James Fallen, CPCU, ARM

Experience

• 

  State Farm ®

  May 2012 - Apr 2013

  •Developed skills in property, casualty, auto, life and fire policy sales •Managed clientele accounts•Prearranged the Agent’s schedule on a weekly basis •Exhibited an enhanced proprietary capital system to executive leadership resulting in expedited strategy conducive to agency •Collaborated with a project team on a key initiative to establish an approach to facilitate change adoption with end users•Reviewed emerging banking requirements in order to obtain necessary acquisition in the agency space

  • Associate

    May 2008 - Apr 2013

  • Finance & Enterprise Services Intern

    May 2012 - Aug 2012
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  Marsh & McLennan Companies, Inc.

  Aug 2013 - Sept 2015

  Associate Advisory Specialist

  TRAC Associate - Property Placement (Chicago, IL):•Accommodated Global Property Placement team with placing $120 Million in premium•Established a revenue aggregation report focusing on retail/wholesale yield lift to track annual account profitability•Executed vital Placement functions such as constructing a multinational monoline terrorism program•Conducted coverage reviews for clients in industries including aviation, defense, finance, healthcare, manufacturing, mining and real estate•Negotiated our client’s coverage terms, conditions and premium rates •Formulated proposal spreadsheets that provide Fortune 250 clients with an understanding of differing coverage options available•Engaged in recruitment and acquisition of credentialed candidates for junior positions within Marsh hub officesTRAC Associate - FINPRO Advisory (Atlanta, GA):•Developed a policy review document with market specific data to evaluate coverage refinement opportunities for clients•Supported teams responsible for generating over $1.1 Million in new revenue•Expanded FINPRO sales document outlining Marsh’s beneficial modeling and analytic differentiators for prospects•Constructed renewal strategy presentations and client proposals vital for use in client meetings•Produced custom Directors and Officers Liability risk profile reports for companies across varying industries•Facilitated training sessions with colleagues on the preparation and presentation of risk profiles for clients and prospects•Performed client valuation and preparation to assist in brokerage efforts for Fortune 250 CompaniesMarsh’s TRAC Program is designed to develop the next generation of leaders at the firm. TRAC Associates are placed in the middle of the action, learning how business operates on a daily basis and how to meet clients’ needs. Upon completion of the program, TRAC Associates will be placed into roles across the firm that will focus on continued career development to promote leadership potential. Show less

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  Aon

  Sept 2015 - now

  Aon Reinsurance Solutions Facultative Reinsurance Broker specializing in facultative facilities program accounts and individual property risks in the Atlanta, Chicago, Los Angeles, and San Francisco markets.

  • Managing Director

    Apr 2023 - now

  • Director

    Apr 2020 - Apr 2023

  • Associate Director

    Sept 2015 - Apr 2020