Lori Rogers
GILBERT,AZ
Summary
With over 20 years of experience in property casualty insurance, account management and customer service, I have a solid background and documented success in developing and maintaining agent and client relations. Being licensed in both Property and Casualty insurance helps me to explain and understand policy documents.
Overview
24
24
years of professional experience
Work History
New Member Acquisition/Licensed Ins Agt
USAA
Phoenix, AZ
02.2021 - Current
- Assist clients in selecting appropriate coverage options for their needs.
- Develop a customer service strategy to ensure the highest level of satisfaction.
- Evaluate whether a client meets criteria for eligibility for USAA membership.
- Identify gaps in insurance coverage to further protect our members.
- Meet team goals and sales quota.
Group Fitness Instructor
EOS Fitness
Phoenix, AZ
08.2020 - Current
- Developed class plans for each session based on fitness level of participants.
- Instruct high-energy, exercise classes designed to improve cardiovascular health, muscular strength, and flexibility.
- Demonstrate proper form and technique for exercises to ensure safety of participants.
- Encourage members to reach their fitness goals through motivation and positive reinforcement.
Marketing Coordinator/CSR
Central Iowa Insurance Services LLC
Carlisle, IA
02.2019 - 08.2020
- Assessed customer needs and upsold products and services to maximize sales.
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
- Trained agents on company management system and processes.
- Assisted in creating agency website.
Senior Analyst-Sales and Service
Nationwide Agribusiness
Des Moines , Iowa
02.2006 - 02.2019
- Managed all aspects of the agent relationship and support systems including:
- Administration of Agribusiness Portal and assists agencies and customers with system solutions.
- Determined content and presented at new agency onboarding sessions.
- Calculated and paid agency commissions and provided reporting.
- Produced agency reports for new business and renewal accounts.
Sales Support Representative
Nationwide Agribusiness
Des Moines, IA
03.2000 - 02.2006
- Provided sales and telephonic support to our Commercial Agribusiness Direct Agents, as well as their customers/insureds.
- Assisted with gathering marketing materials as needed.
- Produced sales reports, new business and renewal account information for our sales managers and or/insureds.
- Trained our customers and agents on the Nationwide Portal.
Education
Master of Arts - Communication
Arizona State University
Tempe, AZ10-2025
Bachelor of Arts - Communications
Central College
Pella, IATimeline
New Member Acquisition/Licensed Ins Agt
USAA
02.2021 - Current
Group Fitness Instructor
EOS Fitness
08.2020 - Current
Marketing Coordinator/CSR
Central Iowa Insurance Services LLC
02.2019 - 08.2020
Senior Analyst-Sales and Service
Nationwide Agribusiness
02.2006 - 02.2019
Sales Support Representative
Nationwide Agribusiness
03.2000 - 02.2006
Master of Arts - Communication
Arizona State University
Bachelor of Arts - Communications
Central College
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