Insurance Life, Attorney

Jason D. Brush, J.D.

*** ********* ****, ***** **, Chelmsford, MA 01824 ● 978-***-**** ● *************@***.***

SUMMARY OF QUALIFICATIONS:

17+ years of experience as a legal professional specializing in the insurance and Third Party Administration (“TPA”) industries, with extensive knowledge of state and federal insurance laws and regulations, compliance rules and regulations, property and casualty insurance claims experience, contract review and negotiations, and litigation oversight. Skilled at collaborating with interdisciplinary teams to build consensus and produce excellent results. Interact effectively with diverse groups and methodically assess situations and offer strategic recommendations to improve production.

PROFESSIONAL EXPERIENCE:

Attorney At Law, Law Offices of Jason D. Brush, Chelmsford, MA Nov. 2012 - present

• Private general law practice focusing predominantly on domestic relations, estate planning, insurance and personal injury matters.

Legal Counsel, iGATE-Patni, Cambridge, MA Jan. 2011 – April 2012

• Assisted in the handling of various in-house legal/compliance transactions for international publicly-traded technology services company.

• Primary role was acting as a consulting attorney and compliance specialist for a subsidiary TPA located in Pensacola, FL [CHCS Services Inc. (“CHCS

• Reviewed and negotiated statements of work and third-party vendor contracts to ensure terms/conditions supported company business objectives and complied with internal policies.

• Responsible for drafting and implementing a new Anti-Fraud Policy and Procedures protocol, including implementing a new Special Investigations Unit and an annual anti-fraud training program for all CHCS employees.

• Assisted in the drafting and implementation of a new HIPAA Policies and Procedures protocol, including a new annual HIPAA training program for all CHCS employees.

• Investigated and notified CHCS’ direct clients concerning all potential HIPAA related breaches.

• Investigated and responded to consumer complaints and state regulatory agency inquiries for CHCS.

• Successfully completed CHCS’ 2012 TPA and Discount Medical Plan Organization annual license renewal applications for 50+ regulatory agencies.

AVP & Associate Counsel, SBLI of MA, Woburn, MA Aug. 1999 - Aug, 2010

• Eleven years of experience as in-house counsel for a leading Massachusetts life and annuity insurer.

• Assisted the General Counsel with all corporate legal and compliance matters, functioning as the Compliance Manager for 4 years.

• Managed outside counsel for all litigation matters, including two significant federal trademark cases against industry competitors, and all litigated contestable death claims, some in excess of $2M. Reviewed and approved outside counsel pleadings and discovery documents, as well as legal invoices for applicable fees. Effectively negotiated with claimants and/or opposing counsel, participated in claims mediations and appeared in applicable court appearances on behalf of the company.

• Successfully contributed to the passage of legislation in in MA in 2010 permitting the company to take gender into consideration when establishing premium rates, thereby allowing the company to offer lower rates to women, and allowing the company to compete on a level playing field within the entire industry, both locally/nationally. Prior to such approved legislation, SBLI was the sole life insurance company in the United States that was mandated to offer unisex rates since its inception in 1907.

• Drafted and filed company products and negotiated approvals of same with requisite state regulatory agencies in all licensed states.

• Reviewed and negotiated third party vendor contracts, including marketing and sponsorship agreements, consulting agreements as well as commercial leases.

• Reviewed all company advertising and solicitation materials (all mediums) to ensure compliance with various state laws, regulations and trademark requirements.

• Assisted Human Resources Dept. in conducting annual HIPAA, Fraud and Sexual Harassment training for all employees, and effectively advised relevant staff members concerning employee relations issues.

• Acted as company liaison for all state regulatory agency inquiries, consumer complaints and insurance fraud issues.

• Managed corporate compliance staff consisting of three direct reports with a combined service time with SBLI of 95+ years.

• Successfully led corporate compliance staff in implementing corporate initiative to expand company footprint from 15 northeastern states in 2007 to 42 states nationally by year end 2009.

Legal Analyst, Private Healthcare Systems, Inc., Waltham, MA Jan. 1998 - Aug. 1999

• Provided general legal research and support to the Legal Services Division staff for a PPO managed health care company utilizing Westlaw and NILS.

• Assisted Legal Service Division staff in contract review and negotiation.

• Managed corporate litigation files and interfaced with outside counsel for discovery document support, review of litigation strategies and case closure strategies.

• Managed and processed all third party document requests, responses to subpoenas and vendor non-disclosure agreements.

Claims Adjuster, Arbella Insurance, Co., and Empire Insurance, Co., Boston, MA Dec. 1996 – Jan. 1998

• Processed automobile insurance claims for property, personal injury and bodily injury claims.

• Responsibilities included evaluating property loss appraisals and injury demand packages; conducting in-house and off-sight investigations; communicating and negotiating with respective claimants and/or attorneys for evidence gathering and settling claims; and defending claimant injury and provider reimbursement claims at arbitration, mediation and small claims court hearings.

LEGAL INTERNSHIPS/CLERKSHIP EXPERIENCE:

Law Clerk, Honorable Peter W. Agnes, Jr., First Justice, Cambridge Superior Court Jan. 1996 - May 1996

• Selected by merit to participate in Honors Judicial Workshop Program.

• Researched and summarized Massachusetts and federal criminal case law.

• Drafted opinions and legal memoranda for select criminal cases utilizing Westlaw, Lexis and conventional research methods.

• Observed criminal courtroom procedure and pre-trial conference discussions.

Legal Intern, Woburn District Court, Juvenile Session, Woburn, MA Jan. 1995 - May 1995

• Assisted the Probation Department in the Juvenile Court session dealing with CHINS petitions, Care and Protection proceedings and Juvenile Delinquency proceedings.

• Conducted in-take information for juveniles and their family members, interfaced with attorneys and parents concerning juvenile law and procedures, and advised the Department as to proper dispositions and treatments for individual cases.

EDUCATION:

Massachusetts School of Law (Andover, MA) Juris Doctorate degree received in May 1996; Law Review

Providence College (Providence, RI)

Bachelor’s Degree received in May 1993

AFFILIATIONS:

Association of Insurance Compliance Professionals; The Insurance Advertising Compliance Association; Massachusetts Notary Public

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