Education and Career Development

WSIA provides career-long professional learning to advance the careers and develop the talent of members' employees. The association offers a full slate of education programs for new and seasoned E&S professionals. Designed to strengthen knowledge and cultivate strong leadership skills, WSIA education programs are offered in a progressive format so participants are appropriately challenged through every phase of their E&S careers. Download a programs overview to see all upcoming WSIA education programs.

Excess & Surplus Lines

June 5-8, 2022 • St. Louis, MO • $1,400
For all insurance professionals who are relatively new to the surplus lines industry or who have recently transitioned into E&S
Attendees gain solid understanding of the surplus lines marketplace, current issues and trends, and the roles of brokers, underwriters, program administrators, managing general agents and other players in the industry. At the end of the program, participants will be more knowledgeable about the surplus lines market.

Underwriting Boot Camp

October 2022 • Scottsdale, AZ • $975
For insurance professionals new to or with limited surplus lines underwriting exposure or experience
Designed for underwriters, brokers and those with binding authority to establish an underwriting foundation to enhance participants’ abilities to more quickly and effectively accomplish their work. With classroom facilitation, discussion and thorough case studies, participants will be more effective technicians at the end of the program.

Consultative Selling and Negotiations

March 29-30, 2022 • Kansas City, MO • $1,095
July 2022 • East Coast
October 2022 • Scottsdale, AZ

For all brokers, managing general agents and underwriters who transact business and have relationships with clients
This customized surplus lines training produced by Richardson, a global sales training company, strengthens selling and negotiation skills. A small group setting allows an individualized experience focused on developing relationship skills. Participants will leave the program with stronger sales and negotiation skills, leading to greater success.

Marcus Payne Advanced E&S

November 6-9, 2022 • St. Louis, MO • Facilitated virtual learning • $1,450
For E&S professionals with multiple years of surplus lines industry experience
Attendees learn about wholesale distribution issues and best practices, industry regulatory issues, marketing, the claims process and the reinsurance impact upon the wholesale, specialty and surplus lines industry from professionals who bring years of expertise. Participants will gain comprehensive knowledge of a company’s operations, armed with information that can be applied immediately to strengthen the individual’s contribution to the business.

Effective Coaching

February 21 and 23, 2022 • Facilitated virtual learning • $1,095
For any surplus lines manager who wants to become a more effective leader and strengthen coaching ability to ultimately improve team performance
During this two-day program, participants receive customized training produced by Richardson geared towards leading teams and enhancing performance in the wholesale, specialty and surplus lines industry and return to their office with knowledge and techniques designed to bring out the best in teams.

Surplus Lines Management 

February 7-10, 2022 • Atlanta, GA • Emory University's Goizueta Business School • $2,000
For any broker, managing general agent or underwriter who manages a team and book of business or is transitioning into a leadership role
This program is taught in partnership with faculty from Emory University’s Goizueta School of Business as well as WSIA senior leaders and industry CEOs. Combining industry knowledge and world-class management training, the instructors and curriculum prepare 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.

WSIA University

August 16-18, 2022 • Scottsdale, AZ
For E&S professionals at all career levels and job responsibilities to grow their industry expertise
For this two-day education program, attendees choose from a variety of technical training sessions and workshops to customize their learning experience. Some courses are case study-based, some are panel discussions, and others are presentations with class engagement to enhance technical skillsets.

Executive Leadership Summit

April 11-14, 2022 • Washington, D.C. • $2,850
For any senior-level professional or leader in the E&S industry who has significant industry experience and wants to develop or enhance skills designed to think, act and lead strategically 
Senior-level E&S industry members participate in this capstone course at the University of Virginia’s Darden School of Business in Washington, D.C. The program curriculum emphasizes transitioning from a tactical leadership approach to a strategic leadership focus. This program will challenge the way the participant thinks, leads and manages in today’s complex environment, enabling you to lead more successfully.

Regional Series | Technical Training: Contractors, Habitational and Vacant Risks

October 2022 • Scottsdale, AZ • $525
This program will focus on three major classes of business with an emphasis on the underwriting issues and challenges, policy intent, claims and regulatory considerations faced primarily in the western United States. Participants will apply what they learn to real-life claims to illustrate the  types of losses that are covered, those that are excluded and why. 

Surplus Lines Fundamentals

On demand • Online • $15-$16.25
For insurance professionals seeking an introduction to E&S
Online participants understand why the surplus lines market is needed, how its distribution system works, how surplus lines transactions are regulated and how the surplus lines market is able to successfully underwrite risks that the standard market has declined.

Surplus Lines Compliance

On demand • Online
For insurance professionals seeking an introduction to regulatory compliance
This online course covers a variety of subject material including an overview of the surplus lines industry, licensing, record keeping, insurer eligibility, diligent search, tax remittance, policy disclosure and delivery and independent procurement and industrial exemption.

Online CE Credits

WSIA seeks to utilize current technology to provide economical, professional and practical online education opportunities to its members. Success CE is the current provider of online CE courses for WSIA. 

Under the program, employees of WSIA member firms can access the CE courses through the WSIA website and complete the process online. The cost is $34.95 (plus state fees) per person for unlimited courses for a year or $14.95 for individual courses. These costs are separate from any Surplus Lines Regulatory Compliance Course costs. 

For additional information, please visit Success CE's Online Continuing Education page.

WMEA Firm-Level Designation

For more information about the WMEA firm-level designation available through WSIA, click here