Expert Details
Property & Casualty Insurance Consulting -- No Insurance Sold
ID: 725517
Kentucky, USA
He is uniquely one of only a few persons in Kentucky that practices strictly as a consultant on a fee for performance basis -- no agents or sales licenses held and no insurance sold or brokered.He has a depth of expertise in workers compensation insurance and self insurance, commercial auto, general and umbrella liability, employment practices liability and commercial property insurance.He provides insurance advice and counsel for small and medium sized business that are not large enough to have their own insurance or risk manager.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1960 | Degree: BS, College of Commerce | Subject: Accounting, Insurance, Law | Institution: University of Kentucky |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 1984 to 2012 | Employer: Self-Employed | Title: Executive Director | Department: Insurance Management Institute |
Responsibilities:He is a Licensed Property and Casualty Insurance Consultant. |
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| Years | Employer | Title | Department |
| Years: 1975 to 1984 | Employer: Rupert-Hager-Crowell Agency, Inc. | Title: President | Department: Commercial Executive Agent |
Responsibilities:Executive Agent, Chief Executive Officer |
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| Years | Employer | Title | Department |
| Years: 1960 to 1975 | Employer: Rupert-Hager-Crowell Agency, Inc. | Title: Executive Vice President | Department: Commercial |
Responsibilities:Commercial Account Manager, Agency Management |
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| Years | Employer | Title | Department |
| Years: 2013 to Present | Employer: Undisclosed | Title: Insurance & Risk Management Mentor | Department: SiSITiMentors |
Responsibilities:Property, Casualty, Liability and Workers Compensation Mentor |
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| Years | Employer | Title | Department |
| Years: 2020 to Present | Employer: Undisclosed | Title: Insurance Pathfinder | Department: InsPaths LLC (In Formation) a non-profit |
Responsibilities:To assist small and medium sized business and institutions with crisis management insurance and risk management decisions in and beyond pandemic and other disruptive events. |
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Government Experience
| Years | Agency | Role | Description |
|---|---|---|---|
| Years: to Present | Agency: University of Kentucky | Role: Consultant | Description: Workers Compensation advice to HR. |
| Years: to Present | Agency: Eastern Kentucky University | Role: Advisory Board Member | Description: Served as ai intial advisory board member in establishing the Chair of Insurance at the University. |
| Years: to Present | Agency: Sanitation District No. 1 | Role: Consultant | Description: All lines property and casualty insurance, OCIP evaluation and implementation. |
| Years: 1976 to 1979 | Agency: Commonweath of Kentucky | Role: Regulator | Description: Served as a member of the Kentucky Insurance Regulatory Board of the Department of Insurance |
International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: to Present | Country / Region: Various | Summary: He has arranged specialized insurance for his clients when they engage in operations outside of the United States. |
Career Accomplishments
| Associations / Societies |
|---|
| Director and President of Independent Insurance Agents of Kentucky (IIAK) 1976 |
| Licenses / Certifications |
|---|
| Licensed property and casualty insurance consultant. |
| Professional Appointments |
|---|
| Director, state and national bank and bank holding company. Chairman of the trust committee, same. Served as a regulator on the Kentucky Insurance Regulatory Board 1976-78. On initial advisory board for the chair of insurance at Eastern Kentucky University. |
| Awards / Recognition |
|---|
| Insurer of the year IIAK Lifetime Achievement Award, Eastern Kentucky University |
| Publications and Patents Summary |
|---|
| Wrote chapter on 24 hour integrated benefits for the Kentucky College of Law; Various papers and newsletters ("insurance risk management toolkits") on commercial insurance. |
Additional Experience
| Training / Seminars |
|---|
| Participated in seminars on workers compensation with the Kentucky Chamber of Commerce and through Lorman continuing education on workers compensation insurance and self-insurance. |
| Vendor Selection |
|---|
| Locating and evaluating commercial insurance carriers and agent/brokers for Kentucky businesses, institutions and public entities. |
| Marketing Experience |
|---|
| Source of insurance and self-insurance, captives, OCIPS and CCIPS, for commercial insurance buyers of property and casualty insurance. |
| Other Relevant Experience |
|---|
| In connection with commercial workers compensation insurance, have designed a comprehensive claims management package and a safe@work zone promotion to reduce the cost of workers compensation in the workplace. |
Fields of Expertise
auto insurance, builder's risk insurance, casualty insurance, directors and officers liability insurance, flood insurance, liability insurance, property insurance, self-insurance plan, terrorism insurance, workers' compensation, workers compensation claim management, workers compensation injury, house insurance, umbrella liability, commercial insurance, automotive insurance