12 Broker Compensation Expert Witnesses Found

Results Sorted Below by State

Robert A Lohr, MPA Bob Lohr & Associates

Anchorage, Alaska
Insurance, Financial - Insurance Bad Faith, Claims Investigation, Standard of Care, Property/Casualty, Auto, UM/UIM, Life Insurance, Regulatory Compliance, Rate & Form Filings, Material Misrepresentation, Broker Negligence, Workers Compensation,Force Place Coverage, Homeowners Ratemaking, GCOP, and Health Insurance.
Former Director of Insurance, State of Alaska Active participant in National Association of Insurance Commissioners Retained as Expert Witness or Confidential Consultant in more than 80 Insurance matters, from 2003-Present. Testified or deposed in more than 18 matters. Advised insurers through counsel on resolving proposed regulatory administrative actions from Alaska Division of Insurance. Research and present insurance issues for possible class action litigation. Excerpts from Harvard University Graduate School Professor’s letter of Reference: “clearly [Mr. Lohr] was among the top ten students in the class numbering more than 170.”.. Few have worked as hard and gotten as much out of this program.”

Daniel G Fink, CIC, CRM, CPCU, CRIS, AAI Insurance Expert Witness

Phoenix, Arizona
Insurance - Insurance Agent/Broker Standard of Care, Insurance Bad Faith, Insurance Agents errors and omissions, Insurance Coverage, Insurance Coverages, and Claims, Insurance Industry Claim handling standards, Workers Compensation insurance, Auto Insurance, UM & UIM Insurance, Home Insurance, Insurance Disput
Daniel Fink, [email protected], is an active insurance agent and instructor with over 35 years of experience. He has earned the CIC, CRM, CPCU, CRIS, & AAI insurance certifications. As an insurance instructor, he teaches continuing education & certification classes for the CIC, CISR, and CRIS programs. Daniel is a good communicator (BA in Journalism and English) combined with an extensive background in insurance. He served as President of the IIABAZ (Arizona Agents Association) and has worked on the Arizona insurance licensing exam. Daniel has served as an expert witness for many years with plaintiffs and defendants, reviewing insurance agent standard of care, claims handling, policy and coverage reviews, and bad faith/unfair claim practices.

Robert M Anderson, CPCU The Anderson Edge

Newport Beach, California
Insurance, Risk Management - Insurance Broker Standard of Care, Insurance Federal Cases, Rule 26, Insurance Pollution, Umbrella Insurance, Excess Insurance, Insurer Bad Faith, Insurance Coverage, Construction Defect Insurance, Insurance Manuscript Policies, Insurance Custom and Practice, Property Casualty Insurance
...Bob also served as president, chief executive officer, and chairman of the board of well-known Anderson & Anderson Insurance Brokers. Over nearly 30 years, he built Anderson & Anderson from a four-person company to the fifth-largest brokerage firm in California until the time of its sale to AON Corporation. At Aon, Bob was the president of the Aon Advantage Group which advised 20 industry practice leaders such as the Hospitality Group which insured Hotels, Resorts, and Casinos. Bob attended the Harvard Business School’s OPM program which is similar to its MBA program. He earned his CPCU (Chartered Property Casualty Underwriter) designation in 1970 from the American Institute for Property and Liability Underwriters, Inc....

David E. Pilcher, CPCU, ARM, AIC, AAI David E. Pilcher, CPCU, ARM, AIC, AAI

Monrovia, California
Insurance, Risk Management - Workers Compensation, General Liability insurance, Personal and Commercial Lines, Errors and Omissions Casualty Claims, Bad Faith, Risk Management / Loss Control, Coverage and/or Contractual Disputes, Employer Practices Liability, Wage and Hour Disputes, and other Casualty issues.
I offer over 35 years of strong technical background and multiple-line experience in personal and commercial casualty insurance including auto, general liability, and workers' compensation. I am the former Risk Manager of Fullerton School District, (enrollment of 13,554 students and approximately 1500 classified and certificated personnel on 22 sites), assuming overall responsibility for the administration of the district’s property, liability, and self-insured workers’ compensation programs and the employee health and welfare benefits programs. I have served on the Risk Management and Threat Assessment Advisory Board for Cal State Fullerton University Extended Education Program and have previously served as a Management Trustee for the Metropolitan Employee Benefits Association and on the Alliance of Schools for Cooperative Insurance Programs (ASCIP) Loss Control Committee....

