Kathleen Wooldridge

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  3. Kathleen Wooldridge
615-975-0429
koverlin@chubb.com
Events from this organizer
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Leadership Experience at Land Rover® – Carmel-By-The-Sea, CA

Summary Overcome obstacles in your path to becoming a more effective leader by utilizing new skills and principles of team dynamics to successfully negotiate challenging and unfamiliar environments. This one and a half day learning event includes a personalized assessment from Everything DiSC®, interpretive classroom work, and action plan development with online goal tracking for up to one year. You will receive professional off-road driving instruction in order to complete a series of challenges that parallel program...

Music City Innovation – Nashville, TN

Vanderbilt University (The Wond’ry: Innovation Hub) 2414 Highland Avenue, Nashville, TN, United States

Summary The property and casualty insurance industry is changing at a rapid pace. Over the next 10 years, 50% of industry employees will be eligible to retire.  Distribution models are evolving and analytics is playing an increasing role on both the carrier and agency side of the business.  The importance of attracting new talent, assessing future opportunities and buyer preferences has never been greater.  Is your organization structured to evolve with these changes? In this...

CLOSED: Customer ROX! Creating Return On Experience – Seattle, WA

Chubb's Seattle Office 701 Fifth Avenue - Suite 2400, Seattle, WA, United States

Summary Now, more than ever, brand experience and loyalty is defined by Customer Service. Customers are thirsting for relationship driven companies – those companies that realize customers, not product, are the most important priority. This business philosophy, based on Mitchell Stores’ 60 years of success, and Jack Mitchell’s best-selling book, Hug Your Customers, is foundational to impressing and highly satisfying each customer. This workshop shows how any businesses can adapt the philosophy to attract and...

Closed: Customer ROX! Creating Return On Experience – Portland, OR

University Club of Portland 1225 SW 6th Avenue, Portland, OR, United States

Summary Now, more than ever, brand experience and loyalty is defined by Customer Service. Customers are thirsting for relationship driven companies – those companies that realize customers, not product, are the most important priority. This business philosophy, based on Mitchell Stores’ 60 years of success, and Jack Mitchell’s best-selling book, Hug Your Customers, is foundational to impressing and highly satisfying each customer. This workshop shows how any businesses can adapt the philosophy to attract and...

[Closed] Leadership Experience at West Point – West Point, NY

United States Military Academy - Historic Thayer Hotel 674 Thayer Rd., West Point, NY, United States

Summary The U.S. Army coined the acronym VUCA in the 1990s to describe the post-Cold War operational environment: Volatile, Uncertain, Complex and Ambiguous. Under these conditions the Army developed doctrines and procedures that allowed leaders at all levels to respond effectively. You are invited to join Chubb Agency Education and Thayer Leader Development Group to explore lessons of the past and apply them to present day leadership and business challenges facing our rapidly changing insurance...

Leadership Experience at Orvis® – Kohler, WI

How does style influence the Work of Leaders? This program provides a simple, three-step approach for the most fundamental work of leaders: Vision, Alignment, and Execution.  Participants will complete a personalized assessment from Everything DiSC®, interpretive classroom work, and challenges in the field in order to improve self awareness and achieve real leadership results. Expert guidance on fly casting from Orvis® and team competitions reveal how successful leaders adapt to unfamiliar situations and demonstrate practical...

[Invite Only] Driving High Performance Teams – Thermal, CA

Summary Teams succeed when all parts are synced to become one incredible machine. In this course you will build consensus decision-making skills and learn strategies that promote constructive team environments. Drive your teamwork to new heights through the use of a comprehensive group assessment and lessons reinforced by actual BMW performance track exercises. Registration for this program is by invitation only. Experience Outcomes A team environment that encourages innovation and the sharing of ideas New strategies...

Why Rate? Helping Your Clients Understand the Market | AM Session – Chicago, IL

Gleacher Center 450 North Cityfront Plaza Dr. - Classroom 200, Chicago, IL, United States

Summary Projections indicate that the property & casualty insurance market will continue to be to be impacted by a number of factors including persistent low interest rates, inadequate pricing, and rising claim frequency and severity in a number of key lines. This reality can require difficult conversations with clients who may not appreciate the complex underlying market forces that drive the need for rate adequacy. In this program you’ll learn a two-pronged approach for the...

Why Rate? Helping Your Clients Understand the Market | PM Session – Chicago, IL

Gleacher Center 450 North Cityfront Plaza Dr. - Classroom 200, Chicago, IL, United States

Summary Projections indicate that the property & casualty insurance market will continue to be to be impacted by a number of factors including persistent low interest rates, inadequate pricing, and rising claim frequency and severity in a number of key lines. This reality can require difficult conversations with clients who may not appreciate the complex underlying market forces that drive the need for rate adequacy. In this program you’ll learn a two-pronged approach for the...

[Invite Only] Leadership Experience at Land Rover® – Carmel-By-The-Sea, CA

Summary Overcome obstacles in your path to becoming a more effective leader by utilizing new skills and principles of team dynamics to successfully negotiate challenging and unfamiliar environments. This one and a half day learning event includes a personalized assessment from Everything DiSC®, interpretive classroom work, and action plan development with online goal tracking for up to one year. You will receive professional off-road driving instruction in order to complete a series of challenges that parallel program...

Value Creation and the Customer Centric Approach – San Francisco, CA

Wharton San Francisco 2 Harrison Street, Floor 6, San Francisco, CA, United States

Summary “Customer centricity” is a management framework that challenges companies to build stronger relationships with customers through the use of data. But there are different, and often contradictory, perspectives about what customer centricity really means. This hands-on workshop serves to clarify the “customer centric” path, define the advantages of this shift from a “product centric” approach, and outline key elements for successful implementation in your firm. Through this journey, the concepts of Value and Value...

