Lisa Maselli
Kissimmee,FL
Summary
Insurance professional with extensive experience at State Farm, specializing in risk assessment and client relations. Demonstrated success in generating new business and improving customer satisfaction through effective communication and problem-solving skills. Proficient in navigating multi-state regulations and providing customized coverage solutions aligned with clients' financial objectives.
Overview
23
23
years of professional experience
Work History
INSURANCE AGENT
STATE FARM
Campbell, California
12.2024 - Current
- .Licensed insurance professional in Property & Casualty, Life & Health across California, Nevada, and Arizona, ensuring full compliance with multi-state regulations and policy standards
- Advised clients on comprehensive coverage solutions including auto, home, renters, life, and health policies, aligning recommendations to individual risk profiles and financial goals
Certified to sell Medicare Supplement plans and Humana products, guiding clients through complex healthcare options with clarity and accuracy. - Generated new business through inbound leads, referrals, and community engagement, consistently contributing to agency growth targetsEducated clients on coverage gaps and risk exposure, increasing policy bundling and overall account value.
- Generated new business through inbound leads, referrals, and community engagement, consistently contributing to agency growth targets
Educated clients on coverage gaps and risk exposure, increasing policy bundling and overall account value. - Processed policy changes, claims support, and billing inquiries with a high level of accuracy and responsiveness, enhancing customer satisfaction
Stayed current on evolving insurance regulations, Medicare guidelines, and carrier product updates across multiple states. - Leveraged CRM tools and agency systems to track client interactions, manage pipelines, and follow up on opportunities.
STORE MANAGER
STARBUCKS COFFEE
01.2013 - 09.2024
- Oversaw multiple store locations, ensuring operational efficiency and consistency across all sites.
- Developed and implemented customer service program, enhancing service quality and customer satisfaction throughout the store.
- Analyzed sales data to identify areas of improvement and develop strategies for increasing revenue.
- Analyzed sales numbers and performance metrics to identify deficits and drive process improvements.
- Established and monitored KPIs to optimize company performance.
- Developed and implemented effective strategies to reduce costs while maintaining quality standards.
- Interviewed and hired prospective employees according to team needs.
- Solved problems and resolved conflicts for team members and customers.
FOOD AND BEVERAGE MANAGER AND DIRECTOR
COMPASS GROUP- MORRISON DIVISION
01.2003 - 05.2012
- Developed sustainable menu programs for 200+ residents based on feedback from resident groups, ensuring nutritional needs were met within budget.
- Coordinated catering events from menu selection to supervising setup and service, enhancing guest experience and satisfaction.
- Resolved complaints regarding food quality and service, improving overall resident satisfaction and dining experience.
- Interviewed, hired, and developed waitstaff, supervisors, chefs, and all kitchen personnel.
- Managed employee work schedule, keeping daily shifts properly staffed.
- Managed payroll processing tasks such as tracking employee hours worked and calculating overtime pay.
- Worked with inter-departmental teams to create events for both residents and family
Education
BA - Mathematics
Niagara University
Skills
- Claims processing
- Team leadership
- Policy writing
- Risk assessment
- Problem-Solving
- Client relations
- Lead generation
- CRM software
- Team leadership
- Multitasking and Organization
- Problem-Solving
- Conflict management
- Effective communication
- Conflict management
- Effective communication
References
References available upon request
Timeline
INSURANCE AGENT
STATE FARM
12.2024 - Current
STORE MANAGER
STARBUCKS COFFEE
01.2013 - 09.2024
FOOD AND BEVERAGE MANAGER AND DIRECTOR
COMPASS GROUP- MORRISON DIVISION
01.2003 - 05.2012
BA - Mathematics
Niagara University