LC

Lori Clausen

Vice President Of Employee Benefits Sales And Service at Holmes Murphy

Lori Clausen began their career in 1996 as the Agency Principal, Area President, and Producer at Grandy Pratt Co, where they managed new business development and client service. In 2002, they joined Arthur J. Gallagher & Co as the Area President of Gallagher Benefit Services, Inc., achieving significant revenue growth and winning the Top Client Retention Award in 2012. From 2015 to 2017, they served as the Area Vice President at Arthur J. Gallagher & Co, leading client sales and service teams and providing consultation to corporate clients on employee benefits programs. In 2017, Clausen was recruited as the President of Wellmark of South Dakota, where they focused on sales and successfully transitioned the organization's operations. Most recently, in 2022, they became the Vice President of Employee Benefits Sales and Service at Holmes Murphy & Associates.

Lori Clausen's education history includes attending Western Iowa Tech Community College from 1982 to 1983, where they studied Business. Additionally, they completed the Corporate Learning Breakthrough Leadership Development Program at Harvard University, although the specific years of attendance are not provided.

Lori Clausen has obtained various certifications throughout their career. In November 2017, they received an Insurance License for Accident & Health, Casualty, Crop, Life, Personal Lines, Property, and Variable Life; Variable Annuity. These licenses were originally issued in Iowa and obtained through the State of South Dakota Division of Insurance. Lori also obtained a certification in Long-Term Care (CLTC) from the Corporation for Long-Term Care Certification in May 2003.

Furthermore, they have received the designation of a Certified Insurance Counselor (CIC) from The National Alliance for Insurance Education & Research in September 2002. Lori obtained the designation of Registered Employee Benefits Consultant (REBC) from the American College in February 1997. In October 1992, they achieved the Chartered Life Underwriter (CLU) designation from The American College of Financial Services. Additionally, they obtained the Life Underwriter Training Council Fellow (LUTCF) designation from The American College of Financial Services in September 1988.

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Timeline

  • Vice President Of Employee Benefits Sales And Service

    2022 - present