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Expert Bio

Primary Area of Expertise
With seven years of experience working in national insurance brokerage organizations followed by fourteen years of owning and managing his own independent insurance agency, Mr. Stein has vast experience and expertise in: Agent and Broker Procedures, Insurance Agent and Broker Liability, Insurance Errors and Omissions, Failure to Procure Insurance, Claims Handling, Directors and Officers Insurance, Insurance Coverage Issues, Property & Casualty Insurance Coverage and Placement Issues, Agency Standards of Care, Errors and Omissions Insurance Placement and Coverage Issues, Insurance Disputes-Sales Practices and Bad Faith, Risk Management Practices and Procedures, Insurance Contract Review, Insurance Proposals, Insurance Placement Issues, Umbrella Liability Exposure and Placement, Insurance Compliance, Intermediary and Broker Procedures, Risk Management Analysis for Insured's. Extensive prior Expert Witness Testimony through Arbitration and Trial. Practicing property casualty insurance agent for the last nineteen years, and agency owner for the last twelve years. Never disqualified as an expert witness. Engaged in excess of 110 cases in the last 10 years.

Mr. Stein's areas of expertise include: Agent Standards and Practices, Broker Standard of Care, Commercial Insurance, Errors and Omissions Liability Insurance, Excess & Surplus Lines, General Liability Insurance, Insurance, Insurance Agency, Insurance Agent/ Broker Liability, Insurance-Bad Faith, Insurance Compliance, Insurance Contracts, Insurance Coverage, Insurance Errors & Omissions, Insurance Practices & Standards, Professional Liability, Property & Casualty Insurance, Risk Management, Standards of Care (Agency), Workers' Compensation Insurance.
Education & Licenses
Associate in Risk Management (A.R.M.), 1987
B.B.A. - Finance, The George Washington University School of Business, 1984