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Cardiology Internal Medicine Cardiomyopothy Medical Expert Witness


Expert Witness No. 100

 

Commercial Insurance Broker

Experienced commercial insurance broker with 25+ years having focus on the construction industry.  Produce and maintain policies for insureds including 

General Liability, Workers Compensation, Commercial Auto Liability, Property, Inland Marine, Professional Liability, Property, Course of Construction and 

Employment Practices Liability.  Reliable Insurance Producer with over 95% retention; Strong customer service skills, Management experience, Knowledge to 

set priorities and problem solve, Detail Oriented, Self-motivated.  

 

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Professional Experience

2017

INSURANCE BROKERS WEST, INC

Commercial Producer

  • Produce Commercial Lines Accounts 
  • Focus on Construction, Tech & Manufacturing industries
  • General Liability, Workers Compensation, EPLI, Auto, Property, E&O
  • Supervise CSR assisting with my book of business
  • Assist with oversight of billing transactions and reports
  • Assist with training of CSR’s in industry standards, coverages and ethics

2002-2017

ASSOCIATED INSURANCE SERVICES, INC

Commercial Producer

  • Produce Commercial Lines Accounts 
  • Focus on Construction, Tech & Manufacturing industries
  • General Liability, Workers Compensation, EPLI, Auto, Property, E&O
  • Supervise CSR assisting with my book of business
  • Assist with oversight of billing transactions and reports
  • Assist with training of CSR’s in industry standards, coverages and ethics

2001-2002

BROWN & BROWN OF CALIFORNIA DBA: DSD INSURANCE AGENCY

Commercial Department Manager/Producer

  • Supervise Commercial Department for transactions and accounting
  • Focus on Construction, Manufacturing & Wholesale Industries
  • General Liability, Workers Compensation, EPLI, Auto, Property, E&O
  • Produce New Commercial Accounts and Handle Larger House Accts
  • Assist with training of CSR’s in industry standards, coverages and ethics

1992-2001

CONEJO INSURANCE AGENCY, INC (Purchased by Brown & Brown, Inc 2/1/01)

Vice President/Commercial Department Manager/Producer

  • Producer Commercial Lines 
  • Focus on Construction, Retail/Wholesale & Manufacturing industries
  • General Liability, Workers Compensation, Health, Auto, Property, E&O
  • CSR duties while department was growing
  • 92-93 Office Manager and Accounting; A/R, A/P, Payroll

1991-1992

ALEXANDER & ALEXANDER, INC

Commercial Account Manager

  • CSR; maintained small and medium accounts
  • Produced small accounts
  • Focus on Construction, Retail/Wholesale & Manufacturing industries
  • General Liability, Workers Compensation, Auto, Property, E&O

1988-1991

WIEBEN INSURANCE SERVICES

Office Manager/Commercial Manager/Producer

  • Commercial Producer
  • Focus on Construction, Retail/Wholesale & Manufacturing industries
  • CSR Supervisor of Personal Lines
  • Office Manger including A/R, A/P, Payroll

Additional Information:

  • Expert Witness work in Commercial Property and Casualty Insurance
  • California Insurance Property & Casualty Broker since 1989
  • Numerous CE courses in Workers Compensation, General Liability, Property and Ethics
  • Producer Intensive Training 2008 by Peregrine
  • VP of Administration; Moorpark Boys & Girls Club Executive Board of Directors 2010-2016
  • Member of the Moorpark Boys & Girls Club Board of Directors 2008-2018
  • 3/2000 Speaker/Session Leader at National AMS Users Group conference in Las Vegas
  • President; Moorpark Chamber of Commerce 1999-2000
  • Moorpark Chamber of Commerce member 1990-2000
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