Lauri Dugan is the co-founder and Executive Vice President of RBServices. She started her insurance career with an insurance wholesaler and quickly moved into the Underwriting Manager position for a large Managing General Agent (MGA). Lauri has approximately 30 years of property and casualty insurance experience.
As one of the MGA leaders, Lauri was instrumental in establishing, training, and managing Back Office Process Outsourcing (BPO) services. She spent month’s abroad training the team on insurance terminology, rating, and policy issuance. While in this role, she identified the importance of standardized workflows, procedures, training, and accountability. She was the driving force implementing BPO services, standardization and workflows for remote offices statewide and abroad. Years later, seeing the impact of service excellence utilizing BPO services, workflow, and standardized processes, she co-founded RBServices.
Karra Lefler is the Business Development Supervisor for RBServices. She began her insurance career as a Customer Service Representative (CSR) for a retail agency. Over her tenure, she was promoted from producer to underwriter for large commercial accounts. Karra specializes in Inland Marine and Builders Risk. She has worked with retail agents, insurance companies and Managing General Agents (MGA).
Karra’s multi-faceted insurance background, has provided her with the ability to assist customers with comprehensive workflow analysis and documentation. Her attention to detail and strong customer service skillset compliment the Back Office Process Outsourcing (BPO) services offered by RBServices.
Leanza-Dawn Gilbert is the Client Relations Specialist for RBServices. She began her career in insurance with Shelter Insurance were she was an Office Manager while working towards obtaining an insurance license. While there, she assisted the agent with day-to-day activities including preparing quotes, following-up with renewal customers, and networking.
Before her career in insurance Leanza was a licensed Real Estate Agent and member of the National Association of Realtors. Being an agent taught Leanza valuable communication skills, the importance of organization and gave her a hardworking, competitive drive. No matter what field she is working in Leanza is determined to give 100% to help her clients reach their goals.