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Associate Principal Engineer

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Professional with strong experience in client relationship management, well-prepared to enhance customer satisfaction and retention. Adept at driving impactful initiatives through strategic communication, conflict resolution, and problem-solving. Valued for collaboration, dependability, and adaptability in dynamic environments. Skilled in CRM software, customer service, and managing client expectations.

Dynamic and focused professionalism with extensive experience in client engagement and lead generation, notably more recently with Acrisure/Bender Insurance Agency of almost 24 years of enthusiastic service.
Excelled in cold-calling and building customer rapport and emails significantly enhancing client base and satisfaction.
A positive minded, out going, vibrant, flexible, over-achiever who demonstrates a strong work ethic, dependability, persistence, empathy and excellent communication skills to secure pertinent information as well as potential clients and ultimately appointment setting.
Excellent data entry information pertinent to future appointments gathered from potential clients.
Excellent client outreach.
Team player with willingness to learn.

Enthusiastic and reliable individual eager to contribute to Team Success through hard work, attention to detail, excellent Organizational skills and continuing education.

Customer-focused technology leader with 10 years of experience supporting infrastructure, operations, and complex technical systems. Skilled in building trust with stakeholders, leading teams through change, and ensuring customers successfully adopt tools and processes. Highly organized, proactive, and committed to delivering reliable, high-impact customer experiences.

Risk Management executive with over twenty-five (25) years’ experience in identifying, assessing, evaluating, treating and monitoring company-wide risks for various industries including entertainment, hospitality and real estate. Proven track record of protecting organizational value by mitigating identified risks and implementing appropriate risk financing strategies.

 Detail-oriented undergraduate science student with strong academic laboratory training and experience following standardized protocols. Proficient in PCR, gel electrophoresis, ELISA, and data documentation, and seeking a Research Assistant Intern role to gain hands-on research experience in a professional lab setting. 

Dynamic sales professional with a proven track record at Farmers Insurance Company, excelling in insurance sales and customer retention. Demonstrated expertise in closing deals and building rapport, generating significant revenue across various roles. Recognized for achieving over $300,000 in revenue at Encor Solar, showcasing strong product knowledge and cold calling strength.

Dedicated and dynamic professional with over 15 years of experience in real estate, project management, roofing, sales, collections, and property management. Strong communicator and problem solver with a commitment to client satisfaction and operational excellence. Dynamic Associate Broker with a proven track record in real estate transactions and property management. Skilled in negotiation and client relationship management, consistently achieving repeat business and high customer satisfaction.

Client-focused professional with 5+ years of experience in consultative service, customer retention, and relationship management in highly regulated environments. Adept at guiding clients through complex onboarding processes, managing long-term relationships, and resolving issues proactively. Strong background in CRM systems, cross-functional collaboration, and delivering tailored solutions to drive client satisfaction and business success. Now seeking to bring this experience into a Customer Success Manager role to continue delivering value and retention across SaaS or service-focused industries.

At Popular Risk Services, I have excelled as an insurance broker, leveraging my active property, casualty, life, disability, health, life insurance, annuities, and my exceptional network capabilities to retain 95% of policyholders. My proactive approach and dedication to customer satisfaction through customized insurance solutions and strategic financial planning underscore my accomplishments in customer retention and business growth.

Lori Lehmann

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Insurance Sales Producer

Licensed Sales Producer

Sales Producer

Education

Bachelor of Arts - Psychology

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Insurance Sales Producer

Licensed Sales Producer

Sales Producer

Bachelor of Arts - Psychology

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