LISA M. DANN
Summary
Experienced with client communications and campaign coordination. Utilizes organizational skills to manage multiple accounts effectively. Track record of building strong client relationships and ensuring project success to obtain a responsible position in a business firm, utilizing my experience and leadership skills which will lead to future advancement.
Overview
18
18
years of professional experience
Work History
Account Executive
Ryan Specialty Insurance Services LLC
01.2022 - 07.2025
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- SC Property and Casualty Licensed
- Worked with AIMS, Image Right and Titan.
- Create market submissions and quote cover letters for agents and reviews received documents to ensure accuracy.
- Process invoices as well as resolves invoicing issues that may occur
- Communicate on notices of reinstatements and cancellation.
- Worked on inspection reports and communicate recommendations
Administrative Associate
AMWINS BROKERAGE /ACCESS
01.2008 - 01.2022
- Ordered supplies, processed mail, organized files and assisted with claims department.
- Promoted to Technical Assistant with Amwins Brokerage of the Carolinas: Binding and invoicing accounts, assisted agents with accounts and processed policies.
- Promoted to Amwins Access Client Service Specialist Binding Department: Binding and invoicing for multiple underwriters.
- Promoted to Inspections Department.: Review inspection reports and provide recommendations and discrepancies if needed.
Education
Associate in Occupational Studies - Travel & Tourism
Bryant & Stratton Business College
Cicero, NY01.1996
Business N/R Diploma - undefined
G Ray Bodley High School
Fulton, NY01.1990
Skills
- AIMS, Image Right, Titan,
- Windows 10, Microsoft Word & Excel
- Solomon for 36 months
- Pdf Advanced
- Account management
- Client relationship building
- Customer service
- Account servicing
- Attention to detail
- Organizational skills
- Problem-solving
- Multitasking
Timeline
Account Executive
Ryan Specialty Insurance Services LLC
01.2022 - 07.2025
Administrative Associate
AMWINS BROKERAGE /ACCESS
01.2008 - 01.2022
Business N/R Diploma - undefined
G Ray Bodley High School
Associate in Occupational Studies - Travel & Tourism
Bryant & Stratton Business College
QUALIFICATIONS
- I have multiple years' experience property and casualty insurance as well as A/P and billings.
- I multitask and hard working, eager to learn and love fast pace environment.
- I am a very organized individual who has a wonderful attitude.
- I have a pleasant voice and solve problems with ease.
- I get along well with others.
- I look forward to new challenges and will exceed to meet deadlines and/or solve problems that may occur.
Similar Profiles
Tindel WestonTindel Weston
Account Executive at Ryan Turner Specialty Insurance GroupAccount Executive at Ryan Turner Specialty Insurance Group
Wendy SmithWendy Smith
Broker Assistant at Ryan Specialty Group LLCBroker Assistant at Ryan Specialty Group LLC
Alexandra HeyburnAlexandra Heyburn
Account Executive at Ryan Specialty Group LLCAccount Executive at Ryan Specialty Group LLC
EZZAT SOLIMANEZZAT SOLIMAN
ACCOUNT DIRECTOR, Account Manager, Sr Account Executive, Account Executive at VML - Wunderman ThompsonACCOUNT DIRECTOR, Account Manager, Sr Account Executive, Account Executive at VML - Wunderman Thompson
Daniel SharpDaniel Sharp
Account Executive, Senior Account Executive & Enterprise Account Manager at BotifyAccount Executive, Senior Account Executive & Enterprise Account Manager at Botify