Lori Loch Email & Phone Number

Bellevue, Ia

Executive Assistant to the President/CEO of a global company with 27,000 colleagues in 65+ countries providing workers compensation, liability, property, casualty, disability plans for Fortune 500 clients. Scheduled all executive meetings and travel. Produced organizational communication. ✦ Coordinated senior leader projects, led research initiatives, and supported Headquarter facility operations for a company with more than 900 locations. ✦ Maintained flawless confidentiality around company strategies, budgets, performance, and personnel decisions. Executive calendar management with careful attention to detail. ✦ Managed, researched, and tracked expenses for travel, office items, subscriptions, conferences, etc. ✦ Directed internal relationships with working with the aviation department and external vendors such as car services and hotels.✦ Organized events for the Governor and the CEO in partnership with the Governor’s office. Created the guest list, planned the event, contracted event vendors, conducted follow-ups, and tracked donations.

Dubuque, Iowa, United States

Administered retirement plans directly and through brokers and partners. Cultivated new clients and managed client accounts for a provider of investment services for retirement plans (401k, 403b, 457, etc.) for small to mid-sized local companies. ✦ Led retirement plan design, client on-boarding, periodic client visits, and year-end analysis of payroll contributions, fees, compliance updates, enrollment, investment updates, and more. ✦ Supervised an average of $5M in managed assets. Earned annual bonuses for growing retirement accounts an average of 9% year-over-year. ✦ Maintained keen market knowledge and provided up-to-date education so clients could understand legislative changes, investment changes, and system changes. ✦ Cultivated relationships and leveraged resources to support clients in growing their investments by adding new personal investment, trust, and loan options. ✦ Active Member of Young Professionals, Women’s Leadership Network, highly engaged in the community.

Cedar Rapids, Iowa, United States

Administered retirement plans for Diversified Investment Advisors is a division of AEGON, a provider of 401k, 403b, and 457 plans serving a nationwide mid-large market. Secured and on-boarded new client accounts and managed retirement portfolios for institutional clients. ✦ Facilitated sensitive and complex account transitions for new clients. ✦ Served as a liaison and resource for clients, brokers, account executives, and project managers. ✦ Partnered with the Testing department to ensure corrections and year-end reports were executed correctly, on-time, and in compliance with new legislation or company changes.✦ Collaborated with call center leadership to ensure proper and empathetic handling of escalated issues. ✦ Grew retirement accounts an average of 8% year-over-year. Recognized for exceptional customer service.

Dubuque, Iowa, United States

Began with CIGNA Retirement and Investments as an Asset Specialist, CIGNA was acquired by Prudential. Moved into a project specialist and then a client consultant, administering retirement plans.

Platteville, Wisconsin, United States

Internship in the agriculture and commercial loan department.

Bachelor Of Science In Business Administration, Human Resources And Finance

Activities and Societies: Greek Council Zeta Beta Chi Sorority Center for the Arts Associate Intramural Sports

Education record