St. Petersburg, Florida Tel. 727-***-****
*/**-** ******* ******* Lawyers Insurance Services
Chairman and Founder
*/** */** ********** Risk Insurance Services
Executive Vice President- Directed all
MGU functions for Professional Liability Insurance
5/96 – 3/02 Pelican Insurance Services
Chairman and Founder
Company specializes in professional liability
Brought the company from zero to 25 million annualy
11/92 – 5/96 Western Insurance Brokers
President Director and Shareholder. Developed and established lawyers professional Liability program for this wholesale broker and general agency. Complete responsibility for managing firm. Developed approximately $50 million in premium in 3 years.
11/86 – 11/92 Capitol Workshop Financial & Insurance Services
President. Directed marketing and administration for $15 million General Agency and Excess and Surplus Line Broker. Principal lines of business were Professional Liability.
2/83 – 11/86 Agency Management Systems/Dats Solutions, Inc.
Western Manager. Directed marketing of Automation Products to insurance agents, brokers and companies in the Western states. Position requited in-depth knowledge of all insurance operations from retail level at point of sale through the company to final statutory reporting. Additional activities included sales presentations, sales training and promotional appearances.
11/81 – 2/83 MGIC Indemnity Company
Regional Director of Marketing. Responsible for marketing insurance products through agents and brokers in Western states. Position included analysis of competitive products and direct selling to financial institutions. Participative underwriting on all small to medium financial institutions.
1/78 – 11/81 Puritan Insurance Company/General Electric Capital
Western Regional Manager. Responsible for marketing, operations, claim
and underwriting functions in an 11-state area. During the first two years, developed premium for commercial, personal and financial lines from a production base of $2 million to $14 million. Third year, production exceeded $30 million; inherited responsibility of a $300,000,000.00 book
Marketing Analyst. Responsible for financial evaluation and assistance in developing new marketing programs (lines included Reinsurance, Excess and Surplus, Aviation and Specialty).
4/75 – 12/77 Preferred Risk Mutual
Policy Service Manager. Responsible for general operations which included policy issuance, premium collections, Insurance Department coordination (50 states), assistance in product development and coordination of product activity in the field.
4/69 – 4/75 Financial Manager. Responsible for all corporate accounting functions, placement of short-term investments, administration of company budgets and preparation of all financial reports. While in this position, designed a cash management program yielding $100,000 annually, an automated accounting system which is still in operation today and a fully automated profit and loss report for the field marketing operations.
EDUCATION: Drake University – Bachelor of Business Administration
Des Moines, Iowa
Major: General Business Administration; Minor: Accounting/Finance
OTHER: Co-taught Reinsurance Accounting at Drake University with
the Iowa Insurance Commissioner. (Loren Worthington)
Served on the Hawaiian Insurance Commissioners Industry
Advisors Committee for two years. (Robin Campiano)
Created a captive insurance company for Western Automobile
Insurance dealers; which was domiciled in Hawaii.
On occasion am called upon to be an expert witness in Legal
Malpractice /Insurance matters.