Capabilities

Throughout my career, I've developed a strong set of results oriented skills, including project management and problem solving. Where necessary, I am more than prepared to challenge the status quo. I am very comfortable with quantitative analysis, such as actuarial reports and financial feasibility studies. My interpersonal skills make me very comfortable in group or team settings. I also take pride in my written and oral communications.
I am prepared to take on just about any risk and insurance related project. The following are some examples:
I am prepared to take on just about any risk and insurance related project. The following are some examples:
- Insurance and Risk Related Due Diligence - review documents, including agreements, insurance policies, mortgage or other financing agreements; provide commentary and advice on changes and improvements; assist in reviewing and evaluating insurance related issues and solutions such as extended reporting or discovery provisions, policy integration; and advise on the implementation of new risk management processes and procedures.
- Broker and TPA Selection and Performance - review any agreements, including compensation provisions; establish and implement performance standards; assist in conducting RFP (Request for Proposal) process, should change be in order.
- Insurance Program Design & Marketing - Assist in establishing clear program objectives; develop comprehensive marketing plan, with timetable; build program comparison criteria; advise on all phases of negotiation; assist in evaluating options received; participate in program implementation.
- Policy Coverage Review - Develop appropriate coverage review template; examine existing policies; recommend practical improvements.
- Contract Review - Develop appropriate review template; examine insurance, indemnity, and other risk related provisions; recommend practical improvements and assist in negotiations.