Jeffrey M. Klein, Of Counsel

Jeffrey M. Klein is an Of Counsel attorney who’s expertise include state and federal compliance obligations of insurers, brokers and agents; advocacy before state banking and insurance regulators; representation of clients during state agency examinations and audits; and the following specific areas of insurance law: property and casualty insurance, employee benefits and health care, captive insurance companies, title insurance, legislative representation and lobbying, and legislative drafting.

Mr. Klein has worked for the last 11 years at BB&T and BB&T Insurance Holdings in several legal positions, where he counseled the bank and the bank’s retail and wholesale insurance brokerages in compliance and government and regulatory affairs.  He was Senior Vice President & Associate General Counsel until September 2017.  Before BB&T, he was with Royal & SunAlliance, USA, the American Insurance Association, and the New York City Corporation Counsel’s Office.  He is well known in banking and insurance circles, including representing clients before state banking and insurance regulators and before the National Association of Insurance Commissioners regarding policy matters.  He has represented clients on the Legal Counsels Working Group (past chair) of the Council of Insurance Agents and Brokers, was a member of the Insurance Working Group of the Financial Services Roundtable, and served on several committees of the American Bankers Association.

Mr. Klein graduated from New York University, cum laude, and received his law degree from Brooklyn Law School.  He is admitted to practice in New York and North Carolina and works primarily from Charlotte, North Carolina.

Consumer Financial Protection Bureau Hosts "Abusive" Symposium

On June 25, the CFPB held a symposium to discuss whether the definition of abusive, as that term is used in the Dodd-Frank Act, should be clarified by a rule or other guidance.

What Banks, Ins. Agencies Need to Know About CA’s New Privacy Law

The CCPA will mandate the most stringent consumer privacy protections in the country. And although the Act contains some exemptions for financial firms, it will undoubtedly affect their operations.

Appellate Courts Split on the Definition of an Autodialer

What exactly is an autodialer? This year, several appellate courts have tried to answer the question, but the most recent decision by the Ninth Circuit has left TCPA litigators and the telemarketing industry more confused than ever before.