Surplus Lines Management

February 1-4, 2021 • Facilitated virtual learning
For any broker, managing general agent or underwriter who manages a team and book of business or is transitioning into a leadership role

About the Program

WSIA’s Surplus Lines Management offers pivotal management training for any E&S professional transitioning from a technical expertise to a leadership role while retaining personal responsibility for a book of business. Combining industry knowledge and world-class management training from Emory University, this program prepares participants for their current and future leadership positions by examining the foundation of good management. Participants will learn to harness their own leadership style to motivate teams, manage conflict, build a book of business and increase company value and performance through effective relationships and a broadened industry perspective. The program also features an Executive Panel allowing attendees to interact with industry veterans.

Read more about Surplus Lines Management in the informational program brochure.

Who Should Attend

WSIA’s Surplus Lines Management program is designed for any broker, managing general agent or underwriter who manages a team and a book of business. Professionals transitioning into leadership roles while maintaining responsibility for their own book of business will find this program beneficial. 

Registration and Fees

  • Registration is $1,100 per participant.
  • Registration for the 2021 Surplus Lines Management program is full. If seats become available and you would like to be notified, please add your name to this waitlist.
  • Any questions regarding registration may be directed to

What Alumni Have To Say

Watch a short video to learn more about the program and what your colleagues have to say about the Surplus Lines Management Program experience. 

"As a new manager, the Surplus Lines Management program really helped sharpen my management skills by focusing on academic theories but applying them to some real world scenarios. It was nice to get multiple management perspectives of senior management from various companies in my field during the Executive Panel.  I would highly recommend this program to managers"
Nir Gabay, Vice President – Professional Liability, Admiral Insurance Company 

"The course topics and instructors provided a solid framework to shift my thinking from an employee’s perspective to a manager’s perspective.  This paradigm shift in my thinking has enabled me to focus on what motivates and energizes each member of my team.  I have also applied these viewpoints in how I interact with my managers to gain a broader perspective for the organization as a whole.  I found the entire experience beneficial to not only my career but also those individuals I mentor.”
David A. Archiable, Production Underwriting Specialist, Great American Insurance Group

Schedule of Events

*This schedule is tentative and is subject to change in a facilitated virtual format* 

Times are displayed in ET.
February 1
Leadership that Fosters Team Performance, Pt. 1
11:00 a.m. - 1:00 p.m.  Managerial Leadership
1:00 - 2:00 p.m. Break
2:00 - 4:00 p.m.  Managerial Leadership
February 2 Leadership that Fosters Team Performance, Pt. 2 
11:00 a.m. - 1:00 p.m.  The Birkman in Action 
1:00 - 2:00 p.m. Break 
2:00 - 4:00 p.m.  Developing and Managing Others 
February 3  
11:00 a.m. - 2:00 p.m.  The Wholesale Relationship
2:00 - 2:30 p.m.  Break 
2:30 - 4:00 p.m.   Book Management, Pt. 1 
February 4   
11:00 a.m. - 1:00 p.m.   Book Management, Pt. 2 
1:00 - 1:30 p.m.   Break
1:30 - 3:00 p.m.   Leaders Panel

Travel Information

No travel is required for the February program as this will be a facilitated virtual learning experience.

Surplus Lines Management Program Cancellation Policy
    • Registrants can receive a full refund, less a $50 fee for processing, if the request is made by December 21, 2020.
    • Registrants can receive a 50% refund between December 22 and January 4, 2021.
    • No refund is offered after January 4, 2021.
    • Should you cancel after January 4, you will have a limited time opportunity to substitute someone else at your firm as an alternative to the above refund policy.
    • All requests must be made in writing to Denise Marshall,