Lisa Brown
Lake Mary,FL
Summary
Experienced and certified SAFe Product Owner and Business Analyst skilled in defining and prioritizing product features and requirements to align with business needs, goals, and initiatives. Proven track record of establishing and nurturing strong business relationships with partners, team members, and stakeholders. Extensive knowledge of the policy life cycle and proficient in all Commercial lines of business.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Business Process Consultant
CNA Insurance
07.2022 - Current
- Manages and supports several small to mid-size projects to implementation
- Provide process support and project support for the business unit
- Work with business partners for projects by obtaining all necessary requirements needed to ensure successful implementation
- Assists with developing process-related training programs including creating workflow job aids training materials and presentations
Underwriter Associate
CNA Insurance
12.2021 - 07.2022
- Handled renewal book of business and endorsement requests within authority level
- Performed underwriting analysis and documentation for accounts
- Worked as a liaison within the branch or across CNA to resolve issues (billing and collections, risk control, underwriting guidance from Segment/Line of business/ Underwriting Services subject matter experts)
Processing Specialist
CNA Insurance
04.2019 - 12.2021
- Rated and issued new business Inland Marine pieces of business
- Worked with underwriting and other areas to resolve any discrepancies and process insurance policies in a timely manner
- Effectively communicated with Branches and Underwriting to execute on follow up missing and incomplete information
Underwriting Associate
MIS Insurance Services
03.2018 - 03.2019
- Provided support for multiple carriers
- Quoted, bind and issue new business and renewal policies
- Endorsed policies and process final audits, cancellations and non-renewals
- Communicated with Underwriters to obtain missing and additional information as needed
Document Processing Specialist
STAT Informatic Solutions
08.2017 - 02.2018
- Indexing medical records for multiple facilities
- Reviewing records for accuracy
Specialist, Central Utility
Walgreens
05.2017 - 08.2017
- Followed all company policies and procedures to deliver quality work
- Read, reviewed and entered prescriptions into the system
- Troubleshoots to obtain missing information and interpret medical abbreviations
Underwriting Support Specialist III
Zurich NA
11.2013 - 06.2015
- Provided rating and policy issuance support to underwriting team using manual and automated systems for the following lines of business: General Liability, Property, Inland Marine, Crime, Workers Compensation, Commercial Umbrella, and Auto
- Interacted with internal and external customers to obtain and provide necessary information to resolve issues and provide outstanding customer service
- Consistently met production and quality goals
Policy Services Representative
CNA Insurance
12.2000 - 05.2012
- Processed new, renewal, endorsement, and issuance of commercial policies over 25k in premium for CNA's Middle Market department for the following lines of business: General Liability, Property, Inland Marine, Crime, Workers Compensation, Commercial Umbrella, and Auto
- Handled key accounts appointed to me by my manager to ensure all requests are completed quickly, and accurately
- Distributed quote letters to agents, brokers, underwriters when requested
- Manually rated information gathered from the application, and entered the data into the rating system
- Reviewed incoming business transactions and related information for completeness, accuracy, and quality while working with the underwriter and other departments to resolve any discrepancies so the policy can be processed in a timely manner
- Responded to complex policy service requests from customers, agents, and brokers
- Trained new hires in commercial package, which included general liability, property, inland marine, and crime, Auto, Workers Compensation and Umbrella line of business
Education
Bachelor of Science - Health Informatics and Information Management
University of Central Florida
Orlando, FL08.2015
Skills
- Ability to Analyze Information
- Detail-Oriented Approach
- Proactive Problem Solver
- Ability to Set and Meet Goals
- Prioritize Tasks Appropriately
- Skilled in Microsoft Office Applications
- Project Coordination
- Requirement Gathering
- Continuous Process Evaluation
- Understanding of Medical Terminology
Certification
- Commercial Lines Coverage Specialist (CLCS)
- Certified SAFe Product Owner/Product Manager
- Registered Health Information Administrator (RHIA) - American Health Information Management Association.
Timeline
Business Process Consultant
CNA Insurance
07.2022 - Current
Underwriter Associate
CNA Insurance
12.2021 - 07.2022
Processing Specialist
CNA Insurance
04.2019 - 12.2021
Underwriting Associate
MIS Insurance Services
03.2018 - 03.2019
Document Processing Specialist
STAT Informatic Solutions
08.2017 - 02.2018
Specialist, Central Utility
Walgreens
05.2017 - 08.2017
Underwriting Support Specialist III
Zurich NA
11.2013 - 06.2015
Policy Services Representative
CNA Insurance
12.2000 - 05.2012
Bachelor of Science - Health Informatics and Information Management
University of Central Florida
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