«SYNOPSIS: • Risk Manager for Houston’s largest locally owned commercial construction company • 33 years of experience in complex insurance, ...»
CURRICULUM VITAE OF REBECCA S. “BECKY” WALKER, CPCU, ARM
• Risk Manager for Houston’s largest locally owned commercial construction
• 33 years of experience in complex insurance, risk financing and risk management
• Excess & Surplus Lines
• Life & Health
• Technical Expert On Property & Casualty Insurance
• Risk Management -- In-House and Consultant
• Experienced and educated in traditional insurance and risk management
RECENT MAJOR ACCOMPLISHMENTS:
• Negotiated and implemented fee arrangement for corporate Bond program in lieu of commission – saving $150,000 annually.
• Negotiated and implemented fee arrangement for corporate Workers’ Compensation, General Liability, Automobile, Equipment Floater, Umbrella and Pollution coverages – saving $250,000 annually.
• Negotiated and implemented direct relationship and expense reduction with 401(k) provider – saving $65,000 annually, eliminating broker cost and expense.
• Negotiated and implemented fee arrangement for employee benefit plans (medical, dental, disability and life) – saving $85,000 annually.
• Established and maintained direct relationship with insurance carriers for corporate insurance program, reducing the dependence on brokers and agents and giving Harvey more direct control over the administration of its program.
• Established and maintained direct relationship with insurance carriers’ claims departments to better coordinate claims management and litigation expenses, thus having a beneficial impact on retrospective rating plan’s annual adjustment.
• Established and maintained, by working with upper management, policies to ensure that proposals and contracts for construction have been thoroughly vetted for insurance and risk management considerations.
Resume of Rebecca S. (“Becky”) Walker, CPCU, ARM Page 1
• Direct claims and litigation management of uninsured claims, such as asbestos litigation, employee practices litigation, etc., including attorney selection, discovery coordination, fee management, and being the company representative.
• Established and maintained simple but effective risk management information database for trending, problem identification, etc.
• Negotiate and oversee all employee benefit contracts.
• Explored and continuing to explore opportunities for participation in captives and/or self-insurance.
PROFESSIONAL DESIGNATIONS:CPCU – Chartered Property & Casualty Underwriter (Insurance industry’s professional designation by the CPCU Society) ARM – Associate in Risk Management (Insurance Institute of America’s Center for Advanced Risk Management education).
Houston's largest locally owned commercial construction and construction management company and is engaged in the business of construction of high rise buildings, special projects (such as repair facilities for Continental Airlines 747 Fleet), to tilt-wall and mid-rise buildings, as well as, custom commercial high end interiors. The present employer also has permanent offices in the Washington, D.C./Maryland Area and in Austin, Texas. They do work in numerous other states on a project by project basis.
Management of “specialty” insurance programs – i.e. Rolling Owner Controlled Program, liability “wraps” for residential construction projects.
Management of liability claims including working with outside counsel, attending depositions as the corporate representative.
Management of workers’ compensation claims, including working with insurance company adjuster, return to work programs for individual injured employee as well as monitoring loss reserves on individual claims for adequacy of the reserve.
Review of all certificates of insurance, including additional insured endorsements, for all subcontractors and suppliers. Negotiation with subcontractor and subcontractor’s agent to provide needed endorsements.
Negotiate and monitor 401(k) plan, including working with 401(k) provider on a direct basis, keeping abreast of current issues in the pension arena and providing information to senior management and the 401(k) committee to maintain status of “qualified” defined contribution plan.
EGI was a direct writer of Commercial Insurance concentrating in oil and gas, utility contractors, mechanical contractors, general contractors, manufacturers, and public sector (i.e. governmental subdivisions) entities.
It’s largest client was David E. Harvey Builders, Inc.
Marketing, placement and service of two large public sector self-insured plans, including Excess Workers’ Compensation, coordinating claims, engineering, and their self-funded health plans.
February, 1992 To June, 1992
Providing of technical expertise and assistance to a Producer, heavily involved in energy and energy-related accounts; completing applications, rating, invoicing, marketing - both domestic and London brokers, collections, customer contact both telephonically and in person.
Interfacing with licensing authorities in various states Underwriting, as the insurance company underwriter, general liability, automobile liability, auto physical damage, and property business.
Evaluation of potential risks of the client's specific operations, past loss history, political risks in countries of operations, and determination of premium, based upon the foregoing.
April, 1983 To February, 1985:
Daily marketing of a wide range of general liability and umbrella liabilities to the markets which Wetzel represented mainly consisting of the Lloyds of London Insurance Markets. Designed and placed association sponsored Professional Liability coverage for Emergency Room Physicians and Umbrella Liability coverage for the Texas Municipal League with the London market on both a direct and reinsurance basis.
Designed and administered coverage program for professional liability for Petroleum Engineers specializing in the estimation of the amount of petroleum in an oil field — negotiated policy wording for special form policy (“manuscripted policy”) with London.
Administrative Assistant to three (3) Producers. Assisted them in all phases of insurance including completing applications, premium financing, with complete responsibility for handling their personal lines accounts.
Design, development and marketing of the Florida Optometric Professional Protector Plan, the Florida Nurseryman and Growers Association Plan, as well as several other types of Association packages.
Literally dozens of various seminars on insurance, employee benefits, law, claims investigations, management, etc.
ADDITIONAL SKILLS OF INTEREST:From time to time, I guest lecture in Risk Management at University of Houston Downtown in the Master's Degree Program in Criminal Justice and the Master's Degree Program in Security Management.
From time to time, I guest lecture in Risk Management and Insurance at University of Texas Health Science Center School of Public Health in the Master's Degree Program in Public Health Administration.
COMMUNITY ACTIVITIES:Past Executive Committee member and Chair of Membership Committee for the Houston Chapter of RIMS (Risk & Insurance Management Society -- Member of National RIMS.
Active in the Houston Chapter of the CPCU Society -- Member of National CPCU Society.
Member Houston Risk Managers In Construction Industry Roundtable.