LORI CALLEGARI

*** ********* **., ****** ******, N.Y. 10305 lori@life essentials inc.com 646-***-****

BACKGROUND

** ***** ********** ** *** industry primarily focused in sales and underwriting. I have handled all

administrative and sales aspects of the business: case development; pension rescue presentations;

illustration preparation; underwriting; application review, completion and processing; aps retrieval and

review; informal submissions; ordering of inspections and exams; case management; negotiations with

carriers for better offers; licensing; commissions. I have held several sales and administrative managerial

roles.

PROFESSIONAL EXPERIENCE

M&M BROKERAGE SERVICES, INC

Director, New Business

February 2009 – Present

Supervise two case managers

Negotiate with carriers for improved offers, when necessary

Involved in big case design (cases which exceed jumbo limits)

Troubleshoot between case managers, carriers & agents

Liason between upper management & case managers

Design pending reports for upper management

Process informal business cases to carriers

Responsible for sub standard analysis of cases and quickquote submissions

Review APS’ for possible health situations prior to submitting to the appropriate carriers

Maintain age & amount requirements and retention grids for contracted carriers of the firm

LIFE ESSENTIALS AGENCY, INC.

2006 – 2009

President

General Agent for Phoenix and American General

LOCKWOOD PENSION SERVICES, INC.

May, 1997 September, 2007

Vice President

Supervised two support staff personnel

Handled all licensing and contracting

Negotiated commission levels with various GA’s

Supervised all aspects of underwriting

Created and maintained commission/renewal spreadsheets

Ran illustrations for all of the contracted carriers of the firm

Produced client presentations which included flow charts, proprietary software spreadsheets

and Internal Rate of Return analyses

Ordered medical exams, APS’ and inspection reports

Collected and reviewed medical records and submitted them to various carriers for informal

offers

Reviewed all applications prior to submission to carriers for accuracy and completeness

Negotiated with underwriters for improved offers, when necessary

Handled all vendor contracts, i.e., phone system, internet access, copy and fax machines

EDUCATION

NEW YORK UNIVERSITY

Bachelor of Arts Degree in Chemistry, 1982

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