Lori Houston Email & Phone Number

Cedar Rapids, Iowa Area

• Interpret and communicate contract language to assist clients with coverage.• Create quote proposals for current clients.• Process all mail for personal lines, including remote offices.• Answer clients calls/emails regarding policy coverages and changes.• Provide customer service for walk-in clients.• Aid with processing claims.• Develop and build relationships with clients.• Provide service to over 3,800 clients with approximately 8,000 policies.• Maintain license by taking 36 Continuing Education courses every three years.• CISR designation (Certified Insurance Service Representative).

Cedar Rapids, Iowa Area

• Responsible for overall departmental administrative functions, policies, and practices.• Coordinated and communicated effectively with other Linn County employees, supervisors, and the public.• Assisted in the coordination across multiple Linn County departments for emergency managementevents, drills, and planning meets.

Cedar Rapids, Iowa Area

• Responsible for the overall administration functions for a full-service life care community.• Coordinated members services, direct-mail marketing programs, member functions, human resources, and employee relations. • Assisted with payroll, accounts receivables, and account payables.

Austin, Texas Area

Worked in the following locations:Honolulu, HI District OfficeScranton, PA District OfficeAustin, TX District Office • Responsible for the overall administration functions for a full-service life care community.• Coordinated members services, direct-mail marketing programs, member functions, human resources, and employee relations. • Assisted with payroll, accounts receivables, and account payables. • Responsible for researching, organizing, and presenting taxpayer historical tax data to all revenue officers with the group.• Significantly increased the processing system by quickly providing tax research information for the Small Business Administration during the Federal Emergency Management Associations recovery efforts for Pennsylvania after the floods of 1996.• Responsible for preparing training manuals for the Austin Compliance Center Employee training sessions. • Organized and formulated the Austin Compliance Center’s application for Total Quality Organization Certification. • Responsible for maintain all incoming examination cases and processing them for assignment to Field and Office Examination. • Responsible for scheduling and travel arrangements for Revenue Agents and Officers for the Hurricane Iniki Relief effort.• Responsible for Market Segmentation Program in which 10,000 informational packages were formulated and distributed.• Conducted numerous background checks on perspective jurors for tax trials.