We are thrilled to announce that Lori Bobal has been promoted to Compliance Manager at Breckenridge Group!
Meeting insurance compliance obligations has always been a core focus of Breckenridge and as we continue to grow, we are committed to furthering our compliance processes, systems, team knowledge, and customer support. Lori’s new role will positively affect Breckenridge, as she will work closely with operations within Breckenridge Business Units to enhance our insurance compliance policies and procedures as well as any needed training initiatives related to this pursuit.
During her tenure with Breckenridge, Lori has already made an impressive impact. She joined the company in February 2020 as Compliance Supervisor, where she worked tirelessly to implement policies and procedures to ensure Breckenridge met required regulatory filings. She additionally oversees the Surplus Lines Tax Unit.
“Lori is a problem solver with a tremendous initiative to collaborate solutions that will assist us in formalizing our compliance program with our insurance business unit”, said Chief Compliance Officer Kirk Stephens, CRCM.
Prior to joining Breckenridge, Lori worked for over 25 years at a major national insurance services provider, where she served in various roles of increasing responsibility including surplus lines.