LORI A. MOORE
Essex,USA
Summary
Insurance professional with extensive experience in commercial insurance, managing a $2.5 million book of business. Proven track record in building strong client relationships and directing account workflows. Expertise in enhancing service delivery to ensure high levels of client satisfaction and retention across various industries.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Client Relationship Manager
Diversified Insurance Industries, Inc.
Hunt Valley, MD
2018.09 - 2025.04
- Managed commercial book of business exceeding $2.5M in premium, focusing on large commercial contractors to ensure client satisfaction and retention.
- Served as primary contact for clients across multiple industries, facilitating effective communication and relationship management.
- Directed workflows of Assistant Account Managers to streamline account servicing and enhance client support.
- Conduct mid-term payroll reviews to mitigate large audit adjustments.
- Provide contract reviews, OCIP/CCIP support
Account Manager
McGriff Insurance Services
Columbia, MD
2010.06 - 2018.08
- Managed $1.5M+ book of business and led all account servicing independently.
- Reviewed insurance contracts, conducted audit reviews, supported renewal strategy.
- Directed Assistant Account Manager workflow and improved efficiency.
- Created audit comparison spreadsheets adopted team-wide.
Senior Client Manager
Willis of Maryland, Inc.
Bethesda & Hunt Valley, MD
2005.04 - 2010.06
- Managed risk assessment and mitigation for $10M+ real estate investment trust to protect assets and ensure compliance.
- Reviewed and ensured insurance compliance for contracts and acquisitions, safeguarding organizational interests.
- Prepared statements of value and renewal specifications, facilitating accurate allocation billing.
Client Advisor / Risk Analyst
Marsh USA Inc.
Washington, DC
1997.06 - 2005.04
- Managed $1.1M book of business, overseeing daily insurance servicing to meet client needs.
- Reviewed coverages and negotiated renewals to align with client requirements, conducting loss run analysis to mitigate risks.
- Developed specifications and processed endorsements to maintain policy accuracy and compliance.
Education
Bachelor of Business Administration - Risk Management
The Pennsylvania State University
State College, PASkills
- Account management
- Client service and support
- Client needs assessment
- Client engagement strategies
- Relationship building
- Policy compliance
- Internal insurance platforms
- Workflow efficiency
- Office Suite proficiency
- Training mentorship
References
Available upon request.
Certification
Licensed in MD, and DC
Timeline
Client Relationship Manager
Diversified Insurance Industries, Inc.
2018.09 - 2025.04
Account Manager
McGriff Insurance Services
2010.06 - 2018.08
Senior Client Manager
Willis of Maryland, Inc.
2005.04 - 2010.06
Client Advisor / Risk Analyst
Marsh USA Inc.
1997.06 - 2005.04
Bachelor of Business Administration - Risk Management
The Pennsylvania State University