|
 |
Lori A. Vincent is the owner of Vincent Insurance Services. As a licensed insurance agent in the State of California, she is licensed to sell various plans, including health, Medicare supplemental, life, disability, long term care and several other ancillary insurance products.
Ms. Vincent's work history started in the banking and securities industries. Since entering the insurance field, she has provided exceptional customer service, while conscientiously attending to the numerous details of client accounts and her employers' requirements.
|
Ms. Vincent's career has given her the opportunity to perform a wide range of duties. As a sales and marketing representative for a carrier, she promoted sales of ancillary products to several hundred brokers. Providing quotes, assistance with pre-underwriting and speaking at enrollment meetings were her main functions. Ms. Vincent also participated in the design of new products and brochures for the carrier, and she spoke at conventions and seminars.
As Assistant Vice President, Marketing, at a brokerage and third party administrator, she provided sales support to her employer for large groups (i.e. school districts and hospitals). Her responsibilities included proposals and presentations, the design of self-insured plans, rate negotiations and direct support for the implementation of new plans to Risk Management and HR directors. Ms. Vincent was also account manager and contact for small groups and individual clients.
Ms. Vincent is now offering her expertise and outstanding client service through her own agency, Vincent Insurance Services. She specializes in providing a wide array of insurance products to individuals, as well as cost-containing employee benefit packages to employers. She is licensed with all major insurance carriers and constantly takes continuing education courses to keep apprised of new plans, laws and products in the industry.
Concerned with her community, Ms. Vincent is a volunteer with Families Costa Mesa, Costa Mesa Senior Meals Program (FISH) and Volunteer Center of Orange County. She has recently been awarded “Honoree Volunteer of the Year” at the Annual Spirit Awards held by Volunteers of Orange County.
|
 |
|
|
|
