Insurance Areas of Expertise
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James A. Robertson, CPCU, ARM
Jim Robertson is president, chief executive officer, and founder of Interisk Limited, a management consulting firm specializing in insurance litigation consulting. A widely known and respected expert in the property-casualty field, Jim has more than 40 years of experience providing insurance litigation consulting for attorneys on industry customs and practices related to property and casualty coverage litigation. Jim specializes in commercial liability, and has a niche specialty in umbrella and excess liability forms and environmental coverages. He has provided consulting services on captives, risk retention groups and self-insurance programs, performed contract reviews, and other insurance and risk management services. Jim’s full curriculum vitae is available here, along with a broader list of sample engagements.
Jim has testified on a variety of topics, including:
Jim also is a preeminent historian of insurance literature. Over the course of his career, he has conducted extensive research on the history of all major forms of general, excess, and umbrella liability from the 1880's through the present. His early research was published in The Umbrella Book, which examined the wording and coverage differences between various types of umbrella and excess liability policy forms. Jim’s collection of current and historical insurance materials is considered to be one of the best in the country, and ranges from books, articles, and reference materials, to reports and laws related to the insurance industry. These materials are referenced on a regular basis as part of consulting services Interisk provides to its clients.
Jim began his career as a property and casualty underwriter for the Hartford Insurance Group. Later, he was underwriting manager and assistant vice president of administration at Tausch Insurance Brokers, and then served as senior vice president of Reed Risk Management International, a subsidiary of Reed Shaw Stenhouse, the international insurance brokerage firm. He also served as director of insurance litigation services and provided risk management consulting at Coopers & Lybrand, where he specialized in consulting for attorneys on industry customs and practices related to insurance coverage litigation, underwriting, and agent/broker practices before establishing Interisk in 1992.
Jim earned his bachelor’s degree in psychology and religion at the University of Iowa, and a master’s degree in business administration from Pepperdine University. He also completed an executive education program at Stanford University Law School’s Directors’ College. Jim’s professional credentials include a California Fire & Casualty Insurance Broker’s License, a Chartered Property Casualty Underwriter (CPCU) designation earned in 1973 from the American Institute for Chartered Property Casualty Underwriters, Inc., and an Associate in Risk Management (ARM) designation earned in 1976 from the Insurance Institute of America. Jim also is a member of numerous professional associations, including the American Bar Association, Defense Research Institute, Society of Risk Management Consultants, and the CPCU Society.
Jim has taught and written extensively about all types of property and casualty insurance coverages, self-insurance, captives, quantitative and statistical methods used in risk management, and practices for insurance agents and brokers to more effectively handle large accounts, provide client services, and control errors and omissions.