5299 DTC Boulevard, Suite 1101, Greenwood Village, CO 80111 | 303-740-8001 | firstname.lastname@example.org
Allison Rossi is Director of Client Services 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 over the past 20 years has maintained a personal relationship with clients and their advisors, down to the detail of even remembering their cat’s names and dates of birth!
With over $800M of in-force life insurance under management, she manages a process which is consistent with our firm’s mission to provide efficient, effective and proactive policy service. This includes a method of analyzing a client’s 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 traveling, listen to audiobooks and watching classic movies. She is also active with local non-profits in helping feral cats with TNR initiatives and socialization.
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