Ally Lamson

Examiner
DISC Type : cs

Vice President, Client Management at WTW

Philadelphia, Pennsylvania, United States

Overview

Ally Lamson is the Vice President of Client Management at WTW, where she applies a legal-minded, detail-oriented approach to insurance strategy and M&A due diligence. A former family law attorney with a JD/MA from Duke University, she leverages over a decade of legal experience to provide thoughtful and creative insurance solutions for her mid-market clients.

Deeply engaged in her Philadelphia community, Ally serves as the President of the Board of Trustees for Independence Charter School. She is a former collegiate volleyball and water polo player who continues to play volleyball recreationally. Ally lives in Philadelphia with her husband and their three daughters.

Unique fact: After more than ten years as a successful matrimonial attorney, she transitioned her career into international education administration and then into insurance brokerage.

Personality Overview

Process Oriented

Tough To Convince

Overcautious

Being observant comes to them naturally.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

M&A Risk Evaluation
Her current role focuses on leading due diligence for mid-market clients, combining her legal background with insurance expertise to evaluate transactional risk.
Employee Benefits Strategy
She has extensive experience in employee benefits design and has spoken at events on topics like rethinking total rewards and creating benefits for caregivers.
Youth Education
She demonstrates a strong commitment to youth and community education as the President of the Board for Independence Charter School in Philadelphia.

Media Appearances

Ally has no verified media appearances

Work History

7-2025
Vice President, Client Management at WTW
7-2022 - 7-2025
Area Vice President, Equity M&A at Gallagher
4-2019 - 7-2022
Assistant Director for Global Legal Studies at Temple University - James E. Beasley School of Law
2-2017 - 5-2019
Family Law Attorney at Jacobs Berger, LLC
3-2015 - 1-2017
Matrimonial Associate Attorney at Adinolfi, Molotsky, Burick & Falkenstein, PA

Education

2009 - 2012
JD/MA from Duke University School of Law
10-2011 - 1-2012
Study Abroad from Reichman University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Philadelphia, Pennsylvania, United States Job Level : Senior Designation : Vice President, Client Management at WTW
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Insights For Selling To Ally

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ally is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Ally

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Ally move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Ally take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Ally

Personality Compatibility


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