James Finesse
Stafford,TX
Summary
Results-driven Commercial Property & Casualty Producer with specialized expertise in habitational risk (HOA/COA, Apartment Complexes) and manufacturing. Proven track record of managing large-scale, complex accounts with premium volumes ranging from $100,000 to $500,000. Adept at utilizing Total Cost of Risk (TCOR) models, cost-benefit analyses, and targeted workers' compensation risk mitigation plans to secure new business and maintain a 92% client retention rate. Leverages behavioral science and structured communication frameworks to negotiate effectively and build high-level trust with C-suite executives, board members and underwriters.
Overview
9
9
years of professional experience
Work History
Insurance Producer
Foundation Risk Partners
10.2022 - 02.2026
- Specialized in the strategic structuring of commercial insurance programs for the habitational (HOA/COA, Apartment Complexes) and manufacturing sectors.
- Managed a high-value portfolio of complex accounts, routinely handling policies with premium volumes between $100,000 and $500,000.
- Adept at utilizing TCOR models, cost-benefit analyses and targeted workers' compensation risk mitigation plans to secure new business.
- Maintained a 92% client retention rate by transitioning clients away from price-driven renewals toward consultative, value-driven risk management partnerships.
- Perform on-site walkthrough with clients.
- Leverages behavioral science and structured communication frameworks to negotiate effectively and build high-level trust with C-suite executives, board members and underwriters.
Research Analyst
Uber Technologies Inc.
12.2016 - 10.2022
- Conducted in-depth data analysis to identify trends and inform strategic business decisions.
- Collaborated with cross-functional teams to enhance data accuracy and operational efficiency.
- Analyzed dynamic market variables and local economic data to optimize operational efficiency within the highly competitive Houston metropolitan market.
- Interpreted real-time logistical and financial datasets to identify high-yield opportunities and streamline daily performance metrics.
Education
High School Diploma -
Ella T. Grasso Southeastern Technical High School
Groton06-2013
Skills
- Total Cost of Risk (TCOR) Analysis
- Workers' Compensation Risk Mitigation
- Habitational & Manufacturing Niches
- Cost-Benefit Analysis & Financial Modeling
- Behavioral Communication & Negotiation
- Executive-Level Client Relationship Management
- Pipeline Development & Prospecting
Timeline
Insurance Producer
Foundation Risk Partners
10.2022 - 02.2026
Research Analyst
Uber Technologies Inc.
12.2016 - 10.2022
High School Diploma -
Ella T. Grasso Southeastern Technical High School
Licenses & Professional Designations
- Active General Lines License: Property & Casualty (State of Texas)
- Candidate: Certified Risk Manager (CRM) – In Progress
- Candidate: Certified Insurance Counselor (CIC) – Planned
- Arizona State University | Tempe, AZ (Online) Incoming Student – Bachelor's Degree Program