IWiL: Insurance Women in Leadership – West Point, NY

Summary The workforce and markets are shifting and agency & broker executives can rise to meet new challenges by understanding strengths, influencing talent to excel, and inspiring positive change within organizational structures. IWiL participants will have the opportunity to partner with influential United States Military officers in a journey to define and refine their leadership styles and equip themselves to meet today’s ever changing business demands. Participants will be introduced to leadership models that can...

[Waitlist] Why Rate? Helping Your Clients Understand the Market – San Francisco , CA

Chubb San Francisco Office 455 Market Street, Suite 500, San Francisco, CA, United States

Summary Projections indicate that the property & casualty insurance market will continue to be to be impacted by a number of factors including persistent low interest rates, inadequate pricing, and rising claim frequency and severity in a number of key lines. This reality can require difficult conversations with clients who may not appreciate the complex underlying market forces that drive the need for rate adequacy. In this program you’ll learn a two-pronged approach for the...

[FULL] Building Business and Financial Acumen – Virtual Class

Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Audience This program is for Chubb appointed agents and brokers who would like to better...

Leadership Experience at West Point – West Point, NY

United States Military Academy - Historic Thayer Hotel 674 Thayer Rd., West Point, NY, United States

Summary The U.S. Army coined the acronym VUCA in the 1990s to describe the post-Cold War operational environment: Volatile, Uncertain, Complex and Ambiguous. Under these conditions the Army developed doctrines and procedures that allowed leaders at all levels to respond effectively. You are invited to join Chubb Agency Education and Thayer Leadership to explore lessons of the past and apply them to present day leadership and business challenges facing our rapidly changing insurance industry. Learn...

[Closed] Building Business and Financial Acumen – Virtual Class

Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Registration for this program is now closed. Click here to register for our November 2,...

[Waitlist] IWiL: Insurance Women in Leadership – West Point, NY

United States Military Academy - Historic Thayer Hotel 674 Thayer Rd., West Point, NY, United States

Summary The workforce and markets are shifting and agency & broker executives can rise to meet new challenges by understanding strengths, influencing talent to excel, and inspiring positive change within organizational structures. IWiL participants will have the opportunity to partner with influential United States Military officers in a journey to define and refine their leadership styles and equip themselves to meet today’s ever changing business demands. Participants will be introduced to leadership models that can...

[Waitlist] Building Business and Financial Acumen – Virtual Class

Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Audience This program is for Chubb appointed agents and brokers who would like to better...

[Waitlist] Online Leadership Experience

Virtual

Summary Deepen your knowledge and understanding of key values driven leadership concepts and principles through this unique online offering. The two module course extends Thayer Leadership’s proven learning process and leadership lessons into a virtual setting and can help cascade battle tested learnings from the U.S. Army throughout your organization. The first module, Values Driven Leadership, challenges you to identify your values and consider how your behaviors as a leader reflect these values in a...

[Waitlist] Building Business and Financial Acumen – Virtual Class

Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Audience This program is for Chubb appointed agents and brokers who would like to better...

[Closed] Leadership Experience at West Point – West Point, NY

United States Military Academy - Historic Thayer Hotel 674 Thayer Rd., West Point, NY, United States

Summary The U.S. Army coined the acronym VUCA in the 1990s to describe the post-Cold War operational environment: Volatile, Uncertain, Complex and Ambiguous. Under these conditions the Army developed doctrines and procedures that allowed leaders at all levels to respond effectively. You are invited to join Chubb Agency Education and Thayer Leadership to explore lessons of the past and apply them to present day leadership and business challenges facing our rapidly changing insurance industry. Learn...

[Invite Only] Leadership Experience at Orvis®

How does style influence the Work of Leaders? This program provides a simple, three-step approach for the most fundamental work of leaders: Vision, Alignment, and Execution.  Participants will complete a personalized assessment from Everything DiSC®, interpretive classroom work, and challenges in the field in order to improve self awareness and achieve real leadership results. Expert guidance on fly casting from Orvis® and team competitions reveal how successful leaders adapt to unfamiliar situations and demonstrate practical...

[Waitlist] IWiL: Insurance Women in Leadership – West Point, NY

United States Military Academy - Historic Thayer Hotel 674 Thayer Rd., West Point, NY, United States

Summary The workforce and markets are shifting and agency & broker executives can rise to meet new challenges by understanding strengths, influencing talent to excel, and inspiring positive change within organizational structures. IWiL participants will have the opportunity to partner with influential United States Military officers in a journey to define and refine their leadership styles and equip themselves to meet today’s ever changing business demands. Participants will be introduced to leadership models that can...

[Waitlist] Building Business and Financial Acumen – Virtual Class

Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Audience This program is for Chubb appointed agents and brokers who would like to better...

Building Business and Financial Acumen – Virtual Class

Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Audience This program is for Chubb appointed agents and brokers who would like to better...

[Closed] Building Business and Financial Acumen – Virtual Class

Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Audience This program is for Chubb appointed agents and brokers who would like to better...

[Closed] Building Business and Financial Acumen – Virtual Class

Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Audience This program is for Chubb appointed agents and brokers who would like to better...

[Closed] Building Business and Financial Acumen – Virtual Class

Virtual

Summary This program will help agents, brokers, and staff —no matter their experience or background - increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money. Audience This program is for Chubb appointed agents and brokers who would like to better...

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