Expert Details

Expert in Commercial Property & Casualty Insurance

Expert ID: 736234 Georgia, USA

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Expert's background is in Property and Casualty insurance for businesses. He is a captive agent for a national carrier that focuses on artisan and specialized contractors, machine shops, plastic injection molders, petroleum distributors, funeral services, auto service, wholesalers, and other industries.

Expert is based out of Georgia but has worked with clients throughout the US. Evaluating commercial lines policies for deficiencies, errors, and costly oversights is one of the ways he brings value to his customers. Expert has extensive experience with workers compensation, business auto, general liability, errors and omissions, directors and officers, inland marine, umbrella, property coverage, performance bonds, and risk-management practices.

He also works closely with business owners to establish business succession and/or estate plans, buy-sell agreements, key person insurance, employee retention plans, and business valuations.

Prior to his career in insurance, he was a commercial real estate appraiser. Expert is extremely well versed in the various methodologies used to value commercial properties.

He graduated Magna Cum Laude from the Terry College of Business at the University of Georgia.

Expert may consult nationally and internationally, and is also local to the following cities: Atlanta, GA

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Education

Year Degree Subject Institution
Year: 2006 Degree: BA Subject: Marketing Institution: University of Georgia

Work History

Years Employer Title Department Responsibilities
Years: 2016 to Present Employer: Undisclosed Title: Marketing Representative Department: Responsibilities: Responsible for increasing commercial property and casualty premium generated within a defined geography. Responsible for increasing life and disability insurance premium within the same region.
Responsible for advising on business succession, estate planning, and certain tax matters for business owners.
Responsible for providing risk-management services, and meeting various objectives around loss ratios.
Years: 2012 to 2016 Employer: Altria Group Distribution Company Title: Territory Sales Manager Department: Responsibilities: Responsible for selling retail agreements, negotiating product pricing, and growing revenue from a territory generating $20M in annual sales.
Years: 2006 to 2012 Employer: Appraisal Associates Group Title: Certified General Real Estate Appraiser Department: Responsibilities: Conducted appraisals on commercial real estate using all professionally recognized methodologies. Worked with lenders to approve construction draws on commercial projects. Consulted on tax disputes and estate matters.

Career Accomplishments

Licenses / Certifications
Property and Casualty License: 2016-present
Life, Accident and Sickness: 2016 -present
Certified General Real Property Appraiser 2006-2011

Fields of Expertise

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