Geoff B. has a diverse range of work experience in the legal and insurance industries. Geoff most recently worked as an Assistant Counsel at AAIS (American Association of Insurance Services) starting in 2022. Prior to that, they served as the General Counsel at the National Association of Mutual Insurance Companies (NAMIC) from 2017 to 2022. In this role, they provided legal services and support in various areas such as corporate legal affairs, intellectual property, data security and privacy, transactions, insurance holding company compliance, and litigation oversight. Geoff also held the positions of Assistant Vice President, Corporate Affairs and Associate General Counsel, and Director of Compliance at NAMIC, where they were responsible for overseeing corporate and regulatory compliance communications, education, research, and services for member companies. Before joining NAMIC, Geoff B. was the Senior Vice President, General Counsel, and Chief Compliance Officer at United Heritage Financial Group from 2000 to 2017. In this role, they had extensive responsibilities including legal, transactional, litigation, regulatory compliance, corporate governance, intellectual property, and political affairs activities for the United Heritage group of companies. Geoff B. began their legal career as an Associate Attorney at ELAM & BURKE, P.A. from 1997 to 2000. Overall, Geoff B. has demonstrated expertise in legal, regulatory, and compliance issues within the insurance industry throughout their career.
Geoff B. attended William & Mary from 1988 to 1992. During this time, they did not obtain a specific degree or field of study. After completing their undergraduate studies, Geoff enrolled at the University of Idaho College of Law from 1993 to 1996, although the details of their degree and field of study are not known.
In terms of certifications, Geoff obtained the following certifications:
- Certified Compliance Professional from the Association of Insurance Compliance Professionals in July 2019.
- Chartered Property Casualty Underwriter (CPCU) from The Institutes in June 2019.
- Market Conduct Management (MCM) from the Insurance Regulatory Examiners Society in May 2019.
- Associate, Insurance Regulatory Compliance (AIRC) from LOMA in May 2003.
- Fellow, Life Management Institute (FLMI) from LOMA in November 2002.
Additionally, Geoff holds Series 7 and 66 licenses, although they are currently inactive. The details of when they obtained these licenses are unknown.
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AAIS (American Association of Insurance Services)
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The American Association of Insurance Services (AAIS) is a Member-owned, non-profit national insurance advisory organization that provides specialized services to property/casualty insurers. More than 700 P/C insurers of all sizes throughout the U.S. use policy forms and/or rating information provided under more than 34 AAIS programs of personal, commercial, agricultural, and inland marine insurers. Long-known for its industry-leading inland marine and commercial output programs, AAIS in recent years has set new standards for innovation in agricultural property and liability coverage, and led the way in introducing the first advisory organization plan for rating homeowners policies by peril. In addition, AAIS is one of two licensed statistical agents operating nationally that collects P/C statistical information for meeting regulatory requirements and for developing loss costs for use in rating policies. In 2013, AAIS made a substantial new departure by launching its "Underwriting Platform," a cloud-based application for underwriting and rating policies and capturing information during the quote process. "UP" has been developed to support AAIS's industry-leading Commercial Output Program and key classes of its Inland Marine Guide. In coming months and years, it will be deployed to support all AAIS programs. AAIS was created in the mid-1970s as the successor organization to a former inland marine rating bureau and continues to operate under a commitment to preserve competition in bureau services for P/C carriers. AAIS is currently led by Edmund J. Kelly, president and CEO, who came to AAIS in 2012 after years of experience in organizations that provided professional liability and property catastrophe insurance.