Lisa Rodriguez
North Brunswick
Summary
Detail-oriented and proactive Placement Specialist with extensive experience in managing insurance placements and collaborating with brokers, underwriters, and clients to deliver tailored risk solutions. Skilled in negotiating terms, preparing submissions, and ensuring timely execution of insurance coverage. Adept at maintaining strong carrier relationships and supporting compliance with regulatory standards. Proven ability to manage multiple priorities in fast-paced environments while providing exceptional client service and contributing to business growth.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Vice President
Marsh
New York, NY
04.2024 - Current
- Utilized in-depth knowledge of property market to create effective placement strategies for client needs.
- Manage and negotiate the placement of insurance coverage with insurance carriers on behalf of clients.
- Analyze client risk profiles and insurance requirements to determine placement strategies.
- Establish and nurture relationships with carriers and internal teams.
Assistant Vice President
Marsh
New York, NY
09.2019 - 04.2024
- Support senior client advisors and account teams in managing client relationships.
- Assist in the development and delivery of insurance and risk management solutions tailored to client needs.
- Participate in client meetings and call, and following up on action items.
- Prepare client presentations, proposals and reports.
Insurance Specialist
Marsh
New York, NY
09.2014 - 09.2019
- Support the preparation and submission of insurance applications, quotes and policy documentation.
- Track and monitor the status of insurance placements to ensure timely completion.
- Maintain accurate records of placement activities and client communications.
- Responsible for accurate data entry that will be utilized for billing.
Sales Lead Assistant Manager
Best Buy Mobile
Edison, NJ
04.2013 - 08.2014
- Led sales team to exceed monthly targets through strategic coaching and performance analysis.
- Developed training programs to enhance product knowledge and customer engagement techniques among staff.
- Implemented inventory management systems to optimize stock levels and reduce shrinkage.
- Analyzed market trends to identify opportunities for product promotions and merchandising strategies.
Education
Bachelor of Science - Biology
Pace University
Pleasantville, NY05-2013
Skills
- Team leadership
- Relationship building
- Coaching and mentoring
- Customer Service
Certification
Property and Casualty Brokers License
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Vice President
Marsh
04.2024 - Current
Assistant Vice President
Marsh
09.2019 - 04.2024
Insurance Specialist
Marsh
09.2014 - 09.2019
Sales Lead Assistant Manager
Best Buy Mobile
04.2013 - 08.2014
Bachelor of Science - Biology
Pace University