Insuring Mid-Sized Companies Against Risk of International Commerce
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1 Insuring Mid-Sized Companies Against Risk of International Commerce 1
2 About Advisen: Advisen Ltd. is a privately-owned, independent and unbiased provider of news, data and risk analytics to the commercial insurance industry. Advisen s mission is to deliver productivity and insight to insurance professionals. Advisen brings greater success though technology and data, revolutionizing the way the commercial insurance industry functions. Our customers leverage the Advisen platform, adding power to their proprietary ability and bringing value to their clients. Please locate us on: 2
3 Many Thanks to our Sponsor!
4 Insuring Mid-Sized Companies Against Risk of International Commerce White Paper: Insuring_Midsized_Companies_against_the_ Risks_of_International_Commerce.html Copy of these slides Recording of today s webinar 4
5 Today s Moderator David Bradford- President, Research & Editorial Group, Advisen Ltd.
6 Today s Panelists Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
7 Today s Panelists Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Alfred Bergbauer is Senior Vice President and Head of Multinational Casualty for XL Group s North America Primary Casualty business. Under Alfred s leadership, XL Group helps multinational companies in North America address their cross-border insurance needs. Using XL s global network to provide coverage in over 100 countries and his team s extensive experience and technical underwriting skill, Alfred helps multinational clients design global insurance programs that address their international legal, regulatory and tax compliance issues so that they can take advantage of all the business opportunities that the global economy has to offer. Alfred joined XL Group in August 2012 from Marsh USA, Inc. where he served as multinational client service leader for the east zone since His international insurance career spans more than 25 years, working in the US, China, Hong Kong, and the Philippines for such companies as ACE USA, Winterthur Insurance, Liberty Mutual Group, Continental Insurance and Insular General Insurance Company. Alfred earned a Bachelor of Arts in Journalism from Marietta College in Marietta, Ohio and an MBA from the F.W. Olin Graduate School of Business at Babson College in Wellesley, MA. He is an Associate of the Chartered Insurance Institute (UK).
8 Today s Panelists Bill Fealey, Director, Risk Management Dover Corporation Responsibilities include the strategic design, negotiation and implementation of cost effective and efficient global risk management and insurance programs. Advises senior management on sources, implications and cost of risk and appropriate risk mitigation strategies. Dover is a multi-billion dollar diversified industrial manufacturer comprised of 33 operating groups that produce a broad range of specialized product, components and related services for commercial and industrial, energy, technology and consumer applications.
9 Today s Panelists Michael Rodgers, Senior Vice President, Marsh Michael Rodgers is the international casualty placement leader for Marsh s East Zone within Marsh s Multinational Client Service Practice. His current responsibilities include serving as the placement leader for the east, managing a group of nine brokers; marketing and servicing an array of large risk management accounts in the industries of manufacturing, life sciences and research and development, financial institutions, technology and telecommunications, construction, and chemicals; reviewing clients exposures and loss experience; analyzing risk to determine service requirements and insurance program design; and serving as a Defense Base Act specialist. Michael joined Marsh in He began his career as an insurance broker in the International Department of a regional broker in In addition to global property and casualty programs, Michael worked on local programs such as loss sensitive workers compensation and automobile programs as well as a variety of industry specific programs such as financial products for financial institutions as well as surety for construction clients.
10 Why is more attention now being given to properly structuring multinational insurance programs? Dave Bradford- Advisen Ltd. Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
11 Should even a small company that does business in only two or three countries be concerned about attracting the attention of foreign regulators? Dave Bradford- Advisen Ltd. Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
12 How is a multinational insurance program typically is structured? Dave Bradford- Advisen Ltd. Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
13 What might happen if a company has a claim in a foreign country requiring local admitted policies, but the only coverage available is through a global master policy? Dave Bradford- Advisen Ltd. Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
14 Aside from regulatory compliance and tax efficiency, are there other benefits to a local policy? Dave Bradford- Advisen Ltd. Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
15 How can buyers know where they must have local policies and where local policies are a good idea because of specific local legal, business or social environments? Dave Bradford- Advisen Ltd. Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
16 When an insurance buyer sits down with his or her broker to begin discussions about a multinational program, what are the key considerations? Should anyone else from the company, other than the risk manager or buyer, be a part of those discussions? Dave Bradford- Advisen Ltd. Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
17 What common buyer misperceptions or misunderstandings can lead to suboptimal decisions when purchasing multinational insurance programs? Dave Bradford- Advisen Ltd. Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
18 What are some of the challenges in structuring a comprehensive, seamless program? Dave Bradford- Advisen Ltd. Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
19 What are the characteristics of the best insurers for multinational programs? Dave Bradford- Advisen Ltd. Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
20 Many Thanks to our Sponsor!
21 Thank you to our Panelists! Alfred Bergbauer, Senior Vice President, Head of Multinational Casualty, XL Group Bill Fealey, Director, Risk Management Dover Corporation Michael Rodgers, Senior Vice President, Marsh
22 Upcoming Advisen Webinars Visit for the 2013 Webinar Schedule Risk, Regulations and Reform- Healthcare Liability Explained Tuesday, March 5, 2013 at 11am EST Panelists: Genevieve Alexander, Asst VP Underwriting, NAS Rolanda Bell, Senior Underwriter, NAS Michael Palotay, SVP Underwriting, NAS Chris Reese, VP Underwriting, NAS Neeraj Sahni, Insurance Channel Executive, Kroll Advisory Solutions David Bradford, President, Research & Editorial division, Advisen (moderator) 22
23 Upcoming Advisen Conferences Visit for the 2013 Conference Schedule Date: Wednesday, February 27, 8:00 AM GMT Date: Tuesday, March 19, 8:00 AM GMT 23
24 How to reach us: Advisen Ltd Broadway 8 th Floor New York, NY Voice: Fax: support@advisen.com 24
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