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Construction Commercial Insurance Broker Expert Witness

Provides Opinion & Testimony In:

Commerical Insurance Broker, Construction Insurance, Construction Industry, Produce Policy, Maintain Policy, General Liability, Workers Compensation, Commercial Auto Liability, Property, Inland Marine, Professional Liability, Course of Construction, Employment Practices Liability, Insurance Producer,

Expert Witness No. 100

California

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.

Professional Experience

2017 – Present
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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