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Robert E. Underdown, AINS, SIA, AIC, ARM

Insurance & Risk Management Consultant

The Insurance Archaeologist™

Curriculum Vitae

 

Current Practices:

Insurance & Risk Management Consultant

  • Expert Witness Insurance & Risk Management
  • Nationwide Practice

Licenses:

  • Casualty Producer
  • Property Producer
  • Accident/Health Producer
  • Life Producer

Areas of Expertise:

Agent/Broker Standards

Bad Faith Claims Issues

Broker Compensation

Claims Handling

Coverage Opinions

General Liability Policies

Insurance Industry Standards

Life Insurance Suitability Opinions

Risk Management Standards

Third Party Claims Standards

Tort Litigation Management

Workers’ Compensation

Education:

Bachelor of Science, Arizona State University, Arizona

Professional Training:

Associate in General Insurance (AINS), Insurance Institute of America

Senior Insurance Adjuster (SIA), General Adjustment Bureau

Associate in Claims Diploma (AIC), Insurance Institute of America

Associate in Risk Management Diploma (ARM), Insurance Institute of America

Professional Affiliations:

Board Member, Arizona Chapter Forensic Expert Witness Association (FEWA)

Past President, Arizona Chapter Forensic Expert Witness Association (FEWA)

Past President, Arizona Chapter Risk and Insurance Management Society (RIMS)

Past Board Member, San Diego Chapter Risk and Insurance Management Society (RIMS)

Member, Arizona Chapter Risk and Insurance Management Society (RIMS)

Member, American Association of Insurance Managements Consultants (AAIMCo)

Member, Forensic & Litigation Support Steering Committee Arizona Society of CPA’s

Experience:

Life Insurance Sales & Marketing, Applied Strategies & Counsel, Scottsdale, Arizona

  • Marketed individual and Trust-Owned Life Insurance

Structured Settlements Specialist, Structured Financial Associates, Scottsdale, Arizona

  • Marketed structured settlements nationwide

Director of Risk Management, Rural/Metro Corporation, Scottsdale, Arizona

  • Managed $20 Million Risk Management program
  • Completed due diligence on 60 acquisitions in 48 months
  • Negotiated annual stop loss for Group Medical & Disability

Assistant Vice-President, Imperial Corporation, San Diego, California

  • Managed special insurance for $2 Billion loan portfolio
  • Implemented Risk Management program for 60 branch offices
  • Risk Manager and Assistant corporate agency head

Risk Management and Employee Benefits Manager, City of Escondido, California

  • Implemented Risk Management program
  • Completed self-funded health insurance, saving $750,000
  • Reported to Finance Director

Risk Management Administrator, City of Phoenix, Arizona

  • Implemented citywide Risk Management program
  • Reorganized insurance to a competitive bid process
  • Reported to Finance Director

Risk Management and Employee Benefits Manager, Smitty’s Super Value Stores

  • Implemented Risk Management function
  • Reported to President of company
  • Self-insured workers’ compensation, saving $1 Million

Claims Supervisor, Aetna Cravens-Dargan Insurance Company, Phoenix, Arizona

  • Supervised statewide liability claims accounts

Insurance Claims Adjuster, General Adjustment Bureau, Arizona and California

  • Branch Claims Manager, El Centro, CA
  • Insurance Claims Supervisor, Phoenix, AZ
  • Field Claims Adjuster, Phoenix, AZ

Equitable Life of Iowa, Phoenix, Arizona

  • Life Insurance Sales

Other Professional Activities:

Speaker for BoomersAZ for search engine optimization

Speaker for Arizona CPA Society Risk Management Seminar Board

Board Member and Consultant to Arizona Artist Guild

Consultant Business Volunteers for the Arts

Wrote, Produced and Narrated – Rural/Metro Corporate Safety Video

Presented Corporate Risk Training – Orlando, Florida

Presented Corporate Risk Training – Tucson, Arizona

Presented Corporate Risk Training – Columbus, Ohio

Presented Corporate Risk Training – Rochester, New York

Compiled and Edited – Rural/Metro Corporate Safety Manual

Speaker for PRIMA Conference – Tucson, Arizona

Speaker for Downtown Soroptimist Club

Speaker for Maricopa County Purchasing Agents Forum