Education:
Sacramento State College B.A. Degree (1958)
Sacramento Jr. College A.A. Degree (1956)
Military Service:
1958-1962 U.S. Army
Radio Communications & Supply
Employment:
1962-1969 Safeco Insurance Company.
Duties: Commercial Underwriter & Commercial Underwriting Manager.
1969-1979 Insurance Company of North America
Duties: Commercial Underwriter, Commercial Underwriting Manager & Resident Manager
1979 to Present Insurance Brokers, Inc. .
Duties: 1979-1983 Partner, Commercial / Personal / Life Sales, Commercial & Personal Lines Administration.
1983-1991 Executive Vice President - Commercial / Personal / Life Sales & Personal Lines Administration.
1991 to 2002 Chief Executive Officer, Commercial / Personal / Life Insurance sales & Office Administration
2002 to Present Executive Vice President - Commercial / Personal / Life sales.
As a Partner, Executive Vice President and CEO tasks included Sales. Management of Office Operations, Service Personnel and Account Executives.
Sales responsibilities included sale and service of Commercial / Personal /Life accounts. This involved the sale of insurance policies to clients and placement negotiations with insurance companies.
Other duties included training and education responsibilities, development of office procedures, contract reviews, negotiations with company Underwriting, and Claim Departments. Purchase of other agencies, hiring Account Executives, Real Estate negotiations, Trust Accounts, Budgeting, etc.
Memberships: Independent Insurance Agents Association (IIAA)
Insurance Brokers & Agents Association of the West (IBAWest)
Insurance Brokers & Agents Association of Sacramento (IBA Sacramento)
Sacramento Risk Management Forum (SRMF)
California State University Sacramento (CSUS) Alumni Association Board of Directors
Positions Held: Served three years on the National Contracts & Issues committee. (IIAA)
Served three years on the Board of Directors for IBAWest
Served five years as a Director and one year as President of IBA Sacramento.
25-year member of Sacramento Risk Management Forum. (Served one year as chairman)
CSUS Alumni Association Board Vice President of Finance
I have served on the following Insurance Company Agency Advisory Councils:
Fireman's Fund Agency Advisory Council (1990)
Aetna Agency Advisory Council (1986-1989)
Reliance Agency Advisory Council (1985)
Northbrook Agents Advisory Council (1984)
Licenses held: Fire and Casualty Broker-Agent (OA78773 ) Life Agent ( OA78773)
States: California, Hawaii, Washington
Recognition: Received the "Insurance Agency Professional of the Year Award" presented by the Independent Insurance Agents Association
Through out my 44+ years in the insurance business I have taught instructional classes to Underwriters; Customer Service Representatives and Account Executives.
Class topics include. -
Workers' Compensation
Automobile
Commercial General Liability
Property
Inland Marine
Fidelity / Forgery / Burglary & Robbery
Excess
Fair Claims Practices
I have attended numerous Continuing Education classes and seminars, which include the following insurance subjects:
Risk Management Premium Audit (10/ 19/99)
Agency Perpetuation (10/28/99)
Contract Surety Bonds (09/14/99)
Commercial General Liability Endorsements (04/12/93)
Professional Liability Coverage's (04/12/93)
Business Interruption (05/27/92)
Employment Practices Liability Insurance (03/12/96)
Delivering Insurance Services (04/18 &19/96
Commercial Umbrellas (05/14/96)
Commercial Umbrella vs. The CGL (05/14/96)
Fraud & Accident Reconstruction (03/05/96)
New Insurance Laws Briefing (03/11/97)
Flood Insurance (02/12/97)
Contractors (08/23/95)
Lessons Learned From Recent Catastrophes (10/05/94)
Boiler & Machinery (06/14/94)
Unfair Claims Practices-DOI Enforcement (06/28/94)
Traps & Tricks of Commercial Property Insurance (06/14/94)
Advanced Professional Liability Loss Control (09/23/93)
Building Ordinance & Debris Removal (08/0l/93)
Traps & Tricks of Commercial Liability (06/23/93)
Crime Coverage's (06/23/93)
Personal Lines Q&A (02/14/95)
Yachts & Boats (02/14/95)
Surety Bonds 04/07/95)
Fair Claims Practices (06/24/97)
New Laws Briefing (08/17/98)
Errors & Omissions Case Studies (03/25/99)
Beyond Managed Care (07/14/99)
Fair Claims Practices. (10/13/98)
Best Practices: The Power of Change (10/08/98)
Advanced Agency Management Conferences (1985 and 1987 Aetna)
Broker, Agent and Producer Fees ((12/18/00)
Claims Product Liability Made Easy (10/16/01)
Agent Errors & Omissions Loss Control (11/08/0 1)
Workplace Violence (10/16/O1)
High-Tec Theft (07/14/99
Business Income (07/14/99)
For Profit Directors & Officers Liability Insurance (07/14/98)
Introduction to Surplus Lines Insurance (03/10/98)
How to Insure Non Profit Organizations (04/09/97)
Environmental Impacts and Solutions-From Mold to Montrose (03/05/02)
Mold & Insurance (03/05/02)
Commercial Automobile Insurance (07/17/01
Commercial Property III (07/17/O1)
Intellectual Property Insurance (01/31/02)
Consumer Privacy Requirements & Gramm-Leach Bliley Act (O1/14/03)
ACSR Module 4 E&O Loss Control (05/16/03)
Workers Compensation - Part 1 (06/19/03)
Business Auto Policy Course #197. (10/23/03
Analyzing The Restaurant Risk Course #78493 (09/13/3005)
Landlords At Risk Course # 78565 (09/13/2005)
Other Insurance Business Ventures:
Owned an interest in a "Captive" Workers' Compensation Insurance Company - Cayman Islands. (Red Lion Re Insurance Company)
Owned an interest in a Workers' Compensation Third Party Claims Administration Company. (Risk Management Services. Inc.)
My casework has included depositions and court testimony. Attached is a listing of the cases I have worked on in the past.
A list of the cases I have worked will be provided on request.
