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Risk Management & Insurance
Professor's Vita
Dr. Carol A. B. Jordan
Dr. Carol A. B. Jordan is the Eminent Scholar of Risk Management & Insurance at Troy University. She held the State Farm Endowed Professorship of Insurance at the University of Louisiana at Monroe from August 1994 through August 2000.
Prior to her work in Louisiana, Dr. Jordan was Associate Professor of Insurance at Eastern Kentucky University. She also has been the sole proprietor of Jordan Consulting since 1988 and through her consulting firm she works as a testifying expert in the areas of life insurance, disability income, personal lines, insurance industry practice, and bad faith.
Dr. Jordan serves as Visiting Professor to Lloyd's of London during summers, teaching underwriters and brokers at Lloyd's. She completed her BSBA at Bowling Green State University in 1983, the MBA at the University of Georgia in 1985, and the Ph.D. at Georgia in 1991. Before coming to academia, Dr. Jordan worked in the insurance industry first as a claims adjuster, then commercial lines underwriter, and finally as an agent.
She is a Past President of the Southern Risk and Insurance Association and a member of Western Risk and Insurance Association and the American Risk and Insurance Association.
Education
Academic Professional Experience
Business Professional Experience
References
Honors and Awards
Professional Organizations
Publications and Papers
Education
Doctor of Philosophy in Business Administration, emphasis in Risk Management and Insurance, University of Georgia, Athens, Georgia; March, 1991.
Master of Business Administration, University of Georgia; June 1985.
Bachelor of Science in Business Administration (cum laude), Bowling Green State University, Bowling Green, Ohio; May, 1983. Major in Insurance.
Academic Professional Experience
Teaching
Eminent Scholar of Risk Management and Insurance, Troy University, Troy, Alabama, August 2000 - present.
State Farm Endowed Professor of Insurance, Insurance Studies Program, University of Louisiana at Monroe, Department of Economics and Finance, Monroe, Louisiana, August, 1994 – July, 2000.
Associate Professor, Insurance Studies Program, Eastern Kentucky University, Department of Finance and Business Systems, Richmond, Kentucky, February 1993-August,1994.
Assistant Professor, Insurance Studies Program, Department of Finance and Business Systems, Eastern Kentucky University, Richmond, Kentucky; August, 1988 - 1993.
Advising
Faculty Advisor to student organizations:
- Insurance Society, Northeast Louisiana University, 1994-August, 2000.
- Delta Sigma Pi, Northeast Louisiana University, 1994-1995.
- Gamma Iota Sigma, Psi Chapter, Eastern Kentucky University, 1988-1994.
- Insurance Society, Eastern Kentucky University, 1988-1994.
Academic Advising
Undergraduate Academic Adviser, Insurance, General Business, and General Studies Majors; Troy University, Troy, Alabama; August, 2000 - present.
Undergraduate Academic Adviser, Insurance, General Business, and General Studies Majors; Northeast Louisiana University, Monroe, Louisiana; 1994-August, 2000.
Undergraduate Academic Adviser, Risk Management and Insurance Majors, University of Georgia; 1983-1987.
Business and Education
Guest speaker, Montgomery Society of CPCU, "Commercial Insurance Education in Alabama," Montgomery, Alabama; January 20, 2007.
Organized and hosted the 12th annual Derek Hughes/NAPSLO Educational Foundation E&S Symposium at Birmingham, Alabama, October 13 - 14, 2006.
Guest Speaker, I-Day, "Value Added," Birmingham, Alabama, October13, 2006.
Lecturer, Markel Corporation, "Financial Analysis of Insurers," Richmond, Virginia; September 7, 2006.
Guest Speaker, Young Agents Conference, " Surplus Lines and the Independent Agent," Sandestin, Florida, June 14, 2006.
Organized and hosted the 11th annual Derek Hughes/NAPSLO Educational Foundation E&S Symposium at Montgomery, Alabama, October 14-15, 2005
Guest Speaker, Young Agents conference, "Insurance Education at the University," Birmingham, Alabama, August 17, 2005.
