The Data Behind Insurance’s Retirement Wave with Matt Rigsby
IN-the-Know
The Data Behind Insurance’s Retirement Wave with Matt Rigsby Description: Matthew Rigsby is a Principal Researcher for Enterprise Research at The Institutes, where he supports education and professional development through market research and business intelligence projects. His recent work includes a white paper called “Talent Transformation: Key Metrics for the Insurance Workforce,” which explores the impact of the demographic shifts facing the industry. In this episode of In the Know, Chris Hampshire and Matt discuss the findings from this paper about the aging workforce and the...
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The Evolution of Premium Audit with Lindsey Archila
IN-the-Know
Lindsey Archila is the Director of Premium Audit at MEMIC. Her 20-year career in the premium audit world began as a field auditor, and she now leads a team of field auditors and audit analysts. She is an authentic, people-centered director with deep experience in Premium Audit, P&C Insurance, Talent, DEI, Operations, and Project & People Management. In this episode of In the Know, Chris Hampshire and Lindsey discuss the impact of premium audit on other departments and how it fits into the overall insurance ecosystem, the evolution of premium auditing, and the future of the insurance...
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From NFL Lineman to Insurance COO with Joe Valerio
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Former Kansas City Chiefs lineman Joe Valerio is the Chief Operating Officer for The Baldwin Group’s Insurance Advisory Solutions (IAS) segment. Most recently, Mr. Valerio served as Division Leader, Western Division, for World Insurance Associates, LLC, where he drove revenue growth and margin expansion through disciplined sales execution and operational excellence across 27 offices across 13 states. Before World Insurance, he served as Chief Operating Officer for the CRB North America Industry Verticals Division at Willis Towers Watson, where he guided a team of nearly 3,000 colleagues...
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Skills for the Future of Insurance with Diane Hanlon
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Diane Hanlon serves as Head of Sales and Market Development at The Institutes. With more than 23 years of experience in Fortune 500 B2B sales, account management, and contract management, Diane brings deep expertise in business development and client relationship management. Before joining The Institutes, she held senior sales leadership roles at On Call International, a Tokio Marine HCC company, and Enterprise Holdings. In this episode of In the Know, Chris Hampshire and Diane discuss sales leadership and insurance industry careers, the latest initiatives at The Institutes, and the value...
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50 Years in Insurance with Betsey Brewer
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Betsy Brewer is a founding member of the USC Marshall School, Peter Arkley Risk Management Institute. She serves on the Nominating Committee and is past global president of the CPCU Society and of Independent Agents & Brokers of California-Los Angeles. For her service to the risk management and insurance industry, she received the California Ramsden-Sullivan Award. In this episode of In the Know, Chris Hampshire and Betsy discuss her experience as one of the first female leaders in the global CPCU Society, as well as a female leader in the risk management industry and the brokerage...
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Developing an Emerging Insurance Market with Paul Dumitru
IN-the-Know
Paul Dumitru is an Insurance Specialist at the Financial Supervisory Authority of Romania, President of the CPCU Romanian Chapter, and 2025 CPCU Society International Ambassador, where he will represent the CPCU Society and continue fostering international connections and awareness of the CPCU designation and the CPCU Society. A CPCU Society member since 2013, Paul earned his CPCU designation in 2017. He is a member of the Europe Chapter, serves as the acting President of the newly forming Romania Chapter, and is a committee member on the Global Virtual Community Steering Committee....
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Strategic Operations Support in Modern Insurance with Brian Schmidt
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Brian Schmidt is a senior insurance executive with more than two decades of experience across primary insurance, reinsurance, data and analytics, and consulting. At Xceedance, Brian leads the Strategic Accounts division as Senior Vice President and Business Leader, overseeing global teams that deliver operational excellence across the insurance policy lifecycle. Brian holds several industry designations, including CPCU, CIC, and ASLI, and earned both his BBA in Marketing and MBA from the University of Cincinnati’s Lindner College of Business. Brian has served as Chair of the Underwriting...
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The Go-Getter Mindset with Janice Romero
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Janice Romero is Home Office Manager at ICW Group Insurance Companies and the CPCU Society's inaugural Go-Getter of the Year Award winner. This new award recognizes a CPCU Society member whose professional growth and active engagement best exemplify the spirit of the organization. With over three decades in workers' compensation underwriting, Janice has witnessed the insurance industry's transformation from a traditionally male-dominated field to today's more inclusive and diverse landscape. She is passionate about mentoring the next generation and encouraging young people to consider...
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From Panic to Purpose in a Changing Industry with Amy Waninger
IN-the-Know
Amy Waninger is the Founder & CEO of Lead at Any Level, where she helps organizations transform their STEM professionals from reclusive nerds into inclusive leaders. Amy offers assessments, advisory services, and training on essential skills for inclusive leaders. She is the author of eight books, including Network Beyond Bias: Making Diversity a Competitive Advantage for Your Career. Amy spent twelve years working in the insurance industry, where she achieved the CPCU designation in 2016 and the Certified Insurance Data Manager (CIDM) designation in 2018. She also holds associate...
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Innovation and Ecosystems in Insurance with Rose Hall
IN-the-Know
Rose Hall is a visionary innovation strategist and risk management expert with 25 years of experience. She leverages innovation to solve complex business problems and create unique growth opportunities at the intersection of technology and risk. Her unique expertise spans the insurance, construction, and technology industries, and was cultivated in senior leader roles at global organizations such as AXA XL and Turner Construction. As CEO of RH Business Ventures, she advises the insurance, technology, and construction industries, focusing on transforming risk management through innovation and...
info_outlineAmy Waninger is the Founder & CEO of Lead at Any Level, where she helps organizations transform their STEM professionals from reclusive nerds into inclusive leaders. Amy offers assessments, advisory services, and training on essential skills for inclusive leaders. She is the author of eight books, including Network Beyond Bias: Making Diversity a Competitive Advantage for Your Career. Amy spent twelve years working in the insurance industry, where she achieved the CPCU designation in 2016 and the Certified Insurance Data Manager (CIDM) designation in 2018. She also holds associate designations in Management, Claims, Insurance Data Analytics, Information Technology, and General Insurance. On this episode of In The Know, Chris Hampshire and Amy discuss building a business, learning how to sell yourself, and strategies that can help anyone overcome external and internal barriers.
Key Takeaways
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Amy’s journey from small-town Indiana to CEO.
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Getting to the jumping point and then making the jump.
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Amy’s decision to leave her job and build a business.
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Learning how to sell yourself is a continual process.
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How to get started on the process of writing a book.
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Panic can be reframed as fuel.
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Strategies for facing internal and external barriers.
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Amy’s far-reaching advice to her early career self.
In the Know podcast theme music written and performed by James Jones, CPCU, and Kole Shuda of the band If-Then.
To learn more about the CPCU Society, its membership, and educational offerings, tools, and programs, please visit CPCUSociety.org.
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X (Twitter): @CPCUSociety
Facebook: @CPCUSociety
LinkedIn: @The Institutes CPCU Society
Instagram: @the_cpcu_society
Quotes
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“We spend a lot of time in the industry talking about barriers to inclusion. What if we spend some time talking about solutions?”
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“Enjoying the process, in addition to the results, is key.”
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“If you want to do something so badly that you are willing to be bad at it, and get better, then you know you’re doing the right thing.”
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“I am still surprised by the depth and breadth of the impact that I’ve had. I had no idea global impact was even possible.”