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. 

Professional Designations

For more information about the CIW and CMGA professional designations available through WSIA, click here



Excess & Surplus Lines

June 3-6, 2018 • St. Louis, MO For professionals early in their careers
Gain solid understanding of how excess and surplus lines insurance works in the marketplace in this three-day introductory course. E&S participants analyze and discuss real world issues and leave with a foundational understanding of the dynamics and relationships between surplus lines brokers and carriers.

Marcus Payne Advanced E&S

November 4-7, 2018 • St. Louis, MO
For professionals with 5-15 years of insurance experience
Learn about industry regulatory issues, marketing, the claims process and reinsurance impacts from top industry professionals who bring years of experience and expertise. Participants leave with comprehensive information to apply immediately to strengthen any business. 

Consultative Selling and Negotiations

July 10-11, 2018  • Kansas City, MO
November 13-14, 2018  • Scottsdale, AZ
For transactional brokers and underwriters
Strengthen selling and negotiation skills with this customized surplus lines training targeting both brokers and underwriters. Offered in a small group setting, pre-course assessment personalizes this program for each participant. The course is offered regionally throughout the year.

Effective Sales Coaching

July 9, 2018 • Kansas City, MO
For surplus lines brokers, general agents and carrier underwriters who manage sales professionals

Participants receive customized sales coaching training geared specifically to transacting business in the surplus lines market during this one-day program. Any manager who leads a team of professionals responsible for revenue or premium production will benefit from this program. 

Underwriting Boot Camp

July 16-20, 2018 • Atlanta, GA 
Technical training for insurance professionals with less than two years of experience
Designed for insurance professionals with less than two years of experience in the wholesale insurance industry.  This week is appropriate for new employees, recent college graduates, underwriters with single-line experience who want to learn beyond their current experience, or employees in a technical role seeking to move into an underwriting role in the future.

Intermediate Underwriting 

October 15-19, 2018 • Atlanta, GA 
Intermediate training for underwriters
Intermediate Training is designed to advance technical underwriting competencies and professional development of new underwriters. WSIA educators and professionals will incorporate their industry knowledge, review actual submissions and case studies, drive team discussions, and foster individual decision-making in this interactive learning experience.

University East

March 2019 • Atlanta, GA • Georgia State University
For all levels of surplus lines professionals
Designed to advance the technical underwriting competencies and professional development of AAMGA members, and to facilitate the fostering of long-term professional relationships in the wholesale insurance marketplace, sessions are available for all levels of expertise, from beginner to expert.

University West

August 15-17, 2018 • Scottsdale, AZ
For all levels of surplus lines professionals
Designed to advance the technical underwriting competencies and professional development of AAMGA members, and to facilitate the fostering of long-term professional relationships in the wholesale insurance marketplace, sessions are available for all levels of expertise, from beginner to expert.

Surplus Lines Management 

February 4-7, 2019 • Atlanta, GA • Emory University
For surplus lines operational-management professionals
Taught in partnership with faculty from Emory University's Goizueta School of Business as well as WSIA senior leaders and industry CEOs. This program focuses on managerial soft skills and leadership style awareness, overseeing effective wholesale relationships and books of specialty business, regulatory oversight and critical financial metrics.

Executive Leadership Summit

May 1-4, 2018 • Washington, D.C. • Darden School of Business
For surplus lines senior-level executives
Focus on developing and implementing strategic planning, leadership and change management at the personal, team and organizational level. Senior level professionals learn through intensive, real-life case studies at the University of Virginia’s Darden School of Business in this capstone course. 

Surplus Lines Regulatory Compliance Course

On demand • Online
For brokers, underwriters, regulators and agents with less than two years of surplus lines experience.

Cover 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. 

Surplus Lines Fundamentals

On demand • Online
For anyone seeking to understand how the surplus lines market works

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.

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 our Online Continuing Education page.