Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Lisa Armstrong

Austin,TX

Summary

Self-directed Manager with adaptability to meet changing operational needs. Energetic and resourceful professional proficient in program management and team leadership. Innate sales abilities and customer service skills.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Regional Branch Manager

Mercury Insurance
01.2000 - 10.2022
  • Achieved consistent branch growth through strategic planning and execution of targeted marketing initiatives.
  • Ensured regulatory compliance by staying updated on industry trends, conducting regular audits, and addressing any identified gaps.
  • Enhanced communication within the team through regular meetings, clear expectations, and open channels for feedback.
  • Oversaw risk management efforts by implementing appropriate policies and procedures to minimize losses.
  • Increased employee retention rates by fostering a positive work culture focused on recognition and career development opportunities.
  • Led cross-functional teams during high-stakes projects, effectively balancing resources and deadlines for optimal outcomes.
  • Collaborated with other regional branches to share best practices and achieve overall company goals.
  • Navigated challenging market conditions by adapting business strategies and remaining agile in response to industry trends.
  • Maximized operational efficiency by utilizing technology in various aspects of branch management such as data analysis or tracking key performance indicators.
  • Managed budgets to ensure financial stability and profitability for the regional branch.
  • Expanded market presence with targeted outreach strategies that attracted new business opportunities.
  • Streamlined operations by identifying areas for improvement, reducing redundancies, and optimizing resources.
  • Developed high-performing teams by recruiting top talent, providing ongoing training, and promoting a collaborative work environment.
  • Complied with regulatory guidelines and requirements.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.

Personal Lines Insurance Agent

Concord Insurance
01.1997 - 01.2000
  • Conducted thorough reviews of client policies, identifying gaps in coverage and recommending appropriate adjustments.
  • Increased customer satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Boosted company revenue by cross-selling additional insurance products and services to existing clients.
  • Reviewed client coverage annually to identify new risk exposures such as [Type] and [Type] and recommended additional products.
  • Evaluated client risk profiles by conducting thorough needs assessments, identifying potential exposures, and recommending appropriate insurance solutions.
  • Mentored junior agents on product knowledge and sales techniques, fostering an environment of continuous growth within the agency.
  • Maintained detailed records of all client interactions, ensuring timely follow-ups and proper documentation for future reference.
  • Researched providers and compared coverage and premiums to deliver best possible packages to clients.
  • Collaborated with underwriting team to ensure accurate risk assessments, optimizing pricing structures for client affordability.

Education

Anderson High School
05.1995

Skills

  • Operations Management
  • Staff Development
  • Sales management
  • Branch Operations Management
  • Excellent work ethic
  • Attention to Detail
  • Coaching and Mentoring
  • Project Management

Accomplishments


Korn Ferry: Develop comprehensive, effective strategies that improve their organizational structures, create attractive rewards and benefits packages, build thoughtful assessment and succession programs and develop current talent and future leaders. In sum, to unleash the power of your people to close the Potential Gap: the difference between where you are now and where you need to be to achieve sustainable growth.


Promoted to 7 positions (Underwriter Trainee, Underwriter, Sr. Underwriter, Administrative Underwriter, Underwriting Supervisor, Assistant Manager, Manager) within Mercury Insurance over a span of 17 years. Held Management position for the remaining amount of time.




Certification

  • CM - Certified Manager Certification

Timeline

Regional Branch Manager

Mercury Insurance
01.2000 - 10.2022

Personal Lines Insurance Agent

Concord Insurance
01.1997 - 01.2000

Anderson High School

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Lisa Armstrong