Donald Noel, Arm-E, Cebs Email & Phone Number

West Palm Beach, Florida, Us

I am currently providing strategic direction and management oversight for the implementation of a District-wide safety program in line with State and Federal compliance standards. I ensure that all aspects of the program (safety training, inspection, evaluation, contract review, claims, lawsuits and insurance purchasing) are carried out with maximum efficiency and cost effectiveness. I mentor and manage a team of 11 direct reports, sometimes remotely, with a focus on continuous improvement. Highlights to date include:► Designed and rolled out a Covid-19 emergency response plan for the entire district (22K+ employees).► Collaborated with partners from all schools and departments to deliver accurate claim information and recommend loss mitigation strategies.► Attended all self-insured health insurance meetings for the past 12 months and served on the ITN Committee for health and Rx benefits at this school district.► Leveraged extensive experience to assist high-level decision making on several committees such as the District Safety Committee (Chair), Vehicle Accident Review Committee, and Threat Assessment Workgroup.► Led a cross-functional team including a dedicated Safety Specialist, Insurance Specialist, and Claims Specialist alongside several Safety and Risk Technicians.► Examined contractual arrangements, negotiated liability and workers compensation claims to facilitate settlements.► Held budgetary accountability for Risk and Safety operations.

West Palm Beach, Florida, Us

Evaluated all insurance policy alternatives and made recommendations to school board to determine and obtain optimal coverage for property, cyber, active shooter, student accident with insured, liability, and worker’s compensation claims. Guided purchasing and legal departments via review of insurance requirements, compliance, and customization of the indemnification section. Assisted with RFP specifications. Served on insurance-related selection committees to raise questions and make suggestions to contractually transfer risk to others. Provided subject matter expertise to hundreds of principals and staff regarding being effective risk owners. Trained staff to host fun and safe events for students while teaching techniques to avoid, mitigate, transfer, or finance risk.► Managed district’s subrogation efforts for claims caused by others, resulting in collection of $300K from at-fault drivers’ insurance companies in 2018. Chaired Vehicle Accident Review committee to ascertain root causes and recommend driver training and discipline for preventable accidents. ► Analyzed $30M in claims made over 3 years to determine “cost of claims per student” and make recommendations for safer operations using root cause analysis.► Spearheaded activities directed at reducing board’s Total Cost of Risk (TCOR). Result was increased coverage and reduced expenses, as well as negotiation of a first-ever policy with Lloyd’s of London following the Parkland, FL massacre to pay for rebuilding the school, and to cover liability resulting from similar events.The School District of Palm Beach County is the 10th largest in the United States, with over 170,000 students, 23,000 employees and a fleet of over 900 buses. Total property values exceed $6 Billion.

Clewiston, Florida, Us

Developed, implemented, and administered risk management programs related to operating risk, financial risk, and insurance. Established organizational risk tolerance guidelines and policies and ensured maximum protection of company assets. Created processes for efficient reporting and data analysis to minimize risk exposure; provided enterprise risk expertise to senior leadership. Maintained and updated organizational business continuity plan of specific actions to follow before, during and after a disaster, including critical contact information, insurance claim steps and guidelines, and immediate storage of assets to mitigate loss. Selected insurance coverage and administered self-insurance plans, including workers compensation; general, auto, and cyber liability; property; and director/officer coverage. Resolved performance issues of third-party administrator for worker’s compensation claims, and optimized relationship between vendor and company. Collaborated with company attorneys and property insurers in all general liability, auto liability, worker’s compensation, and FELA claims and conducted investigations and interviewed employees to gain understanding of claim circumstances to mitigate lawsuits. Successfully reduced one case from initial claim of $30M to final settlement of $7M.

