I have been working with clients, insurance companies and brokerage firms for over twenty-six (26) years designing, developing, and implementing solutions and structures for client organizations while at the same time performing key client services to ensure accountability, reliability, communications, and stewardship.
This collaborative approach to client service lies at the core of my service model called, “Team Risk Management”.
My experience with various industries, ownership structures, risks, and exposures include:
- Financial
- Retail
- Real Estate Investment
- Defense Contracting
- Healthcare
- Assisted Living & Skilled Care
- Physician
- Managed Care Organizations
- Product Manufacturing
- National Infrastructure
- Medical Product Devices
- Construction
- Shipping & Transportation
- Energy
As a team leader, and client executive considerable time has been spent in delivering client based service and solutions ensuring that expectations have not only been met but have been met within scope and time commitments including:
- Project Management and Development
- Service Work Plan and Timetable
- Policy Analysis
- Policy Drafting
- Contractual Reviews
- Exposure Analysis
- Renewal & Specification Development
- Coverage and Structure Evaluation
- Coverage Marketing and Brokerage
- Carrier and Marketplace Management
- Business Risk Assessments
- Risk Financing Plan Development
- Premium & Exposure Audits
- Loss Analysis and Quantification
- Loss Forecasting
- Collateral Reviews
- Claims Advocacy and Optimization
- Structural Cost Benefit Analysis
- Coverage and Condition Negotiations
- Certificate of Insurance Management
- Board and Staff Education