William Ross Jr
Lancaster,PA
Summary
Experienced expert witness with over 42 years of insurance experience, mostly in agency operations. Intimately familiar with what qualifies as providing the "standard level of care" expected from a professional insurance agent.
Overview
44
44
years of professional experience
Work History
Vice President, Commercial Lines
Element Risk Management
2021.01 - Current
- Responsible for overall operation of agency
- Including: Sales, Personnel, Accounting, Marketing and Agency Procedures.
Managing Member
Ross Insurance Agency LLC
1991.01 - 2021.01
- Responsible for overall operation of agency
- Including: Sales, Personnel, Accounting, Marketing and Agency Procedures.
Commercial Lines Producer
Driscoll-Pearce Inc.
1985.01 - 1991.01
- Increased client satisfaction by providing exceptional customer service and addressing insurance requests promptly.
- Analyzed clients risk profiles in order to respond to their coverage requests.
Office Manager
Ross Insurance Agency
1981.01 - 1985.01
- Streamlined office operations by implementing digital filing and agency management systems.
- Created and supervised agency procedures to assure clients were provided the "expected level of care".
Analyst
Insurance Services Office (ISO)
1980.01 - 1981.01
- Responsible for rate and rule filings for various policy types for multiple states.
- Increased efficiency by streamlining data analysis processes and implementing automation tools
Education
B.S. in Economics - Mgmt
Lehigh University
Bethlehem, PA01.1981
Skills
- Insurance Agency Operations
- Agency Procedures Development
- Coverage & Policy Analysis
- Customer Relationship Management
- Human Resources Management
Awards
- Chartered Property Casualty Underwriter (CPCU), 1984
- Certified Insurance Counsellor (CIC) Designation, 1985
- PA Property Casualty Insurance Brokers License, 1982
- PA Property Casualty Insurance Agents License, 1977
- PA Life Health Accident Insurance Agents License, 1977
- NASD Series 6 License for Variable Annuities, 1984
- Agent of the Year, Old Guard Insurance Group, 1999
- Blue Ribbon Award, Aetna Property & Casualty, 1982
- Academic Honors, Lehigh University, 1978
Timeline
Vice President, Commercial Lines
Element Risk Management
2021.01 - Current
Managing Member
Ross Insurance Agency LLC
1991.01 - 2021.01
Commercial Lines Producer
Driscoll-Pearce Inc.
1985.01 - 1991.01
Office Manager
Ross Insurance Agency
1981.01 - 1985.01
Analyst
Insurance Services Office (ISO)
1980.01 - 1981.01
B.S. in Economics - Mgmt
Lehigh University
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