Baldwin Krystyn Sherman Partners’ Lori Monserrat Named Risk & Insurance Power Broker
For the past 13 years, the Risk & Insurance® Power Broker® contest has recognized the best commercial property/casualty brokers in more than 20 industry categories. Candidates are selected from hundreds of applicants, and winners are chosen based on their creativity finding solutions for clients, dedication to customer service, industry knowledge, and their overall responsiveness.
Risk & Insurance® highlighted Lori’s unique approach to educating clients and her diligence in assuring clients are protected in every situation. An example is when Hurricane Irma struck.It was the diligence and market knowledge of Monserrat that left one of her clients well-protected. Monserrat went above and beyond to structure primary and excess flood coverage on the client’s Florida properties.
“Lori is a true asset to our team who goes above and beyond to serve her clients and act as a thought leader in the community. I’ve known Lori for many years, and she has always performed as one of the best in our field,” says Kelly Nash, BKS Private Risk Managing Director. “We are thrilled to see her recognized as the Private Client Power Broker she is!”
Lori was recognized as a 2016 Risk & Insurance Power Broker Finalist in the inaugural Private Client category.”
As a BKS Managing Advisor, Lori specializes in developing risk management strategies for affluent individuals, high profile individuals, family office clients, and athletes. Prior to joining BKS, Lori spent 14 years with Marsh & McLennan where she served as Vice President of Business Development. Lori provides complex property and liability insurance solutions for individuals and families, and develops proper program structure with trusted advisors to ensure asset protection.
She is a board member for Miracles in Action, the Women’s Foundation of Southwest Florida and is on the Advisory Council for Derek Jeter’s Turn 2 Foundation.
“My passion is to serve and I am grateful for the opportunity to serve my clients and the community with the support of a dedicated and compassionate team here at BKS Partners,” says Lori Monserrat.
You can view Lori’s complete profile in Risk & Insurance by clicking here.
Lori Monserrat can be reached at 239.734.3304 or email@example.com.
About Baldwin Krystyn Sherman Partners
Baldwin Krystyn Sherman Partners (BKS-Partners) is an award-winning independent insurance brokerage firm providing private risk management, commercial risk management, employee benefits, and Vitality™ programs to clients wherever life takes them throughout the U.S. and internationally. BKS-Partners has been named a Best High-Net-Worth Insurance Brokerage Firm in 2015 and 2016 by Private Asset Management Magazine. One of the largest privately held firms in Florida, BKS-Partners takes a holistic and boutique approach to insurance architecture and risk management. The firm builds personalized client relationships and utilizes a proprietary process called RiskMapping™ to examine client lifestyles, passions, professions and business ventures. This innovative approach generates a 360° view of each client’s unique risk profile. BKS Holistic Protection™ is then custom designed, which provides integrated coverage for all areas of a client’s life. Headquartered in Tampa, with seven offices located throughout the state of Florida, BKS-Partners is driven to make a difference in the community, rewarding colleagues’ community involvement and supporting more than 40 charitable organizations.
For more information, please visit www.bks-partners.com.
About Risk & Insurance® Power Broker®:
The Risk & Insurance® Power Broker® Awards are an annual selection of the most effective and influential commercial insurance brokers. The Power Broker® designation is based on nominations provided by brokers and risk managers, and is judged based on the quality of the application and on references by risk managers in each industry sector. Hundreds of risk managers and risk executives are interviewed in the process of identifying and soliciting, evaluating and judging the nominees. Brokers are judged primarily on their creativity in solving risk-related problems during the previous year, their demonstrated industry knowledge and their high level of client service.