Open To Work
Lori Budz
Work Preference
Summary
After a fulfilling career in the Personal Lines Insurance industry, I took a little respite to focus on projects and community involvement. I am now eager to bring my expertise back to the workforce.
Overview
24
24
years of professional experience
Work History
Senior Account Executive
JenCap Holdings
09.2014 - 12.2024
- Increased account retention by building strong relationships with agents and addressing their needs promptly.
- Implemented effective risk mitigation strategies, reducing exposure to potential losses while maintaining a balanced portfolio.
- Maintained high levels of accuracy in documentation by diligently reviewing all applications before submission to carriers.
- Identified possible risks and recommended solutions.
- Conducted comprehensive risk assessments, effectively minimizing potential losses for the company.
- Developed strong relationships with agents and brokers to facilitate smooth communication and quick resolution of issues.
- Streamlined underwriting processes for enhanced efficiency, resulting in reduced turnaround time for policy approvals.
- Assisted in training new underwriters, sharing expertise and best practices to improve overall team performance.
Personal Lines Insurance Sales
Metlife
03.2014 - 09.2014
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Managed a diverse portfolio of personal lines business including home, auto, umbrella, and specialty coverages.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Enhanced customer satisfaction by providing personalized insurance solutions tailored to individual needs.
Senior Sales Representative
Amica Mutual Insurance
03.2001 - 06.2013
- Developed exceptional interpersonal, speaking, and listening skills from talking with both customers and upper management.
- Trained, coached, and mentored new sales associates for maximum performance.
- Maintained current knowledge of evolving changes in marketplace.
- Identified customer needs by asking appropriate, open-ended questions.
- Mentored junior sales representatives, improving overall team performance and productivity.
- Created compelling proposals that showcased unique selling points of company products or services.
- Exceeded sales targets consistently by implementing effective sales strategies and techniques.
Education
Bachelor of Arts - English Literature
Rhode Island College
Providence, RISkills
- Client relationship management
- Team collaboration
- Account management
- Relationship management
API, AINS
API - Associate in Personal Insurance
AINS - Associate in Insurance
Timeline
Senior Account Executive
JenCap Holdings
09.2014 - 12.2024
Personal Lines Insurance Sales
Metlife
03.2014 - 09.2014
Senior Sales Representative
Amica Mutual Insurance
03.2001 - 06.2013
Bachelor of Arts - English Literature
Rhode Island College
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