
Lori Phillips
Account Administrator

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About me
Service Account Manager at The Legacy Group
Education

Cuyahoga Community College
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Experience

Medical Mutual of Ohio
Jan 1991 - Jan 2006Account AdministratorAs 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 2013Sales/Service Account ExecutiveAccountable 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 - nowService Account ManagerI 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 ServicesAug 2013
Individual Marketplace
HHS-Health Insurance MarketplaceAug 2013
SHOP Marketplace
HHS Health Insurance MarketplaceAug 2013
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