Hi, I’m
Jeramy Wallace
Professional
Collinsville,IL
Those who say it cannot be done need to get out of the way of those who are doing it.
George Bernard Shaw
Summary
Accomplished Professional with a progressive insurance industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
14
years of professional experience
1
Language
Work History
TwoFour7 Automation
Owner
09.2023 - Current
Job overview
- Small Business Consulting.
- Implement technologies (CRM) to help small business owners attract new customers and retain current customers.
- Execute strategies to improve online visibility.
- Specializing in (but not limited to) Independent Insurance Agencies.
- Featured on Insurance Town Podcast. (https://insurancetownpodcast.com/podcast/)
Symmetry Financial Group
Field Underwriter
03.2024 - Current
Job overview
- Appointed by more than a dozen carriers to place life insurance and annuity business.
- Consistently writing more than $10K in premium on a monthly basis.
- Working towards Series 6/63 license.
The Insurance Alliance / Virtual Intelligence
Chief Operating Officer
09.2022 - 09.2023
Job overview
- Increased customer retention rate from 63% to 97% by implementing and utilizing automation.
- Developed a technology stack to reduce redundancy in prospecting and service work by 93%.
- Restructured agency processes and defined employee job descriptions to minimize E&O exposures.
- Audited agency technology expenses and identified over $10K in annual cost savings.
- Monitored the performance of 30+ Virtual Employees in the Philippines to ensure state-side agency clients' satisfaction.
The Insurance Alliance
Licensed Insurance Agent
01.2021 - 09.2022
Job overview
- Licensed in Property, Casualty & Life.
- Illinois NPN 14250543 (expires 3/26) Missouri 3001487951 (expires 3/25).
- Specifically proficient in all things personal lines.
- Unique ability to up-sell and cross-sell.
- Average annual premium > $300K.
Amtrak
Trainmaster
01.2015 - 12.2020
Job overview
- Road Operations Manager - Direct supervisor of 32 Conductors.
- Monitor 14 trains daily that operate to, from and through St. Louis.
- Work directly with the Illinois Department (IDOT) and Missouri Department (MODOT) of transportation to ensure they are receiving the full value of their investment.
- On-call 24/7 for incident response.
Amtrak
Passenger Conductor
01.2011 - 01.2015
Job overview
- Passenger Conductor - Directly responsible for on-time train performance, crew member's adherence to safety guidelines and procedures and passenger comfort and wellbeing.
- Consistently maintain a professional appearance and demeanor.
Education
John A. Logan CollegeCarlinville, IL
A.A.S Construction Management Technology from Construction Management
05.2009
William Rainey Harper CollegePalatine, IL
Associate in Arts (A.A.) Architectural Engineering from Architectural Engineering Technology
05.2007
Skills
- Operations Management
- Strategic Planning
- Customer Experience
- Process Development
- Change Management
- Personnel Development
- Insurance Technology
- CRM Tools
- ChatGPT
- Automation
- Integration
- Microsoft Office
Certification
United States Air Force, 2000 - 2005
Civil Engineer - Heavy Equipment
Operation Southern Watch
Operation Enduring Freedom
Air Force Achievement Medal
Air Force Overseas Long Tour Ribbon
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Field Underwriter
Symmetry Financial Group
03.2024 - Current
Owner
TwoFour7 Automation
09.2023 - Current
Chief Operating Officer
The Insurance Alliance / Virtual Intelligence
09.2022 - 09.2023
Licensed Insurance Agent
The Insurance Alliance
01.2021 - 09.2022
Trainmaster
Amtrak
01.2015 - 12.2020
Passenger Conductor
Amtrak
01.2011 - 01.2015
John A. Logan College
A.A.S Construction Management Technology from Construction Management
William Rainey Harper College
Associate in Arts (A.A.) Architectural Engineering from Architectural Engineering Technology