Lisa Gaston
Chester Springs,PA
Summary
Strategic Account Executive with proven success increasing sales and revenue through developing loyal account relationships. Articulate communicator with exceptional negotiation skills. Known for understanding customer needs and delivering effective solutions. Skilled in financial analysis, marketing, operational excellence, and team leadership. Proficient in Salesforce, and committed to mentoring and training teammates.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Commercial Surety Account Executive / Team Leader
Travelers, Bond Express
Exton, USA
02.2013 - Current
- Managed portfolio exceeding $4M across Northeast, Eastern Atlantic, and Central regions.
- Executed targeted marketing plans to stimulate regional business growth.
- Conducted competitive analysis to identify potential new customers and industry trends.
- Assessed customer needs through inquiries and provided tailored solutions.
- Facilitated monthly marketing meetings for strategic alignment in Northeast and Eastern Atlantic.
- Performed financial analysis on mid-sized to large accounts to enhance decision-making.
- Delivered system support for online agency users to improve user experience.
- Trained and mentored teammates, promoting skill development throughout the team.
Commercial Surety Account Underwriter
Travelers, Bond Express
Exton, USA
07.2011 - 02.2013
- Processed renewals and other transactional requests.
- Counseled agents on how to execute bonds.
Education
Bachelor of Arts - Applied Psychology
Indiana University of Pennsylvania
Indiana, PASkills
- Underwriting expertise
- Strategic planning
- Collaboration with underwriters
- Business development
- Salesforce proficiency
- Mentorship and training
- Competitive analysis
- Financial analysis
- Relationship management
- New business development
- Negotiation skills
- Client relationship management
- Portfolio management
- Needs assessment
Certification
- Property & Casualty Insurance Agency / Broker License #474865
Timeline
Commercial Surety Account Executive / Team Leader
Travelers, Bond Express
02.2013 - Current
Commercial Surety Account Underwriter
Travelers, Bond Express
07.2011 - 02.2013
Bachelor of Arts - Applied Psychology
Indiana University of Pennsylvania