John D. Edgar Email & Phone Number

Toronto, On, Ca

Toronto, Canada Area

Scope of Services A. RISK ASSESSMENT- Identification, assessment and evaluation- Development of retention and/or transfer strategies- Cost analysis of retention and/or transfer strategiesB. INSURANCE PORTFOLIO REVIEW ANALYSIS- General overview or detailed review of existing coverage terms- Assessment of existing coverage (insured and self-insured exposures)- Merger & Acquisition related issues- Recommendations for policy wording amendments-coverage enhancements- Cost assessment (current) based on exposures, coverage afforded and loss experienceC. INSURANCE PORTFOLIO SUMMARIES- Policy terms and conditions- Preparation of policy summaries for client's guide & referenceD. INSURANCE PORTFOLIO ADMINISTRATION- Audit & design, matching available coverage and exposures for corporate assets and liabilities protection- Preparation of coverage renewal information for transmittal to broker (s)- Basis of renewal recommendations, including strategic marketing plan, with brokers and basis of broker competition- Communication with broker (s) during their negotiations in marketplace- Review of renewal policies provided by broker based on renewal proposalE. CONTRACT/CERTIFICATE REVIEWS & ADMINISTRATION- Review of contracts with customers, contractors and suppliers of goods and services- Assessment of liability exposures retained or transferred- Compliance review of certificates issued to other parties by broker- Compliance review of certificates received from other parties - Review, design & implementation of preferred internal procedures for Third Party insurance requirements (contracts & certificates of insurance with customers and suppliers of goods & services)- Administration of certificate related requirementsF. HISTORICAL CLAIMS ANALYSIS- Preparation of insured & uninsured loss records & analysis of claims history based- Recommendations for consideration of cost effective coverage termsG. SPECIFIC REPORTS/PROJECTS

Toronto, Canada Area

- Serviced risk transfer portfolios of large commercial clients. - Developed new business accounts and positive relationships with economic buyers.

Toronto, Canada Area

- Serviced and brokered risk transfer portfolios of large commercial clients. Assisted in and developed new business accounts and positive relationships with economic buyers- Managed marketing unit, evaluated existing personnel, interviewed and selected additional personnel required.