JAMES (JIM) MARSHALL JR., JD, CPCU, ARM
President and Senior Consultant
EDUCATION
Magna cum laude and valedictorian graduate, Stetson University College of Law, (Juris Doctorate), January 1977; Honors graduate, University of Florida, (B.A. - Political Science, Phi Kappa Phi Honor Society), December 1964; received the Chartered Property and Casualty Underwriter (CPCU) designation from the American Institute for Property and Liability Underwriters, Inc. in 1970; and received the Associate in Risk Management (ARM) designation from the Insurance Institute of America in 1971.
BUSINESS EXPERIENCE
Approximately six years' experience as property and casualty underwriter for major insurance companies (Sentry Insurance, Royal Globe, and Amerisure). Three years' experience as an agent/broker for a national insurance broker (now Aon Companies). Consultant since 1974 with Siver Insurance Consultants.
AREAS OF EXPERTISE
Senior consultant for property and casualty accounts. Extensive experience in: design, marketing (formal specifications), implementation and auditing of insurance and risk management programs for governments and private enterprise; design, formalization (by ordinance or formal policy), implementation and auditing of self insurance program; drafting and negotiation of risk management terms with vendors and contractors; analysis of insurance coverage, expert testimony and litigation support for insurance claims and issues; drafting of manuscript or special coverages and endorsements.
PROFESSIONAL MEMBERSHIPS
American Bar Association, including Section of Tort Trial and Insurance Practice; Society of Chartered Property and Casualty Underwriters; Society of Risk Management Consultants (have served as Chairman of Legal Committee, Secretary, President-Elect, President and member of Board of Directors.)
POTPOURRI
Guest speaker and lecturer for various organizations including: Risk and Insurance Management Society, Inc. (RIMS), Florida School Board Attorneys Association, Public Risk and Insurance Management Association (PRIMA), Florida Education Risk Managers Association (FERMA), and Society of Risk Management Consultants (SRMC). Past President, Tampa Bay Underwriters Association; has taught Chartered Property and Casualty Underwriter (CPCU) classes and an adjusting course.
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