Continuing Education Sessions

Session 20 | The Changing Landscape of the Insurance Marketplace

Day: On-Demand
Time:
Type/Topic: Finance/Development
Level: Intermediate

Session Summary

Over the past few years, we have seen a hardening of the professional liability insurance marketplace. In this session, speakers will discuss how the marketplace ended up where it is today and share strategies senior living operators can use to best position themselves in the eyes of an underwriter.

Presenters

Jan Belcher

Account Executive – Senior Living Practice | Bouchard Insurance

About the Presenter

Jan Belcher joined Bouchard Insurance in 1988 and is an Account Executive in the Senior Living Practice. She brings a unique blend of strategic and analytical skills to the review and implementation of risk management programs. Jan’s specialties include: policy and coverage review, risk analysis, contract review, service management, design of specialized insurance programs for new and existing clients, training and coordinating agency value added services. She has an expansive knowledge of the insurance marketplace and specializes in senior living, hospice, and social services. Jan has earned the Accredited Advisor in Insurance (AAI) and Associate in Risk Management (ARM) designations and has her General Lines License (2-20) and Life, Health and Variable Annuities License (2-15). She is currently pursuing the Chartered Property Casualty Underwriter (CPCU) designation.

Todd McWhiter

Senior Vice President | Bouchard Insurance

About the Presenter

Todd McWhirter joined Bouchard Insurance in 1994. He leads the Senior Living Practice at Bouchard Insurance. Todd was elected onto the Board of Directors in January 2009. He plays a significant role with the development of Bouchard’s sales team, and was Bouchard’s top salesperson in 2007 and 2014. Todd has a Bachelor of Science degree from Florida State University in Risk Management and Insurance. He has earned the professional insurance designation of Certified Insurance Counselor (CIC). Todd has insurance licenses in both Property/Casualty and Life & Health. Since 2012, Todd has served as a Service Corp member for the Florida Healthcare Association. Todd lives in Crystal Beach, FL with his wife, Dana, and their two boys, Powell and William.

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Senior Vice President | Bouchard Insurance

About the Presenter

Jeff Welch began his insurance career in 1995 and joined Bouchard Insurance in 1997. He leads the Senior Living Practice at Bouchard Insurance. Jeff plays an intricate role in the development of sales talent and has been instrumental in program design. Jeff has focused his efforts in the health care sector and is recognized as an industry expert in senior living, home health care and hospice exposures. He attended Florida State University where he earned a bachelor’s degree in Risk Management and Insurance with a minor in Finance. He holds Property & Casualty and Life & Health licenses. Since 2012, Jeff has served as a Service Corp member for the Florida Healthcare Association. He lives in Dunedin, Florida with his wife Michelle and four children, Trevor, Delaney, Ty and Payton. Jeff and his family worship and serve at The Chapel in Tarpon Springs, Florida.