Bernard Goebel
Certified Arbitrator
vCard
Current Employment
| Company: | Semi-Retired Consultant |
| Position(s) and Responsibilities: | Life & Health Reinsurance Consultant |
| Address: |
78 Waccabuc Rd. Box 464 Goldens Bridge, NY 10526 |
| Phone: | 914-232-2724 |
| Email: | bernard.goebel@verizon.net |
Previous Employment
| Company: | Tillinghast - Towers Perrin (6 yrs) |
| Position(s) and Responsibilities: | Consultant / Focus on life & health reinsurance issues, including analysis of ceding cos. treaties and reinsurance programs, life settlements, brokering of reinsurance, and advising in arbitrations. |
| Company: | Swiss Re America L&H (25 yrs) |
| Position(s) and Responsibilities: | Exec. VP Marketing/ Overall responsibility for Individual Life, Group, and Health profit centers. Involved in all aspects of Life Reinsurance including developing pricing policy, marketing & sales, treaties, administrative audits, financial reinsurance, M&A activity, and identifting issues and arguements in potential arbitrations. |
| Company: | Allianz Life, Stuttgart Germany (1yr) |
| Position(s) and Responsibilities: | Advised re US life insurance market and analyzed US companies. |
| Company: | Metropolitan Life (4 yrs) |
| Position(s) and Responsibilities: | Actuarial student in Surplus Analysis Dept. and in Tax Dept. |
Credentials
| Attorney: | No |
| Degrees: | B.A. Queens College, New York 1965 |
| Designations: | Associate of the Society of Actuaries (A.S.A.) Member of the American Academy of Actuaries (M.A.A.A.) |
Work Experience
Insurance Company: 5 years
Actuarial Department: 5 years. VP, actuarial student
Reinsurance Company: 25 years
Actuarial Department: 22 years. SVP Sales Actuarial, VP , Actuary-Variable Life Development
Profit Center Head: 3 years. EVP-Marketing, SVP
Insurance-related Firms: 6 years
Consultant: 6 years. Life & Health Reinsurance Cosnultant
Breakdown of Experience
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By Market
U.S. Market: 93%
Bermuda/Off-shore Market: 7%
Insurance vs. Reinsurance: 15/85%
Treaty vs. Facultative Reinsurance: 95/5%
Former Insurance or Reinsurance Company Officer
ARIAS Experience
Workshops, as Trainee: 1; March 2005
Ethics Training, as Trainee: 1; May 2010
Biography
Bernard Goebel has been an executive in the life and health reinsurance business for over 30 years and is knowledgeable about reinsurance issues from both ceding company and reinsurer viewpoints. Prior to his retirement from full-time business, he had been with Swiss Re Life & Health America for 25 years and subsequently for six years with Tillinghast – Towers Perrin focusing on reinsurance issues. Currently, he is involved in various reinsurance projects including having provided expert witness testimony.At Swiss Re, Bernie held various positions, including as Executive Vice President with overall responsibility for the individual life, group, and health profit centers. He also headed the marketing actuarial department responsible for pricing reinsurance transactions. He was generally involved in all aspects of the business including marketing, treaties, auditing, directing financial reinsurance and merger and acquisition related activities, and identifying issues and arguments in potential arbitrations. He also served as President of Atlantic International Re (Barbados). At Tillinghast, as a Senior Consultant, his reinsurance practice included reviews of direct companies’ reinsurance programs and treaties, appraisals of reinsurance companies, analysis of reinsurers’ operations and book of business, placement of reinsurance to domestic and offshore markets, development of joint ventures, and consulting in arbitrations.
Bernie’s background also includes experience at a mutual life company, in variable product development, and at a foreign company seeking U.S. life acquisitions. He received his B.A. from Queens College and is an Associate of the Society of Actuaries and a Member of the American Academy of Actuaries. He has served as Editor of the Reinsurance Section Newsletter of the Society of Actuaries and on life industry committees at LIMRA.
