Kenneth J Kalis Co

Description

Educated at Rutgers and Fordham Universities, Kenneth J. Kalis, CLU built his insurance expertise during 21 years in Prudential's corporate office in Newark, New Jersey. His career spanned a wide range of assignments in the individual insurance area, including agencies, compensation, methods, communications, and on the president's staff. During his last few years at the Pru, he was the Quality Service Executive for the Regional Home Offices, the Computer Services and Systems Office, and Actuarial Department, Prudential Bank and Additional Distribution Channels. As he helped these areas continuously improve their business processes, using the Deming approach to Total Quality Management, he also was active in the Company ’s exploration of the Malcolm Baldrige National Quality award. This expertise and experience enabled Ken to begin his own consulting practice in 1994. One of his first opportunities to work on ethical market conduct in 1996 giving input to the ACLI's CEO panel who established IMSA. Since then, Ken has worked full time on IMSA issues. Best ’s Review has called him “IMSA ’s only full time independent assessor. ” His first major assignment was testing the original IMSA questionnaire with three diverse companies who volunteered for the pilot. This gave him the advantage of seeing how the process worked in terms of career agency, direct response and independent producer marketing systems. Ken then went on to work with company executives and IMSA to create the original IMSA Assessment Handbook and the training for independent assessors and companies. He used this experience in developing an on-site training course for companies to use in preparing for their IMSA self-assessments. This led to opportunities to help companies plan and execute their self-assessments and then to conduct independent assessments. (Ken became one of the first IMSA Qualified Assessors in February of 1997.) As the business grew, Ken initiated a national recruiting campaign for life and annuity professionals who were interested in working with him on IMSA. Over the years he has built up an IMSA Team of some 18 individuals, including 7 Qualified Independent Assessors. The Kalis Team has worked with over 50 companies and admitted most to IMSA membership. Nearly all have retained the Kenneth J. Kalis Company as their IMSA assessor for renewal membership and ongoing consultation. IMSA is the full-time business of the Kenneth J. Kalis Company, Incorporated Because of this, Ken supports IMSA with pro-bono work, serving on the committees on IMSA Standards for Independent Assessors, the 2000 Assessment Handbook Revision Committee and working groups on testing and training. He presented the training segment "Preparing for Renewal Membership" at the IMSA training in Washington, which has been taped for use by companies in training. He was also a member of the independent assessor group that produced the Independent Assessment Manual in 2003 and is very active in the current efforts to update the Assessment Handbook for 2006.

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