LISA ALLENDER
Monkton, MD *****
abitgb@r.postjobfree.com
PERSONAL STRENGHTS:
Twenty nine years functioning as a dependable, flexible and responsible
professional agent for independent insurance offices. Well organized,
confident and self-starting with excellent interpersonal, verbal, and
written skills. Capable of exercising independent judgment with solid
integrity maintaining client confidentiality.
PROFESSIONAL EXPERIENCE:
11/2007 to Present Vince Piscopo & Associates, Inc t/a
Perry Hall Insurance Brokers, Inc.
Personal Lines Account Manager
Perry Hall, Maryland
As the sole Personal Lines Account Manager for PHIB, I manage all aspects
of new business, underwriting and claims for approximately 3,000
policyholders. Also act as a referral source for additional lines of
coverage the client may request/require in the areas of commercial, life
and/or health insurance. As I maintain an excellent rapport with the
entire Personal Lines client base, I also work closely with the carrier's
marketing and claims representatives, underwriters, and various vendors.
Currently proficient with the guidelines of the following insurance
carriers: Erie, Safeco, Travelers, Encompass, Foremost, Brethren Mutual,
The Hartford, Progressive, MAIF and All Risks, Limited; as well as the
Applied/TAM Agency Management System. I also act as the agency's backup
"close of day" person for the TAM/Applied System, and provide a variety of
reports to management regarding the daily download of the agency management
system, as well as provide banking deposits for premiums paid to the agency
by walk-in clients.
07/2005 to 11/2007 Coffey & Company, Inc. - Sparks, MD
11/1998 to 02/2002 Personal Lines Account Manager
Account Manager controlling the agency's entire Personal Lines book of
business valued at $1.5 million; new business contact person, as well as
liaison to the mortgage brokers, local jewelers, and auto dealerships in
the Metropolitan area. Referral source for other lines of coverage within
the agency. Maintain an excellent rapport with the entire Personal Lines
client base, the carrier's marketing representatives, underwriters, as well
as claims adjusters. Duties include underwriting, management and claims
representation.
Accomplishments for Coffey & Company
-Successfully rewrote the agency's CGU book of business to Selective Ins.
-Effectively rolled-over designated flood policies to Selective Ins.
- Leadership role converting agency to the Applied /TAM system
-Converted office to paperless environment scanning and storing documents
06/1995 to 11/1998 Insurance, Inc. - Owings Mills, MD
02/2002 to 07/2005 Personal Lines CSR
Managed an assigned alpha-team split with exceptional customer service
satisfaction, excellent phone skills and overall knowledge of the personal
lines business; maintained needed relationships with company underwriters
and carrier's marketing representatives.
03/1994 to 06/1995 Diversified Insurance - Baltimore, MD
Commercial Lines Account Executive
Account Management duties for a large commercial lines book of business
including mail distribution, rating small BOP business, maintaining a
paperless environment, renewal process, issuing certificates of insurance,
endorsements and various correspondences for 27 commercial insurance
carriers.
03/1992 to 03/1994 HTG Insurance - Ellicott City, MD
Personal Risk Manager
07/1988 to 03/1992 Jennings Insurance - Baltimore, MD
Personal Lines Administrator
06/1981 to 07/1988 Maryland Casualty - Baltimore, MD
Policy Typist
EDUCATION:
Property and Casualty License - 1991
29 Years Practicing in the Insurance Industry
Graduate of Parkville High 1981
Variety of Courses including Personal/Commercial/Flood Insurance
Proficient in Microsoft Office: Word and Excel Spreadsheets, etc
Applied/TAM Agency Management System, Fax Advantage
REFERENCES:
Provided upon your request