Lauri Aho
Buffalo,MN
Summary
Dynamic insurance agency owner at Pre-Planning Services Inc., recognized for enhancing client retention through exceptional customer relations and tailored policy analysis. Successfully mentored junior agents, fostering a high-performance team. Proven expertise in compliance and claims management, driving brand visibility and customer satisfaction.
Overview
20
20
years of professional experience
Work History
Insurance Agency Owner
Pre-Planning Services Inc.
02.2005 - Current
- Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
- Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
- Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
- Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
- Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
- Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
- Mentored junior agents to enhance their sales skills and industry knowledge, fostering a high-performance team environment.
Education
Associate of Arts - Business
University of Phoenix
Tempe, AZ05.2010
Skills
- Policy analysis
- Staff development
- Claims management
- Underwriting
- Relationship building
- Customer relations
Accomplishments
Recognized specialized insurance agency leader nationwide by achieving Insurance carrier Presidents Club multiple times over the years in agency volume and client satisfaction and retention.
Achieved Presidents Club multiple times
Presidents Club through an insurance carrier is awarded by the number of cases in a given year along with client satisfaction and policy retention.
Timeline
Insurance Agency Owner
Pre-Planning Services Inc.
02.2005 - Current
Associate of Arts - Business
University of Phoenix
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