Aaron Lemoine

Aaron Lemoine has been in the financial services industry since 2012. Aaron began their career as an Account Manager at National Financial Partners, where they were responsible for communicating via phone and email to financial advisors on a daily basis, as well as managing high priority follow-up projects and processing high volumes of business.

In 2014, they joined Lion Street as a Director of Carrier Relationships, Sales Operations, and Case Manager. As a Case Manager, they were responsible for efficiently managing the submission of individual life insurance applications to life insurance companies, reconciling outstanding pending case requirements and requests for additional information with agents, advocating and negotiating with life insurance carriers on informal and formal offers, setting proper expectations with life insurance agents, regional sales managers and others regarding pending case requirements, timelines, etc., communicating via email and phone to agents in conjunction with supporting their various cases, utilizing web-based document management system to organize, manage and transmit documents, utilizing web-based agency management system for case activity management, tasks, memos, etc., and generating status reports for management, agents and others as needed. Aaron also acted as a New Business Coordinator, managing and routing of group email communications, setting up inbound cases, and administratively managing case file details.

Aaron Lemoine attended Lamar University from 2009 to 2012, studying Accounting.