Value Proposition 4


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Value Proposition 4

  1. 1. Alexander Levine, ARM Casualty Insurance Expert Licensed P&C Insurance Broker [email_address] Cell: 516-729-7127
  2. 2. General Capabilities <ul><li>Analyze coverage & program structure </li></ul><ul><li>Negotiate and place complex insurance programs </li></ul><ul><li>Perform actuarial analysis; interpret, and apply the results </li></ul><ul><li>Manage contributor networks </li></ul><ul><li>Develop and deliver training </li></ul><ul><li>Monitor for implementation of best practices </li></ul><ul><li>Perform project management functions </li></ul>
  3. 3. Previous Employers <ul><li>Marsh, Inc. – world’s largest insurance broker; 11 years </li></ul><ul><li>Johnson & Higgins – world’s largest privately owned insurance broker; 16 years </li></ul><ul><li>Royal Insurance – one of the 25 largest global insurers; 5 years </li></ul>
  4. 4. Background and Experience <ul><li>After obtaining his Masters Degree in Operations Research from Columbia University, Alex started his career at Royal Insurance in the actuarial department completing the first 5 parts of the CAS exam series while working on the corporate model and personal lines ratemaking. </li></ul><ul><li>He left Royal to join Johnson & Higgins where he advised client executives and clients performing statistical analyses including loss and IBNR forecasts, modeling of aggregate loss distributions, cost allocations, and captive feasibility studies for Fortune 1000 size companies. During this time he obtained the Associate in Risk Management designation. </li></ul><ul><li>After 5 years, Alex transferred to the NY Casualty Department, obtaining a NYS brokers license. He used his actuarial skills while learning coverage to structure, negotiate, and place complex traditional and alternative risk insurance programs for companies in manufacturing, sports & entertainment, higher education, chemicals, pharmaceuticals, mining, medical products, telecommunications, real estate, consumer products, financial services, and home fuel delivery. During this time Alex completed the Lloyds Overseas Broker Training course in London. </li></ul><ul><li>J&H was acquired by Marsh in 1997 and Alex continued as a senior casualty broker successfully placing the first integrated risk program by Marsh’s NY RM Casualty Department. </li></ul><ul><li>He joined the national Casualty Practice group in 2000 coordinating networks of subject matter experts in integrated risk, captives, loss portfolio transfers, collateral alternatives, product recall and warranty. </li></ul><ul><li>Alex represented the Casualty Practice on Marsh’s Innovation Council where he developed a process for identifying emerging risks from publicly available information and matching them to solutions. </li></ul><ul><li>He was also responsible for developing, delivering and monitoring learning activities, obtaining CE instructor certification in most states. Alex liaised with the Learning department and outside consultants to develop skill based colleague competency assessments and audited Marsh offices to ensure compliance with best practices. </li></ul><ul><li>In November, 2004, Alex joined the project team that successfully responded to a complaint by the NY Attorney General saving the company. </li></ul><ul><li>Most recently, he served as knowledge manager creating and launching the Casualty Practice site, one of the most successful on the new Marsh intranet. </li></ul>
  5. 5. Client Service Experience <ul><li>Allied Signal </li></ul><ul><li>BASF Corporation </li></ul><ul><li>Becton Dickinson </li></ul><ul><li>Colgate-Palmolive </li></ul><ul><li>Columbia University </li></ul><ul><li>Cushman & Wakefield </li></ul><ul><li>DKM Corporation </li></ul><ul><li>Esterline Corporation </li></ul><ul><li>FOJP </li></ul><ul><li>Frontier Corporation </li></ul><ul><li>General Electric </li></ul><ul><li>Grand Met </li></ul><ul><li>Inco, Ltd. </li></ul><ul><li>Madison Square Garden </li></ul><ul><li>Meenan Oil </li></ul><ul><li>Morgan Stanley </li></ul><ul><li>NYU </li></ul><ul><li>Pfizer </li></ul><ul><li>Polygram Records </li></ul><ul><li>Starrett City </li></ul>
