Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lisa Brakefield

Bradenton,FL

Summary

Accomplished leader with extensive experience in organizational development and human resources management in a myriad of fields, primarily insurance for 15 years. Results-oriented professional with extensive experience improving organizational efficiency through comprehensive strategies. Known for effective communication and strong relationship management, consistently delivering value in fast-paced environments while enhancing team performance and achieving client objectives.

Overview

26
26
years of professional experience
3
3
Certifications

Work History

Business Consultant

Self
Bradenton, FL
06.2022 - Current
  • Independent insurance sales and small business advisor

Director

Clegg Insurance Group
Clearwater, Florida
06.2018 - 05.2023
  • Developed and implemented comprehensive strategies to improve operational processes and organizational efficiency during acquisition to Clegg Insurance Group
  • Continued acting as Commercial Lines liaison and Manager for Anna Maria team location.

Commercial Lines Director

Slide Insurance
Tampa, Florida
05.2022 - 01.2023
  • Managed commercial insurance team during acquisition to meet client needs and compliance standards.

Broker/owner

Advanced Insurance Brokerage
Anna Maria, Florida
10.2010 - 06.2018
  • Broker owner of P&C, health & life retail agency on Anna Maria, FL.
  • Managed team of 4-5 agents
  • Networking & client relations

HR/ Operations Manager

Advanced Broadband System Services
Tampa, Florida
06.2000 - 01.2009
  • HR responsibilities for newly merged corporation by (49%) Scientific Atlanta.

Education

Master of Science - HR Development & Counseling

Troy State University
Orlando, FL
03-1995

Master of Arts - Psychology

University of Central Florida
Orlando, FL
05-1993

Skills

  • Business strategy
  • Market analysis
  • Risk assessment
  • Insurance compliance
  • Sales optimization
  • Relationship management
  • Project management
  • Effective communication
  • Problem solving
  • Conflict resolution
  • Team leadership
  • Organizational development
  • Human resources management
  • Revenue generation
  • Business planning

Certification

FL 2-15 Life, Health, & Variable Annuity Agent

Timeline

Business Consultant

Self
06.2022 - Current

Commercial Lines Director

Slide Insurance
05.2022 - 01.2023

Director

Clegg Insurance Group
06.2018 - 05.2023

Broker/owner

Advanced Insurance Brokerage
10.2010 - 06.2018

HR/ Operations Manager

Advanced Broadband System Services
06.2000 - 01.2009

Master of Science - HR Development & Counseling

Troy State University

Master of Arts - Psychology

University of Central Florida
Lisa Brakefield