Customer Service Manager

Lori M. Lohr

**** ****** ****** (***)

***-****

Henrico VA 23228 E-mail:

****.****@*******.***

SUMMARY

Communicates clearly and effectively. Experienced in all aspects of

meeting and event planning. Establishes and maintains good working

relationships with individuals and groups. Well-seasoned in the area of

training and education, with over twenty five years of experience in

customer service. Competent in management with special attention paid to

detail and organization. A determined, hard working individual with the

ability to work both independently and as a part of a team to accomplish

desired goals.

EDUCATION/LICENSES

Certified Professional Insurance Agent Designation, December 2010

Licensed Virginia Property and Casualty Insurance Agent, March 2009 -

December 2012

James Madison University, Harrisonburg, Virginia, B.S., Sociology, 1998

Germanna Community College, Locust Grove, Virginia, General Education, 1994

EXPERIENCE

Southern Insurance Company of Virginia, Glen Allen, VA

Consultant on Education and Training, October 2013 to present

. Provide expertise and guidance on Education and Training projects

Professional Insurance Agents Association of Virginia and DC, Richmond, VA

Education and Convention Manager, August 2003 to July 2012

. Manage the Education and Convention departments of the association

- including one staff person

. Responsible for developing, planning, hiring faculty, marketing and

promotion, processing continuing education credits, evaluation and

on-site management of approximately 75 insurance-related

continuing education events throughout the Commonwealth of Virginia

and the District of Columbia

. Responsible for planning all aspects of the associations' Annual

Convention - a three day event that included coordinating a 65

plus vendor trade fair, continuing education programs, meal

functions, fund-raising events, hospitality, special events and

more

. Assist association members and non-members with all aspects of

continuing education compliance and state regulation

. Communicate with Commonwealth of Virginia regarding up-to-date

legislation on insurance continuing education

. Serve as Staff Liaison to five member based committees

American Lung Association of Virginia, Harrisonburg, Virginia

Field Director of Training and Education, January 1999 to June 2003

. Recruit, train, and manage volunteers in the development and

implementation of programs; Provide staff leadership for program

committees; Develop, implement, and evaluate lung health and tobacco

related programs throughout 21 counties in Northwest and Central

Virginia; Initiate contact and establish relationships with community

organizations, corporations, agency leaders and individuals for

volunteer recruitment and program implementation; Develop budgets for

special projects and programs. Financial development in support of

program implementation. Fund-raising management through special

events, corporate & individual solicitation, and marketing of

incentive donation programs.

Office Manager, May 1996 to January 1999

. Managed daily office operations including, but not limited to office

volunteer management, secretarial and clerical duties- accounts

payable and receivable, completed monthly income report, file

maintenance, database management, other duties assigned by Area

Director; Supported staff for financial development and program

implementation. Acted as a resource for requests for educational

programs and materials.

Volunteer, 1995 to 1996

Commonwealth One Federal Credit Union, Harrisonburg, Virginia

Teller, September 1995 to August 1996

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