Lori Phillips

Lori Phillips

Account Administrator

Followers of Lori Phillips548 followers
location of Lori PhillipsCleveland, Ohio, United States

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  • Timeline

  • About me

    Service Account Manager at The Legacy Group

  • Education

    • Cuyahoga Community College

      -
  • Experience

    • Medical Mutual of Ohio

      Jan 1991 - Jan 2006
      Account Administrator

      As a mutual company that is owned and acts for its policyholders, I was honored to serve. It was my pleasure to take on policyholder's nightmares so they could concentrate on being healthy. My career developed into one of enpowerment for the business and their employees to make informed decisions in choosing a Life or Health plan that aligns with their needs and realities.

    • COSE

      Jan 2006 - Jan 2013
      Sales/Service Account Executive

      Accountable for customer satisfaction and loyality. In the everchanging landscape of health care, I was responsible for creating positive solutions. COSE was never "just insurance" which enabled me to demonstrate the value of membership tailored to their business needs. Actively engaged in cultivating relationships through education and networking amongst our diverse members, fostering an environment of new perspectives and can-do solutions. Kinships to last a lifetime.

    • The Legacy Group

      Jan 2014 - now
      Service Account Manager

      I have the pleasure of working with The Legacy Group. A small agency that is just the right size to allow for a personal and real relationship with our clients. It is with humble pride that we are able to provide the best and the right insurance products to meet our client specific needs. With each new day we aspire to continue to earn the trust given to us.

  • Licenses & Certifications

    • Accident & Health, Variable Annuities, Life

      State of Ohio Dept. of Insurance
    • Customer Service Strategies

      America's Health Insurance Plans
    • Health Insurance Associate

      The Health Insurance Association of America
    • In-Person Assistance Personnel

      Health Insurance Marketplace
    • Long Term Care

      The Health Insurance Association of America
    • Navigator

      Health Insurance Marketplace
    • Certified Application Counselor

      Department of Health and Human Services
      Aug 2013
    • Individual Marketplace

      HHS-Health Insurance Marketplace
      Aug 2013
    • SHOP Marketplace

      HHS Health Insurance Marketplace
      Aug 2013