James R.

About James R.

Two years as Comm\'l Lines Property/Casualty Underwriter with Firemans Fund Ins. Cos. in Minneapolis, Minnesota followed by 39+ years as Licensed Intermediary, Insurance Advisor & Consultant at Robertson-Ryan & Associates, Inc. in Milwaukee, WI. Past President and Board Chairman of The Independent Insurance Agents of Wisconsin, Inc, the Agents Assistance Corporation,Inc.and The Independent Insurance Agents of Greater Milwaukee, Inc. and the Rotary Club of Milwaukee,Inc.(downtown)Performed Business Property/Casualty Insurance-Programs Design & Placement, Contractual language review, Exposure I.D. & analysis, competitive marketing, claims analysis, informed advocacy, development of risk control strategies, all of which are undertaken solely to optimize prudent coverage at minimum cost. Brings keen grasp of the downstream implications of and relationships between contract language, risk transfer/retention, coverage intent, performance and function. Offered Client-service beyond product sales, e.g. examined ambiguities and issues which would commonly frustrate proper allocation of Liability between his clients and other associated parties. This method,while more probative and time consuming, helps avoid coverage “gaps” and related unforeseen expenses. Attained and held the National Alliance for Insurance Education’s Certified Insurance Counselor designation for over 25 consecutive years. Additional Agency services available include but are not limited to Risk Control Strategies, Test OSHA & DOT Audit Compliance /Reviews, Claims Mgmt, Accessto ZyWave resource, Group Benefits, HR Assitance, etc, etc. The guiding objective is to properly and creatively protect the client within their risk tolerance and financial means. Faithful adherence to this priority and putting the client first defines professionalism. Seeks to expand client base indefinitely, consistent with faithfullyhonoring this imperative.Specialties: Medical Professional Liability, Other Professional Liability, D&O, Employment Practices, Fiduciary & General Management (Executive) Liability. Sectors:Social Service, Arts & Cultural Entities, Healthcare industry, Foundations, NonProfit & For-Profit Closely-Held Entities. Attorneys, Financial Consultants, M&A, Local, State and National Assns, Mfg, Education.

Experience

1. Principal & Shareholder

   Robertson Ryan Insurance

   Jan 1981 — Present

   Property & Casualty Intermediary - Certified Insurance Consultant.Review, analysis and placement of insurance and risk management strategies for small to middle-market sized, Privately and Publicly held For-Profit and Not-for-Profit entities as well as Personal Casualty and Group Benefits program design and placement. Capabilities include but not limited to: Competitive Marketing, Risk Control, Claims Analysis, Program Design and Management, Human Resources, PEO.

Education

• University of Wisconsin

  BA, Communications

  1973 — 1977