The Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb have awarded Jill Nye, Personal Lines Service Manager at Gunn-Mowery, LLC, the Certified Advisor of Personal Insurance (CAPI) designation.
Created by Wharton and Chubb in 2014, the CAPI program helps agents and brokers serve as trusted advisors to successful clients. Following 12 months of study, program participants must complete a capstone project to demonstrate their mastery of the curriculum. To date, there are only 174 professionals who hold this prestigious designation.
CAPI’s curriculum consists of six modules related to the financially-successful mindset, custom insurance solutions, building client relationships, selling, excelling in the high-net-worth arena, and sustaining excellence. Courses are taught by Wharton faculty, Chubb subject matter experts and other professionals. Classes are held on Wharton’s campus in Philadelphia and at the Chubb Personal Risk Services office in Whitehouse, Station, N.J. and online.
The agents and brokers in the CAPI’s fourth graduating class work for a variety of organizations, ranging from major global and regional brokerages to small-town, family-owned independent agencies across the United State and in Canada.