insurance advisor

Who We Are

Insurance Advisors specializing in Executive Liability (D&O), Employment Liability (EPL) and Errors and Omissions (E&O) programs for insurance companies and insurance brokerages

Peter Marchel of Marchel & Associates Risk Consulting

Peter Marchel of Marchel & Associates Risk Consulting

 

Peter Marchel, Esq.

JD, MBA, RPLU, CPCU, AIM, AIS

Peter Marchel has 24 years of experience in developing Executive Liability (D&O), Employment Liability (EPL) and Errors and Omissions (E&O) programs for clients in all types of industries. With experience both as a broker and in-house counsel and General Counsel for insurance companies and insurance brokerages, Peter brings a unique and valuable perspective to his clients. His expertise includes policy language, structuring program audits, and development of financial risk solutions. He uses his knowledge in assisting clients with placement of their policies as well as providing advice in claims situations. His experience with insurance opinions ranges from work as a former law clerk to a State Supreme Court Justice to arguing insurance cases before the court on behalf of both defendants and plaintiffs as a trial attorney.

Directors and Officers Programs Development

Peter has developed D&O programs for over 150 different publically traded companies in the United States and Canada. Prior to becoming involved in the production side of the insurance business, Peter was Senior Vice President and Claims Advocate for Marsh & McLennan. He was Assistant General Counsel and Director of the Professional Liability, Risk Management and Litigation Department and in charge of all litigation in North America at Sedgwick, Inc. prior to their acquisition by Marsh & McLennan. Until joining Sedgwick, Peter worked in the corporate legal and litigation departments of SAFECO Insurance Company, where his responsibilities included oversight of bad faith and RICO litigation against the company in the corporate department and assisted in the management of five regional legal departments, implementation of Total Quality Management (TQM) within the trial department, and carrying a full trial case load in the litigation department.

Education and Industry Certification

Peter holds numerous insurance designations (RPLU, CPCU, AIM, and AIS)* He earned a Certificate in Total Quality Management from the University of Washington, and received his Doctor of Jurisprudence (JD) and Master of Management (MBA) in business, government and not-for-profit management, along with a Certificate in Dispute Resolution from Willamette University. He earned his BA from the University of Washington with majors in political science and communications. Peter serves or has served on the Board of Directors for the local CPCU Chapter and Association of Corporate Counsel professional organizations.

Professional affiliation and other experience

During the past 24 years, Peter has participated in or presented dozens of times to local, regional and national organizations such as: ABA (American Bar Association); ACC (Association of Corporate Counsel); Washington State Bar Association; PLUS (Professional Liability Underwriting Society); CPCU (Chartered Property Casualty Underwriting Society); FEI (Financial Executive International); National Business Institute; Segal Graduate School of Business, Simon Fraser University; NACD (National Association of Corporate Directors); and the Directors’ Roundtable. Peter has also taught Finance, Investments and Insurance Law at the College level at Crichton College, where he served as an adjunct professor.

(To learn more about the professional designations (JD, MBA, RPLU, CPCU, AIM, AIS) – place cursor over the designation)

Our Insurance Advisor Network

We have surrounded ourselves with seasoned, knowledgeable professionals. Their combined expertise gives us great synergy in addressing client needs on a broad platform. We continually seek out professionals whose talents will add dimension to our capabilities.

VERITAS Forensic Accounting & Economics

STEVE ROBERTS | Principal

CPA, CFE, FCPA, CFF, RI

704 228th Ave NE, #725 Sammamish, WA 98074

Direct: (425) 868-3330 ext. 151

Cell: (425) 765-1925

Fax: (425) 868-3330

Website: www.veritasteam.com

Since 1987, Mr. Roberts has focused exclusively on forensic accounting, including investigative consulting, expert testimony, specialized audits, operational reviews, due diligence, economic research, damages evaluation and other litigation support activities. His background centers on review of business operations to determine the financial impact of specific events, breaches, and courses of action. He is a Certified Public Accountant, Certified Fraud Examiner and Forensic Certified Public Accountant. He is also certified by the AICPA in financial forensics. Mr. Roberts has testified on many occasions as an expert witness and is regularly retained by businesses and legal counsel.

VERITAS Forensic Accounting & Economics

STEVE ROBERTS | Principal

CPA, CFE, FCPA, CFF, RI

704 228th Ave NE, #725 Sammamish, WA 98074

Direct: (425) 868-3330 ext. 151

Cell: (425) 765-1925

Fax: (425) 868-3330

Website: www.veritasteam.com

Since 1987, Mr. Roberts has focused exclusively on forensic accounting, including investigative consulting, expert testimony, specialized audits, operational reviews, due diligence, economic research, damages evaluation and other litigation support activities. His background centers on review of business operations to determine the financial impact of specific events, breaches, and courses of action. He is a Certified Public Accountant, Certified Fraud Examiner and Forensic Certified Public Accountant. He is also certified by the AICPA in financial forensics. Mr. Roberts has testified on many occasions as an expert witness and is regularly retained by businesses and legal counsel.

B C E Consulting, LLC

Phoenix – Edmonds – Marana – Palm Springs

Direct: (520) 343-4394

Email: jeff@bceconsulting.co

Website: www.bceconsulting.co

B C E Consulting is a premier boutique consulting firm with a uniquely experienced team of experts who bring knowledge and actual experience as a valued business partner to our clients

Our professional and experienced consultants specialize in assisting insurance companies, insurance agencies and brokers, financial institutions with insurance entities, bank associations, insurance associations, agent groups, public entities, and other businesses looking for assistance with insurance program reviews and risk management solutions. We pride ourselves on personalized and customized service geared towards each clients requirements.

Drawing on a broad background of industry knowledge and experience, B C E Consulting can help your business make decisions leading to a successful and profitable future with assistance in:

  • Strategic, business, succession, and contingency planning
  • Business growth and producer development
  • Writing effective ‘Requests for Proposals’ and conducting Broker selection
  • Education, training and professional development
  • Operational efficiency and process improvement

B C E Consulting, LLC

Phoenix – Edmonds – Marana – Palm Springs

Direct: (520) 343-4394

Email: jeff@bceconsulting.co

Website: www.bceconsulting.co

B C E Consulting is a premier boutique consulting firm with a uniquely experienced team of experts who bring knowledge and actual experience as a valued business partner to our clients

Our professional and experienced consultants specialize in assisting insurance companies, insurance agencies and brokers, financial institutions with insurance entities, bank associations, insurance associations, agent groups, public entities, and other businesses looking for assistance with insurance program reviews and risk management solutions. We pride ourselves on personalized and customized service geared towards each clients requirements.

Drawing on a broad background of industry knowledge and experience, B C E Consulting can help your business make decisions leading to a successful and profitable future with assistance in:

  • Strategic, business, succession, and contingency planning
  • Business growth and producer development
  • Writing effective ‘Requests for Proposals’ and conducting Broker selection
  • Education, training and professional development
  • Operational efficiency and process improvement

We continually seek out professionals whose talents will add dimension to our capabilities. Contact Marchel & Associates Risk Consulting for consideration

About Marchel & Associates Risk Consulting

Regarded As Proven Experts In The Insurance Industry

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Leverage the breadth and depth of our education, experience and vision to deliver solutions to you.