Oswald’s Kim Lucarelli Earns Certified Advisor of Personal Insurance Designation By Wharton and Chubb

Cleveland, OH, Oct. 26, 2015— Kimberly Lucarelli of Oswald Companies in Cleveland, has been awarded a Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania and Chubb Personal Insurance.

Lucarelli is among a group of 39 agents in this inaugural class to receive the certification after completing a one-year intensive educational program on understanding the lifestyle and risk management and insurance needs of high-net-worth individuals. Created by Wharton and Chubb in 2014, the CAPI program is the first of its kind to focus on a specific customer segment in the personal insurance marketplace.

“The agents who have completed the CAPI program have demonstrated that they have the high level of skill and expertise required to understand the total family balance sheet and advise high-net-worth individuals on their complex risk management and insurance needs,” said Stacey Silipo, director of strategic partnerships for Chubb Personal Insurance.

Lucarelli’s individual studies focused on the rising liabilities associated with cyberbullying and aggression on social media, and the gaps existing for clients and communities, in education, insurance coverages and risk prevention strategies.

“We are extremely proud of Kim’s dedication and service in earning this prestigious CAPI designation through Wharton,” said Jessica Jung, Director of Sales, Property & Casualty. “Kim’s achievement is not only a win for the valued clients we serve at Oswald, but also for the industry as a whole as her work is advancing our understanding of complex and evolving environment of cyberbullying and social media aggression for families, schools, communities and carriers.”

capi_final_logo_medium_pmsThe curriculum for the 12-month CAPI program included six modules related to the high-net-worth mindset, customizing insurance solutions, building client relationships, selling, excelling in the high-net-worth arena, and sustaining excellence. Courses, which are taught by Wharton faculty, Chubb subject matter experts and other professionals, include “Understanding the Total Family Balance Sheet,” “Collections,” (art, jewelry, antiques, wine, etc.), “Family Security,” “Relational Agility,” and “Building Your Personal Brand.” Classes are held on Wharton’s campus in Philadelphia, at Chubb Personal Insurance’s headquarters in Whitehouse Station, NJ, and online.

Courses were taught by Wharton faculty, Chubb employees and other experts who work with high net worth clients and their advisors. Agents received instruction on the Wharton campus at the University of Pennsylvania in Philadelphia, at the Chubb Personal Insurance headquarters in Whitehouse Station, NJ, and through virtual classes, webcasts, reading assignments and other online activities throughout 2014-2015.

About Chubb Group of Insurance Companies

Since 1882, members of the Chubb Group of Insurance Companies have provided property and casualty insurance products to customers around the globe. These products are offered through a worldwide network of independent agents and brokers. The Chubb Group of Insurance Companies is known for financial strength, underwriting and loss-control expertise, tailoring products for the needs of high-net-worth individuals and commercial customers in niche markets and select industry segments, and outstanding claim service.

The Chubb Group of Insurance Companies is the marketing term used to describe several separately incorporated insurance companies under the common ownership of The Chubb Corporation. The Chubb Corporation is listed on the New York Stock Exchange (NYSE: CB) and, together with its subsidiaries, employs approximately 10,000 people throughout North America, Europe, Latin America, Asia and Australia. For more information regarding The Chubb Corporation, including a listing of the insurers in the Chubb Group of Insurance Companies, visit www.chubb.com.

About the Wharton School

Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community one of the most published business school faculties, Wharton creates ongoing economic and social value around the world. The school has 5,000 undergraduates, MBA, Executive MBA, and doctoral students; more than 9,000 annual participants in executive education programs; and a powerful alumni network of 94,000 graduates.

About Oswald Companies

Founded in 1893, Cleveland-based and employee-owned, Oswald is one of the nation’s largest independent insurance brokerage firms. As a proud member of Assurex Global, the world’s largest association of privately held insurance brokers, our risk management professionals can service and support the needs of our clients worldwide. Learn more at www.OswaldCompanies.com.