Lori Ross

Energizer
DISC Type : I

Marketing & Broker Development at Beyond Risk

Lafayette, Louisiana, United States

Overview

With over 25 years of experience, Lori Ross is a results-driven marketing and business development professional specializing in the captive insurance sector. She is a trusted partner to executive leadership, developing sales strategies that drive multi-million-dollar revenue, repeat business, and high-quality referrals.

While her career is a primary focus, she demonstrates a deep commitment to her field by actively following industry-leading companies such as Marsh and Zurich Insurance to stay current on market trends and innovations.

She is an expert in proposal writing and contract negotiation, successfully developing and managing relationships with a network of over 400 broker partners across the United States.

Personality Overview

Relationship Oriented

Believer

Big Picture Person

They are always positive and upbeat, so take their promises with a pinch of salt.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Captive Insurance
Her career is focused on marketing and developing captive programs for specialized industries, including restaurant franchises, renewable energy, and agriculture.
Broker Relations
She excels at developing and retaining relationships with a vast network of over 400 broker partners, managing onboarding and ensuring compliance.
Strategic Growth
She develops and executes sales strategies that generate multi-million-dollar revenue, emphasizing repeat business and high-quality referrals for long-term success.

Media Appearances

Lori has no verified media appearances

Work History

2-2025
Marketing & Broker Development at Beyond Risk
3-2015 - 2-2025
Marketing Director at York Alternative Risk Solutions
1-2022 - 11-2024
Senior Specialist, ARS Business Development at Specialty Captive Group - SCG
3-2015 - 11-2024
Senior Specialist, ARS Business Development at Specialty Captive Group - SCG
9-2019 - 12-2021
Senior Specialist, ARS Business Development at Sedgwick

Education

Lori has no verified education history

More Information

Social Presence :

Prographics :

Exp : 11 Location : Lafayette, Louisiana, United States Job Level : N/A Designation : Marketing & Broker Development at Beyond Risk
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Insights For Selling To Lori

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Share some stories about how you you have helped people in similar positions succeed
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t assume a yes just because they have not said no
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lori is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Lori

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Lori move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Lori take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Lori

Personality Compatibility


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