Insurance and Insurance Services Companies












 
Assisted a European property-casualty insurer in assessing a recently acquired U.S. insurer. Developed new strategic focus for the company, facilitated change management and team-building programs, counseled executives as they struggled to adapt to new demands, proposed and helped implement new line-staff relationships that would improve organizational effectiveness and reduce in-fighting

Facilitated highly successful strategic reviews conducted by several global insurers and reinsurers, and led processes for several major insurers that led to innovative growth strategies based on each company’s unique competitive strengths and opportunities

Worked on the acquisition by a global American multi-line insurer of a large British life company including designing and leading the due diligence and post-merger integration process as well as advising the principals throughout the negotiation process

Conducted best practice analysis for the claims operations of several major property-casualty insurers, identified critical gaps in performance, and designed and implemented new processes that dramatically impacted claims service, claims payouts, and subrogation recoveries

Advised the Board of Directors and senior executives of a health insurer as they evaluated their ability to acquire and manage a workers compensation company and the impact the acquisition would have on their surplus and ratings. Work included designing and leading the due diligence process, looking at the strategic and cultural fit between the companies, and providing models and analysis that enabled them to determine how much the proposed acquisition would be worth to them.

Advised the Board of Directors and senior executives of a consumer services company as they evaluated expansion options and decided to create a life insurance company to broaden the products they were offering to their existing customer base