Lisa Hanna
Wayne,NJ
Summary
Dynamic Commercial Lines Account Executive with a proven track record at Acrisure LLC, excelling in client engagement and risk management. Skilled in developing tailored insurance proposals and fostering strong professional relationships, I successfully expanded a diverse portfolio through strategic cross-selling, ensuring optimal coverage and exceptional service delivery.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Commercial Lines Account Executive
Acrisure LLC
Hasbrouck Heights, NJ
06.2024 - Current
- Facilitated client communication to review current coverages and identify critical coverage gaps.
- Collaborated with internal teams to streamline cross sale opportunities, and assist in negotiating with carriers.
- Conducted market research to identify potential clients and growth opportunities.
- Developed customized proposals based on client needs and coverage requirements.
- Assisted in preparing presentations for client meetings, enhancing engagement, clarity, and rigorous loss control analysis.
- Portfolio Growth: Expanded a commercial book of business by strategic cross-sell opportunities for a diverse portfolio of clientele.
- Maintained seamless service continuity for my clients thru several staffing re-organization structures.
Commercial Lines Account Manager
Acrisure LLC
Hasbrouck Heights
01.2020 - Current
- Managed client accounts, ensuring optimal coverage and risk management solutions.
- Developed strategic insurance proposals tailored to client needs and industry standards.
- Coordinated with underwriters to secure competitive pricing for clients' policy renewals.
- Trained junior staff on compliance regulations and account management best practices.
- Maintained accurate client records in agency management systems to enhance service delivery.
- Fostered strong relationships with clients, driving retention through exceptional service support.
- Conducted comprehensive reviews of policies to identify gaps and recommend improvements.
Commercial Lines Account Manager
Scirocco Group
Hasbrouck Heights, NJ
08.2008 - 06.2020
- Implemented process enhancements that streamlined workflow efficiency across the account management team.
- Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
- Maintained up-to-date knowledge of industry regulations, staying ahead of potential impacts on client policies.
- Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
Education
Business
Fairleigh Dickinson University
Teaneck, NJSkills
- Client engagement strategies
- Oversight of key accounts
- Building professional relationships
- Efficient pipeline coordination
- Customer service
- Written and verbal communication
Certification
- Construction Risk Insurance Specialist Designation
- P&C, Life, Health, and Derivative licensed.
Timeline
Commercial Lines Account Executive
Acrisure LLC
06.2024 - Current
Commercial Lines Account Manager
Acrisure LLC
01.2020 - Current
Commercial Lines Account Manager
Scirocco Group
08.2008 - 06.2020
Business
Fairleigh Dickinson University