Lori Agee
Global Client Executive @Everest
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WORK HISTORY
Global Client Executive @Everest
Atlanta, GA, US
Launched and scaled Everest’s Global Client Executive (GCE) practice, deepening enterprise-level relationships with key accounts.• Manage $50M+ GWP portfolio with 91% retention, exceeding targets.• Generated $3M new business through cross-sell initiatives aligned with underwriting appetite.• Partner with senior leadership to design strategy, structure, and scalable engagement models for enterprise accounts.• Institutionalize client relationships and develop executive-level intelligence tools (account plans, dashboards) to drive data-driven decisions.
EDUCATION
University of Georgia - Terry College of Business
MBA, Finance and Entrepreneurship
University of Georgia - Terry College of Business
BBA, Risk Management & Insurance
SKILLS
ABOUT LORI AGEE
Strategic distribution executive with a proven record of driving national sales strategy, broker and client development, and multi-line growth across complex P&C portfolios. Expert in optimizing distribution platforms, deepening broker partnerships, and aligning underwriting with sales to deliver profitable, sustainable expansion. Brings end-to-end expertise in insurance sales, risk management, and captive strategy, consistently achieving top-line growth and developing high-performing teams. Known for leading through change, fostering enterprise collaboration, and delivering C-suite–level impact in fast-paced, growth-driven environments.
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