Overview
Work History
Timeline
AdministrativeAssistant

Lisa Pulver

Saugerties,NY

Overview

22
22
years of professional experience

Work History

Account Manager SBU

Higginbotham Agency
Brookhaven, MS
01.2025 - Current
  • Negotiated terms and conditions with underwriters to secure competitive insurance coverage for clients
  • Reviewed existing policies annually to ensure adequate coverage levels and make recommendations for adjustments as needed
  • Stayed up-to-date on industry trends, regulations, and market conditions affecting commercial insurance policies
  • Built strong relationships with key stakeholders including underwriters from various insurance carriers
  • Prepared comprehensive proposals outlining coverage options based on client needs analysis
  • Demonstrated expertise in various types of commercial insurance policies including general liability, property & casualty, workers' compensation, professional liability (E&O), commercial auto, and cyber liability

Personal Lines Account Manager

World Insurance Associates
Kinston, NY
02.2024 - 12.2024
  • Created customized proposals and presentations tailored to each client's specific needs and objectives
  • Resolved escalated customer complaints or issues promptly while ensuring high levels of professionalism
  • Conducted regular business reviews with clients to assess their satisfaction levels, identify areas for improvement, and drive upsell/cross-sell opportunities
  • Managed a pipeline of sales opportunities, ensuring timely follow-up and accurate forecasting of revenue projections

Commercial /Personal Lines Account Manager

Reis Group
Kingston, NY
05.2021 - 02.2024
  • Prepared Acord forms to remarket accounts
  • Managed a portfolio of commercial insurance accounts, including renewals, endorsements, and new business
  • Negotiated policy terms and conditions with underwriters to ensure competitive pricing and comprehensive coverage for clients
  • Prepared accurate quotes, proposals, binders, certificates of insurance, and other necessary documentation for clients

Personal Lines Underwriter

Kingstone Insurance Company
Kingston
03.2014 - 04.2021
  • Reviewed submitted homeowners, landlords, condos, personal umbrella and canine applications for approval
  • Reviewed inspections and send recommendation letters to the agent to follow up for completions
  • Created training manual for the personal lines underwriting assistants
  • Reviewed and verified accuracy of all underwriting data, ensuring compliance with company guidelines and industry regulations
  • Analyzed and evaluated insurance applications to determine the level of risk involved
  • Collaborated with agents or brokers to obtain additional information or clarify details on insurance applications
  • Participated in training sessions to enhance understanding of new products, processes, or technologies related to underwriting
  • Collaborated with sales teams to provide guidance on acceptable risks based on thorough evaluation criteria

Senior Account Representative

NGL/Winick Insurance
09.2003 - 03.2014
  • Maintained up-to-date knowledge of company's procedures and underwriting guidelines
  • Submitted new client proposals to excess lines carriers for quoting and binding
  • Worked independently servicing complex accounts for clients
  • Sole employee at this location responsible for all procedures for running this office
  • Document client and company conversations regarding coverages
  • Provided exceptional customer service and support to resolve inquiries, issues, and complaints in a timely manner
  • Managed contract renewals and upsell opportunities with existing clients
  • Trained new hires on company policies, procedures, and best practices for account management

Timeline

Account Manager SBU

Higginbotham Agency
01.2025 - Current

Personal Lines Account Manager

World Insurance Associates
02.2024 - 12.2024

Commercial /Personal Lines Account Manager

Reis Group
05.2021 - 02.2024

Personal Lines Underwriter

Kingstone Insurance Company
03.2014 - 04.2021

Senior Account Representative

NGL/Winick Insurance
09.2003 - 03.2014

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Lisa Pulver