Lori House

Visionary
DISC Type : Ds

Director MMSD New Business & Customer Care at MassMutual

Uxbridge, Massachusetts, United States

Overview

A strategic business leader with over 27 years of experience, Lori House is the Director of MMSD New Business & Customer Care at MassMutual. She specializes in business transformation within the insurance and banking industries. People who have worked with her describe her as driven, digital-first, and an excellent mentor.

Loris interests lie at the intersection of finance and business strategy, with a focus on materials from institutions like Harvard Business Review. She is a graduate of the University of Massachusetts Amherst and holds Series 6, 63, and 26 certifications.

She was integral in building out MassMutuals eDelivery capabilities, significantly reducing cycle times and operational expenses.

Personality Overview

Direct & Assertive

Early Adopter

Fast But Thoughtful

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Business Transformation
Her profile highlights extensive experience leading large-scale business transformation projects to on-time, within-budget completion.
Digital Adoption
Described as a "digital-first leader, " she led change management for the introduction of digital health records and expanded eDelivery capabilities at MassMutual.
Customer Experience
Her current role as Director of New Business & Customer Care and previous leadership in client services demonstrate a strong focus on the customer journey.

Media Appearances

Lori has no verified media appearances

Work History

3-2021
Director MMSD New Business & Customer Care at MassMutual
10-2018 - 8-2020
Business Execution Lead (Product Owner) New Business & Underwriting at MassMutual
1-2016 - 10-2018
Director, Life New Business & Underwriting at MassMutual
4-2012 - 12-2014
AVP, Client & Administrative Services, Retirement Plan Services at Lincoln Financial Group
2012 - 2014
Member at LOMA EPAC Committee

Education

BA from University of Massachusetts Amherst
General Banking Degree from New England School of Banking

More Information

Social Presence :

Prographics :

Exp : 38 Location : Uxbridge, Massachusetts, United States Job Level : Mid-senior Designation : Director MMSD New Business & Customer Care at MassMutual
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Insights For Selling To Lori

During A Call Or A Meeting

DO's

  • Let them know of potential risks but suggest mitigation methods alongside
  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't go over them unless you are left with no other option
  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lori is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Lori

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Lori move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Lori take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Lori

Personality Compatibility


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