RISK MITIGATION

 THE ABC'S OF OCIP'S, CCIP'S & SURETY BONDS 

Presented by Marc Williams and Charity Moser of Gallagher Lutgert

 

Marc joined Lutgert Insurance in 1996 as a Sale Executive advancing to become an agency principal in 2000.  He has been a local resident of Naples since 1977 & received a Bachelor of Science degree from Florida State University in Risk Management & Insurance. In November of 2017 Marc and his partners sold Lutgert Insurance to Arthur J. Gallagher & Co.   Marc currently serves as the Area Executive Vice President; he’s a licensed property, casualty and health agent focusing primarily in the construction industry and with condominium association risks. Marc previously served as a Director on the “American Specialty Contractors of Florida” board, along with a few of our current members.

 

 

Charity joined Lutgert Insurance in 2006 as a Producer and Director of Construction handling both our Surety and Construction Departments.  Charity is a Florida native and has been a resident in Naples since 1994. Over the last twenty-five years her primary focus has been within the construction and real estate development industries.   Charity is a licensed property, casualty, and health agent with a special niche for surety.   Previously Charity was the Senior Risk Manager for WCI Communities, a publicly traded real estate developer, where she was responsible for the risk management, loss prevention, claims and surety departments.   Prior to WCI, Charity worked for Collier Enterprises as the Finance/Risk Manager responsible for treasury, finance and risk management.   Charity is a frequent speaker on the topics of managing construction risks, OCIP/CCIP’s and surety for a number of professional organizations.

 

 

Attendees will learn:

• How OCIP’s & CCIP’s Work 
•   Benefits of Coverage
•   Underwriting
• Administrative and Claims Consolidation
• Program Comparisons
• Surety Bonds
•   The Parties Involved in the Arrangement
• Principal, the Oblige and the Surety 
• Two Types of Sureties
• Commercial and Contract

 

REGISTRATION IS FREE FOR MEMBERS AND NON-MEMBERS!

GUESTS WELCOME!  

Business Practice Interchange (BPI) will also take place at this meeting.