Lori Herrington got her start in the insurance industry as an agent. Eventually, she decided she didn't want to be tied to a desk anymore. So, she took a job with one of the oldest MGAs in Texas as a claims adjuster.
Once during this time period, an insured feigned ignorance of the existence of her son, a 21-year-old nondisclosed driver. Twenty minutes later she called back with the sudden recollection that did have a son after all.
With her curious nature, love of travel, and gift of gab, it was obvious to Lori that she belonged in sales and marketing. After a few years as a claims adjuster, Lori moved to the MGA's marketing department. In 2015 she joined Aspen MGA as their marketing director and has helped facilitate their successful first quarter launch 2016.
Lori likes the insurance industry for its limitless opportunities. 'There are so many success stories amongst my peers from many different backgrounds.'
I talked with Lori about what she likes most about her job and more. This is the way Lori Herrington works.
Marketing director for Aspen MGA
One word that describes how you like to work.
Current mobile device:
Dell laptop that utilizes a docking station. Very handy.
Project(s) you're currently working on:
Hollywood theme convention booth. Increasing Aspen's presence in Texas. Writing a short industry relevant article. Honing Excel, Outlook, Conferencing, Trello Board skills to increase work/time efficiency. Mapping out first quarter marketing strategy for 2017.
Accomplishments you're proud of:
Business - The very successful launch of Aspen MGA in 2016. Personal - Training for and completing a half marathon in 2016.
What are your goals for the next 12 months?
To triple Aspen's footprint in Texas and to run another half marathon. I will get there by accomplishing the projects in my outline above, aligning my focus and surveying my progress. I am definitely looking forward to 2017.
What do you like most about your job?
The core values behind Aspen. It's not just a great story; it is the Aspen Way. I excitedly signed on with Paul in the infant stages of the company knowing that we were going to build something exceptional. I love being a part of this and witnessing how the entire Aspen team embraces our dynamic culture every day. I work with exceptional people whom I believe in. That is a blessing, and it keeps me inspired.
What technology, apps or tools can't you live without?
My iPhone is ALWAYS with me - unless I am in the water somewhere. It's my mini-computer. Apps = Email, Map my run, GPS, Pandora, Airbnb, YouTube. (I call it the world's college because you can learn how to do anything on YouTube!)
Describe your workspace.
I have several. You will see evidence of coffee in all of these consistently. Home office looks like someone that is very creative and has many projects going... colorful messes. Aspen MGA office in Flower Mound is bright and streamlined, much neater than my home office. Car office is very comfortable, love my car.
How do you manage your to-do list?
I have many lists for the different aspects of my role with Aspen. For the most part, I keep up with items through Outlook, and I supplement that with an index card system for calls and simple tasks, especially when I am traveling.
I recently watched a presentation utilizing a Trello board, which I will incorporate to better manage the lists. Watch out my tech friends... I will be calling you for help on this.
What do you do when you finish a big project? Do you celebrate? Or, move straight to the next item on your list?
Depends how soon the next task is due. Most of 2016 has had me moving on to the next thing. If time warrants I like to unplug from technology and catch up with family and friends as I tend to be laser focused with my work and can be somewhat out of the loop mid project.
Got any time-saving tips or hacks?
Great question. I need more myself. I'm always on the quest for time management ideas.
I would say being contemplative in my strategies and approach every day. This allows me to make effective and productive use of my time. Setting timers and alarms on my phone keeps me on track.
What is your best everyday habit?
Remembering why I do what I do.
What do you listen to while working?
Podcasts, music and mostly the click, click, click of my keyboard.
What are you currently reading?
Never just one with me. I'm always into three or four books. Currently, 'The Didymus Contingency' by Jeremy Robinson, 'Guerilla Marketing,' and an interpretation of the Tao Te Ching by Dr. Wayne Dyer
How do you decompress ?
Saltwater therapy. Spending time with family and friends. Cooking, eating and exploring. Playing strategic games.
What gets you out of bed in the morning?
Good rest the night before and a little app on my phone called the sleep cycle - chirps like birds - very nice. Then a quick run.
What does a typical day look like for you?
Lots of emails and lots of phone calls to collaborate with the Aspen and AllStar teams. We haven't established typical yet, still in the structuring phase of our company.
Frequently, I start the day evaluating where we are and determining what needs to happen to get us where we want to be and then we circle back to the collaboration.
Who are your business idols and why?
I have three that come to mind. First my boss, Paul Harrison. He operates with immense drive and unwavering integrity. I am honored to work for him. Secondly, my father-in-law, David Herrington. He has quiet, determined power, and his advice is always genius. Lastly, my father. He truly embraced something I call living out loud.
What's your favorite blog or podcast?
Mixergy podcast and the ITC blog of course.
Coffee or tea?
Coffee as strong as I can get it.
What's your go-to drink at the end of the day?
Water, wine or whiskey... depends on the day.
What's the best advice you've ever received?
'Just be yourself.' It's simple and sometimes overlooked. And, 'don't overthink it.' Working on this right now!
What would you be doing if you weren't working at Aspen Insurance?
Traveling and doing mission work.
Who would you like to see in a future This is the Way post?
Paul Harrison, president of Aspen MGA, and Justin Costa with ITC.
The This is the Way blog series asks ITC employees, agents, carriers and other people in the industry how they work and to share their tips. Is there someone you want to see featured or questions we should ask? Tweet us or leave it in the comments below.
About the Author
As senior vice president of sales and marketing, Becky Schroeder oversees ITC’s sales and marketing departments. Her specialties include creating and documenting processes; establishing metrics for managing those processes; developing content strategy and generating leads; and driving the overall company sales and marketing strategy. Becky was named an Elite Woman in Insurance by Insurance Business America in 2016. She has a master’s degree in integrated marketing communication from Emerson College in Boston and a bachelor’s degree in journalism from Texas A&M University. Becky is a big Texas A&M football fan and enjoys cooking, reading and spending time with her husband and their three daughters.Follow on Twitter More Content by Becky Schroeder