• Our clients are insurance companies, banks and investment managers • Our team at LION Specialty consists of credentialed, high-performance individuals that specialize in the advisory and placement of insurance for these financial institutions (FI) • Our present and future clients, our teammates, and our underwriting relationships form our community • We exist to serve the community How we help FIs: 1) Analyzing Risk, Exposures, and Positioning Clients To Trade in the Global Insurance Markets • US, Bermuda, and Lloyds of London • Interpreting and negotiating insurance coverage • Preparing clients for claims and resolving them 2) Quarterly Updates Keeping Clients Current with Global Insurance Marketplace Conditions: • Pricing & premium rate fluctuation • Carrier appetite and capacity • The outlook from key FI underwriters' and their specific issues of concern • Litigation, case law and highlights of specific claims • Regulatory and economic issues 3) Annual Stress Testing of Our Clients’ Programs – Our Proven Client Service Process* provides: • Annual review to collaborate on strategy and prepare to meet with underwriters • Review of all counterparties and coverage • Peer benchmarking review of limits, deductibles and self-insured retentions • Loss modeling review, predicative loss analysis by line, based on actual claim data • Marketing process ensuring client programs are in line or better than market conditions • Renewal presented 30 days from expiration and policy(s) delivered date of binding • We are constantly finetuning our process! 4) Relentless Day to Day Service - Making every client feel like they’re our only client! Our mission: INSPIRING our team and future generations TRADING globally with long-standing relationships SERVICING clients with better process, advice, and solutions ELEVATING our community with continuous improvement, maximum effort, and consistent execution Get in touch info@lionspecialty.com
