Expert in Insurance Industry Claims and Underwriting: Property and Casualty; Life and Health
Expert ID: 730690 Colorado, USA
In addition to his practical experience, Expert was the director of insurance education at the college level. His curriculum included the courses required to prepare for the Expert/FC professional designation
In addition to his specific life insurance experience, Expert been involved in many cases involving standard of care issues of various aspects of the insurance industry in general. He would estimate that he has had more than 100 assignments, of which at least 60 to 70% have involved standard-of-care issues and/or the duties of a professional insurance producer.
When working for a brokerage, Expert was responsible for sales, marketing and risk acceptance (underwriting) on behalf of the companies his brokerage represented. His successful risk selection over the years was likely the largest single factor contributing to the success of the agency. His underwriting responsibilities were closely followed by supervision of our claims people and the claims settlement process. The balance of my duties dealt with the management of a regional property and casualty general agency with special attention to contract issues, company- agency disputes, producer issues, insurance industry procedures and standards, coverage consultation, sales management, and marketing.
Aside from underwriting duties, as the agency grew, Expert spent time on agency company relations and supervision of our production team. Keeping their agents and their agency out of trouble was his special project. His duties included agent and agency responsibility, avoiding E&O claims, ethics, and standards and practices of agents and insurers. As evidence of his attention to these issues, no agent or the agency was ever involved in a civil suit or a reprimand from any regulatory agency.
|Year: 1954||Degree: Marketing and Merchandising||Subject: Marketing and Merchandising||Institution: State University of NY|
|Year: 1970||Degree: CLUCHFC||Subject: Life and Health||Institution: American College|
|Years: 1999 to Present||Employer: Undisclosed||Title: Managing Partner||Department:|
Responsibilities:Overall administration testifying and consulting.
|Years: 1990 to 1999||Employer: Community College of Aurora||Title: Department Director||Department: Insurance Education|
Responsibilities:Overall responsibility for curriculum, hiring instructors, and teaching and industry outreach.
|Associations / Societies|
|President, St. Paul Producers Council
President, Home Insurance Quality Agents Committee
|Awards / Recognition|
|Recipient of the Chartered Life Underwriters Degree / Advantage Agent Award by the Zurich Insurance Co.
Fields of Expertise
annuities, annuity insurance, auto insurance, brokering, builder's risk insurance, business insurance, casualty insurance, claims made policy, commercial insurance, contract dispute, errors and omissions insurance, fire damage, fire insurance, flood insurance, health insurance, insurance, insurance brokering, insurance claim, insurance claim handling, insurance claims adjusting, insurance contract, insurance coverage, insurance dispute, insurance operations, insurance underwriting, international insurance, liability insurance, life insurance, liquor liability, marine insurance, professional malpractice, underwriting, workers' compensation