Jon Lacy Email & Phone Number
Private Client and Family Office Executive @ Relation Insurance Services
5 free lookup(s).
Jon Lacy Location
- Sacramento, CA, US
Jon Lacy Work
- 2025 - now Private Client and Family Office Executive @
- 2024 - now Senior Client Manager @
- 2024 - 2024 Vice President @
- 2019 - 2024 Account Manager @
- 2016 - 2019 Account Manager @ HUB International
- 2010 - 2016 Principal and Agency Owner @ Lacy Insurance Services, Inc / Nationwide Insurance Co
- 2003 - 2012 Instructor @
- 2005 - 2010 Sales Agent @
- 2002 - 2003 Trading Supervisor @ E*TRADE Financial
Jon Lacy Education
- Georgia Tech Scheller College of Business
Business Management
Jon Lacy Skills
- Client Services
- Strategic Partnerships
- Supervisory Skills
- Life & Health Insurance Licenses
- Skilled Multi-tasker
- Negotiation
- Private Clients
- Coverage Analysis
- Coaching & Mentoring
- Client Presentation
- Data Entry
- Policy Interpretation
- Business Development
- Brokerage
- Agency Management
- Data Standards
- Customer Retention
- Binders
- Written Communication
- Presentations
- Problem Solving
- New Business Opportunities
- Customer Service
- Account Management
- Communication
- Client Relations
- Risk Management
- Commercial Insurance
- Workers Compensation
- Property & Casualty Insurance
- Underwriting
- Investments
- Fixed Annuities
- Life Insurance
- Insurance
- General Insurance
- Coaching
- Health Insurance
- Liability
- Casualty
- Long-term Care
- Sales Management
- Term Life Insurance
- Sales
- Casualty Insurance
- Umbrella Insurance
- Claim
- Disability Insurance
- Legal Liability
- Long Term Care
- Property and Casualty Insurance
Jon Lacy Summary
- Jon Lacy, based in Sacramento, CA, US, is currently a Private Client and Family Office Executive at Relation Insurance Services. Jon Lacy brings experience from previous roles at Relation Insurance Services, Panorama Insurance Associates and HUB International. Jon Lacy holds a Business Management @ Georgia Tech Scheller College of Business. With a robust skill set that includes Client Services, Strategic Partnerships, Supervisory Skills, Life & Health Insurance Licenses, Skilled Multi-tasker and more. Jon Lacy has 2 emails and 1 mobile phone numbers on RocketReach.
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