5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | firstname.lastname@example.org
Allison Rossi is Director of Client Relations and is responsible for strengthening relationships in her liaison role with the insurance carriers, policy holders and their advisors.
Allison began her career with AUCTORIS in 1999 and has obtained an extensive knowledge and thorough understanding of life insurance products, with a focus on indexed universal life. This allows her to effectively address questions our clients and their advisors may have regarding their in-force insurance plans.
With over $1.2B of in-force life insurance under management, her responsibility is to manage a process for administration, which is consistent with our firm’s mission to provide efficient, effective and proactive service. This includes managing a process that includes an analysis of the life insurance portfolio to determine current policy performance, monitoring the financial stability of the life insurance carriers, as well as collaborating with our insurance specialists to provide information on newer products that may better align with the clients’ goals and objectives.
In her free time, Allison enjoys doing volunteer work with shelter animals and travels each fall to Utah to work at the Best Friends Animal Sanctuary.
We understand our client’s time is valuable. Our Client Service Department offers the highest level of service and addresses any client requests in a professional, courteous and timely manner.
Allison can be reached at Allison@auctoris.com