About ITP

The Insurance Training Professional (ITP) designation was created with member input and recognizes individual excellence and professionalism in training and education in the insurance industry. The designation requires both training/education and insurance experience/knowledge. It is a balanced blend of insurance, training, education, and years of industry experience.SITE is pleased to have the ITP Designation recognized in the A.M. Best’s Professional Designations for 2015 (page 7). For more information, visit A.M. Best’s full list of Insurance Industry Resources. Over 127 individuals have earned their ITP designation to date. 

The following individuals have recently received the Insurance Training Professional (ITP) Designation:  

 

  • Shannon Marbet, CISR, ITP  (AAA Insurance Agency)
  • Marsha Lester, MBA, AAI, AIC, CIC, ITP  (Madison Area Technical College)
  • Kimberly Levitt, ITP  (Selective Insurance)
  • Sandra Colley, ITP  (Nationwide)
  • Aaron Kaufman, ITP (Berkley Insurance)
  • Marsha Carpenter, ITP  (Nationwide)
  • Holly Willis, ITP (Farm Bureau Insurance)
  • Diane Tyk, ITP (Allstate Insurance)
  • Jafir Young, ITP (Markel)
  • Katina Hemphill, ITP (Markel)
  • Maria Vogal, ITP (Sentry)
  • Sherry Moor, ITP (American Strategic Insurance)

For a full list of our ITP's - please click here

ITP Requirements 

  • Membership in SITE
  • Evidence of insurance knowledge through one of the following: an insurance designation or degree; a minimum of 20 semester hours of insurance/financial services courses; or a résumé outlining a minimum of 10 years insurance industry experience in core competencies of underwriting, actuarial, accounting, claims or experience that relates to broad insurance knowledge
  • Evidence of training/education knowledge through one of the following: completion of the SITE Train the Trainer program or completion of a course equivalent to Train the Trainer; an accredited degree in adult education or a closely related field with significant education coursework; or 20 or more semester hours in an undergraduate or graduate education degree program
  • Professional training/education practice and experience through a minimum of five years of experience as a training/education professional and evidence of successful training/education practice (requires course outline with objectives, methodologies and evaluation process used, and one of the following: a list of courses taught during the most recent three years; evaluation summaries from three programs; needs assessments conducted; or passing ratios for AICPCU or other licensing or designation programs taught) NOTE: All materials will be returned and will be used solely for the determination of this designation. All materials should be non proprietary.
  • Evidence of training leadership experience (provides an opportunity for those leaders in the training profession to participate in the ITP designation program by adhering to the requirements and submitting courses designed and/or delivered by their team members during the most recent three years)
  • Adherence to the SITE Code of Ethics

Application Process 

Please review the ITP checklist before completing the application process!   ITP CHECKLIST 

 

PAPER APPLICATION           APPLY ONLINE            ITP BROCHURE 

 

Disclaimer 

Information that the applicant provides to the Society of Insurance Trainers and Educators (SITE) in this application will be considered confidential to the extent that it is conspicuously designated as such or identified at the time of disclosure as being of a confidential or proprietary nature. It will not include information that is generally known or available, is already known to SITE before the applicant provided it, is given to SITE by a third party as a matter of right and without restricting its disclosure, independently developed by SITE, the subject of the applicant’s earlier written permission to disclose, in response to a valid court order or other governmental body of the U.S. or any political subdivision thereof or is otherwise required by law, or is necessary to establish the rights or enforce the obligations of this paragraph. SITE agrees to limit its use of applicant’s confidential information to determine the applicant’s qualification for designation as an Insurance Training Professional (ITP). SITE will refrain from disclosing applicant’s confidential information for any other purpose without the express written permission of the applicant. In the event the applicant is awarded the ITP designation, the applicant gives permission to SITE, its representatives, and its duly authorized third parties to share and publicize applicant’s name, likeness, contact information, affiliation with an employer or business, and other professional designations.Questions? Contact SITE.