Guest Speaker, I-Day, "Ethics and Education," Birmingham, Alabama, November 18, 2004.
Organized and hosted the 10th annual Derek Hughes/NAPSLO Educational Foundation E&S Symposium at Montgomery, Alabama, October 15-16, 2004.
Speaker, Western Surplus Lines Association, "Changes in Reinsurance Regulation & the Implications for Our Business," Lake Tahoe, Nevada, July 21-25, 2004.
Organized and hosted the Derek Hughes/NAPSLO Educational Foundation E&S Symposium at Orange Beach, Alabama, November, 2003.
Keynote Speaker, south Region Competition of Future Business Leaders of America (FBLA), Troy, Alabama, February 22, 2003.
Organized and hosted the Derek Hughes/NAPSLO Educational Foundation E&S Symposium at Orange Beach, Alabama, October, 2002.
Speaker, Alabama Association of Managing General Agents, Orange Beach, Alabama, September, 2002
Panel Moderator, "Who Let the Sharks Out?" Western Surplus Lines Association Annual Meeting, Whistler, British Columbia, July 27, 2002.
Commissioner's Advisory council, Alabama Department of Insurance, June 2002-Current
Guest Speaker, Mississippi State University Insurance Day, April 23-24, 2002
Presenter, "Changes in Financial Regulation and the Effect on Banking & Insurance," TSU COB Symposium, Gulf Shores, January, 2002
Guest Speaker, I-Day, "Ethics and Education" Birmingham, Alabama; November 13, 2001.
Coordinator, Second Annual Alabama Insurance Symposium at Troy University, November 2 & 3, 2001.
Panelist, NAPSLO Annual Meeting, Palm Springs, California; January, 2001.
Director, Troy University Pre-licensing School, Troy University, August 2000 - present.
Coordinator, First Annual Alabama Insurance Symposium at Troy University, November 10 & 11, 2000.
Coordinator, Fifth Annual Symposium: "Excess and Surplus Lines Insurance," October 30 - 31, 1999; Holiday Inn Atrium, Monroe Louisiana.
Director, Monroe Pre-licensing School, University of Louisiana at Monroe; 1998 - 2000.
Coordinator, Fourth Annual Insurance Symposium: "Current Issues in Insurance," October 23 &24, 1998; Holiday Inn Atrium, Monroe, Louisiana.
Consultant, State of Louisiana, Board of Trustees State Employee Benefits Program, Baton Rouge, LA; January 22, 1998 - 1999.
Coordinator, Third Annual Insurance Symposium: "Excess and Surplus Lines Insurance," October 31 & November 1, 1997, Holidome, Monroe, LA.
Visiting Professor, Lloyd's of London, London, England summers 1997 - present.
Academic Coordinator, National Association of Professional Surplus Lines Offices, Kansas City, Missouri; July 1997 - January, 2000.
Academic Coordinator, National Association of Professional Surplus Lines Offices, Kansas City, MO; January, 1997 - January 2000. Conduct Beginner and Advanced Training seminars for Surplus Lines brokers and underwriters, July and October each year.
Coordinator, Second Annual Insurance Symposium: "Surplus Lines and Specialty Risks," November 1 & 2,1996 ; Holiday Inn Holidome; Monroe, Louisiana.
Evaluator for the National Program on Noncollegiate Sponsored Instruction; State Board of Regents, University of the State of New York,December, 1995 and 1997.
Coordinator and lecturer, First Annual Insurance Symposium: "The NAIC and Insurance Regulation," October 30 - 31,1995, Alumni Center, Monroe, Louisiana.
Coordinator and lecturer; Second Biannual Seminar: "Understanding Insurance," National Conference of Insurance Legislators and the Griffith Foundation for Insurance Education; Columbus, Ohio; February 4-7, 1995.
Insurance Consultant and Testifying Expert, Areas of Specialization: Life Insurance, Health Insurance, Disability Income Insurance, Personal Lines Insurance (Homeowners, Personal Auto Policies, etc.), Insurance Contract Interpretation, and Bad Faith; 1987-present.
