Lou Lerant Email & Phone Number

Harrisburg, Pa, Us

Addison, Tx, Us

Harrisburg, Pa, Us

Harrisburg, Pennsylvania, Us

Harrisburg, Pennsylvania, Us

Harrisburg, Pennsylvania, Us

- Manage a $12MM book of profitable business spanning 18 nationwide accounts- Facilitate consistent growth of over 30% while maintaining a loss ratio of less than 40% by creating and implement effective marketing campaigns (copy, social media, email blasts)- Establish and build strong relationships with agency owners, executives, and staff- Review financial health of prospective accounts to determine if it’s a good fit for the company- Utilize Salesforce.com and internal reporting tools to prospect for and maintain new leads/accounts- Create in-depth reports on account health, growth strategies, profits/losses, loss ratios, and annual budgets- Create dedicated marketing content co-branding Aegis and our partners in order to target specific industry needs- Create and conduct webinars for our partner and independent agencies highlighting Aegis products and the ease of use or our sales portal- Liaison between compliance and prospective national partners to create and review contracts, contingency agreements, and new producer fact sheets- 2020 Marketing Rep of the Year

Harrisburg, Pennsylvania, Us

As National Account Manager, I manage a $12mm book of profitable insurance agencies helping them to obtain maximum growth and profitability while minimizing losses. Together, we are able to achieve consistent year over year growth of over 30% while maintaining a loss ratio of less than 40%. Utilizing Salesforce and proprietary reporting tools, I evaluate the health of my book of business and focus marketing efforts accordingly to align with their growth strategy.

- Sole owner and decision maker of profitable small business.- Utilize Search Engine Optimization to drive business to various social media channels including: Facebook, Instagram, and Twitter.- Hire, manage, and mentor employees.- Responsible for all financial aspects of the business including creating monthly/quarterly balance sheets, P&L statements, generally accepted accounting principles, and human resources.- Created and implemented successful marketing campaigns to drive customers to the business

Marietta, Pa, Us

- Review personal lines applications, renewals, and endorsements to determine acceptance, rejection, or modification of coverage in accordance with company underwriting guidelines- Build and manage relationships with agency partners in order to provide excellent customer experiences- Perform agency management and book of business loss control- Analyze physical inspections, Motor Vehicle Reports, and Loss Reports to determine risk eligibility- Re-underwrite selected unprofitable agents, prepare a final analysis, and assist in determining the proper course of action- Identify production, retention, and loss ratio issues for assigned agents and develop corrective actions to address adverse trends- High level of experience in underwriting Pennsylvania, Maryland, and Delaware- Consistently a top performer in audit results with an error ratio of less than 2%- Helped reduce loss ratio by re-underwriting unprofitable books of business- Train new agents and employees on company systems and guidelines- Analyze large losses to determine risk retention and uncover patterns to help deter specific losses in the future- Project manager for user based insurance program including implementation and marketing

Us

- Evaluate the risk and exposure of potential clients for automotive insurance policies.- Follow up on all requests to insurance agents and policy holders to maintain compliance- Collaborate with all areas of Underwriting to research and provide resolution to renewal underwriting issues.- Provide technical underwriting support for team members.- Assist in training of team members and bringing training issues to light to the Underwriting Supervisors.- Handle assigned workload exceeding quality, productivity and service standards

New York, Ny, Us

- Provided financial solutions including IRAs, Roth IRAs, Annuity Products, and Mutual Funds.- Continuously involved in the sales cycle including post-sale follow ups to maintain customer retention and organizational compliance- Continuously absorbed industry and firm-specific knowledge through attending senior meetings/conferences, meeting with clients, and fostering investor-client relationships.- Monitored and approved incoming and outgoing wires to assure audit compliance.- Meticulously practiced the Know Your Customer rule and screened customers before account opening by way of ID verification and use of Chex Systems.- Actively aware of customer transactions and filled out Suspicious Activity Reports if necessary.- Provided operational support to entire branch team and implemented strategies to help lower operational costs and raise overall Profits & Losses.- Provided home lending solutions including mortgages and home equity loans/lines of credit.

Novi, Michigan, Us

Worked in a fast paced commissioned sales environment where customer service and meeting sales goals was a #1 priority.

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bs, Marketing