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Insurance Expert

Steven B. Shechter

Biography

Steve earned a BA in Communications from The Ohio State University in 1971. He began his career as an account executive at Herberich Hall Harter in Akron in 1972. In 1975, Herberich was acquired by Marsh and McLennan. 

His initial training was at the Insurance Company of North America agents’ school in Philadelphia, subsequent training includes several CPCU parts as well as on-going seminars and courses. He has taught Insurance and Risk Management (Finance 640) at the University of Akron.

When Marsh and McLennan purchased Herberich Hall Harter in 1975, Steve joined the Commercial Property & Casualty Staff of Marsh and McLennan, where he was responsible for large commercial accounts as assigned by management. Steve became part owner of Evans Insurance Agency in 1981 when the former owner retired. His relevant job experience includes multi-state accounts involved in complex business transactions. Responsibilities included exposure analysis and in-depth risk and coverage consultation as well as coverage and program design.

Evans was acquired by Dawson/Assured Partners in 2014. Steve continued his work there until retiring in 2019. 

Steve co-founded North American Safety and Preservation Associates in 2005. And Insurance Witness Consulting/RWS Business Services in 2015.

 

Case History

  • Firm: Buckingham, Doolittle & Borroughs
    Contact: David P. Bertsch, 3800 Embassy Parkway, Suite 300, Akron, OH 44333
    Client: Infocision, Inc.
    Summary: Multi-location employer was the plaintiff in a complaint alleging breach of duty because their agent did not place necessary auto coverage. Case transferred to Brouse McDowell in 2012.

  • Firm: Bernlohr, Neikamp & Weisensell, LLP
    Contact: Steve Mastrantonio/Rami Awadallah, 23 S. Main St., Akron, OH 44313
    Client: Four Points Architectural Services, Inc.
    Services: Consulting Report and Deposition
    Summary: Client alleged breach of duty by agent resulting from inadequate coverage on a large outdoor sign. Case settled favorably 2/28/12.

  • Firm: Scott Elliot Smith, LPA
    Contact: Scott E. Smith, 5003 Horizons Drive, Suite 200, Columbus OH 43220
    Services: Document Review, Client Interview, Consulting, and Affidavit
    Client: A Sport Carriers, LLC
    Summary: Motor truck carrier alleged breach by agent in failure to advise and plan proper cargo coverage. File closed 3/7/11.

  • Firm: Roetzel & Andress Co
    Contact: Ryan Kennedy, 222 South Main Street, Akron, OH 44308
    Services: Document Review and consulting
    Client: Mirk, Inc.
    Summary: Plaintiff work for a crane rental firm. Client alleged that insurance agent for a rental customer failed to procure proper insurance as required by the rental agreement and issued an invalid certificate of insurance. Case settled 5/29/10.

  • Firm: Brouse McDowell & Co.
    Contact: Paul A. Rose, Esquire, 388 Main St. #500, Akron, OH 44308
    Summary: Expert witness report and testimony for Page Wymore Properties. Case settled favorably on 2/8/07.

  • Firm: Wegmen Hessler & Vanderburg
    Contact: Lesley A. Weigand, Esquire; 6055 Rockside Road, Cleveland, OH 44131
    Client: A. Nosek & Sons, LLC
    Summary: Defense work consisting of consulting and report. Client was an active part owner of a family owned business was alleged to have breach her duty for proper management in as much as she did not purchase flood insurance on the business’ property. Case dropped 3/29/07.

  • Firm: Taft Stettinius & Hollister LLP
    Contact: Charles A. Bowers, 200 Public Square Suite 3500, Cleveland, OH 4414
    Client: Quality Control Inspection
    Services: Document Review, Client Interview, Expert Report, Affidavit and Deposition
    Summary: Plaintiff work for a business owner alleging that agent did not adequately identify and insure intangible property risk. MSJ granted in favor of defendant

  • Firm: Inscore, Rinehardt, Whitney, and Enderle
    Contact: Michael Inscore, 13 Park Ave West, Mansfield, OH 44902
    Summary: Consultation and testimony for plaintiff on agent duty in an alleged breach of duty for failure to provide Underinsured Motorist coverage on a motorcycle policy.

  • Firm: Brouse, McDowell & Co
    Contact: Paul A. Rose, 388 S. Main St. #500, Akron, OH 44308
    Summary: Emersion Power Transmission vs. The Insurance Exchange. Performed consultation and testimony for the plaintiff on agent duty to provide accurate information on a certificate of insurance. Case settled before trial.

  • Firm: Mazanec, Raskin & Ryder Co, LPA
    Contact: Jason R. Deschler, Esq. 175 S. Third Street, Suite 1000, Columbus, OH 43215
    Summary: RKE, Inc. dba Galaxy Food Center v. Schultheis Insurance Agency, et al. Consulting and affidavit for defense council in agent breach of duty case. Summary Judgment rendered in favor of defense.

  • Firm: Gallagher Sharp Attorneys. 1501 Euclid Avenue, 6th Floor | Cleveland, OH44115

    Contact: Theresa A. Richthammer

    Summary: Kevin Harris, et. al., John Parson, et. al. agent breach of duty.  Consulting and affidavit for defense council in agent breach of duty case.  Settlement favorable to the defense

  • Firm:  Stark & Knoll

    Contact:   David Hilkert, 3475 Ridgewood Road, Akron, OH 44333

    Summary: Petta Enterprises, Insured alleges agent committed breach of duty in analyzing environmental liability exposures and did not provide the coverage requested. Case was settled in 2016. Settlement reported as favorable to the plaintiff.

  • Firm:  Wright & Schulte, LLC 812 National Rd. Suite A, Vandalia, OH 4537

    Contact: Stephen Behnke, Esq.

