Lori MacDonald

Responsible for property/casualty brokering and account executive service on middle market business with a high concentration of merger and acquisition clients. Highlights of successful transactions include the following:

• Within 48 hours cancelled/rewrote a $110M revenue company and bolted-on to the cancel/rewrite an acquisition of similar size in Q1 2017. Cost-of-risk reduction $75,000.
• Performed property/casualty due dilligence for a health care technology acquisition durng Q1 2017. Broadened coverage, reduced retentions and reduced P&C cost-of-risk by 20%.
• On an ongoing basis create due dilligence reports for acquisitions, review various contracts and credit agreements for clients. Design and implement competitive property/casualty new and renewal business on a book of $750,000 to $1,000,000 broker revenue.
• Manage/mentor a former financial services broker new to P&C.

Held various progressive positions from account manager to Director of Mid-Market brokering (ie Commercial Risk) for ARS. During my tenure as Director, my responsibilities included carrier relationship planning and profitability, management of a team of up to ten talented middle market brokers, liason with other Aon disciplines and account executive/brokering work on a book of $750,000 to $1,000,000 of broken compensation. Highlights of the Aon years include:

• Renewal retention rate of 90%.
• Mentorship of junior property/casualty brokers within Commercial Risk.
• ARS Steering Committee member from 2005-2006. This opportunity provided a unique oppportunity provided tremendous insight in to management planning related to revenue growth, new products, as well as client and employee retention.
• Priviledged to have been seated on Affiliated FM and Hartford's broker advisory councils.

Licensed Commonwealth of MA Producer/Broker.