SPECIALIZED PROFESSIONAL COMPETENCIES
- Technical Risk investigations, specializing in Steel, Power Generation, Mining, Pulp & Paper and Chemical Plants.
- Large Risk Evaluation and Assessment
- Large Risk Industrial Underwriting
- Risk and Failure Analysis
- Risk Management
- Risk Analysis Cost Assessment
- Preventive Maintenance
- Extensive Experience in Engineering Insurance
ACADEMIC BACKGROUND
Registered with OACETT since 1988 as CET
Canadian Risk Management (CRM) Diploma, 1998
Management Development, Queens School of Business, 1997
Marine Engineer, Hull College of Higher Education (U.K.), 1980
Additional Courses
- National Board of Boiler & Pressure Vessels ‘AB’ Endorsement
- Boiler and Pressure Vessel Certificate of Competency, Province of Ontario
EMPLOYMENT BACKGROUND
Giffin Koerth Inc.
Smart Forensics
Director Industrial Engineering Group
2009 – Present, Toronto
- Industrial equipment failure analysis
- Large risk analysis
- Bridge the gap between the insurance and the forensic perspectives
- Loss prevention consulting, including site review, and engineering and policy recommendations
- Conduct risk investigations
- Business and relationship development at senior levels
- Direct the progress of each Heavy Industrial file
- Coordinate cross-disciplinary forensic teams to ensure all contributory causes are identified
- Public speaking, outreach and education
Royal & Sunalliance Insurance Company
Claims & Technical Manager Specialized Products & Services Group.
2001 – 2008, Toronto
Directed, developed and implemented all aspects of Specialized Products & Services Group (SP&SG)
Claimed to ensure compliance with established standards National and International
Established control and standards for Program Business. Eg. Tim Hortons Ltd.
Developed and implemented strategies to support the goals of SP&SG
Developed and monitored controls for efficiency and effectiveness of SP&SG Claims
Marketed the SP&SG proposition to Brokers and Clients, and agreed service levels within the SP&SG protocols
Participated in Designated Referral Program
Set targets, objectives and action plans for claims activities
Monitored and identified reserving, staffing and training requirements
Manager, Engineering Insurance, Regional Operations & Claims
1996 – 2001, Toronto
Administered all aspects of Regional Engineering Insurance Underwriting, Marketing and Claims to
ensure compliance with established standards and to ensure a profitable portfolio
Directed all aspects of Claims, Regional, National and International
Provided input into high exposure risk
Directed the setting of Regional Underwriting standards
Initiated and directed changes or additions to policy wordings
Directed Regional marketing standards
Provided support during Regional marketing initiatives
Reviewed activities on large and contentious claims issues
Negotiated complex claims settlements
Responsible for annual planning and budget
Provided annual updates to the Operational Plan
Conducted performance reviews, set salary increases
Underwriting Manager. Engineering Insurance
1995 – 1996, Toronto
Directed and administered all aspects of underwriting within Engineering Insurance, to ensure
continued increase in market share of profitable business
Guided underwriters in resolving problems associated with Engineering Insurance Policy wordings,
pricing and deductibles
Developed and monitored Engineering portfolio to ensure objectives were met
Marketed Engineering Insurance products to Brokers and internal divisions
Analyzed large risk survey information to develop premiums and deductibles appropriate for the risk
Ensured adequate and proper use of reinsurance
Developed business strategy to enable targets to be met
Conducted performance reviews and salary reviews
Assistant Boiler & Machinery Manager
1994 – 1995
Responsible to the Manager, Boiler & Machinery for all aspects of Risk Evaluation and Claims
Conducted large risk surveys and reviews of high exposure occupancy's such as Petro-Chemicals,
Pulp and Paper, Co-Generation, Utilities and Steel Mills
Consulted with the Underwriting team to ensure understanding of risk probabilities with regards to
exposures
Reviewed complex claims investigations
Negotiated complex claims settlements
Boiler & Machinery Engineering Specialist
1988 – 1994
Contributed to the generation of a profitable portfolio of Boiler and Machinery business by
maintaining a proficient loss prevention program
Maintained National loss prevention functions in all aspects of inspections, surveys and claims
Provided technical assistance to all regional units on complex engineering related problems relating
to unusual equipment, highly exposed plants, and repair to all Boiler & Machinery equipment
Undertook complex surveys to provide underwriters with sufficient details to accurately assess and
evaluate risk
Undertook complex claims investigations ensuring that policy conditions were adhered to and
established standards maintained
Ensured adequate claims reserves were established
Estimated fees and prepared quotes for contracts and unbundled services
Consulted with Provincial and National board authorities and A.S.M.E., with regard to code standards
Boiler & Machinery Inspector
1986 – 1988
Inspection of Boiler & Machinery equipment for purposes of Loss Prevention and Jurisdictional requirements
Completed surveys for Underwriting, and carrying out accident investigations
Gulf Canada Resources Calgary
Chief Engineer. Beaufort Sea Ice Breaker Fleet
(1980-1986), Tuktoyuktuk, NWT
Responsible for the operation and maintenance of all propulsion, mechanical and electrical systems on various marine icebreaking vessels operating in the Beaufort Sea oil and gas exploration operation.
Gulf Canada Products Division
Chief Engineer. East Coast Product Tanker Fleet
(1976-1980), Toronto
Responsible for the operation and maintenance of all propulsion, mechanical, and electrical systems on various product tankers operating on the Canadian East Coast.
PROFESSIONAL SOCIETIES / ASSOCIATIONS
Associations
- Ontario Association of Certified Engineering Technicians and Technologists, 1988
- Canadian Boiler & Machinery Underwriters Association
- Past Chair


