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Insurance Management

Newark, New Jersey, United States
December 27, 2015

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Held positions of increasing responsibility in commercial insurance, corporate risk management and captive insurance company management. Principal duties: selling, managing, developing public & private commercial lines insurance policies/programs, supervising human resources, including developing property, casualty, workers compensation, professional, executive (EPLI, D&O, E&O) insurance, claims and loss control programs.


2002 - Present E. G. Bowman Company, Inc. – Wall Street, New York, NY

Vice President - Account Executive

Responsibility for corporate and middle market commercial account management and claims

Successfully maintaining a 98 percent client retention rate; Premium size $10K to $2MM

Insurance policy servicing, placement, underwriting, and marketing using AMS/TAM/APPLIED

Preparing specifications, submissions, binding cover and processing broker of record letters

Conduct loss exposure analysis, coverage analysis and prepare schedules/certificates of insurance

Responsible for the day-to-day servicing of insurance programs and loss control requirements

Prepare and respond to "Request for Proposals”

Producing and assisting producers with new business meetings, business development

Reports to President in the management of a full service insurance brokerage - firm has a separate loss control company with several PhD safety engineers; work closely with loss prevention experts

Clients include: cosmetics, construction, entertainment, individuals, real estate, restaurants, economic development companies, retail, financial, public associations, school boards, transportation, educational, industrial and others

1995 - 2002 Northcliff & Windsor International – Short Hills, NJ, & Bermuda

Vice President - Risk Management, Loss Control & Insurance Consulting Services

Responsibilities included sales, account management/development and insurance

program consulting

Conducted seminars, workshops and professional courses that generated significant income

Benchmarking the cost of risk for financial, educational & governmental institutions

Analysis of bids and preparation of “RFP’s”, taking into consideration coverage, cost and


Supervised risk assessments and hazard identification projects performed by our loss

control engineer

Provided advise on the selection of insurance brokers, insurance and reinsurance

companies; Worked with brokers, insurance buyers of corporate and government entities

to identify, analyze risk and develop mechanisms for risk reduction or transfer to

minimize potential financial impact

Oversight, coordination and delivery of risk, insurance and loss control consulting



1990 - 1995 The Bank of Bermuda Limited - Hamilton, Bermuda

Corporate Risk Manager and Corporate Banking Relationship Manager

Saved Bank over $2 million in insurance and loss cost

Management and development of the Bank's worldwide insurance and captive insurance


Systematic & continuous review of worldwide insurance program requirements

operations; Responsible for a multi-million dollar insurance budget

Negotiated, purchased and maintained insurance & reinsurance programs; Developed

specifications, reviewed and financially compared insurance policies

Managed and developed two captive insurance companies; evaluated the security aspects

of insurance and reinsurance companies. Bank has 130 locations in 70 countries

As Relationship Manager Served as point-of-contact for insurance buyers, insurance

and reinsurance companies located in Bermuda, USA and worldwide

1987 - 1990 Marsh / Johnson & Higgins (Bermuda) Limited - Hamilton, Bermuda

Senior Insurance Officer

Serviced day to day activities of large commercial, national and international

property and casualty accounts; This position required strong verbal, written and

computer skills and the ability to work well with a professional servicing staff as well as

with Corporate Risk Managers

Provided multi line account management with knowledge of retro's, SIR's,

retrospective programs; Administration of over 50 insurance, reinsurance &

retrocession captive insurance arrangements for various retail, financial, public,

associations, school boards, educational and industrial organizations

Managed a technical services unit and supervised five insurance officers & five


1984 - 1987 American Can Company (Primerica) - Greenwich, Connecticut

Warner Lambert Company - Parsippany, New Jersey

Insurance Administrator - Property & Liability, Casualty Analyst

Risk included retail operations, financial institutions and manufacturing plants &


Assisted in the management & development of a worldwide risk management and

insurance program, including two captive insurance companies

Settled product liability and automobile liability losses & claims; Risk included retail,

pharmaceutical and manufacturing operations

Education & Development (Licensed Property & Casualty Broker)

BBA Bachelors of Business Administration, St. Johns University, New York

Concentrated in property and casualty insurance. Accepted into St. John’s (TCI - NY) Crum & Forster Insurance Company’s 4-year scholarship work-study program

CPCU Chartered Property Casualty Underwriter designation –

ARM Associate in Risk Mgt.

Published Articles National Underwriter trade magazine. “Tough Market Makes Cross-selling Vital” (Cover Story) National Underwriter. “Getting Back to Basics is Key To Hard Market Survival for Risk Managers”

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