PU Lori Mount

Lori Mount   •   Assistant Vice President

Blank Head shadowLori is an Account Executive and Assistant Vice President in the Preferred Underwriting division of Preferred Concepts. Her twelve years of experience in the industry, coupled with her meticulous attention to detail, ensure that Preferred’s clients consistently receive dedicated and exceptional service. By maintaining quality control and adhering to all underwriting guidelines, Lori helps guarantee that all accounts are processed expeditiously and thoroughly.

Lori began her insurance career with Preferred Concepts as an Administrator and later as an Assistant Account Executive, where she provided pre-underwriting support for Preferred’s Umbrella Liability product. As a testament to her exhaustive attention to detail, Lori also maintained quality control by reviewing all program transactions for accuracy and compliance. Lori’s well-rounded skills are not exclusive to insurance underwriting. Thanks to her technological aptitude, Lori has been able to effortlessly adopt new systems as well as train others in their implementation, thereby ensuring that they are used to their fullest capacity.

In recognition of her dedication and expertise, Lori was later promoted to Account Executive. In her new role, Lori analyzes new and renewal business with Preferred’s Underwriting division and ensures compliance with carrier requirements and insurance regulation, while delivering the highest level of customer service to Preferred’s clients.

Lori holds a Bachelor of Science degree from the University of Connecticut.

 

 

 

p.  646.218.3256  f. 203.226.1253  e. lmount@preferredconcepts.com

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