Expert Details
Insurance
ID: 735063
Minnesota, USA
Currently working as a business consultant for a private company with annual revenues in excess of $8,000,000
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1980 | Degree: n/a | Subject: Accounting | Institution: St. Cloud State University |
| Year: 1974 | Degree: n/a | Subject: Business | Institution: St. Cloud State University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 1984 to 2016 | Employer: SMA Insurance | Title: President, Owner and Manager | Department: Commercial Insurance |
Responsibilities:For over 30 years, Expert has been responsible for all aspects of managing the day-to-day operations of an independent insurance agency. He serves as President, as well as Owner and Manager, of this 18-employees firm. Among other accomplishments, he has sold and managed a commercial book of business with revenues exceeding $300,000 annually; managed all sales and service personnel; and acquired agency contracts with insurance companies and maintained ongoing relationships with underwriters and other insurance company personnel. |
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Career Accomplishments
| Associations / Societies |
|---|
| Member, MN Independent Insurance Agents and Brokers, for 10+ years |
| Licenses / Certifications |
|---|
| Minnesota Property and Casualty License (1983-present) Minnesota Life and Health license (1983-present) |
| Professional Appointments |
|---|
| Life Underwriting Training Council (LUTC) |
| Awards / Recognition |
|---|
| MN Independent Insurance Agents and Brokers Association awarded SMA Insurance Agency "Agency of the Year" Multiple awards from Allied Insurance ranging from Honors Circle, Presidents Circle and Chairman's Cabinet |
Additional Experience
| Expert Witness Experience |
|---|
| Expert contracted with a legal firm as an Expert Witness involving an agency errors & omissions case. The case involved multiple insurance companies in a wrongful death lawsuit. This case was decided in court favorably in March 2018. |
| Training / Seminars |
|---|
| Expert has attended over 400 hours of continuing education courses which is required to maintain an insurance license for the past 35 years. He has also attended numerous other seminars and courses sponsored by professional insurance organizations including The National Alliance for Insurance Education and Research. |
Language Skills
| Language | Proficiency |
|---|---|
| English | Life time |