Agent and Broker Standards Experts
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Cemetery Broker, Franchise Broker, Hospital Standards, Load Broker, Real Estate Broker, Flammability Codes and Standards, Standards of Conduct, Standards of Practice, Standards, Employee / Operator Failure to Comply with Standards, Insurance Broker Management and Systems and Procedures, Insurance Company and Broker Relationships, Real Estate Standards and Practices, Real Estate Standards of Care, Hotel Standards and Guidelines
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Expertise Description: Consulting expert with over 30 years experience in the Insurance industry. Provided services in all insurance matters. Owned and operated major insurance brokerages and currently teaching insurance for the California Department of Insurance Continuing Education and Licensing. Expertise includes Agency operations, agent due care, bad faith, due diligence, underwriting and risk analysis, right of subrogation, E&O matters, commercial underwriting, workers compensation, placing and binding coverage, agency loss ratio, life and... » Read Complete Profile
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Expertise Description: CPCU - A nationally recognized expert in the insurance and risk management fields. His proficiency is the result of more than 30 years of experience as an underwriter, retail broker, program manager, consultant and expert witness. His expertise includes insurance broker operations and standard of care, marketing in the United States, London, Europe and Bermuda, alternative risk financing techniques, program structure, and coverage analysis; California Brokers License and C.P.C.U. (Chartered... » Read Complete Profile
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Expertise Description: Expert and consultant on claim handling issues and practices, claim adjusting and coverage issues, breach of contract and bad faith issues, and underwriting. Services include complex claim handling issues and claim community standards, and serving as an expert witness, appraiser, umpire, mediator and services related to claim reviews and case reserving reviews, as well as claim file documentation as applies to unfair claim practice statutes in 25 states. Including all... » Read Complete Profile
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Expertise Description: Consulting expert with more than 23 years experience in the field of Insurance, including combined insurance brokerage and executive senior corporate counsel experience. Over 12 years executive management experience with international, large regional, and financial institution-owned insurance brokerages. More than 11 year senior in-house litigation case management experience handling multiple billions of dollars in case exposures in nearly every state and throughout the world for two of the largest international... » Read Complete Profile
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Expertise Description: M.S., J.D., R.P.L.U. - Consulting expert specializing Liability Insurance. Experience includes: insurance brokerage; consulting and underwriting, particularly with respect to Directors & Officers; and Professional Liability insurance. Prior to retirement, served clients as a broker, group captive administrator, and consultant, primarily handling complex, hard to place accounts for 3 large prominent international brokerage firms. Throughout insurance career, initially as underwriter and later as broker, has helped clients of all sizes... » Read Complete Profile
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Expertise Description: J.D. - Experienced in claim reviews for quality of handling and consultation on insurance coverage cases including the areas of auto, homeowners, uninsured and underinsured motorist, general liability (CGL), insurance agents and brokers, municipal, school districts, construction, environmental, asbestos, property, bonds, Workers' Compensation, medical and hospital liability. Expert witness on good faith claims handling in casualty and property matters, and on primary and excess insurance... » Read Complete Profile
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Expertise Description: Insurance consultant with expertise in both underwriting and brokerage specializing in major accounts and custom-designed coverage offering expert witness and litigation support in high hazard casualty and property insurance. Areas include: bad faith, coverage, wording, and intent; industry standards, norms, practices, and ethics; excess and surplus lines; reinsurance; large risk underwriting; brokers and brokerages; managing general agents and senior management; as well as, commercial and professional liability... » Read Complete Profile
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Expertise Description: B.A., M.B.A. - Practicing real estate broker, licensed general contractor, published author, frequent lecturer, and local and national media interviewee, specializing in real estate transactions and construction matters. Real estate expertise includes: sales; leases; contracts; property management; foreclosures; economic analysis; disclosure; data research; habitability; standards of care; residential investment properties; and duties of agents / sellers / buyers. Construction expertise includes: building codes / violations; business loss; contract disputes; construction... » Read Complete Profile
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Expertise Description: Insurance and Reinsurance expert with experience in all phases of property / casualty / professional liability insurance and reinsurance. Combines nearly 12 years of underwriting with 30 years as a reinsurance intermediary. Also has 2 years experience as underwriting manager for several insurance and reinsurance companies. Experience in underwriting includes complex major commercial casualty accounts as well as manuscript primary and umbrella forms. As reinsurance broker with several major intermediaries... » Read Complete Profile
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Expertise Description: - Practicing real estate broker, specializing in standards and practices, listings, residential sales, disclosures, residential / investment real estate holdings, policy research / development, policies and procedures, and executive level management. Additional expertise includes: agency relationships, including disclosure and duties; arbitration / mediation; construction; ethics / professional conduct; fair housing; land use; probate sales; professional standards; residential real estate; transfer disclosures; and trust fund management. Instructor. Invited speaker. Prior expert... » Read Complete Profile
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Expertise Description: C.P.C.U., A.R.M. - Consulting expert specialized in risk management and insurance industry. More than 40 years experience as property and casualty insurance broker. Experience includes handling large commercial accounts in fields of: manufacturing; colleges and universities; retail and wholesale; transportation districts; and hospitals. Additional experience in both property and liability insurance programs including self-insurance and captive insurance companies. Expert in errors and omissions insurance and agent and broker standard of... » Read Complete Profile
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Expertise Description: MBA, CLU, AEP – Consulting expert in Insurance and Finance with more than 25 years experience in the field. Expertise includes: standard of care involving representations, presentations, sales and placement of life insurance products by licensed agents and Registered Representatives (who sell life and annuity products qualifying as “securities”); supervision issues of broker dealers and their registered representatives; suitability issues surrounding the sale of securities by registered representatives; assessing and... » Read Complete Profile
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Expertise Description: C.L.U. – Consulting expert with more than 30 years experience in the insurance industry (Property, Casualty and Life/Health insurances) with special emphasis on company agency / company disputes, professional responsibility issues, insurance practice and standards, and insurance company responsibility for underwriting and claims processing; standard of care; reasonable care and diligence; and special relationships. Developed courses as an insurance educator and created the first insurance Bachelor of Science degree with... » Read Complete Profile
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Expertise Description: JD, CPCU, ARM, AIC – Consulting expert with over 20 years experience in Insurance & Risk Management. Expertise includes: standard of care for agents and brokers, insurance broker management, systems and procedures, insurance industry customs & practices, insurance carrier/broker relationships, and insurance carrier bad faith. Coverage areas of expertise include: commercial & personal lines of property and casualty insurance, professional liability and errors & omissions insurance, directors & officers liability... » Read Complete Profile
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Expertise Description: R.F.C. - Expert Witness / Consultant in litigation and arbitration, nationally (17 states), involving securities, insurance, annuities and taxation. Expert has been qualified and has testified as a Securities Industry Expert Witness before the State Court in CA and serves as an NASDR arbitrator... » Read Complete Profile
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Expertise Description: Experienced in insurance claim, coverage, and bad faith. Over 14 years claim experience, from claim rep to supervisor. More than 25 years as coverage and bad faith defense lawyer with 24 published and unpublished appellate cases. Qualified trial testimony in over 100 trials involving first and third party claims, underwriting, legal malpractice, coverage, rescission, reformation, cancellation coverage, and advice of counsel. Testimony for both policy holders and insurance companies... » Read Complete Profile
