Macy Burkhart|
Lori Lee joined the MJ team as a risk transfer specialist in the Risk Management + Commercial Insurance department. In her role, Lori frequently functions as a coordinator of service and marketing activities, going above and beyond to guarantee a seamless experience for our clients. She takes charge of their daily servicing needs, making sure that every interaction is smooth and efficient. Her dedication to risk management, trend reporting and data analysis enables her to develop comprehensive strategies that perfectly align with the unique needs of our clients.
Prior to MJ, Lori accumulated over twenty years of experience as a senior account manager. During this time, she managed a substantial book of business and served as a mentor to upcoming producers, providing invaluable guidance and support. Lori’s commitment to excellence in service also led her to actively participate in various committees, deepening her passion for developing and implementing procedures and training.
Related Blogs
EBSA RELEASES AGENDA OUTLINING UPCOMING REGULATORY ACTIONS
Bryan GrossOn July 3, 2026, the Trump administration released its 2026 Regulatory Plan and Unified Agenda of Regulatory and Deregulatory Actions (Agenda), identifying its significant ...
Read More
RETIREMENT ISN’T JUST A BENEFIT – IT’S A STRATEGY
Doug PrinceRetirement plans are often measured by participation rates, match levels, and account balances. But those metrics tell only part of the story. More organizations ...
Read More
MJ FOUNDATION RAISES OVER $150,000 IN 4TH ANNUAL ‘PUTTING FOR A PURPOSE’ GOLF OUTING
The MJ CompaniesMoney raised will provide grants for non-profit organizations in the community CARMEL, IND. – The MJ Companies, a leading business and financial services firm ...
Read More
The State Of The Benefits Market: What Employers Need To Know Now
Kevin SliwaAt MJ’s recent Economic Outlook, our team shared perspectives on the forces shaping today’s business and benefits landscape—from rising healthcare costs to evolving insurance ...
Read More
ACCESS, COST AND CARE: LESSONS FROM HEALTHCARE LEADERS ON BUILDING SUSTAINABLE BENEFITS STRATEGIES
Courtney HutchisonThe headlines are everywhere: healthcare costs are rising, hospitals are under pressure, and employers are balancing quality care with affordability. But according to healthcare ...
Read More
WHAT ARE “TRUMP ACCOUNTS” (530A ACCOUNTS)—AND SHOULD EMPLOYERS CARE?
Scott T. BilyouAt MJ’s recent Economic Outlook, our team shared perspectives on the forces shaping today’s business and benefits landscape—from rising healthcare costs to evolving insurance ...
Read More