1. JAMES J. LEERS
702 W. Rockwell St Arlington Heights, IL 60005 847-421-2928 leersjj@gmail.com
PROFESSIONAL SUMMARY
A commercial lines property and casualty insurance brokerage professional with a proven record of team and
relationship building with experience in business placement and client account management. My education and
experience enables me to provide comprehensive risk management solutions for my clients. A team player with
demonstrated leadership qualities, I possess the skills to organize, prioritize and work under extreme pressure
while meeting and exceeding goals and deadlines.
SKILLS
Client Account Management
Team Management and Leadership
Marketing/Placement
Problem Solving
Microsoft Office
Sagitta and Applied/EPIC
Strategic Planning
Department Financial Reporting
Billing/Accounting Reconciliations
Analytical Skills
Design Proposals and Present to Client
Decision Makers
Takes Ownership
Communication
ACCOMPLISHMENTS
Led a team with revenue over $3,000,000 and exceeding direct expense goals of under 20% of direct
team payroll.
Reduced annual team turnover to 15%.
Responsible for an assigned book of business of $1,500,000 and exceeding organic growth goals of
5%.
Implemented a career path program for team members and promoted team members when individual
goals were met.
Participated in the restructuring and revised workflow in the transition from decentralized to
centralized marketing.
Participated in the structuring and implementation of a new business workflow.
2. EXPERIENCE
Accountable for client account management. Delivering high quality and efficient service for an
assigned book of business. Coordination of all external and internal services such as claims and loss
control.
Led a team of up to 8 associates in servicing and marketing a book of business.
Responsible for the marketing and coverage analysis for a book of business. Identify exposures and
work with insurance markets and clients to provide solutions.
Maintain excellent working relationships with insurance carriers and various
intermediaries/wholesalers and have an understanding of the abilities and services by each.
Specializing in all forms of commercial insurance including high hazard property, SIR general
liability, loss sensitive/high deductible casualty, umbrella, international and product recall.
Knowledgeable with all management liability /professional liability lines of coverage.
Review contracts and other documents and provide feedback and analysis to clients on insurance
related issues.
Provided career goals and opportunities for all team members.
Review and analyze claim information and advise clients and insurance carriers as appropriate.
Local and long distance travel.
TAVE Risk Management Chicago, IL
Associate Client Executive 11/2015 to Present
HUB International Chicago, IL
Vice President 2006 – 2015
Senior Account Manager 1998 – 2006
Account Representative 1990 – 1998
EDUCATION/CERTIFICATION/LICENSE
Northern Illinois University DeKalb, IL
Bachelor of Science in Marketing
Associate in Risk Management
Illinois Property, Casualty, Life and Health License