Us

Partnered with third-party administrators and adjusters and legal, finance, and human resources departments to investigate, negotiate, and settle 40+ lawsuits and administer hundreds of worker’s compensation and liability claims, including representing the county in mediation of lawsuits. Implemented vendor services to automate monitoring of contractors, vendors, and lessees requiring insurance, report non-compliant companies, and suspend activities and payments until insurance was obtained. Developed risk management procedures and policies incorporating new technologies to reduce the county’s Total Cost of Risk (TCOR) and used Risk Management Information Systems (RMIS) to assess, analyze, and predict future areas of concern, presenting trends and data to senior management. Ensured compliance with HIPAA, HITECH. and PCI DSS regulations, developed cyber security policies, practices, and employee training, and recommended changes to physical security practices, including emergency action plans.Provided contract review and oversight to ensure compliance of 700+ vendors and contractors with strict insurance requirements and safety guidelines.

Orlando, Fl, Us

Very first Vice President for this national insurance wholesaler, focused on building group business and account portfolio within government and nonprofit sectors. Advised clients on risk management and coverage issues and designed and presented comprehensive property and casualty (P&C) insurance solutions. Led networking, prospecting, lead generation, and business development efforts that captured double-digit growth and $MM sales volume increases.► Provided contract review, risk transfer, workplace safety, and risk management services and tools that saved clients $400K+ in YoY savings and implemented preventive contractual requirements that shifted $2M-3M of risk to others.► Built and maintained business base of 60 municipalities/cities and 120 nonprofits generating annual sales of $50M. ► Partnered with external firm in lobbying state capital to win change in the law allowing nonprofits to band together as a group to purchase health insurance more cost-effectively through the Florida Insurance Trust (FIT). ► Developed business-driving marketing collateral/campaigns using traditional and digital media (e.g., email, internet, and social networking), which proved instrumental in propelling statewide expansion.

Founded and grew boutique insurance consulting and brokerage firm from startup to $MM success, managing fiscal, business, sales, administrative, and compliance operations. Provided risk management consulting and solutions to meet clients’ immediate and long-term budgets and goals. Sold and serviced small, mid-size, and major insurance accounts spanning diverse industries.Acquired corporate, nonprofit, and government clients generating up to $1M in annual premiums per account. Provided attentive service and cost-effective insurance solutions that resulted in a nearly 100% client retention rate.Regarded as a risk management expert; reviewed and minimized client risk through comprehensive coverage spanning all insurance lines including employee benefits and retirement savings.

Held elected and appointed public office positions within municipal and county governments, overseeing budgeting; city/utility authority governance, operations, and strategic plans; business/economic development; union, vendor, and supplier negotiations; and project management (including infrastructure/capital improvement projects with budgets of up to $88M).• Seacoast Utility Authority Board Chairman/Board Member, 2005 – 2009• Village of North Palm Beach Florida Mayor / Councilman, 2000 – 2006

Served on board of directors for multiple nonprofit organizations in support of organizational planning, stewardship, and development; mission establishment; executive director recruitment/supervision; and funding/support generation. Served on and chaired committees on finance, auditing, programming, and public relations.• Glades General Hospital Board Member/Finance Committee Chair, 2004 –2005• Florida History Center Board Member & Treasurer, 2003 – 2005• BBB of SE Florida Board Chairman/Board Member, 1998 – 2002• Palm Beach Harvest Founder & Chairman, 1995 – 1997

After negotiating the sale of my former insurance/investment firm (Dunn & Noel, Inc.), I was retained by the acquiring company, Fidelity Federal Bank & Trust to help achieve the successful integration of the business. I was commended by the bank’s executives for delivering seamless business continuation, effective bank employee training, and high-profit sales of insurance and financial services that added nearly $3M in new revenues.

In 1989, I established my first company, launching and growing an independent insurance, investment, and real estate agency from startup to a thriving, $15M organization. I advised clients on insurance solutions and risk management strategies to achieve maximum coverage at the lowest possible total cost of risk, and sold registered investment products (stocks, bonds, mutual funds, pensions). Following ten-year success, I negotiated the lucrative selloff of my business to Fidelity Federal Bank & Trust.

B.A., Political Science / Public Administration

Certified Employee Benefits Specialist, Employee Benefits And Pensions

Arm-E, Enterprise Risk Management Designation (Arm-E)

Associate In Risk Management, Risk Management

Education record