsor  Speaker  1st Convention  Local President
 FIPC Designation  Quarter Century Member of:  FNYIP  IIABNY  PIA
 Federation Officer, Director or Board Member
Federation Position: ______________________________________________________
----------------------------------------------------------------------------------------------------------Date & Time of Arrival: ____________________________________
Date & Time of Departure:___________________________________
CANCELLATION POLICY: Anyone cancelling prior to April 16th will receive a full
refund, less a $50.00 processing fee. ****NO REFUNDS AFTER APRIL 16th.***
THERE CAN BE ABSOLUTELY NO WALK-INS FOR MEALS OR LODGING.
Payor: Individual _____ Employer _______
MAKE CHECK PAYABLE TO FNYIP CONVENTION FUND.
To pay by credit card, please complete the following:
Total $ __________________
Charge to  AmEx
 Discover
Exp.
Date
 Visa
 MasterCard
Verif.
No.
Cardholder’s Name___________________________________Signature________________________________
RETURN THE CONVENTION REGISTRATION FORM AND PAYMENT TO CONVENTION
SECRETARY:
Kathy Cournoyer, c/o NYCM, 1899 Central Plaza East, Edmeston NY 13335
Tel.: 607-965-2551 Fax: 607-965-2286
KCOURNOY@NYCM.COM
ALL RESERVATIONS FOR ROOMS
MUST BE MADE DIRECTLY WITH THE HOTEL
In accordance with Title III of the Americans with Disabilities Act, we invite all
registrants to advise us of any disability and any requests for accommodation to that
disability. Your request should be submitted as far as possible in advance of the program
you wish to attend.
***Please visit our web site for additional information and scholarship forms***