Marilyn Lyons

Insurance Broker @AIG

San Diego, CA, US

I research policies from different insurers and consult with clients to assure that their policy limits and coverage is tailored to their individual needs. In some situations, I assist clients with changing existing policies to provide them with the coverage that best fits their financial and personal goals, while providing them with competitive rates and well-researched carriers.Clients receive my assistance with renewing policies, making (initial) payments, and processing acounts. I regularly analyze my clients financial needs and goals to assure that they have appropriate coverage limits and limited financial risks. Additionally, I prepare reports for underwriters for life insurance applications.In order to continue learning professionally, I liaisize with insurance and other professionals through various professional organizations, and build a referral base through these professional relationships.