Lori Morgeson

Account Manager Employee Benefits


Lori has 30 years of insurance and financial services experience and has spent the past 3 years within the benefits industry. She joined Insuramax as an Account Manager in 2017 after spending 14 years at an insurance brokerage agency and mid-sized firm in the Chicago area. Lori supports both small and large employer groups by assisting with benefit education, renewals, enrollments, wellness, compliance, and the daily challenges our clients face. She looks forward to establishing trust and building strong relationships. Lori is Medicare certified and licensed in Life and Health Insurance.