Soon after starting her first job as a commercial lines producer at an insurance agency, Marjorie Segale went with her boss to a client’s steel fabrication and erection company. He asked her to identify everything that was a risk exposure. She finished her list in 2.5 seconds. He then motioned to the employees and told her they might get to keep their jobs IF she did hers correctly.
“I wasn’t really sure what he meant, but it certainly scared me. It took a while, but I eventually learned that he was talking about identification of risk, proper design and placement of insurance, and using risk management principles for the protection of the client’s assets.”
That was the start of her more than 40-year career in the insurance industry. Marjorie started her own agency writing all lines of business in the late 1970s. She sold it in 1990 and joined Insurance Skills Center, which introduced her to the world of consulting and training. Marjorie taught for the National Alliance CIC program for more than 20 years. In 2010 she formed Segale Consulting Services and co-founded Insurance Community University with Laurie Infantino.
This is the way Marjorie Segale works.
Huntington Beach, CA
Act as a consultant to my private business clients, self-insured pools, insurance agents and brokers and insurance companies. Act as an expert witness for insurance agent and broker standard of care.
One word that describes how you like to work.
Current mobile device:
Moto Z Play Droid
Project(s) you’re currently working on:
Working on projects for four separate Joint Powers Authority pools’ Memorandums.
Accomplishments you’re proud of:
Co-authoring four successful industry designations / certifications for insurance professionals: AFIS, CISC, CCIP, CLIC
What are your goals for the next 12 months?
Continue to serve my clients the best way I know how.
What are your biggest professional challenges?
Learning how to create coverage language.
What do you like most about your job?
I work with the smartest people in both insurance and in business.
What technology, apps or tools can’t you live without?
Google is my friend.
What’s the most recent app you’ve downloaded but have yet to use?
None. I tend to only download what I will use.
Describe your workspace.
Home office. Multiple computer screens.
How do you manage your to-do list?
Prioritize according to deadlines and work long hours to meet those deadlines.
How do you celebrate finishing a major project?
What’s your best time-saving tip or hack?
Well, it is a little old school, but label files and documents clearly and according to content. So tired of getting scanned docs that are simply a series of numbers.
What’s the first thing you do when you get in the office?
What do you listen to while working?
Nothing other than my dogs occasionally going berserk because the mailman showed up.
What are you currently reading?
Several Memorandums of Coverage. Oh, you probably mean “normal” reading. Killing the Rising Sun.
What’s your favorite blog and/or podcast?
Risk Management Monitor.
Night owl or morning person?
Both. Old people don’t sleep much.
What are you watching on Netflix right now?
Who has time for Netflix?
How do you decompress?
Have fun with my friends.
What gets you out of bed in the morning?
My two dogs. Time for breakfast! My young dog is highly food motivated and the older one just doesn’t want to miss out.
What does a typical day look like for you?
Start my work day around 5:30 a.m. with email clean up. Review projects and deadlines. Work on coverage comparisons or coverage specifications for clients for 3-4 hours; take a short break around 1 p.m. Work until 5:15. Go to the gym. Fix dinner. Check email and answer, if needed. Read for a couple of hours. Lights out around 11 p.m.
Who are your business idols and why?
Bill Wilson (now retired from IIABA). Bill epitomizes everything good about the insurance industry. Massive knowledge of the insurance industry, and caring about the needs of his organization’s members and their clients.
What’s the best advice you’ve ever received?
Put your client’s needs ahead of profits. Profits will follow.
If you could switch jobs with someone, who would it be?
I love my job. Why would I switch?
Who would you like to see in a future This is the Way post?
Randy Maniloff without a doubt. Lawyer, author, comedian. Insurance law can be funny. Really.
Randy is a remarkable attorney and is one of the most respected coverage counsel attorneys in the US. Randy’s practice is concentrated in the representation of insurers. Law firm: White and Williams LLP; Publication: Coverageopinions.info
The This is the Way blog series asks ITC employees, agents, carriers and other people in the industry how they work and to share their tips. Is there someone you want to see featured or questions we should ask? Tweet us or leave it in the comments below.
About the Author
As senior vice president of sales and marketing, Becky Schroeder oversees ITC’s sales and marketing departments. Her specialties include creating and documenting processes; establishing metrics for managing those processes; developing content strategy and generating leads; and driving the overall company sales and marketing strategy. Becky was named an Elite Woman in Insurance by Insurance Business America in 2016. She has a master’s degree in integrated marketing communication from Emerson College in Boston and a bachelor’s degree in journalism from Texas A&M University. Becky is a big Texas A&M football fan and enjoys cooking, reading and spending time with her husband and their three daughters.Follow on Twitter More Content by Becky Schroeder