Nicole DiLorenzo, CISR, APRI in

Nicole DiLorenzo, CISR, APRI

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Account Executive at IMA Financial Group, Inc.
📍 San Francisco Bay Area, United States

Nicole is an Account Executive at IMA Financial Group with over a decade of experience in property and casualty insurance. At her previous firm, she led the Emerging Risk Unit, specializing in complex insurance for the technology, life science, and venture capital sectors. She holds APRI and CISR credentials.

Outside of her direct role, Nicole values team building and celebrating successes with her colleagues. Her posts suggest an appreciation for a positive and collaborative company culture, and she enjoys recognizing events like the Lunar New Year.

She has unique expertise in creating innovative insurance solutions for risks that challenge traditional models.

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Experience
13 Years
Current Role
Account Executive
Job Level
Mid-senior
Location
San Francisco Bay Area, United States
Personality Overview

How Nicole shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Nicole cares about

Emerging Risk Insurance
She created and led a specialized unit focused on insuring complex, niche accounts in sectors like technology and life sciences that defy traditional insurance models.
Venture Capital Sector
Her experience involves directly managing insurance needs for venture capital clients, indicating a specialized understanding of their operational risks and portfolio companies.
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Career

Work history

1-2026
Account Executive
IMA Financial Group, Inc.
11-2022 - 1-2026
Emerging Risk Unit Team Lead
Newfront
5-2021 - 12-2022
Account Manager
Newfront
2-2020 - 5-2021
Senior Account Coordinator
Newfront
10-2018 - 2-2020
Account Coordinator
Newfront
In the press

Media appearances

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Education
2012 - 2014
Bachelor's Degree
California State University, Chico
2008 - 2011
Associate's Degree
Diablo Valley College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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