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Ep. 190: JoAnn Del Gatto & Joyce King: Staffing Your Compliance Team: From Zero Knowledge to Expert in the Field

1:10:24
 
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Conteúdo fornecido por Spot On Insurance. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Spot On Insurance ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Apple Podcasts Rate and Review for SpotOn

JoAnn Del Gatto is the Vice President of Education and Compliance at The Surplus Lines Association of California, and Joyce King is ILSA’s Special Project Administrator. Joyce King has worked with ILSA since 2005, specializing in surplus lines tax filing requirements. JoAnn also serves as a Regulatory Risk and Compliance Consultant with Custom Compliance Solutions, a company based in the Greater New York City region, helping businesses with everything from reporting and filing services and identifying automation opportunities to developing best practices and mergers and acquisitions.

Joyce and JoAnn join us again today to share how you can properly vet your staff to determine if they are a good fit to be part of your organization. They discuss the questions you should ask during the interview, some of the notable traits to watch for on their first day, and how you can help them with the onboarding process. Joyce explains how ILSA handles the onboarding process and JoAnn discusses the importance of knowing the money expected by the applicant. They also share advice for professionals on what they can do to have an edge this year.

"Make sure you are on the same page with salary. If you're not, it's probably not going to be a good fit." - JoAnn Del Gatto

Today on Spot On Insurance:

  • Why they incorporated a culture of fitness into their work setting.
  • The projects ILSA has been busy with this year.
  • Their qualifications and how they interview for staff and management positions.
  • What JoAnn believes interviewers should have prepared before interviewing applicants.
  • The onboarding process at ILSA and the ILSA Bootcamp.
  • JoAnn's formula for bringing in a new member who may be familiar with how the company runs.
  • Why note-taking can determine if a newcomer will last in the company.
  • The growth programs companies can offer employees to retain them.
  • Companies that are bolstering their focus on having a diverse organization.
  • JoAnn’s and Joyce's advice for professionals who want to improve their skills before the year ends.

Key Takeaways:

  • Networking will be the best thing you can do before the year ends.
  • For the beginning of the year in surplus lines, get ready. Because that's when all those reports are due.
  • For new hires, note-taking can be the difference between becoming a regular and being sent home.

Connect with Joyce King:

Connect with Jo Ann Del Gatto:

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

  continue reading

350 episódios

Artwork
iconCompartilhar
 

Série arquivada ("Feed inativo " status)

When? This feed was archived on June 07, 2023 10:59 (10M ago). Last successful fetch was on December 07, 2022 20:05 (1+ y ago)

Why? Feed inativo status. Nossos servidores foram incapazes de recuperar um feed de podcast válido por um período razoável.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 288934932 series 2904354
Conteúdo fornecido por Spot On Insurance. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Spot On Insurance ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Apple Podcasts Rate and Review for SpotOn

JoAnn Del Gatto is the Vice President of Education and Compliance at The Surplus Lines Association of California, and Joyce King is ILSA’s Special Project Administrator. Joyce King has worked with ILSA since 2005, specializing in surplus lines tax filing requirements. JoAnn also serves as a Regulatory Risk and Compliance Consultant with Custom Compliance Solutions, a company based in the Greater New York City region, helping businesses with everything from reporting and filing services and identifying automation opportunities to developing best practices and mergers and acquisitions.

Joyce and JoAnn join us again today to share how you can properly vet your staff to determine if they are a good fit to be part of your organization. They discuss the questions you should ask during the interview, some of the notable traits to watch for on their first day, and how you can help them with the onboarding process. Joyce explains how ILSA handles the onboarding process and JoAnn discusses the importance of knowing the money expected by the applicant. They also share advice for professionals on what they can do to have an edge this year.

"Make sure you are on the same page with salary. If you're not, it's probably not going to be a good fit." - JoAnn Del Gatto

Today on Spot On Insurance:

  • Why they incorporated a culture of fitness into their work setting.
  • The projects ILSA has been busy with this year.
  • Their qualifications and how they interview for staff and management positions.
  • What JoAnn believes interviewers should have prepared before interviewing applicants.
  • The onboarding process at ILSA and the ILSA Bootcamp.
  • JoAnn's formula for bringing in a new member who may be familiar with how the company runs.
  • Why note-taking can determine if a newcomer will last in the company.
  • The growth programs companies can offer employees to retain them.
  • Companies that are bolstering their focus on having a diverse organization.
  • JoAnn’s and Joyce's advice for professionals who want to improve their skills before the year ends.

Key Takeaways:

  • Networking will be the best thing you can do before the year ends.
  • For the beginning of the year in surplus lines, get ready. Because that's when all those reports are due.
  • For new hires, note-taking can be the difference between becoming a regular and being sent home.

Connect with Joyce King:

Connect with Jo Ann Del Gatto:

This episode was brought to you by…..

Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com.

Connect, Learn, Share

Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on Apple Podcasts Rate and Review For SpotOn and share your favorite episodes with friends and colleagues!

  continue reading

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