Companies hoping to make a full recovery need to follow best practices for developing their workforces and implementing innovations.
To emerge from a competitive and undifferentiated marketplace, a successful property and casualty company must find ways to innovate through careful cultivation of a new generation of industry leaders.
The approach most likely to succeed involves training and then supporting emerging company leaders.
- 40 years experience in the property casualty insurance industry, including top leadership roles at four companies: ePolicy.com, the Fireman's Fund, the Argonaut Group and Cigna.
- 10 years as president and CEO of the Insurance Educational Association, a training and development company providing professional education at all points on the underwriting and claims career path.
- As officer in charge of products at ePolicy.com. a web-based insurance broker and policy administration company, developed the industry's first fully web-based commercial package policies.
- Expertise in change management, turnarounds, financial management, business development, staff development.
Responsible for operational and strategic management, curriculum development, strategic partnering, providing subject matter expertise.
Developed a suite of more than 20 online claims and product/risk management courses. The portfolio was later sold to a major content provider for a significant multiple to cost.
- This independent claims adjusting and consulting company focuses on California claims submitted by national insurers and self-insured corporations. Major claims lines are property, liability, automobile and workers' compensation.
- Subject matter expert and lead consultant for this web-based policy administration systems company.
- As chief financial officer and head of a newly-minted small commercial division, implemented new underwriting and agent interface systems on an incremental improvement basis, earning upload company of the year honors from ACORD corporation.
- Doubled revenue in 4 years and won top profit center award (1995-2000).
- Regional executive for Northern California and Hawaii (1992-1995).
- As chief financial officer, took insurance company public in spinoff from Teledyne Corporation.
- Started as treasury analyst and rose to CFO-International.
- Led financial team in acquisition of major competitor and establishment of $1 billion international insurance company (now part of ACE Insurance).
Academic HonorsCum Laude
- J.B. Levinson Award: Presented annually to the top-performing profit center in Fireman's Fund's commercial division.
- Insurance Educational Association, 2005-2014
- National Automobile Club, 1992-1994
- California Department of Insurance Curriculum Board, 2005-2014
- Insurance Industry Charitable Foundation/CAPP. Moderator of annual education forum, 2006-2015. All proceeds go to child abuse prevention organizations.
- "Professional Education Needs and Solutions," delivered to Shanghai Free Trade Zone Insurers through Shanghai Finance University. Shanghai China, November 2013.