Advisor and panelist; Kentucky Workers Compensation Educational Conference, Kentucky Workers Compensation Funding Commission; Lexington, Kentucky; October 24-27, 1993.
Coordinator and lecturer: Producer Development School, Eastern Kentucky University Campus, May 10-12, 1993.
Coordinator and lecturer; First Biannual Seminar: "Understanding Insurance," National Conference of Insurance Legislators and the Griffith Foundation for Insurance Education; Columbus, Ohio; February 4-7, 1993.
"Personal Risk Management and Insurance;" A Continuing Education Workshop; Kentucky Department of Insurance; Frankfort, Kentucky: June 2-4, 1992.
"Reducing Health Care Costs;" A Seminar for Employers; Henderson Community College, Henderson, Kentucky, March, 1992.
Evaluator for the National Program on Noncollegiate Sponsored Instruction; State Board of Regents, University of the State of New York, August, 1990.
Preparation and Grading of Life and Health Insurance Consultants License Examinations; State of Kentucky 1990-1994.
Preparation and Grading of General Lines Insurance Consultants License Examinations; State of Kentucky 1990-1994.
Instructor, Preparation Course for CPCU Part 4; London, Kentucky, Spring, 1989.
Business Professional Experience
Insurance and Risk Management Consultant, and Testifying Expert, Jordan Consulting, 1987 - present.
Insurance Agent, Nationwide Insurance; Suffolk, Virginia; 1976-1980.
Commercial Insurance Underwriter; Mutual Insurers, Inc., Richmond, Virginia; 1975-1976.
Insurance Manager, New Jersey Auto Dealers Association, Trenton, New Jersey; 1968-1969.
Insurance Manager, Strick Trailer, Fairless Hills, Pennsylvania; 1967-1968.
Claims Examiner, Blue Shield/Medicare Division, Harrisburg, Pennsylvania; 1967 .
Staff Nurse, Holy Spirit Hospital; Camp Hill, Pennsylvania; 1966-1967.
Staff Nurse, Carlisle Hospital, Carlisle, Pennsylvania; 1965 - 1966.
Claims Examiner (Medicare Claims), Blue Shield of Harrisburg, Harrisburg, Pennsylvania; Summer of 1965.
Service
President, Troy Chapter of AAUW, 2003 - 2005
SACS Self-Study Committee on Faculty, Spring 1997 - Fall 1999.
Member, Kappa Delta Gamma, November, 1997 - present.
Immediate Past President, Southern Risk & Insurance Association, 1999 - 2000.
President, Southern Risk & Insurance Association, 1998 -1999.
Chair, Teaching Quality Committee, college of Business Administration, University of Louisiana at Monroe, Monroe, Louisiana; 1999 - present.
First Vice-President, Southern Risk and Insurance Association, November, 1997-1998.
Faculty Committee for Reaffirmation of Accreditation by the Southern Association of Colleges and Schools, 1997 - 2000.
Second Vice-President, Southern Risk and Insurance Association, November, 1996-1997.
Board of Directors, Friends of the Library, January, 1995 - December, 1997.
Recruitment Subcommittee of the Recruitment and Retention Task Force, NLU, 1997-1998.
President, NLU Chapter of Beta Gamma Sigma; 1996-97.
Chair, Auction Committee, Habitat for Humanity of Ouachita Parish, Monroe, Louisiana; 1997.
Vice-President, NLU Chapter of Beta Gamma Sigma; 1995-96.
Program Committee, American Risk and Insurance Association, 1996.
Faculty, Louisiana Consortium of Insurance and Financial Services, 1995-1998.
Board of Directors, Ouachita Parish Pastoral Counseling Center, Monroe, Louisiana, December, 1995-1998.
University Name Committee, August, 1995-1998.
Insurance Advisory Board, Monroe City Schools, Monroe, Louisiana, April, 1995-2000.
Volunteer, Habitat for Humanity of Ouachita Parish, 1995-2000.
Monroe Kiwanis, Monroe, Louisiana; Christmas Meals on Wheels Committee December, 1994-2000.
