Lisa Cohen
Summary
. Highly engaged in forming relationships with co-workers, BGAs and reinsurers. In-depth knowledge of anatomy, medical conditions, and disease processes. Ability to negotiate skillfully and tactfully. Works above and beyond expectations daily. Maintains in-depth knowledge of manuals and underwriting material. Continues with CE credits to maintain nursing license and stay on top of current medical conditions.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Life Underwriting Consultant
Nationwide
12.2021 - Current
Underwrites on a medical and non-medical basis with minimal oversight. Vast knowledge of medical conditions and terms. Consults with reinsurers when applicable to offer our customers the most competitive offer possible. Extensive knowledge of life underwriting principles. Strong knowledge of accelerated underwriting. Consistently demonstrates the Nationwide Values. Passed 100% of CE tests and audits.
Medical Director of Underwriting
OwR/Aimcor Group
12.2006 - 12.2021
Managed the Underwriting department of a fast-paced BGA. Underwrote all life, disability and Long-Term Care cases. Trained and managed junior underwriters. Attended AHOU and was the Ambassador for the M.U.D. meeting. Traveled to many carriers for their annual symposiums thereby acquiring a vast knowledge of each company's niches and underwriting philosophies. Met regularly with producers and helped close deals with customers.
Registered Nurse
First Care Medical Group
04.1996 - 12.2008
Registered Nurse for a fast-paced Urgent Care. Managed and trained new clinical hires. Performed all aspects of nursing care including intake, vital signs, EKGs, venipuncture, spirometry. Triaged and assessed severity to prioritize consultations. Maintained CPR certification and CE credits.
Education
Bergen Community College
Paramus, NJSkills
Extensive expertise in many areas of underwriting including life, disability and Long-Term Care Dedicated and results-driven Life Insurance Underwriter with 18 years of experience, with 15 being in a leadership role Exceptional customer service Strong organizational and leadership qualities
Certification
Registered Nurse, FLMI, FALU, former Ambassador of the M.U.D. meeting in NYC.
Timeline
Life Underwriting Consultant
Nationwide
12.2021 - Current
Medical Director of Underwriting
OwR/Aimcor Group
12.2006 - 12.2021
Registered Nurse
First Care Medical Group
04.1996 - 12.2008
Bergen Community College