Open To Work
Lisa Fitzsimmons
Ansonia,CT
Summary
Strategic VP and Senior Client Advisor with proven expertise in developing sales strategies that drive revenue and enhance client loyalty. Skilled in portfolio analysis and client engagement, leveraging effective communication to foster business growth. Focused on risk management and policy negotiation, delivering tailored solutions that optimize client satisfaction and strengthen relationships.
Overview
1
1
Certificate
2027
2027
years of professional experience
Work History
VP, Sr Client Advisor
Marsh McLennan Agency
Norwalk, CT
07.2005 - Current
- Developed customized risk management solutions for affluent individuals and family offices.
- Identified potential exposures in client portfolios and recommended effective risk mitigation strategies.
- Advocated for clients throughout the claims process to secure fair settlements.
- Serviced a portfolio through billing administration, pre-renewal reviews, and annual client meetings.
- Engaged with referrals to market, quote, negotiate, and close new business opportunities.
Account Manager
Shephard Insurance Group
Greenwich , CT
09.2003 - 06.2004
- Coordinated policy renewals and coverage updates for clients.
- Provided expert advice within high-net-worth space relating to insurance products and services.
- Managed client relationships to ensure satisfaction and retention.
Client Service Specialist
Marsh McLennan
Norwalk, CT
2003 - 2004
- Handled client inquiries, ensuring timely resolution of service requests.
- Prepared for pre-renewal by issuing certificates and auto ID cards for commercial middle market accounts.
Claims Representative
GEICO
Woodbury , NY
2002 - 2003
- Processed a high volume of claims efficiently while maintaining quality standards.
- Processed claims using internal systems and software tools to ensure timely resolution.
- Reviewed documentation for accuracy and compliance with company policies to uphold standards.
- Educated customers on rights under state and federal regulations to promote informed decision-making.
Inside Sales Representative
TopLine Process Equipment
Lewis Run, Pennsylvania
1997 - 2002
- Cultivated strong customer relationships through effective communication and extensive product knowledge of sanitary processes in food, beverage, and pharmaceutical industries.
- Proposed manufacturing setups for end users by implementing processing equipment for clients including Pepsi Cola and Pharmacia Upjohn.
- Collaborated with team members to enhance sales strategies and improve client engagement.
Assistant Manager
Fashion Bug
Bradford, Pennsylvania
1997 - 1997
- Assisted in managing daily store operations and staff scheduling.
- Trained new employees on company policies and customer service standards.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Reviewed completed work to verify consistency, quality, and conformance.
Education
Some College (No Degree) -
University of Pit
Bradford, PASkills
- Claims advocacy
- Policy negotiation
- Sales strategy development
- Risk analysis
- Market analysis
- Client onboarding
Certification
- Property & Casualty license, American Bankers, 2004
- CPRIA, St. John's University 2025
Timeline
VP, Sr Client Advisor
Marsh McLennan Agency
07.2005 - Current
Account Manager
Shephard Insurance Group
09.2003 - 06.2004
Client Service Specialist
Marsh McLennan
2003 - 2004
Claims Representative
GEICO
2002 - 2003
Inside Sales Representative
TopLine Process Equipment
1997 - 2002
Assistant Manager
Fashion Bug
1997 - 1997
Some College (No Degree) -
University of Pit