Consultant/Adjuster/Expert 2004 – Present
Contact work for several third party administrators and independent adjusting firms handling construction defect, general liability, professional liability, and property claims. My assignments have included claims investigation, mediations, mandatory settlement conferences, additional insured defense cost sharing programs, legal bill auditing, and insurance claims training including the development of construction defect claims handling guidelines. I have been retained in several litigated cases as an insurance claims expert and have testified at deposition and in trial. Over 38 years of insurance claims experience.
Devonshire Group 2002 – 2004
Claims Analyst - Responsible for the handling of over 100 litigated Construction Defect claims on behalf of several Lloyds of London syndicates. Responsibilities included coverage analysis; issuing reservation of rights letters; setting reserves; controlling and directing defense counsel and coverage counsel; controlling and directing the investigation of independent adjusters; attending mediations and mandatory settlement conferences; reporting to the lead syndicate in London; and negotiating settlements.
West Coast Casualty Service, Inc. 1998 – 2002
Branch Manager/Claims Adjuster - Technical & Administrative responsibility for four adjusters and two secretaries for the handling of Construction Defect, General Liability, Automobile, and Property claims. I handled 40 to 60 complex Construction Defect and General Liability claims.
I presented at the company’s annual Construction Defect Claims Seminar three times. I authored articles in conjunction with the presentations which were included as part of the handout material given to the attendees.
American States Insurance Company 1993 – 1998
Regional Technical Claims Supervisor
Technical supervision of two branch offices handling Construction Defect claims involving complex coverage, liability, and damage issues. I was a field technical auditor involving five West Coast branches for Construction Defect, General Liability, Automobile, and Property claims. Developed comprehensive Construction Defect training program and conducted training sessions at four branch offices.
AIM Insurance Company 1990 – 1993
Claims Manager/Senior Claims Analyst
Technical and administrative responsibility for two clerical, three adjusters, and one supervisor/adjuster. I handled 150 general liability claims involving complex coverage and liability issues. I personally worked closely with reinsurer within the provisions of the treaties.
Unigard Insurance Group 1986 – 1990
Property and Casualty Claim Manager
Technical and administrative responsibility for 10 to 20 clerical, technical, and supervisory personnel for the handling of commercial and personal lines insurance claims. I supervised premises, slander, libel, construction defect, automobile, products liability, breach of contract, wrongful termination, copyright infringement, trademark infringement, personal injury claims and property claims.
Great American West, Inc. 1984 – 1986
Casualty Manager; San Jose, Ca. 1985 – 1986
Technical and administrative responsibility for 20 adjusters and four supervisors for the handling of commercial and personal lines insurance claims. Supervised construction defect, premises, automobile, products liability, breach of contract, wrongful termination, slander, libel, copyright infringement, trademark infringement, and personal injury claims.
Staff Manager; Orange, Ca. 1984 – 1985
Technical supervision and audit responsibility for branch offices in the states of California, Arizona, Washington, Oregon, and Alaska. Personally handled 30 major construction defect claims involving developers, general contractors, and subcontractors in the San Diego area.
Developed litigation and claim handling training programs and conducted training seminars at Regional branch offices. I achieved an excellent rating for the quality of my technical supervision to the branch offices during audit by the home office claims department.
United States Fidelity and Guaranty Company 1979 – 1984
Assistant Claim Superintendent/Claims Supervisor
Assisted Claim Superintendent in the technical and administrative supervision of 35 clerical, technical, and supervisory personnel including two sub offices. Supervised premises, automobile, property, breach of contract, products liability, wrongful termination, advertising injury, copyright infringement, trademark infringement, libel, slander, and personal injury claims.
Industrial Indemnity Insurance Company 1977 – 1979
I handled litigated and non-litigated commercial and personal lines automobile and general liability claims.
Safeco Insurance Company 1974 – 1977
Supervisor-Adjuster in Charge/Multiline Field Adjuster
I handled commercial and personal lines property, automobile, and general liability claims.
BS, Business Administration, CaliforniaStateUniversityFresno, 1970
Chartered Property Casualty Underwriter, CPCU; 1983
Associate in Risk Management, ARM; 1997
Associate in Claims, AIC; 1984
Casualty Claim Law Associate, CCLA; 1980