The Bermuda Insurance Institute has key objectives to create and maintain a central organization for people engaged in or associated with the insurance industry, to hold seminars and workshops on topics related to the insurance industry, to encourage and assist the study of any subject bearing upon any branch of insurance, and to promote social interaction amongst members.

Providing Consulting and Advisory services to a range of international and local companies. • Board Member for Commercial (re) Insurance, Captive Insurance, Investment and Holding Companies. • Assisting with Risk Management, Capital adequacy and Solvency Self-Assessment. • Project management in relation to pricing analysis of client services. • Review of client fees analysis and recommendations for fee increases and pricing matrix. • Advising on appropriate Corporate Governance… Show more Providing Consulting and Advisory services to a range of international and local companies. • Board Member for Commercial (re) Insurance, Captive Insurance, Investment and Holding Companies. • Assisting with Risk Management, Capital adequacy and Solvency Self-Assessment. • Project management in relation to pricing analysis of client services. • Review of client fees analysis and recommendations for fee increases and pricing matrix. • Advising on appropriate Corporate Governance requirements. • Assist clients with Bermuda Market relationships. Show less

Executive Vice PresidentMember of Executive Management CommitteeResponsibility for smooth running of client service functionLeadership and training of accounting and insurance professionalsDirect management services to large multi-national clients with complex insurance programsOperational responsibility for quality control, corporate governance, audit relationships and client complianceBudgeting, Recruitment and Strategic planningRelationship Manager on over 35… Show more Executive Vice PresidentMember of Executive Management CommitteeResponsibility for smooth running of client service functionLeadership and training of accounting and insurance professionalsDirect management services to large multi-national clients with complex insurance programsOperational responsibility for quality control, corporate governance, audit relationships and client complianceBudgeting, Recruitment and Strategic planningRelationship Manager on over 35 client companies, including large global international professional firmsReview, approval and signing of policies and related documents2005 to 2007Senior Vice PresidentOrganization of training seminars and professional developmentCoordination of Statutory compliance with local regulatorsImplementation of quality control initiative1999 to 2005Vice PresidentManaging over seventy client accountsDirector/Officer on over forty client accountsHiring, training and preparing staff reviewsTechnical supportQuality review and approval of management and audited financial statementsActing as Corporate Secretary and taking corporate minutesCoordinating relationships with audit firms through training programs and regular meetings to discuss developments in audit procedures and accounting standardsAccount Officer. Primary relationship contact on over twenty-five client accountsCoordination of financial, insurance and treasury departmentsQuality control and fee negotiationNew business proposals and new incorporations1997 to 1999Assistant-Vice President and Account Officer Management, supervision and human resource responsibilities. Consolidation and amalgamation of the systems of Aon, Minet and Alexander & AlexanderOther Aon ActivitiesTraining Committee – 1998 / 2001 & 2007 to present (Chairman)Pensions and Savings Committee – 2009 to presentHealth and Wellness Committee – 2005Social Committee – 2002 / 2003 Show less

Responsible for the accounting, claims processing and general administration of the mutual Professional Indemnity captive for the large accounting firms, a mid-tier accounting firm and Law firms.Producing quarterly management accounts and annual financial statements.Ensuring compliance with all Bermuda regulatory requirements.Detailed analysis of all insurance functions.Liaison with Minet offices in London, Montreal and New York and with senior members of the client firms… Show more Responsible for the accounting, claims processing and general administration of the mutual Professional Indemnity captive for the large accounting firms, a mid-tier accounting firm and Law firms.Producing quarterly management accounts and annual financial statements.Ensuring compliance with all Bermuda regulatory requirements.Detailed analysis of all insurance functions.Liaison with Minet offices in London, Montreal and New York and with senior members of the client firms worldwide.Co-coordinated the management and analysis of various investment portfolios.Reproduction of investment transactions. Show less

Planning and reviewing work performed by other staff members and researching technical issues. Exposure to clients operating in the Bermuda insurance and reinsurance market. Introduction to U.S., Canadian and International accounting and auditing standards.

Operational Computer Audit and Security Group.Supplying computer audit guidance to the mainstream audit department.Review of client computer systems and data.Chartered Accountancy training contract.Assigned to the insurance industry group. Exposure to the London insurance market.Involved in several major corporate consolidations and mergers.