Lenee' Jorgenson

Lenee' Jorgenson Email and Phone Number

Ogden, UT, US
Lenee' Jorgenson's Location
Ogden, Utah, United States, United States
Lenee' Jorgenson's Contact Details

Lenee' Jorgenson personal email

About Lenee' Jorgenson

I’ve been in the Insurance Industry since 1997, focused on Commercial Insurance! I specialize in all aspects of business and personal insurance. "If you do it, I can insure it"​ One of the things I enjoy the most is having the opportunity to familiarize myself with so many different types of businesses and people, finding out what makes them tick from A to Z. Once I understand what you do and why you do it, I will know how to insure it and protect you. I enjoy the challenge of insuring something I haven't had the opportunity to insure before, which doesn't happen very often anymore. I love all the diverse people I have met and have yet to meet, having the chance to develop relationships with them. When I can help them, by doing what I love and do best, they can spend more time doing what they love and do best. I specialized in Long Haul Trucking Insurance for the first 5 years of my career working for Kaufman & Kaufman, now Hubb Intl. in SLC. In 2003 I was enticed by Main Street Insurance Agency in St George Utah to become their Commercial Lines Manager. I enjoyed working there and the people I worked with very much.I moved back to Salt Lake in 2010 and loved, loved, loved working for Dastrup Insurance, helping those amazing people get their Commercial Lines Department up and running. I made good friends there that I will treasure for the rest of my life!LGIA was a challenging experience. I enjoyed my time as a Client Executive, I loved being a successful Agency Producer and really appreciate being given the opportunity to work with a group of awesome people while mentoring newer Producers.I finally feel like I've found my home with Wasatch Financial and Insurance an affiliate of Bowen Law Professional Group. We help our Clients through Asset Protection, a patented process of BLPG. I am producing for some of the greatest insurance companies around surrounded by like minded professionals.

