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Insurance Broker Experts
View our Expert Witness DirectoryOne of the largest program underwriters of logistics insurance nationally and a pioneer of state-of the art coverages. Main logistics specialization is truck brokers.
Executive Vice President, Major Tennessee Transportation Underwriting Firm
Bachelor of Arts (BA), Vanderbilt University
Brentwood,
Tennessee
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 insurance programs for her multinational clients and has received awards such as Outstanding Educator from the Insurance Society of Philadelphia and various national sales awards from her work as a Senior Account Representative with the Hobbs Group.
Instructor, A continuing education insurance and risk management institute in PA
Master of Education (MEd), Temple University
Gulph Mills,
Pennsylvania
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 experience, personally having draft issuing authority to settle claims for a number of different insurance carriers. He currently manages a consultancy dedicated to standard of care issues special realationships underwriting and claims handling issues.
Principal, An underwriting and claims consultancy in CO
Bachelor of Arts (BA), State University of New York at Farmingdale
Boulder,
Colorado
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 agent in New Jersey, New York, Delaware, Pennsylvania and Maryland and he works as a risk manager at a New Jersey personal insurance agency.
Risk Manager, A regional personal insurance agency
Bachelor of Science (BS), Mount Saint Mary's University
Manasquan,
New Jersey
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 two successful insurance service firms, International Energy Insurance Brokers and St. Andrews Risk Services. Currently, this expert is the CEO and co-founder of an underwriting company based in California and London, England.
CEO and Co-Founder, An Underwriting Company in CA
Master of Laws (LLM), University of Cambridge
Los Angeles,
California
Find Insurance Broker Expert Witnesses In:
What Can an Insurance Broker Expert Witness Opine On?
Policy Review
Assessing existing insurance coverage.
Quote Comparison
Comparing quotes from multiple insurers.
Coverage Recommendation
Suggesting optimal coverage options.
Claims Assistance
Guiding clients through the claims process.
Policy Renewal
Facilitating the renewal of insurance policies.
Risk Assessment
Evaluating client risks for better coverage.
FAQs for Insurance Broker Expert Witnesses
What is an insurance broker expert witness?
An insurance broker expert witness is a qualified insurance professional who explains broker standards and duties in legal cases. They assist by reviewing policies and records, clarifying coverage issues, and testifying in court.
What types of cases may benefit from the testimony of an insurance broker expert witness?
An insurance broker expert witness supports cases involving coverage disputes, agent/broker negligence, policy interpretation, bad faith claims, underwriting practices, and insurance industry standards.
How can an insurance broker expert witness assess broker standard-of-care compliance?
An insurance broker expert witness assesses broker standard-of-care compliance by reviewing records, industry regulations, and practices to compare the broker’s actions to accepted professional norms.
What credentials should an attorney require from an insurance broker expert witness?
An attorney should require an insurance broker expert witness to have a valid broker license, extensive industry experience, relevant certifications, and prior expert testimony experience.
How does an insurance broker expert witness evaluate adequacy of coverage placement?
An insurance broker expert witness evaluates adequacy of coverage placement by comparing policies to the client’s risks, industry standards, regulations, and broker best practices.
What is Expert Institute’s process for selecting insurance broker expert witnesses?
Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.