Insurance (Fidelity)

 

• Negotiation and drafting fidelity-related agreements, such as bankers' and brokers' blanket bonds, commercial crime policies, director and officer liability policies, electronic computer crime policies, employee dishonesty policies, executive risk policies, fiduciary bonds, financial institution bonds, risk policies.

 

• Experience with fidelity-related issues, such as alter ego, direct loss, discovery of loss and termination of coverage, causation and third-party liability, computer fraud, forged endorsements, insurance limits and non-stacking provisions, key exclusions (such as inventory, profit-loss, indirect loss) late notice, loan losses, loss valuation, manifest intent to cause loss, on-premises liability, policy recission, check forgery, check kiting.

 

• Analyzed quality and quantity of accounts and claims made, and then formulates, implements, and measures results of any required corrective action plans, and prepares reports for executive management.

 

• Identified and implemented corporate policies and strategies to improve the enterprise risk management performance related to fidelity issues.

​

    Last Updated 200722_1820