Lory Kenney
North Liberty,IN
Summary
Dynamic Licensed Insurance Broker with extensive experience at Saint Joseph Regional Medical Center Inc, specializing in risk assessment and regulatory compliance. Proven track record in developing tailored insurance solutions and enhancing client satisfaction through exceptional customer service. Adept at market research, driving process improvements, and training new agents to uphold industry best practices.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Licensed Insurance Broker
Saint Joseph Regional Medical Center Inc
Mishawaka, IN
08.2000 - 05.2024
- Developed customized insurance plans for clients based on their individual requirements.
- Conducted market research and identified new products that would benefit clients.
- Responded promptly to customer inquiries via phone, email, or in-person meetings.
- Participated in team meetings and provided feedback on process improvements.
- Provided advice to clients regarding appropriate levels of coverage and policy options.
- Assessed the impact of pending legislation on current policies and procedures.
- Maintained up-to-date knowledge of industry trends and changes in regulations.
- Worked closely with carriers to ensure compliance with all regulatory requirements.
- Ensured accurate completion of paperwork associated with each transaction.
- Stayed abreast of new product offerings and industry trends to provide up-to-date advice to clients.
- Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
- Maintained compliance with all regulatory requirements and ethical standards in the insurance industry.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Education
Some College (No Degree) - Accounting And Finance
Jefferson Community College
Watertown, NYSkills
- Insurance underwriting
- Policy writing
- Risk assessment
- Regulatory compliance
- Market research
- Customer service
- Financial analysis
Certification
- Certificate in Accounting
- Insurance License in Indiana and Michigan
References
References available upon request.
Timeline
Licensed Insurance Broker
Saint Joseph Regional Medical Center Inc
08.2000 - 05.2024
Some College (No Degree) - Accounting And Finance
Jefferson Community College
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