Lori Wheeler, Managing director, Wortham Insurance
Starting out in insurance in 1990, Lori Wheeler has spent more than two decades specializing in D&O liability for private, public and nonprofit organizations, as well as in E&O, employment practices and fiduciary liability, crime coverage, and kidnap and ransom. She has served as a senior-level broker/technician in several brokerages and as a senior underwriter/ manager for AIG and ACE. Wheeler focuses on building relationships with carriers and gaining a thorough understanding of their underwriting and claims processes to effectively help clients. She is responsible for program design and implementation, as well as daily service and claims management under Wortham’s professional indemnity line.
Recognized as a technical insurance professional, Wheeler frequently reviews and comments on insurance carriers’ policy forms at the drafting stage. She drafted Wortham’s proprietary crime policy form to provide coverage that was not available in the domestic market. Wheeler also regularly speaks at industry conferences and lectures at a local university’s risk management and insurance program. She is a mentor for the Houston Young Risk Professionals and has trained numerous young underwriters.