Advisory Board, North Louisiana Insurance Council, December 1994-2000.
Teaching & Learning Committee; Northeast Louisiana University, August 1994-2000.
Newsletter Committee; Northeast Louisiana University; August, 1994-2000.
Students Committee; Northeast Louisiana University; August 1994-2000.
Ethics Awareness Week Committee; College of Business; Eastern Kentucky University, March, 1994.
Secretary-Treasurer, Southern Risk and Insurance Association; November, 1995-November, 1996.
Journal of Risk and Insurance Best Article Award Committee, American Risk and Insurance Association; 1992-1993.
Advisory Board, Insurance Studies Program; Creighton University; Omaha, Nebraska; 1992-2000.
Advisory Board, Insurance Studies Program; Delta State University, Mississippi, October 1994-1999.
Board of Directors; Faculty Club; Eastern Kentucky University; 1992-1994.
Board of Directors; Southern Risk and Insurance Association; 1992 - 2000.
Vice-President; Eastern Kentucky University Federal Credit Union; January, 1994-August, 1994.
Board of Directors; Eastern Kentucky University Federal Credit Union; 1991-1994.
Kulp-Wright Book Awards Committee; American Risk and Insurance Association; 1991-1992.
Board of Directors Nominating Committee; Southern Risk and Insurance Association; 1991.
Curriculum Committee; 1988-1994; Department of Finance & Business Systems; Eastern Kentucky University.
Merit Pay Committee; Department of Finance & Business Systems; Eastern Kentucky University, 1990-1994.
Homecoming Committee; College of Business Administration; Eastern Kentucky University, 1991-1993.
University Writing Requirement Board; Eastern Kentucky University, 1989-1994.
Referee; Delta Business Review, 1993-1998.
Referee; Journal of Insurance Issues, (formerly Journal of Insurance Issues and Practices), 1989-present.
Graduate Program Committee; College of Business Administration; University of Georgia; 1986-1988.
References
Dr. Sandra G. Gustavson, Associate Dean
Terry College of Business
Brooks Hall
University of Georgia
Athens, Georgia 30602
706-542-3690
Dr. Jack Hawkins, Chancellor
Troy University
Troy, Alabama 36082
334-670-3200
Mr. Paul Springman, CEO
Markel Corporation
4521 Highwoods Parkway
Glen Allen, Virginia 23060
804-965-1606
Mr. Charles Mikhail
Scruggs, Millette, Lawson, Bozeman & Dent, P.A.
734 Delmas Avenue
Pascagoula, Mississippi 39568
601-762-1207
Mr. Andy DeMarea, Attorney-at-Law
Shughart, Thomson & Kilroy
Kansas City, MO
816-395-0685
Honors and Awards
Distinguished Graduate, Mechanicsburg High School, Mechanicsburg, PA, January 2002
Award of Distinction, National Association of Professional Surplus Lines Offices; 1997.
Accomplished Graduate, College of Business; Bowling Green State University, Bowling Green, Ohio; 1996.
Breen Fellowship, Kemper Foundation; 1985-1988.
Griffith Foundation Scholarship; 1982-1983.
University Scholarship, Bowling Green State University; 1980 - 1983.
Professional Organizations
American Risk and Insurance Association
Southern Risk and Insurance Association
Western Risk and Insurance Association
Risk and Insurance Management Society
Gamma Iota Sigma
National Association of Life Underwriters; 1976-1980; 1994.
Virginia Association of Life Underwriters; 1976-1980.
Suffolk Association of Life Underwriters; 1976-1980 (Secretary, 1979-1980).
Beta Gamma Sigma (Business Honorary)
Alpha Lambda Delta (Scholastic Honorary)
Monroe Chamber of Commerce, 1994-2000.
Publications and Papers
Book in progress - A Concise Encyclopedia of Insurance, Haworth Press, 2005.
"Personal Risk Management Applications," presented at Troy State University during annual TSU System-Wide Business Symposium, January, 2002.