Lenee' Jorgenson's Current Company Details
Lenee Jorgensons Dream Vacations

Lenee Jorgensons Dream Vacations

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Owner and Agent
Ogden, UT, US
Employees:
5
Lenee' Jorgenson Work Experience Details
  • Lenee Jorgensons Dream Vacations
    Owner And Agent
    Lenee Jorgensons Dream Vacations
    Ogden, Ut, Us
  • Lenee Jorgensons Dream Vacations
    Owner/Agent
    Lenee Jorgensons Dream Vacations Sep 2022 - Present
  • Major Brent Taylor Foundation
    Advisory Board Member
    Major Brent Taylor Foundation Sep 2021 - Present
  • Major Brent Taylor Foundation
    Event Chair - Leadership Legacy Gala
    Major Brent Taylor Foundation Sep 2020 - Nov 2022
  • Engage Wellness
    Owner Agent
    Engage Wellness Jun 2018 - Present
    North Ogden, Utah
    Engage Wellness, LLC brokers an Employer Sponsored Wellness Program, that triggers a tax savings that exceeds the cost of the program, all while encouraging a healthy, more productive workplace and providing a suite of benefits at little to no out of pocket cost.
  • Engage Wellness
    Owner/Agent
    Engage Wellness Jun 2018 - Present
    Utah, United States
  • Bni (Business Network International)
    Bni Utah - Business Builders Leadership Team
    Bni (Business Network International) Oct 2014 - Present
    Northern Utah
  • Bni (Business Network International)
    Director Consultant
    Bni (Business Network International) Apr 2016 - Jul 2019
    Northern Utah
  • Wasatch Financial
    Commercial Lines Producer/Asset Management
    Wasatch Financial Dec 2018 - Jul 2020
    Salt Lake City, Utah
  • Summit Risk Management & Insurance
    Risk Insurance Manager
    Summit Risk Management & Insurance Dec 2014 - Dec 2018
    Sandy Utah
    Foster new and existing relationships with Trusted Business Partners to mutually refer clients. Write and retain Commercial, Personal and Financial Lines of business. Network to bring in new clientele. We then help the clients analyse the their insurance risk, implement processes, procedures, policies and self retention to minimize exposure and transfer risk.Focus on commercial middle market accounts, complete insurance analysis to ensure proper coverage. Analyze insurance and claim reports and claim trends to develop a strategy to rectify problem issues. Review service and subcontractor contracts for appropriate verbiage to ensure proper transfer of risk.
  • Leavitt Group
    Commercial Insurance Advisor / Producer Mentor / Producer
    Leavitt Group Dec 2012 - May 2014
    Slc Utah
    General Duties Include: Focus on commercial middle market accounts, complete insurance analysis to ensure proper coverage. Analyze insurance and claim reports and claim trends to develop a strategy to rectify problem issues. Review service and subcontractor contracts for appropriate verbiage to ensure proper transfer of risk.Train and work with new and existing commercial lines producers; accompany producers on appointments, help them understand how to sell, create relationships and be profitable for themselves and the agency.
  • Neal Dastrup Insurance
    Agency Manager/Commercial Lines Manager
    Neal Dastrup Insurance Dec 2010 - Nov 2012
    Orem, Utah
    Managerial Duties Incl: Hire and train commercial lines CSRs, teach them to manage their time, track their progress and work flow. Train and help newly licensed and existing outside commercial and personal lines producers; teach them the different quoting systems and appetites from Insurance Companies when placing new and renewal business, help our producers understand how to be profitable for themselves and the agency, bring them to their full potential as quickly as possible and keep the agency profitable. Insurance Company Liaison - Serve on different agency counsels, work with new Insurance companies to receive agency appointments, work with our current insurance companies and marketing representatives to help negotiate agency production contracts then filter new and renewal business to reach agency goals & maximize contingency bonuses. General Duties Include: Maintain a $3-4 million book of agency commercial business for 3 separate agency locations, train CSRs in each location how to service, quote and maintain Commercial Lines business. Versed in processing of endorsements, certificates, billing, renewals, incl. updating information i.e.; currently valued loss runs, updated values, drivers, payroll, gross rec, etc and quote with multiple lines to ensure maximum value for insured and agency. Specialize in evaluating risks and consulting on missing coverage to ensure our clients are adequately insured.Office Manager Duties Incl: Accounting in QuickBooks for the Trust, Operating account, commissions and Payroll. Manage scheduling, hiring, firing, employee grievances and vacation tracking for 7 employees and 6 producer
  • Main Street Insurance Agency Llc
    Commercial Lines Manager
    Main Street Insurance Agency Llc Apr 2004 - Nov 2010
    St George, Utah
    Maintain a $4 million book of business, duties include; processing of endorsements, certificates, billing, renewals, incl. updating information i.e.; currently valued loss runs, updated values, drivers, payroll, gross rec, etc and quote with multiple lines to ensure maximum value for insured and agencyManagerial Duties Incl: Train and help new and existing outside commercial lines producers; guide them towards insurance company sweet spots when placing new and renewal business, help our producers understand how to be profitable for themselves, their clients and the agency, evaluate the imposed sliding producer commission scale to bring them to their full potential as quickly as possible and keep the agency most profitable

Lenee' Jorgenson Skills

Commercial Insurance Insurance Property And Casualty Insurance Workers Compensation Commercial Lines Liability Brokers Umbrella Insurance Customer Service Professional Liability Underwriting General Insurance Team Building Legal Liability Life Insurance Management D&o Disability Insurance Inland Marine Employment Practices Liability Term Life Insurance Casualty Casualty Insurance Health Insurance Sales Marketing Working With Brokers Small Business

Lenee' Jorgenson Education Details

  • International Risk Management Institute
    International Risk Management Institute
    Contractors Liabilty Risk Transfer

Frequently Asked Questions about Lenee' Jorgenson

What company does Lenee' Jorgenson work for?

Lenee' Jorgenson works for Lenee Jorgensons Dream Vacations

What is Lenee' Jorgenson's role at the current company?

Lenee' Jorgenson's current role is Owner and Agent.

What is Lenee' Jorgenson's email address?

Lenee' Jorgenson's email address is le****@****ail.com

What schools did Lenee' Jorgenson attend?

Lenee' Jorgenson attended International Risk Management Institute.

What are some of Lenee' Jorgenson's interests?

Lenee' Jorgenson has interest in Rocky Mountain Raceways, Children.

What skills is Lenee' Jorgenson known for?

Lenee' Jorgenson has skills like Commercial Insurance, Insurance, Property And Casualty Insurance, Workers Compensation, Commercial Lines, Liability, Brokers, Umbrella Insurance, Customer Service, Professional Liability, Underwriting, General Insurance.

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