INSURANCE BROKER EXPERT WITNESSES

Expert Witness: E-400914
This highly-qualified expert has extensive experience in energy, climate, and environmental insurance. He earned his MBA from the University of Southern California and his LLM from the University of Cambridge. This expert is licensed in Surplus Lines insurance and is a fellow of the Risk Management Society. He has formerly served as an insurance broker for Lloyd's and in several management positions at Sedgwick James and Minet. He also founded and served as the CEO for ...
Expert Witness: E-159384
This expert is specialized in analyzing, quoting, binding, and servicing of personal and commercial insurance products and an expert in Safety and Insurance Inspections. He graduated from Mount Saint Mary's University with a Bachelor's degree in Accounting and Business Finance. He began his insurance career as a qualified marketing assistant at Prudential Agency and then moved on to be an insurance counselor at AAA Mid-Atlantic. He is currently a licensed insurance ...
Expert Witness: E-068992
This expert began his career in underwriting in the 1960's, managing a regional general agency with broad underwriting authority specializing in property real and personal coverage, running the gamut from simple auto and homeowners’ policies to complex property, inland marine, manufacturer’s output and ocean marine policies. When he sold his agency in 1988, he had 60 employees and annual revenues in excess of $10,000,000. His career also includes a wealth of claims ...
Expert Witness: E-000891
This expert has been practicing in the risk management and insurance industry for over 30 years. Ranked first in her graduating Risk Management class and chosen nationally as a Risk and Insurance Management Society scholar, she has defended both insurers and brokers in many cases involving coverage disputes, lack of coverage and property loss. She is currently the President of her own risk management consulting firm, she regularly manages large Property and Casualty ...
Expert Witness: E-097007
This expert has over 40 years of experience in the field of insurance. He earned his BA at the University of Iowa, and his MSA at Pepperdine University. He is certified as an Associate in Risk Management and as a Chartered Property Casualty Underwriter. He is active in his field as a member of several professional societies, including the American Association of Insurance Management, and has published and lectured extensively on subjects relating to risk management and ...
Expert Witness: E-132855
This highly qualified expert has over 30 years of experience in the insurance industry. He has served in a variety of roles for various insurance companies, including Property Adjuster, Field Underwriter, Personal Lines District Manager, Commercial Lines District Manager, Territory Manager and Territorial Business Manager. He has first-hand experience in personal lines, commercial lines, farm lines, working with affluent family accounts and providing long-term risk ...
Expert Witness: E-059314
This expert is highly experienced in property and broker errors and omissions as well as aviation issues. He attained his Chartered Property Casualty designation and the Accredited Advisor in Insurance designation from the Insurance Institute of America. He graduated from Wellcraft High-Performance Boat Driving School. He is the former VP of the American Motorcycle Association. He has testified in FL, the southern United States, and the Virgin Islands. He does not ...
Expert Witness: E-015419
This expert was a financial advisor for seven years and a supervisor of financial advisors for twelve years. As a supervisor he served as a sales manager, office manager, regional sales manager, and complex director. He managed over a thousand different advisors in different capacities over his time at Merrill Lynch. He held series 7, 9, 10, 63, 65 and insurance licenses in his capacity as supervisor. During his career he has testified in courtroom, deposition, ...
Expert Witness: E-075870
This expert has 21 years experience as Broker Consultant in Insurance & Reinsurance with special expertise in ERISA, and all types of medical stop loss and reinsurance (i.e. Provider Excess Loss and HMO reinsurance, etc.). Active Broker Consultant. Experienced speaker and persuasive writer. Retained for Expert Witness Opinion 37 times. Never been challenged. Helped settle 33 of 34 completed cases without trial. He brings a deep understanding of the managed care field, ...

INSURANCE BROKER EXPERT WITNESS CASE STUDIES

Driver Accuses Insurance Company Of Deceptive Sales Tactics INSURANCE BROKER Expert Case

…  was seriously injured by the crash. The negligent driver’s insurance company admitted that the insured driver was at fault for the …  The insured party alleged that the sales strategy the insurance company used to quote bodily injury coverage premiums and total …

Insurance Company Allegedly Acts In Bad Faith By Denying Coverage For Medical Emergency INSURANCE BROKER Expert Case

…  case involves an insurance bad faith claim levied against a medical insurance provider. The plaintiff, a middle-aged woman who hadn’t received …  with the insurer. She was denied coverage because the insurance company believed it was clear that she was highly symptomatic in the …

Actuarial Sciences Expert Discusses Excessive Insurance Charges INSURANCE BROKER Expert Case

…  involves an alleged breach of contract by a major life insurance provider. The plaintiff was an owner of a universal life insurance product that featured a “cost of insurance” charge that is deducted …

Insurance Broker Fails to Sell Adequate Coverage to Business INSURANCE BROKER Expert Case

Insurance Broker Fails to Sell Adequate Coverage to Business

…  it was discovered that the business lacked the proper insurance coverage related to the damage to its property and interruption of …  several locations in its region, allegedly had proper insurance for all of its locations except for the one involved in the fire. It was alleged that the company’s insurance broker was at fault for not selling them the proper …

Insurance Company Accused of Bad Faith Following Fire Claim INSURANCE BROKER Expert Case

…  the fire and damage that resulted, the office building insurance company indicated that they would only pay for external work, not …  It is alleged that the defendants initially indicated full insurance coverage and after this catastrophic event were only willing to fix …

Marketing Expert Discusses Alleged Racial Bias in Insurance Policy Sales Practices INSURANCE BROKER Expert Case

…  case involves a dispute over life insurance policies that were purchased for the benefit of a small credit union …  area. A condition of the policy’s sale allowed the insurance company to adjust the monthly deduction rate of the policies after …  purchased the policies through the credit union. After the insurance company saw a higher than expected mortality rate among members of …

Insurance Expert Witness Opines on Loss of Mining Equipment INSURANCE BROKER Expert Case

…  Gallatin Fuels, Inc. sought payment under an insurance policy issued by Defendant Westchester Fire Insurance Company (“Defendant” or “Westchester”) to Mon View Mining Corporation …  expert report, Hoffman had significant experience as an insurance claims adjuster and has testified approximately fifty times as a …