Lisa A. Johnson
Jacksonville, Fl 32244
Telephone 904-***-****
************@*****.***
OBJECTIVE
Seeking career position in the insurance industry which demands an outgoing
personality and a strong producer with sold experience.
SUMMARY
Insurance professional with a broad knowledge and experience in the areas
of commercial property and casualty underwriting, customer service,
training and risk engineering. A proactive, innovative, positive thinker
who is technically proficient goal oriented and a good communicator.
EXPERIENCE
Zurich American/Farmers Insurance, Jacksonville, Fl August 2006 to
March 2010
Commercial Lines Underwriter
Accepted a cross company promotion to with Zurich American Insurance.
Responsible for territory consisting of 6 states and 852 agents. Managed
book of agency issued small business property and casualty insurance to
assure profitable growth.
Duties include
< Daily review of all policy items which exceed agents authority working
from system generated lists,
< Determining eligibility, pricing, policy conditions,
< Assuring compliance with state legal requirements.
< Providing quotes, declinations.
< Outbound sales and relationship building calls to independent insurance
agency staff.
< Maintaining expert level of knowledge of multiple insurance reference
tools for the including internal and external databases, underwriting
guidelines and public information required for making informed and
accurate decisions.
< Serving as knowledge source for new underwriters.
Goals for production, profitability and workload management have been
consistently exceeded.
In mid-2009, Zurich American transferred the division to Farmers, another
Zurich owned company.
Zurich Insurance Services, Jacksonville, Fl July 2000 to August 2006
Commercial Property & Casualty Risk Analyst
Duties included reviewing new business and endorsements for eligibility,
mentoring and training new employees. This was a call center, with inbound
and outbound calls to customers. Updating personal information, answering
billing questions, and updating insurance information. Received two
promotions within same job category and was recognized as Employee of the
Month on multiple occasions.
Prudential Insurance, Jacksonville, Florida April 1996 to June 2000
Senior Administrative Service Representative, Life Insurance Department
Represented company in legal mediation on three way calls with insured or
lawyer and judge. Also examined life insurance claims.
Palmer & Cay/Carswell, Jacksonville, Florida July 1995 to March 1996
Commercial lines insurance service representative in independent agency.
Continental Insurance Company, Jacksonville, Fl. May 1978 to January 1995
Began as a commercial property and casualty rater and moved up through
ranks to underwriting assistant. Accompanied risk engineering and
underwriters on inspections and collaborated on recommendations and safety
standards for the risk and for a new program.
PROFESSIONAL EDUCATION
< CISR ( Certified Insurance Service Representative) designation obtained
September 2004
o Multiple continuing education courses for designation update:
< FAIA Advanced General Liability
< CIC Personal Lines and Commercial Property
< Skill Building for World Class Trainers
< National Underwriters Business Auto Policy
< National Underwriters Workers Compensation Policy
< Working towards Associates Degree in Underwriting
< Working on completion of Commercial Lines Commercial Specialist
EDUCATION
Ribault High School
Jacksonville, Fl