John Mark (JM) Rose
Freeport,IL
Summary
Results-driven professional with strong analytical skills eager to secure desk or field claims adjuster, estimator or underwriter position to further insurance career. Successfully establishes relationships with excellent communication and customer service skills to deliver productive and quality experiences. Detail-oriented and critical thinking team player with strong understanding of the insurance industry and desire to learn more and train others. Achieves through soft skills of active listening, empathy, mutual respect and desire for shared success with collaboration that accomplishes positive individual and business results.
Thanks for the consideration and look forward to the opportunity for sharing face to face in the finer points soon.
Overview
16
16
years of professional experience
1
1
Certificate
3
3
Licenses
Work History
Independent Insurance Agent
Symmetry Financial Group
06.2023 - Current
- Appointments with over 8 carriers to solicit and sell more than 12 products and services.
- Conduct thorough needs assessments for prospective clients, identifying gaps in coverage.
Chief Financial Officer
American Indian Heritage Foundation
02.2020 - Current
- Analyze and execute corrective reductions making salaries account for only 10% spending.
- Implemented automated payroll accounting and 941 payroll tax reporting.
- Prepare Annual Report, execute 990 tax reporting and maintain state registration compliance.
Software Sales Executive
SpotOn Transact, Inc. (SpotOn)
12.2019 - 06.2020
- Adapted selling approach to individual client needs, fostering credibility with diverse customer base.
- Researched industry trends, ensuring accurate representation of our products in competitive landscape.
Independent Contractor
Uber & Lyft
12.2016 - 03.2020
- This was side work while going to school for bachelors degree.
- During this span accomplished over 7,000 completed rides maintaining over 4.6 out of 5, rating.
Product Manager
Betta Innovations LLC
01.2019 - 08.2019
- Startup agile team developing innovative Bootstrap framework for external client websites.
- Communicated effectively with 8 team members to deliver project milestones and deadlines.
- Collaborated with team to develop effective training materials for onboarding interns.
Helpdesk Technician
ICG
06.2016 - 11.2016
- Remote IT help desk to support users across multiple locations, demonstrating problem solving.
- Explained & trained technical information in clear terms to non-technical users.
- Provided first shift morning systems reporting for manufacturing clients nation wide.
Marketing Director
Live Rock N Roll and Sablé Equestrian Theaters
06.2014 - 06.2015
- Built relationships in PFHTA and over 100 businesses to develop and meet marketing objectives.
- Oversaw creation of marketing materials, including brochures, presentations, and social media content.
- Directed trade show participation, maximizing exposure for company products and services.
Producer
State Farm
01.2014 - 05.2014
- Provided coverage assistance to clients protecting Property/Casualty and Life/Health.
- Utilized targeted email campaigns and cold calling to increase revenue.
Life/Health Insurance Producer
Sterling Health Solutions
10.2012 - 12.2013
- Provided information on features, policies and relative advantages to promote insurance packages.
- Implemented marketing strategies to generate new leads and expand client base.
Personal & Commercial Insurance Producer
Bardell and Bardell Insurance Services
12.2011 - 09.2012
- Performed personal and commercial property inspections to determine coverage.
- Gained commercial product knowledge for professional growth.
Insurance Producer and CSR
AAA-The Auto Club Group
01.2011 - 12.2011
- Provided customer assistance in all areas of insurance services and Auto Club memberships.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Branch Manager
Security Finance
11.2008 - 12.2010
- Originated, processed, closed customer loan proposals with over 1,500 accounts and 750,000 in ledger.
- Performed and maintained confidential tax preparations.
- Worked inside and field collections, making 200+ dials per day on 100+ accounts.
- Continuously monitored KPI's ensuring objectives were met or exceeded within branch and team.
Education
Bachelor of Science (BSc) - Computer Programming - Web Development
Strayer University
Knoxville,TN08.2018
Associate of Applied Sciences (AAS) - Network Systems Administration (NSA)
ITT Technical Institute
Knoxville, TN07.2016
Skills
- Independent Insurance Agent
- Xactimate - AdjusterPro
- Property/Casualty Auto Insurance Sales
- Extensive Auto Industry Experience
- Remote Software and Systems Management
- Field Underwriting
- Conflict Resolution
- Financial Acumen
- Negotiation
- Leadership
Certification
- Florida(DHS) Adjusters License - All Lines #G150953
- Certified Adjuster(CA)
- Insurance Producer for Life and Health, TN #2239059
- Insurance Producer for Life and Health, IL #11444470
Timeline
Independent Insurance Agent
Symmetry Financial Group
06.2023 - Current
Chief Financial Officer
American Indian Heritage Foundation
02.2020 - Current
Software Sales Executive
SpotOn Transact, Inc. (SpotOn)
12.2019 - 06.2020
Product Manager
Betta Innovations LLC
01.2019 - 08.2019
Independent Contractor
Uber & Lyft
12.2016 - 03.2020
Helpdesk Technician
ICG
06.2016 - 11.2016
Marketing Director
Live Rock N Roll and Sablé Equestrian Theaters
06.2014 - 06.2015
Producer
State Farm
01.2014 - 05.2014
Life/Health Insurance Producer
Sterling Health Solutions
10.2012 - 12.2013
Personal & Commercial Insurance Producer
Bardell and Bardell Insurance Services
12.2011 - 09.2012
Insurance Producer and CSR
AAA-The Auto Club Group
01.2011 - 12.2011
Branch Manager
Security Finance
11.2008 - 12.2010
Bachelor of Science (BSc) - Computer Programming - Web Development
Strayer University
Associate of Applied Sciences (AAS) - Network Systems Administration (NSA)
ITT Technical Institute
- Florida(DHS) Adjusters License - All Lines #G150953
- Certified Adjuster(CA)
- Insurance Producer for Life and Health, TN #2239059
- Insurance Producer for Life and Health, IL #11444470
Awards
- Highest Growth for Denovo Office in the state of Oklahoma
- Lowest Delinquency Overall in the state of Oklahoma
- Top Dog Award
- Top 10 in Sales Nationwide(7th)
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