Senior Executive Assistant - Board Liaison & Client Advocacy
Resume:
Lisa K. Lassu Senior Executive Assistant
Modena, NY ***********@*****.*** 914-***-**** www.linkedin.com/in/LisaLassuNY Executive Board Liaison Client Advocacy and Relations Team Development PROFESSIONAL SUMMARY
Senior Executive Assistant and Strategic Operations Partner with over 20 years of experience, demonstrating a proven track record of supporting C-suite leaders in complex, fast-paced global financial environments. Known for a 'white-glove' concierge approach that builds trust and confidence through personalized stakeholder engagement and proactive “right-hand” support for executives' planning and operational needs. An expert in understanding organizational needs by converting complex data into actionable insights and overseeing high-stakes board governance with full discretion. A problem-solver experienced in managing dashboards to create seamless workflows, boosting executive productivity, and building strong professional relationships through clear communication. KEY ACCOMPLISHMENTS
Strategic Client Advocacy: Led 12 weekly insurance portfolio reviews and delivered data insights, resulting in an 85% retention rate that helped leadership identify coverage gaps and build trust with clients.
Scalable Team Development: Established a structured onboarding program that reduced training duration by 50% and enhanced engagement scores by 70%, accelerating
understanding of policies, systems, and work culture Claims Management & Empathy: Reviewed a $2M claims portfolio quarterly, ensuring beneficiaries received timely payments through strict protocols combined with a
compassionate, human-centered approach
Executive Board Liaison: Coordinated essential New York board meetings for the Executive Committee, overseeing logistics and confidential materials to ensure smooth and secure operations
CORE COMPETENCIES
Executive Support: C-Suite Support & Board Relations, Executive Inbox, Complex Global Calendar & Travel
Management, Event Planning, Professional Discretion Client & Financial Stewardship: White-Glove VIP Service, Expense Reporting & Budget Tracking (>$500K), Fiduciary Oversight, Policy Compliance, Ad Hoc Initiatives Coordination Soft Skills: Intellectual Curiosity, Personal Accountability, Empathy-Driven Claims/Project Management
Operational Leadership: Process Improvement, Vendor & Stakeholder Liaison, Onboarding Coordination, Cross-Functional Training, Operational Triage & Continuity
Modern Technology Proficiency: CRM Systems (Salesforce, Concur, EPIC, SmartOffice), Collaboration Tools (Zoom, Microsoft Teams, SharePoint, Skype), Advanced MS Office Suite
(Excel, PowerPoint, Outlook), AI-Enhanced Workflow Design WORK EXPERIENCE
Staff Assistant – Life & Disability Customer Service Fieldstone Insurance Company, New York, NY 06/2018 – 11/2025 Managed high-priority inquiries for the CEO and Managing Partners across four divisions, acting as a gatekeeper to protect leadership’s time, prioritize requests, and ensure that key deadlines were met
• Operational Oversight: Served as the primary contact for 600+ life insurance policies, independently resolving complex client and carrier inquiries with sound judgment to build lasting trust, and earning referrals
• Policy Compliance: Streamlined the processing of 70+ post-issuance policy changes monthly, coordinating with 35+carriers to ensure the precision in premium payment application and swift resolution of compliance issues
• VIP Advocacy: Delivered white-glove concierge service to 50+ VIP clients, navigating intricate billing and policy matters to ensure uninterrupted coverage while fostering enduring high-trust relationships
• Client Relationship: Decreased life policy lapses by 20% by leveraging Excel and CRM tools to automate critical deadlines, allowing leadership to transition from administrative tracking to proactive, relationship-focused engagement
• Collaborative Pipeline Partnership: Led weekly reviews of 25+ critical tasks and opportunities, prepared agendas and follow-ups to keep executives aligned on new business, client activity, and priority actions while safeguarding their time
• Workflow Modernization: Spearheaded the creation of a centralized Life & Disability resource hub and comprehensive process manual, cutting onboarding time by 30% and enabling cross-functional teams to deliver consistent, high-quality client service. This initiative demonstrated leadership in driving efficiency and inspiring continuous improvement Lisa K. Lassu Page 2 2
Executive Assistant & Event Coordinator Swiss Re Corporate Solutions, New York, NY 05/2000 – 05/2018 Delivered top-tier support to 16 senior executives in a global matrix organization, anticipating needs and managing over 50 meetings. Reduced scheduling conflicts by 20% through strategic buffers, enabling executives to focus more on stakeholders. Collaborated with the Marketing team to standardize event procedures and trained the CEO's assistant and staff on compliance, logistics, catering, and expense budget protocols.
• Strategic Transparency: Served as the main liaison among senior leadership, cross-departmental teams, and external partners, clearly communicating objectives, tasks, and deadlines that aligned with leadership’s goals on high-profile initiatives
• Operational Oversight: Scheduled over 100 executive meetings annually, including sessions with clients, brokers, and leadership. Managed logistics, prepared agendas, assembled materials, and followed up to ensure accurate execution and high client satisfaction
• Event Planning & Client Retention: Coordinated end-to-end logistics for over 12 industry events with budgets exceeding
$500K, boosting client retention by 75%. These efforts allowed leadership to focus on client engagement and developing long- term loyalty
• International VIP Governance: Collaborated with the Group CEO’s assistant in Switzerland to manage logistics for the annual RIMS Conference (10,000+ attendees) and other team off-sites. Coordinated travel, catering, and schedules for 85 global executives and oversaw VIP suites hosting 30+ daily client and broker meetings over four days
• Expense Reporting: Generated over $350K in monthly casualty and expense reports using Excel pivot tables and PowerPoint, providing precise, data-driven insights to support strategic planning and resource allocation
• Fiduciary Oversight: Audited over $150K+ in quarterly invoices including charitable sponsorships, association fees, and sponsorship dues, implementing controls that ensured 100% on-time payments, zero delinquencies, and full compliance
• Operational Triage & Continuity: Acted as the Business Power User and Continuity Delegate, ensuring organizational stability by overseeing emergency protocols and maintaining crucial contact information for senior management during crises. EDUCATION & CERTIFICATIONS
• Associate’s Degree in General Studies – Antioch School, Bronx, NY
• Google: Introduction to AI and Maximize Productivity with AI Tools - In-Progress (2026)
• IBM: Solving Problems with Critical Thinking (2026)
• U.S. Department of Labor: Communication, Time Management & Public Speaking (2026)
• LinkedIn Learning: Communicating with Executives; Pitching Yourself for Opportunity (2026) COMMUNITY ADVOCACY
Youth Mentor: Guide and support youth by creating a nurturing environment for growth, values, and positive decision-making Community Facilitator: Coordinate outreach programs, organize food distribution, mentor women and at-risk youth, and tutor GED students to promote growth and opportunity.
Language: Fluent in Spanish
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