We have a very interesting approach to this month’s FENG meeting. We will cover some case studies/examples of insurance challenges that they have experienced at Bearing Insurance as a way to learn and benefit from them, so you don’t make the same mistakes.

Penn National Claims Case Studies: What Finance Leaders Should Know
A practical discussion with Penn National’s claims team as they walk through real-world loss scenarios and how claims are evaluated, managed, and resolved. This session will give finance executives insight into how claims teams think, what they look for, and how strong internal controls and procedures can lead to more favorable claim outcomes.

Speakers:

BJ Long

Graduated from Southern Nazarene University in 1997 with a bachelor’s degree in management, and later followed a passion for food by earning an AOS in Culinary Arts from the New England Culinary Institute in 2001 and spent several years as a chef and foodservice manager across Colorado, Oklahoma, and Texas from 2001 to 2008. In 2008, relocated to North Carolina and joined the Guilford County Schools’ School Nutrition Department, responsible for daily operations in 20 school cafeterias.

In 2020, obtained a North Carolina Adjuster’s license, and started handling property claims with Allstate, followed by auto claims with State Farm. BJ joined Penn National Insurance in 2022 as a Claims Representative on the Auto Team and was promoted to Auto Team Lead in 2023. As part of an ongoing commitment to professional development, BJ holds an AINS designation. On a personal note, BJ has been married to his wife Jennifer for 24 wonderful years, and has one son, Amos, who is currently completing his Army Basic Training at Fort Leonard Wood, Missouri.

Gary Gibson

Graduated from Grove City College Pennsylvania and began a claims career with Liberty Mutual insurance in Pittsburgh in November 1986 and has also worked for Shelby Insurance and Ohio Casualty. Moved to Penn National Insurance in August 1999 as a Senior Claims Representative where he was subsequently promoted to Claims Specialist then Team Leader. Gary is currently the Claims Manager (Liability) in Greensboro.

Gary holds 5 professional insurance designations including Certified Property Casualty Underwriter (CPCU) and Associate in Claims (AIC) and is former president and current board member and Treasurer of the Piedmont NC CPCU chapter.

On a personal note, Gary has been married to wife Vickie for 25 years, has one daughter, one step daughter and one grandson (so far)!

Driving Directions

5171 Glenwood Ave

Raleigh, NC 27612

West of Creedmoor Road/Crabtree Valley Mall 

From RTP/RDU (Airport)/Durham/Chapel Hill

Take US-70 E / Glenwood Ave 

Turn right at Exxon on the corner 

Arrive at your destination on the left