Expert Details
Insurance
ID: 735063
Minnesota, USA
Currently working as a business consultant for a private company with annual revenues in excess of $8,000,000
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1980 | Degree: n/a | Subject: Accounting | Institution: St. Cloud State University |
| Year: 1974 | Degree: n/a | Subject: Business | Institution: St. Cloud State University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 1984 to 2016 | Employer: SMA Insurance | Title: President, Owner and Manager | Department: Commercial Insurance |
Responsibilities:For over 30 years, Expert has been responsible for all aspects of managing the day-to-day operations of an independent insurance agency. He serves as President, as well as Owner and Manager, of this 18-employees firm. Among other accomplishments, he has sold and managed a commercial book of business with revenues exceeding $300,000 annually; managed all sales and service personnel; and acquired agency contracts with insurance companies and maintained ongoing relationships with underwriters and other insurance company personnel. |
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Additional Experience
| Expert Witness Experience |
|---|
| Expert contracted with a legal firm as an Expert Witness involving an agency errors & omissions case. The case involved multiple insurance companies in a wrongful death lawsuit. This case was decided in court favorably in March 2018. |
Career Accomplishments
| Associations / Societies |
|---|
| Member, MN Independent Insurance Agents and Brokers, for 10+ years |
| Licenses / Certifications |
|---|
| Minnesota Property and Casualty License (1983-present) Minnesota Life and Health license (1983-present) |
| Awards / Recognition |
|---|
| MN Independent Insurance Agents and Brokers Association awarded SMA Insurance Agency "Agency of the Year" Multiple awards from Allied Insurance ranging from Honors Circle, Presidents Circle and Chairman's Cabinet |