Lora Merlino Email

Case Manager . Premier Brokerage Services

Current Roles

Employees:
31
Revenue:
$5.5M
About
Although Premier’s structure has proven successful in working with top-level advisors, our true value is the willingness and ability to customize that process to meet the unique mission of each advisor’s firm. We will first meet you and your firm to gain a true understanding of who you are. Then blueprint and strategize with you a structural design for your dedicated brokerage team. This value-added approach allows you to increase business while remaining consistent with your core values. We are uniquely different from other brokerage organizations in the industry—our staff is comprised of 30 team members yet they work exclusively with a small group of quality relationships. This ratio allows us to exceed service expectations and build relationships with our partners. Your dedicated team would consist of a Sales Director, Case Design Specialist, Case Manager, Underwriter, and Licensing Coordinator. The synergy of your team is what makes Premier’s model so successful. The team approach allows us to work closely together on every case, using individual expertise to complete the circle of success on each transaction. Our relationship with our carriers is an essential component of their unique success. The industry’s top carriers have a core understanding of the Premier model, expectations and service standards. Above all, they know that our success depends on the value they provide to their advisors based on knowledge, integrity, excellence, teamwork and all of our ability to deliver.
Premier Brokerage Services Address
604 Harper Avenue
Jenkintown, PA
United States
Premier Brokerage Services Email
Premier Brokerage Services Phone Numbers
215-517-4080

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