Pauline Thomas, CRM, CIC, ARM, CISR Effective Risk Management

Costa Mesa, California
Insurance, Risk Management - Insurance, Risk Management, Agent/Broker Standard of Care, MGA, Wholesale Intermediary, Excess & Surplus Lines, Underwriting, Insurance Industry Customs & Practices, Commercial Lines, Personal Lines, E&O, EPLI, Occurrence v. Claims Made, PEOs, Contracts, Certificates, Additional Insureds, Claims
...Faculty Member, Big "I" Virtual University Independent Insurance Agents & Brokers of America Practice includes expert witness & transactional consulting. Personal & commercial insurance including property, inland marine, wet marine, builders risk, course of construction, general liability, automobile liability, workers compensation, homeowners, medical malpractice, employment practices liability, professional liability. Traditional insurance & alternative risk programs, captives, self-insurance, large deductibles, retrospective rating. Experience includes underwriting, retail & wholesale production agencies, general agent, excess & surplus lines & franchisor. Producer, agent and broker custom & practice and standard of care. Good faith, bad faith. Experience with design & marketing of insurance programs & design & interpretation of insurance clauses in lease agreements, construction and other business contracts, certificates & additional insured and PEO issues....

Laura A. Dambier Insurance Capital Consulting LLC

Avon, Connecticut
Insurance, Business Operations - Life insurance, annuities, agent licensing, appointment, commissions, terminations, contracting, regulatory requirements, operations, customer service, call centers, home office administrative processes, technology, compliance, file review
...Dambier Accomplished retired senior executive with more than 20 years of experience leading life insurance operations across the life cycle of a policy from life insurance and annuity agent/broker/distribution sales authorization to the sales process, compensation, customer service and claims. Areas of expertise include but are not limited to life insurance and annuity agent licensing, appointments, terminations, commissions, contracting, technology, customer service, call center and claims. Please see Insurance Capital Consulting LLC below for further detail. Insurance Capital Consulting LLC Led by Laura A. Dambier, Insurance Capital Consulting LLC brings together a cross-functional team of seasoned insurance industry professionals with extensive experience in insurance company home office processes covering the lifespan of a life insurance policy or annuity. Hartford, Connecticut presence with nationwide reach and expertise....

William J. Warfel, PhD, CPCU, CLU Indiana State University/ Warfel Consulting

Terre Haute, Indiana
Insurance, Risk Management - Claims Handling, Insurance Agent/Broker Liability, Insurance Bad Faith, Insurance Contracts, Insurance Practices & Standards, Insurance-Bad Faith, Property & Casualty Insurance, Underwriting Practices
Number of Expert Reports Drafted in the Last 4 Years: 22 Specialize in breach of contract, bad faith, and agent/broker liability, and underwriting issues. Have been retained in about 100 cases by attorneys who represent policyholders, insurance agents, insurers, and third parties. Experience includes actual courtroom and arbitration testimony, as well as deposition testimony in numerous cases. Have been retained in cases involving commercial general liability, garage operations- auto only liability, umbrella liability, trucker's liability, underinsured/ uninsured motorists liability, personal auto, homeowners, commercial auto, commercial property, business income, individual life, medical expense, and disability, professional liability, employee dishonesty, worker compensation, inland marine insurance policies, and trade credit insurance policies. Have also been retained in cases involving an indemnification agreement, and the additional insured endorsement....

Marianne Santarelli Marianne Santarelli, Safety, Industrial Hygiene and Environmental Consulting Services LLC

Basking Ridge, New Jersey
Safety, Industrial Hygiene - Construction, Research and Development, Environmental, Occupational Health, Noise, Accident Investigations, Risk Management, Fatality Investigations, ISO Management Systems, Insurance, Emergency Management, Drug/Alcohol Use Management, Behavioral Management, Training, Contractor Safety, Owners Rep.
...Technical proficiencies in industrial hygiene, safety and environmental disciplines, regulatory compliance analyses, product EH&S program development, permitting, training, ergonomics, EH&S audit and gap analysis, corrective action development, risk management analysis, workers compensation claims management and wellness programs and construction EH&S within a multitude of manufacturing, construction, research and development, governmental and administrative environments. Owner/President – 2021-present- Marianne Santarelli Safety, Industrial Hygiene and Environmental Consulting Services, LLC • A full-service Safety, Occupational Health and Environmental Consulting Service that provides personal one on one comprehensive consulting on the complete range of EH&S issues, topics, and problems....