"The Effect of Louisiana's Community Property Laws on Financial Planning with Life Insurance," Journal of Financial Service Professionals, November, 1998.
"Small Business Perspectives of Insurance Agency Services," Presented at the Annual Meeting of the Southern Risk and Insurance Association, Asheville, N.C., November, 1997. Co-author, Dr. Paul Dunn.
"Insurance Reform in Louisiana," Res Scholaris, Spring, 1997.
"Insurance Regulation,"Principles of Surplus Lines Insurance, William Feldhaus, Coordinating Editor, Insurance Institute of America, 1996.
"Insurance Companies and Pension Funds," Financial Institutions, Markets, and Money, Kidwell, Peterson & Blackwell, Chapter 20, Dryden Press; Sixth Edition,1996.
Book Review, "Social Security, Employers, something, something, Journal of Risk and Insurance; June, 1996.
"The Effect of Louisiana's Community Property Laws on Financial Planning With Life Insurance," Presented at the Annual Meeting of the Southern Risk and Insurance Association, Charleston, S. C., November, 1995. Currently under review for publication by the Journal of the American Society of CLU & ChFC.
Panelist on the Griffith Foundation Panel, "Identifying Areas of Mutual Interest and Concern in the Academic and Insurance Communities," Southern Risk and Insurance Association, Charleston, S.C., November, 1995.
Book Review, "Estate Planning and Taxation," Prestopino, Kendall-Hunt Publishing Company, 1994, Journal of Risk and Insurance; December, 1994.
Book Review, "Principles of Workers Compensation Claims," edited by James J. Markham, Insurance Institute of America, 1992, Journal of Risk and Insurance; June, 1995.
"Post-Claims Underwriting in Life Insurance," presented at the 1993 Annual Meeting of the Southern Risk and Insurance Association, November, 1993, New Orleans, Louisiana.
"Insurance Companies and Pension Funds," Financial Institutions, Markets, and Money, Kidwell, Peterson & Blackwell, Chapter 20, Dryden Press; Sixth Edition, 1996.
Book Review, "Introduction to Estate Planning," Prestopino, Kendall-Hunt Publishing Company, 1992, Journal of Risk and Insurance; December, 1992.
"The Use of Wellness Programs to Contain Health Care Costs for Employers in Kentucky," presented at the 1992 Annual Meeting of the Southern Risk and Insurance Association, November, 1992, St. Petersburg, Florida.
"Structuring and Maintaining a Successful Insurance Program in a College of Business," presented at the annual meeting of American Risk and Insurance Association, August 20, 1992, Washington, D.C.
Moderator of Insurance Marketing Session, annual meeting of American Risk and Insurance Association, August 21, 1992, Washington, D.C.
"Establishing the Duties of the Excess and Surplus Lines Brokers," presented at the 1991 Annual Meeting of the Southern Risk and Insurance Association, Williamsburg, Virginia.
"Insurance Consumers Beware,"The Lane Report, July, 1991; pp.28-30.
"Forecasting Workers Compensation Losses for Large Corporations: A Comparison of Time Series Methods," presented at the 1990 Annual Meeting of the American Risk and Insurance Association, Orlando, Florida.
"The Use of Intervention Analysis to Improve Workers Compensation Loss Forecasts," presented at the 1990 Annual Meeting of the Southern Risk and Insurance Association, Amelia Island, Florida.
"Recruitment of College Seniors to the American Agency System;" A Discussion Paper Prepared for the Independent Insurance Agents of America; March, 1990; co-author: Dr. Peter R. Kensicki.
"Standards for Crop Hail and Crop Multi-Peril Insurance Companies;" A Report for the Farm Credit Bank of Louisville; November, 1989.
"An Empirical Analysis of the Underwriting Cycle in the Property and Liability Insurance Industry," presented at the 1987 Annual Meeting of the Southern Risk and Insurance Association, Savannah, Georgia.
Book Review, "Marketing Financial Services: A Strategic Vision," James Donnelly, Jr., Leonard L. Berry & Thomas W. Thompson; Journal of Risk and Insurance; December, 1985, pp. 758 -759.
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