    Summary: Consulting and testimony for plaintiff Mark Quinter who claims that he was not provided proper coverage for the premises/employers’ liability exposures for his farm with respect to the injury of an employee/independent contractor/frequenter. The case was settled in 2017

  • Firm: Kitrick, Lewis & Harris Co., L.P.A. 445 Hutchinson Avenue, Suite 100, Columbus, OH 43235

    Contact:  Mark Kitrick

    Summary: Engaged by counsel representing plaintiff David Robbins and Creative Foundations in complaint against his agent. Complaint alleges that agent did not properly advise and/or place appropriate coverage to protect insured against liability arising out of employment practices. Case Pending 2017.

  • Firm: McNeer, Highland, McMunn and Varner, L.C.,107 West Court Street, P.O. Box 585,             Kingwood, WV 26537

    Contact: Hilary Bright

    Summary: Manhattan Place v. Bond, et. al.  Engaged by plaintiff Manhattan to express an opinion regarding claim that defendant Bond did not properly communicate policy term to plaintiff. Case pending 2017

  • Firm: Rutter & Russin Attorneys at Law, The Summit Office Park, 4700 Rockside Road | Suite 650, Cleveland, OH 44131

    Contact: Robert Rutter, Sr

    Summary: Hershfield Trust v. Siebert Keck. Engaged by counsel representing plaintiff to express an opinion regarding complaint of breach of agent duty. Plaintiff’s property had become vacant and agent did not place appropriate insurance to cover the underlying vandalism claim. Settlement in mediation was satisfactory to the plaintiff. 2016

  • Firm: Rutter & Russin-Cleveland, OH

    Contact: Robert Rutter. 

    Summary: Hermann Pickle Farm vs. Strimple Kallstrom Bartell, et. Al. Engaged by council for plaintiff to express an opinion on alleged agent breach of duty regarding failure to add property insurance for a second location to the insured’s policy. Case pending trial May, 2019

  • Firm: Kegler, Brown, Hill & Riffe—Columbus, OH

    Contact: Rebecca Roderer Price

    Summary: Mark McCloskey vs. Abbey Sutton Burger.  Engaged by counsel for defense in case alleging failure to advise insured that in changing homeowners’ policies he was losing umbrella liability coverage. Case pending as of January 2019.

     

  • FIRM: Westin Hurd—Cleveland, OH

  • Contact: John Farnan

  • Summary: Total Line Refrigeration vs. Fitzgibbons Arnold Agency, et. al.

    Engaged by counsel for plaintiff to express an opinion in report form about agent’s alleged breach of duty in failing to provide Employment Practices Liablity Insurance. Case in mediation as of  January 2019.

  • Firm: Gregory A. Huber—Medina, OH

    Summary: J.O.M. Transport vs. Sean Puckett et. al. Engaged by counsel for plaintiff to consult and express an opinion in report form about agent’s alleged breach of duty in failing to offer transit insurance to plaintiff. Case pending as of January 2019

     

 
 

 
 
 
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Case History

Firm: Nicola, Gudbranson & Cooper, LLC
Contact: R. Christopher Yingling, Landmark Office Towers, Republic Building, Suite 1400, 25 West Prospect Ave. Cleveland, OH 44115

  • Phoenix Tech International, Inc. v. Timothy Jolly Insurance Agency, Inc.
    Defense of a breach of duty case involving uninsured property concealed in a parked trailer.
    Services: Defense of a breach of duty case involving uninsured property concealed in a parked trailer.
    Result: Case settled favorably.

  • North Bay Real estate, Inc. v. 1st Mercury Insurance Company, et al.
    Detail involved the defense of a claim of underinsurance and the application of a coinsurance penalty at the time of the loss.
    Services: Case Documents Review with deposition and expert witness report.
    Result: Case settled favorably.

  • Belmont Confections, Inc. v. Peter J Zikos Agency, LLC et al.
    Claim involved defense to a failure to provide adequate Insurance for product recall claim.
    Services: Case Documents Review and deposition with an expert witness report provided.
    Result: Case settled favorably.

  • Ronald Creatore v. The Assurance Company of America v. First Place Agency
    Services: Case Documents Review.
    Result: Pending

 

Firm: Nicola, Gudbranson & Cooper, LLC
Contact: Nicholas J. Dertouzos, Esq., Landmark Office Towers Republic Building, Suite 1400, 25 West Prospect Ave., Cleveland, OH 44115

  • Gregory Green et al. v. The Corning Group
    Case involved the defense of an agency in a claim for uninsured property.
    Services: Case documents reviewed, deposition and expert witness
    Result: Case settled favorably.

  • Cleaners Production Corp., et al. v. Maryland Casualty Co., et al.
    This case involved defense of an agency in a vacancy coverage denial situation.
    Services: Case documents reviewed, deposition and expert witness report.
    Result: Case settled favorably.

 

Firm: Nicola, Gudbranson & Cooper, LLC
Contact: Mr. Richard Witkowski, Landmark Office Towers Republic Building, Suite 1400, 25 West Prospect Ave., Cleveland, OH 44115

  • Chemtron Corp. v. The Fideli Group, Inc.
    Case involved the defense of an agency in a failure to provide adequate insurance claim involving a product recall loss.
    Services: Case documents review, deposition and expert witness report.
    Result: Case settled favorably.

 

Firm: Staff Counsel of the Cincinnati Insurance Co.
Contact: Mr. Dennis G. Rehor, 55 Public Square, Suite 930, Cleveland, OH 44113

  • Bracken & Assoc., LLC et al. v. Homestead Systems et al.
    Services: Provided plaintiff expert witness in a claim for failure to report a loss.
    Result: Case settled favorably.