Lisa Munda

• Managed client relationships to ensure satisfaction and retention of personal lines insurance accounts.
• Assisted clients in understanding policy options, coverage limits, and claims processes.
• Processed policy renewals and endorsements accurately within designated timelines.
• Collaborated with underwriters to obtain competitive quotes tailored to client needs.

• Managed client accounts, ensuring comprehensive coverage and policy compliance.
• Developed tailored insurance solutions based on client needs and risk assessments.
• Coordinated with underwriters to facilitate timely policy renewals and adjustments.
• Provided expert guidance on commercial lines products, enhancing client understanding and satisfaction.

Personal lines customer service