James Rose Email and Phone Number

Teach one-on-one flute lessons to students of all ages.

Responsible for the day-to-day management of the commercial risk unit team, which included management of a $1M+ agency revenue book of sharing economy accounts in the last-mile delivery, shared assets and shared labor sectors of the industry. Duties included managing 14 direct reports, fostering productive market relationships, providing infrastructure around best practices, philosophy and quality control.

Responsible for account management of moderate to complex commercial property and casualty accounts. Works at a strategic level to develop and retain consultative, partnership relationships with customers/prospects. Develops, implements and monitors comprehensive customer service plans that reflect the customer's business and risk management goals. Responsible for marketing to customers including advising customers regarding renewals and recommending coverage/products. Contributes to the new business development, identifies cross-sell opportunities and may seek referrals from existing customers. Team leader in the San Francisco office for the Technology Group.

Responsible for account management of moderate to complex commercial property and casualty accounts. Works at a strategic level to develop and retain consultative, partnership relationships with customers/prospects. Develops, implements and monitors comprehensive customer service plans that reflect the customer's business and risk management goals. Responsible for marketing to customers including advising customers regarding renewals and recommending coverage/products. Contributes to the new business development, identifies cross-sell opportunities and may seek referrals from existing customers. May provide leadership and guidance to less experienced staff.

Maintenance of large excel spreadsheets and support for those who needed help with Microsoft office. Managed certificate of insurance systems and issuance for many large retail and real estate accounts. Managed surplus lines filings and compliance for large placements.

Account Management of small to middle market accounts; usually reverse flow from France. Day to day tasks as are usual and customary in a small business/start-up environment.

Placement of personal auto, fire, life, and health insurance policies. Writing consumer loans, mortgages, and Home Equity Lines of credit. Overseeing the activities of the staff and insuring quality business. Taking claim reports from customers. Meeting production goals and exceeding sales constraints. Cold marketing and prospecting as well as warm leads to generate new business.