Lisa Karnbach
Stockton,CA
Summary
Detail-oriented licensed insurance professional with broad expertise supporting Account Managers and Producers across small to middle-market commercial lines as a generalist. Proficient in policy servicing with over six years of experience in Property & Casualty insurance. Strong understanding of business management with a Master of Business Administration focused in analytics. Adept at utilizing Microsoft Office and insurance industry software systems to streamline processes and deliver high-quality client satisfaction. I am seeking to contribute my skills and dedication to a dynamic commercial lines insurance team.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Assistant Account Manager
The Liberty Company Insurance Brokers
Woodland Hills, CA
06.2024 - Current
- Proven ability to provide high-quality policy servicing, renewal support, excellent client/carrier communication, and accurate file management with attention to detail
- Handles daily administrative tasks such as processing renewals, certificates, endorsements, coverage inquiries, invoicing, collecting payments, financing agreements, cancellations/reinstatements, carrier recommendations, audits, etc.
- Proficient in utilizing insurance management systems, including AMS360 and ImageRight, to accurately maintain policy records and client files
- Expanded relationships with multiple carriers while developing familiarity with new partners and strengthening expertise
Senior Field Property Claims Adjuster
Farmers Insurance
Woodland Hills, CA
02.2024 - 04.2024
- Investigated and resolved complex property claims by conducting on-site inspections, evaluating damage, and negotiating settlements with policyholders
- Collaborated with external vendors, contractors, and legal professionals to facilitate and ensure efficient resolution of property damage claims
- Utilized claims handling software Xactimate/XactContents to sketch and estimate property damage
- Maintained detailed claim files and documentation within Guidewire including estimates, reports, and correspondence to support decision-making
Account Assistant II
Propel Insurance/Alera Group
Tacoma, WA
01.2020 - 02.2023
- Obtained knowledge of commercial insurance working as a generalist in the middle-market collaborating with policy holders, account managers, and carriers to ensure seamless policy servicing and customer retention
- Assisted in the renewal workflow by gathering updated exposure data, statement of values, loss runs, motor vehicle reports, supplemental applications, binders, and policy review
- Processed certificates, policy changes, invoicing, financing, cancellations/reinstatements, audits, and other duties usual to servicing commercial accounts
- Utilized insurance management systems Sagitta, ImageRight, and Indio to accurately gather/maintain policy records and client files
Education
Master of Business Administration - Analytics
Southern Oregon University
Ashland, Oregon 06-2019
Skills
- Policy Management
- Customer Service
- Communication
- Problem Solving
- Accounting
- Self-Starter
- Data Analysis
- Time Management
- Business Management
- Decision Making
- Teamwork
- Project Management
Certification
Property & Casualty
California - Active
Oregon - Active
Timeline
Assistant Account Manager
The Liberty Company Insurance Brokers
06.2024 - Current
Senior Field Property Claims Adjuster
Farmers Insurance
02.2024 - 04.2024
Account Assistant II
Propel Insurance/Alera Group
01.2020 - 02.2023
Master of Business Administration - Analytics
Southern Oregon University