Lori Chapman

Senior Account Manger | Personal Lines

DESIGNATION: 

Certified Insurance Service Representative (CISR)
Accredited Customer Service Representative (ACSR)
Chartered Private Risk and Insurance Advisor (CPRIA)

THE BEST PART OF BEING AN INSURANCE PROFESSIONAL:

The best part of being an Insurance Professional is to continue learning and be able to use my knowledge and skills to help educate my clients. Every client is different and represents their own unique risks.

WHAT DOES EXCEPTIONAL CUSTOMER SERVICE LOOK LIKE TO YOU: 

If there is one thing I want as a customer is to be called back. Customer service is acknowledging the client and let them know they’ve been heard and understood. 

WHAT RISK MANAGEMENT MEANS TO ME:

Minimizing the risk and helping the client understand/ identify their risk and to be there to educate them on what products are needed along with what steps to take going forward with risk assessments.

ONE ITEM FROM YOUR BUCKET LIST: 

To visit Scotland!