Tim Rose Email & Phone Number

Miami, Fl, Us

Miami, Florida, United States

-Maintains effective and productive relationships with clients, while managing dynamic insurance portfolios that include Director & Officers Insurance, Errors & Omissions, Employment Practices Liability, Fiduciary Liability, Fidelity, Kidnap and Ransom, Property, Casualty, and Aviation.-In conjunction with the broking units, gathers and analyzes data on exposures, loss history and standard and unique coverage needs for submissions.-Performs submission assembly/creation where assigned.-Manages client open items lists and responds to client ad-hoc requests.-Gathers and analyzes data and drafts assigned elements of client service plans, stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.-Serves as the primary interface with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed effectively.-Receives and manages routine and complex coverage inquiries and endorsement requests. -Understands and works in alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovation, Results and Values.-Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance requirements, Client Promise Methodology). -Monitors and follows-up on invoice generation, fee agreements, AVX input, GRIP and GAMS data, receivables and collections. -Addresses and resolves problems.

Schofield Barracks, Hawaii, United States

-Plan, coordinate, and execute fire support.-Advise the maneuver commander on fire support matters.-Inform key personnel of pertinent information (by spot reports and situation reports [SITREPs]).-Train the FIST and FOs in applicable fire support matters.-Request, adjust, and direct fire support.-Ensure that the fire support plan and/or fire support execution matrix is prepared and disseminated to key personnel.-Allocate FOs and other observers to maintain surveillance of targets and named areas of interest.-Provide emergency control of close air support (CAS) missions.-Operate, maintain, and secure 8M$ of military equipment.

Boston, Ma And Chicago, Il

-Maintains effective and productive relationships with clients, while managing dynamic insurance portfolios that include Director & Officers Insurance, Errors & Omissions, Employment Practices Liability, Fiduciary Liability, Fidelity, Kidnap and Ransom, Property, Casualty, Aviation, etc. for 4.5M$ book of business. -In conjunction with the broking units, gathers and analyzes data on exposures, loss history and standard and unique coverage needs for submissions.-Performs submission assembly/creation where assigned.-Manages client open items lists and responds to client ad-hoc requests.-Gathers and analyzes data and drafts assigned elements of client service plans, stewardship reports and other convincing presentations tailored to the needs of the audience and the circumstances of the presentation.-Serves as the primary interface with Aon Client Services (ACS), coordinating activities of the client service team and ACS to ensure that key processes assigned are performed effectively.-Receives and manages routine and complex coverage inquiries and endorsement requests. -Understands and works in alignment with the Aon Leadership Model and its pillars of Client Value, Unmatched Teams, Innovation, Results and Values.-Ensures operational excellence, including adherence to service management requirements (e.g., Transparency & Disclosure, Aon Compliance requirements, Client Promise Methodology). -Monitors and follows-up on invoice generation, fee agreements, AVX input, GRIP and GAMS data, receivables and collections. -Addresses and resolves problems.-Trains and mentors new Account Management Team hires.

Fidelity / Crime DivisionUnderwrite Fidelity Bonds for:-Financial Institutions (RMICs, RIAs, Hedge Funds, Commercial Banks, Finance Companies, etc.)-Mercantile Establishments• Build and maintain strong, distinctive partnerships with current and prospective brokers. • Evaluate competitor's strengths, weaknesses and strategies to leverage for profitable business and increased market penetration.• Ensure that underwriting practices and guidelines are understood and adhered to, specifically focusing upon pricing, risk selection, mix of business, flow management and quality analysis. • Gather, analyze and evaluate risk exposure • Accept or decline risks within territorial assignment and in accordance with accepted underwriting guidelines. • Price individual risks by classification and adherence to company underwriting standards and philosophy. • Analyze financial statements• Market Fidelity / Crime financial products and travel within assigned territory as necessary.

New York City Metropolitan Area

-Perform on-site testing of construction materials at construction sites throughout the tri-state area-Oversee concrete and reinforcing steel placement in compliance with project specifications-Analyze ethical issues in response to test results and field observations- Interact with Project Managers and Site Supervisors to ensure quality of work and report test results

Master Of Business Administration - Mba, Compliance, Risk Management, And Anti-Money Laundering

Candidate Expected Graduation - December 2025

Bachelor Of Science - Bs, Business Administration

Primary Concentration in Finance Secondary Concentration in Marketing Minor in Economics Graduate Class of 2011

Education record

Graduate Class 005-20, B Btry., 1-30 FA BN

Education record

Graduate Class 005-20, B Co., 3-11 INF BN