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Professional Liability Partner, Jason Jobe, is co-presenting a webinar on May 11, 2017 from 2:00-5:00 ET on Insurance Agent/Broker Negligence through the National Busines Institute. He and his co-presenter, Sheila Burke of Burke Cromer Cremonese, LLC, will be discussing how to apply duty of care and proximate cause to the most common scenarios of insurance professional liability, and cover the mechanics of pursuing or defending claims against agents or brokers. This informative and pertinent discussion is offering three (3) hours of continuing education credit available in most states. You may get more information on the presentation and register here. Below is a detailed outline:

  1. Duties of Insurance Agents and Brokers
    1. Duties of Insurance Agents and Brokers
    2. Determining the Agent or Broker's Duty of Care
    3. Is the Agent/Broker a Fiduciary – What is a "Special Relationship" and When Does it Exist?
  2. Common Claims/Disputes and How They Arise
    1. Common Scenarios Invoking Claims of Insurance Agent/Broker Negligence
    2. Types of Disputes Against Insurance Agents/Brokers
    3. Top Claims Against Insurance Agents/Brokers and Emerging Issues
    4. Best Practices for Avoiding Claims
  3. Pursuing or Defending Claims Against Agents/Brokers
    1. Initial Investigation and Assessing E&O Coverage
    2. Proving Duty, Breach and Proximate Cause
    3. Defending Claims Against Insurance Agents/Brokers
    4. Using Expert Witnesses to Support or Refute Claims
    5. Calculating and Negotiating Damages in Insurance Agent/Broker Claims
  4. Case Law Review, Recent Trends and Developments

JASON R. JOBEis a partner in the law firm of Thompson, Coe, Cousins & Irons, LLP, where his practice focuses primarily on defending and counseling clients in professional liability and consumer related litigation. He represents a wide range of individuals and companies, including insurance agents, brokers, third-party administrators, debt collectors, accountants, lawyers, architects and engineers, real estate agents, homeowners' associations, and property management companies. Mr. Jobe has significant experience defending claims under the Texas Insurance Code, Texas Deceptive Trade Practices Act (DTPA), Fair Debt Collection Practices Act (FDCPA), Texas Debt Collection Act, Telephone Consumer Protection Act (TCPA), Fair Credit Reporting Act (FCRA), Texas Credit Reporting Act, and Texas Securities Act. His practice also focuses on assisting and counseling clients on data privacy and cyber liability issues. Mr. Jobe currently serves on the Board of Directors for the Professional Liability Defense Federation (PLDF). He is former chair of PLDF’s Insurance Agent/Broker Committee and member of the Cyber Liability Committee. Mr. Jobe is also active in ACA International and ACA of Texas as a member of the Members Attorney Program (MAP). He has been recognized as a Rising Star by Super Lawyers magazine in 2014 and 2015. Mr. Jobe earned both his B.S. and J.D. degrees from the University of Arkansas.

SHEILA M. BURKEis a partner in the law firm of Burke Cromer Cremonese, LLC in Pittsburgh, Pennsylvania. She represents insurance agents, brokers, real estate agents, home inspectors and officers/directors, and is highly experienced in all general insurance defense areas, including automobile law, premises liability, products liability and defending insurance carriers in bad faith lawsuits. Ms. Burke is an active member of the Allegheny County Bar Association and is a board member and secretary for the Professional Liability Defense Federation. She earned her B.S. degree from Ohio State University and her J.D. degree from Duquesne University School of Law.

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