  6. 6. Casualty Capability/Casualty Experience <ul><li>Casualty Capability </li></ul><ul><li>Primary Casualty/ Risk Finance Structures </li></ul><ul><li>Casualty Experience </li></ul><ul><li>50+ primary casualty placements and 50+ umbrella/XS placements </li></ul><ul><li>1 MAXL placement, 1 integrated risk placement </li></ul><ul><li>1 single parent captive, 3 group captives, 5+ feasibility studies </li></ul><ul><li>3+ Loss Portfolio Transfers </li></ul><ul><li>2 fully fronted programs 11+ high deductible programs,1 paid loss retro, numerous other cashflow programs. </li></ul><ul><li>13+ industry specialties </li></ul><ul><li>Actuarial analyst for hundreds of cashflow programs </li></ul><ul><li>Coordinated 7 national networks each containing a dozen or more alternative risk subject matter experts </li></ul><ul><li>Produced over 150 risk analyses from financial info </li></ul><ul><li>Member Innovation Council/Solution Development Group at Marsh. </li></ul><ul><li>Trade Finance Product Champion </li></ul><ul><li>Managed, developed and instructed Advanced Casualty course, Intermediate Casualty, various lunch & learns, and other learning activities for the Casualty practice at Marsh </li></ul>
  7. 7. Casualty Capability/Casualty Experience <ul><li>Casualty Capability </li></ul><ul><li>Worldwide excess casualty programs </li></ul><ul><li>Advanced modeling and metrics used to evaluate risk </li></ul><ul><li>Policy wording and structure </li></ul><ul><li>Casualty Experience </li></ul><ul><li>4 clients with global excess programs </li></ul><ul><li>Consulted on London and Bermuda placements </li></ul><ul><li>Completed Lloyds Overseas Broker Training </li></ul><ul><li>10 years as an actuarial analyst performing loss forecasts, IBNR projections, cashflow analysis, aggregate loss distribution simulations, cost allocations, captive feasibility studies, and collateral analysis. </li></ul><ul><li>Guest Speaker at CANY on Graphical Methods for Fitting Loss Distributions </li></ul><ul><li>5 actuarial exams </li></ul><ul><li>Advanced degree in operations research (probability/statistics) </li></ul><ul><li>20+ years casualty brokerage experience </li></ul><ul><li>ARM </li></ul><ul><li>Licensed P&C broker in NY and most other states </li></ul><ul><li>Trained brokers on Marsh RMXpress spec system </li></ul>
  8. 8. Casualty Capability/Casualty Experience <ul><li>Casualty Capability </li></ul><ul><li>Third party administration </li></ul><ul><li>Worldwide market access </li></ul><ul><li>Client retention </li></ul><ul><li>Casualty Experience </li></ul><ul><li>2 unbundled programs plus fronted and high deductible plans where carrier claims functioned as TPA </li></ul><ul><li>Monitored for implementation of TPA “pre-nups”. </li></ul><ul><li>1 Home Foreign Program </li></ul><ul><li>3 clients with foreign ownership </li></ul><ul><li>8 clients with significant global exposures </li></ul><ul><li>Consulted on placements with Bermuda and London markets. </li></ul><ul><li>Completed Lloyds Overseas Broker Training </li></ul><ul><li>Liaised with J&H and Marsh International practices </li></ul><ul><li>100% </li></ul>
  9. 9. Recent Accomplishments <ul><li>Created Casualty Practice Intranet Site </li></ul><ul><li>Responded to NYAG Complaint </li></ul><ul><li>Developed colleague assessments </li></ul><ul><li>Developed, delivered, launched, and managed CE certified training </li></ul><ul><li>Coordinated networks of alternative risk subject matter experts </li></ul><ul><li>Developed Emerging Issues/Emerging Solutions risk analysis methodology and training </li></ul><ul><li>Placed integrated risk program </li></ul>
  10. 10. Contact Information <ul><li>Alexander Levine </li></ul><ul><li>[email_address] </li></ul><ul><li>Cell:516-729-7127 </li></ul><ul><li>Click here to see LinkedIn Profile including Recommendations </li></ul><ul><li>To see resume in: </li></ul><ul><li>Slide Show view place cursor on icon </li></ul><ul><li>Normal view double-click icon </li></ul>