Insurance Experience

Professional Experience as a Lawyer, and as an Insurance Broker and Insurance Brokerage Executive

of combined insurance brokerage executive and senior corporate counsel experience

of executive management experience with international, large regional, and financial institution owned insurance brokerages

of 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 insurance brokers, in addition to handling regulatory compliance, contract negotiations, and employment matters

Insurance industry experience and knowledge includes:


Broad Coverage Experience

  • Property & Casualty and Employee Benefits/Life & Health (qualified and non-qualified, STOLI/IOLI)
  • D&O/Employment Practices Liability/Fiduciary
  • Property/Business Interruption/Boiler & machinery/Inland & Ocean Marine
  • Casualty: General Liability/Professional Liability/Workers Compensation/Umbrella/Excess

Broad Experience with Various Account Sizes


  • Risk management/Fortune 1000
  • Middle market
  • Publicly Traded/Privately Held
  • Personal Lines

Broad Industry Experience


  • Construction
  • Energy
  • Transportation
  • Manufacturing
  • Financial Institutions
  • Health Care
  • Public Entity/Not For Profit
  • Technology

Broad Insurance Industry Operational Experience


  • Executive officer of nationally ranked insurance brokers
  • Managed and handled a variety of international, national, and middle market accounts
  • Self Insurance/Large Retentions/Alternative Risk Transfer Vehicles
  • Foreign Placements
  • Wholesale Brokerage
  • Insurance Underwriting
  • Reinsurance
  • Technical Services/Loss Control/Actuarial/Risk Management Consulting
  • Actuary Services/Actuary Liability
  • Insurer Solvency/Market Security
  • Finance and Accounting
  • Mergers & Acquisitions
  • Insurance Sales
  • Client Service Standards
  • Technology Infrastructure
  • Human Resource Management
  • Insurer/Broker Relationship Management

Legal Experience includes:


  • Senior Brokerage Litigation Counsel
  • At various times served as Regulatory Counsel, M&A Counsel, and Employment Counsel
  • Hired and managed General Counsel and staff attorneys
  • Hired and managed expert witnesses
  • Handled hundreds of cases (domestic and international) with exposures exceeding $10 billion
  • Coauthored dozens of dispositive motions, briefs, and appeals
  • Participated in dozens of alternative dispute resolution processes
  • Acted as chief regulatory counsel before federal and state regulators, including Congress