Lisa Knapp
Brownsburg,IN
Summary
Experienced professional with a robust executive support background. Excels in managing intricate schedules, coordinating meetings, and safeguarding confidential information. Proficient in communication, organization, and problem-solving to ensure smooth office operations. Committed to team collaboration and goal attainment, adept at adjusting to evolving needs and priorities. Reliable and resourceful individual known for consistently delivering top-notch outcomes.
Overview
40
40
years of professional experience
Work History
Executive Assistant/Office Manger
Schuetz Insurance Services/AJ Gallagher
09.2013 - Current
- Handled confidential and sensitive information with discretion and tact.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Answered high volume of phone calls and email inquiries.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Supported executives in decision-making processes by conducting research and presenting findings in clear formats.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
- Collaborated on special projects to improve overall business operations within the organization efficiently.
- Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
- Facilitated training and onboarding for incoming office staff.
- Maintained strict confidentiality of sensitive information, upholding company's privacy policies and ethical standards.
- Facilitated onboarding of new employees, ensuring smooth transition into company culture and workflow.
- Filed paperwork and organized computer-based information.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Worked with senior management to initiate new projects and assist in various processes.Run Production Reports
- Accounts Payable for smaller invoices and larger invoice approval before sending to AP department
- Manage Vendors and Building Maintenance
- Process Audits for clients
- Process Surplus Lines Tax paid to the State
- Keep all agency licenses updated
- Prepare desk equipment for new hires
- Go To Person for the entire office
Registrar
St Francis Hospital (Part Time)
04.2012 - 09.2013
- Greeted every guest with personable approach and provided knowledgeable service.
- Organized, reviewed, and filed paperwork for secure recordkeeping.
- Verified paperwork accuracy and checked for completion prior to processing.
- Register Patients
- Update Patient Information
- Verify Insurance
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Office Manager/Commercial Customer Service Agent
Capitol Insurance
11.2002 - 03.2010
- Accounts payables and receivables for the agency
- Ran Month end reports to pay company payables
- Supervise office service staff
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Assisted President with reports and tasks
- Managed office functions and vendor relationships
- Performed office staff reviews
- Evaluate training needs and requirements of support staff
- Processed commercial lines audits, renewals, new business
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
- Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
Marketing Assistant/P&C Support Supervisor
Insurance & Risk Management
09.2000 - 11.2002
- Market new & renewal business
- Plan meetings with Marketing Representatives during on-site visits
- Submit accounts to appropriate carriers
- Communicate with companies & clients regarding submissions
- Review and analyze final quotes
- Negotiate premium and coverages with carriers
- Supervise the P&C Account Assistants
- Manage office functions and vendor relations
- Evaluate training needs and requirements of support staff
- Process Commercial lines accounts
Commercial Lines Assistant Underwriter
Hoosier/General Casualty Insurance Company
03.1993 - 09.2000
- Assist assigned underwriters
- Process commercial lines new business, renewals, endorsements, audits and cancellations
- Communicate with agency producers and support staff
- Resolve underwriting issues
- Complete special projects and other functions as required
- Provided high level of assistance to help with review, classification, coding, and rating of applications.
- Copied, logged and scanned supporting documentation and placed all information in client files.
- Met with customers, agents and brokers to negotiate coverage, price, and service delivery.
- Evaluated insurance applications against established criteria, ensuring adherence to company policies and regulatory requirements.
- Assisted in the negotiation of policy terms and conditions, ensuring optimal outcomes for both clients and the company.
- Expedited the underwriting process through effective prioritization and organization of workload.
Program Support Coordinator
Hoosier/General Casualty Insurance Company
08.1995 - 09.1998
- Assistant Supervisor
- Complete and provide performance evaluations
- Train new employees
- Reinforce existing procedures with current employees
- Monitor territory workload
- Review daily audit trails
- Track and resolve errors of employees
- Receive and distribute daily mail
- Handle incoming customer calls
- Compile and prepare reports
Technical Trainer
Hoosier/General Casualty Insurance Company
03.1994 - 08.1995
- Provide new employee orientation
- Train new employees in company procedures, commercial rating guidelines, telephone etiquette and computer usage
- Maintained detailed records of employee progress throughout training programs, allowing managers to easily track improvements over time.
- Provided ongoing support for alumni of technical training programs, answering questions or offering additional resources when needed.
Commercial Lines Rater
Hoosier/General Casualty Insurance Company
03.1993 - 03.1994
- Process quotes
- Set-up amendments
- Issue commercial insurance policies and endorsements
- Oral and written communication with agents
Commercial Lines Rater
Indiana Insurance
09.1990 - 03.1993
- Process quotes
- Set-up amendments
- Issue commercial insurance policies and endorsements
Premium Audit Clerk
Indiana Insurance
09.1987 - 09.1990
- Process audits
- Rate policies
- File completed policies
- Computer entry of audits
Teller
Citizens Bank
01.1986 - 09.1987
- Customer transactions
- Bookkeeping
- Process loan payments
- Answer telephone calls
Education
High School Graduate -
Good Shepherd Academy
Mooresville INSkills
- Licensed P&C Agent
- EPIC
- Applied Agency Management System
- Microsoft Office
- Excel
Timeline
Executive Assistant/Office Manger
Schuetz Insurance Services/AJ Gallagher
09.2013 - Current
Registrar
St Francis Hospital (Part Time)
04.2012 - 09.2013
Office Manager/Commercial Customer Service Agent
Capitol Insurance
11.2002 - 03.2010
Marketing Assistant/P&C Support Supervisor
Insurance & Risk Management
09.2000 - 11.2002
Program Support Coordinator
Hoosier/General Casualty Insurance Company
08.1995 - 09.1998
Technical Trainer
Hoosier/General Casualty Insurance Company
03.1994 - 08.1995
Commercial Lines Assistant Underwriter
Hoosier/General Casualty Insurance Company
03.1993 - 09.2000
Commercial Lines Rater
Hoosier/General Casualty Insurance Company
03.1993 - 03.1994
Commercial Lines Rater
Indiana Insurance
09.1990 - 03.1993
Premium Audit Clerk
Indiana Insurance
09.1987 - 09.1990
Teller
Citizens Bank
01.1986 - 09.1987
High School Graduate -
Good Shepherd Academy
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