Frank J Carr Centnennial Advisory Group

Tarrytown, New York
Employment, Vocational Rehabilitation - Executive Compensation, Financial Services Employment, Financial Services Compensation, Hedge Fund Employment, Hedge Fund Compensation, Private Equity Compensation, Investment Employment, Investment Management Compensation, Wall Street Compensation, Employment Litigation, Wrongful Termination
Frank Carr has extensive background and experience as a Compensation and Employment Expert Witness with particular expertise in the Financial Services and Investment Industries. He has represented both employers and employees at Investment Management Firms, Mutual Funds, Hedge Funds, Private Equity Firms, Wealth Managers, Investment & Commercial Banks and Broker Dealers. Mr. Carr has provided expert reports and testimony for matters before the American Arbitration Association, JAMS, FINRA, Supreme Court of the State of New York, Commonwealth of Massachusetts Superior Court and the United States District Court for the Southern District of New York. Additional case jurisdictions have included New Jersey, Connecticut, Texas, Minnesota, Illinois, Wisconsin, Ohio, California, Florida and Singapore. Mr. Carr is a former corporate banker, investment firm Chief Financial Officer and a 22 year veteran of executive search for the Financial Services industry....

Daryll W. Martin, JD, MBA Percipient Resources, Inc.

Pittsboro, North Carolina
Insurance - Life & Health Insurance, Property Insurance, Directors & Officers, Insurance, Insurance Agent/Broker Liability, Insurance Bad Faith, Insurance Coverage, Insurance Wholesale Broker/MGA Liability, Insurance Claim Disputes, Insurance Coverage Disputes, Insurance Agent/Broker Duties
Unique Professional Experience as Lawyer, and as an Insurance Broker and Insurance Brokerage Executive: * Over 30 years of combined insurance brokerage executive and senior corporate counsel experience; * Over 20 years of executive management experience with international, large regional, and financial institution owned insurance brokerages; and, * 11 years 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 Broad Coverage Experience: Property & Casualty; Employee Benefits/Life & Health (qualified and non-qualified); D&O/Employment Practices Liability/Fiduciary; Property/Business Interruption/Boiler & Machinery/Inland & Ocean Marine; and, Casualty: General Liability/Professional Liability/Workers Compensation/Umbrella/Excess....

Key Coleman, CPA, CFA, CPCU Litigation Economic & Forensic Consulting Group LLC

Greater Philadelphia, Pennsylvania
Insurance, Business Damages - Economic Damages Expert Witness, General Business Damages, Accounting, Agent/Broker, Employment, Insurance Damages Expert Witness, Lost Profits, Reinsurance Damages, Underwriting, Claims, Force Placed, Managing General Agency MGA/TPA Exams, PEOs, Agent Errors & Omissions E&O, Commercial Disputes
...An abbreviated list of his specialties would include: • Accounting analysis • Agencies, Brokers • Business Damages • Claims analysis • Commercial Disputes • Directors & Officers (D&O) • Economic Damages Expert Witness • Employment Damages • Errors & Omission (E&O) • Force Placed Insurance • Forensic Accounting and Investigations • Investment Advisor Damages Analysis • Insurance Damages Expert Witness • Manufacturing Damages • MGA/TPA Inspections • PEOs • Reinsurance Damages Expert Witness • Run-off, Insolvency • Underwriting • Wage Loss • Workers’ Compensation By taking the time to understand the context of each dispute, Key is able to provide unique insights to his clients.

Robert Hughes Associates, Inc.

Richardson, Texas
Insurance, Actuarial - P&C, L&H, reinsurance, insurance agency standards, insurance underwriting, insurance archaeology, bad faith, actuarial, property & casualty insurance, life & health insurance, risk management, insurance broker standards
Robert Hughes Associates, established 1979, is a group of insurance experts with a wide range of experience and backgrounds -- former insurance company executives, agents, brokers, underwriters, Workers Compensation specialists, D&O and E&O expertise, risk managers, claims managers, adjusters, actuaries and captive management specialists. Degrees include Masters and PhDs. Certifications include CPCU, RPLU, RF, ACE, ACAS, MAAA, CLU, CEBS, FCAS, SCLA, ChFC, RHU, LLIF, CRPS, FLMI, and CSSC. Robert Hughes Associates is an internationally recognized insurance, risk management and actuarial consulting company, with membership in the Academy of Experts (London), Fellow of the Institute of Directors (London), and Tribunalized at Lloyd’s of London.