Year 2 Learning Objectives

* Interpret policies, draft reservation of rights letters, and develop sound coverage positions in high-exposure and nuanced professional lines claims.
* Determine when expert involvement is needed, evaluate qualifications, manage potential conflicts, and maximize their impact on claim outcomes.
* Understand and apply alternative litigation approaches such as arbitration, phased trials, and bifurcation, tailored to professional liability disputes.
* Manage expectations and communication among insurers, insureds, brokers, and counsel to maintain alignment and drive claim resolution.
* Recognize the importance of broker engagement and cross-functional collaboration with underwriting, actuarial, and marketing teams in complex claims.
* Analyze issues like allocation, related claims, prior knowledge, and emerging exclusions across D&O, EPLI, fiduciary, E&O, and cyber policies.
* Implement cost-effective, defensible strategies for managing electronic discovery and legal expenses while ensuring compliance.
* Ensure fair, timely, and transparent claims practices to reduce the risk of bad faith allegations and regulatory scrutiny.
* Identify when conflicts require independent counsel, define their role, and maintain coordination and strategy control throughout litigation.
* Improve presentation and interpersonal effectiveness while applying leadership principles to guide teams and manage complex professional lines claims.