LISA K. LASSU
Senior Administrative Assistant
Modena,NY
Summary
Experienced strategic partner and administrator with over 20 years of supporting CEOs and C-suite leaders in the insurance and finance sectors, including more than 7 years of remote work. Recognized as a forward-thinking “right-hand” who excels in operational oversight and managing global schedules and logistics across multiple time zones. Has successfully increased efficiency by reducing preparation time and coordinating high-profile events with budgets over $500K. Skilled in developing dashboards to meet urgent deadlines and practicing ethical listening to understand stakeholder needs and foster client loyalty. An empathetic, persuasive communicator who aligns interactions with core values. Adept at transforming complex variables and processes into seamless, scalable systems for managing sensitive, confidential information. Maintains an energetic, "white-glove" concierge approach, quickly adapting to new technologies and systems in fast-paced environments. Balances tact, enthusiasm, empathy, and teamwork across various units, earning trust and fostering a reliable, and positive work environment.
Overview
26
26
years of professional experience
5
5
Certificates
1
1
Language
Work History
Staff Assistant – Life & Disability | Customer Service Support
Fieldstone Insurance Group, LLC
Glen Rock, NJ
06.2018 - 11.2025
- Strategically prioritized high-volume inquiries for the CEO and Managing Partners across four divisions, serving as the primary gatekeeper to protect leadership’s strategic time and ensure seamless execution of divisional deadlines.
- Managed and expanded a life insurance portfolio of 600+ policies by addressing client requests, delivering summaries and premium schedules, and maintaining data accuracy, driving high satisfaction and generating referrals through attentive client care.
- Processed 70+ post-issuance policy changes monthly and coordinated with 35+ carriers to ensure accurate premium payments and full regulatory compliance.
- Managed 250+ calls monthly across four departments, achieving a 45% first-contact resolution rate and enhancing escalation procedures to ensure faster responses from the appropriate teams or management.
- Reduced life-policy lapses by 20% by proactively tracking renewals and engaging clients and carriers through targeted outreach.
- Produced 70+ quarterly portfolio summaries, giving management clear visibility into portfolio performance and highlighting cost-effective new products that optimized coverage and protection for client needs.
- Led the development of a centralized Life & Disability resource hub, process manual, and transfer templates, cutting onboarding time by 30% and enabling cross-functional teams to deliver consistent, high-quality service.
- Unified four legacy portfolio templates into a single format, reducing preparation time by 25% and enabling faster CEO and client reviews that fostered more dynamic idea exchanges and higher client satisfaction.
Executive Assistant & Event Coordinator | Client Relations Support
Swiss Re Corporate Solutions
New York, NY
05.2000 - 05.2018
- Managed complex calendars for 16 senior executives, coordinating meetings, appointments, and multi–time zone travel to optimize time use and minimize scheduling conflicts.
- Coordinated and prioritized over 50 scheduling and procedural requests each week by establishing a conflict-resolution framework that decreased scheduling conflicts by 20%.
- Directed over 100 domestic and international travel itineraries each year, maintaining a 95% on-time accuracy rate for expense reconciliations and greatly speeding up the reimbursement process.
- Generated 10 monthly casualty and regional expense reports to improve budget management and facilitate decision-making. Utilized Excel pivot tables and PowerPoint for precise data presentation and verbal updates during management meetings, helping to clarify objectives.
- Developed a comprehensive onboarding program for new hires, standardizing system compliance and best practices, and reduced training time by 50% while increasing new-hire engagement scores by 70% ensuring that members felt supported and empowered to adapt to the corporate culture day one.
- Organized over 12 top-tier client appreciation events with a total budget exceeding $500K, overseeing all logistics and follow-up tasks. This initiative resulted in a 75% boost in client retention and strengthened relationships with key stakeholders.
- Facilitated a last-minute pivot for an 85-person team offsite during an unexpected forecasted blizzard; secured an alternative venue at the hotel and catering arrangements to ensure 100% attendee safety and program continuity.
Underwriting Assistant
Swiss Re Corporate Solutions – Casualty Unit
06.2007 - 06.2008
- Maintained renewal databases, collected documents, and prefilled forms to assist underwriters with their client discussions and coverage details.
- Conducted monthly research on over 15 clients, verifying backgrounds and preparing detailed summaries for client review.
- Ensured the accuracy and confidentiality of data across client and internal systems, and collaborated with Legal and Compliance teams to ensure adherence to protocols.
Education
Associate’s Degree - General Studies
Antioch School
Bronx, NYAssociate’s Degree - Business Management
CUNY Bronx Community College
Bronx, NYSkills
Administrative Partnership Expertise
Event Coordination and Planning
Client-centric Communication
Strategic Decision Processes
Sensitive Information Management
Travel Logistics
Effective Communication Skills
Team Management Skills
Financial Documentation, Cost Analysis, and Budgeting Strategies
Event Management
Spreadsheet Management and Documentation
Employee Integration and Training
Efficient Time Organization
Claims and Disbursement Analysis
Professional Correspondence & Exploration
Certification
IBM: Solving Problems with Critical Thinking - March 2026
Community Advocacy
- Youth Mentor: Guide and support youth by creating a nurturing environment for growth, values, and positive decision-making.
- Community Facilitator: Coordinate outreach programs, organize food distribution, mentor women and at-risk youth, and tutor GED students to promote growth and opportunity.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Achieved 85% client retention rate by evaluating 12 weekly insurance portfolio reviews, providing data insights which helped leadership identify critical coverage gaps. As a result, we increased client trust and strengthened our commitment to meeting their needs.
- Managed a $2M claims portfolio with empathy-driven stewardship, balancing strict protocols with compassion to ensure beneficiaries received prompt support during vulnerable moments.
- Created a scalable onboarding system that cut training time by 50% and built a welcoming environment that boosted new-hire engagement by 70%, ensuring employees felt supported and empowered to adapt to the corporate culture from day one.
- Orchestrated high-stakes New York Board meetings for the Executive Committee, managing complex logistics and discreetly handling confidential materials so leadership could stay focused on governance and strategic decisions.
Timeline
Staff Assistant – Life & Disability | Customer Service Support
Fieldstone Insurance Group, LLC
06.2018 - 11.2025
Underwriting Assistant
Swiss Re Corporate Solutions – Casualty Unit
06.2007 - 06.2008
Executive Assistant & Event Coordinator | Client Relations Support
Swiss Re Corporate Solutions
05.2000 - 05.2018
Associate’s Degree - General Studies
Antioch School
Associate’s Degree - Business Management
CUNY Bronx Community College