How I can help you

State University of New York Farmingdale, N.Y. Degree in Marketing and Merchandising American Society of CLU ChFC Bryn Mawr, Pa. WORK HISTORY Martin Brokerage Co. Rockville Centre N.Y. President June 1963-May 1988 I was responsible for sales, marketing and risk acceptance (underwriting) on behalf of the companies we represented. My successful risk selection over the years was probably the largest single factor contributing to the success of our agency. Aside from underwriting duties, as our agency grew, I spent time on agency company relations and supervision of our production team. success as underwriters. As a result, the companies the agency represented gave us very high limits of binding authority and claim settlingAt my agency, I was responsible for all of the Property and Casualty underwriting activities. Median Agency Rockville Centre, N.Y. Partner June 1975-May 1988 Median Agency was a wholly owned subsidiary of Martin Brokerage Co. specializing in pension plans, annuities, individual and group life and health coverage. K and C Agency Valley Stream, N.Y. Consultant November 1989-March 1991 The scope of my consultancy was to recruit, contract and train a sales force and enhance my clients’ access to the marketplace. This is industry jargon for obtaining underwriting authority from various insurers. The reason that I was retained for this assignment was my record of underwriting success at my own agency Community College of Aurora Aurora Co. Director of Insurance Education June 1992-September 2001 I created this department and I was responsible for all facets of the program. My duties included curriculum creation, instruction, student recruiting, faculty selection and marketing. In addition to my administrative duties. Richard Mintzer Associates LLC Managing Partner May 1999-Present Boulder Colorado I participate in various matters relating to the insurance industry as a consultant and expert witness. I place special emphasis on the underwriting process, standards and practices, agent company disputes, agent responsibility and liability and the general area of the claims environment.

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Marketing

Industry Experience

  • Accounting & Tax Services
  • Professional Services

Richard Mintzer

Communication Methods

  • In Person
  • Phone